Oak Tree Management & Training Ltd.
Birmingham, Bristol, Cambridge, Edinburgh, London, Manchester, Newcastle, Nottingham, United Kingdom
http://www.oaktree-training.co.uk/

Essential Telephone Collection Techniques

An interactive seminar providing the skills to stay calm, confident and focused when collecting overdue accounts. It will also give techniques to use in more challenging situations whilst negotiating workable solutions. Course Contents Personality Styles Identifying strengths and weaknesses Identifying customer types and strategies for dealing with them Establishing clear objectiv......
 

To explain in layman’s terms the rules, procedures, forms and other essential information to enable creditors to maximise the effectiveness of court action. Course Contents Which court is appropriate for your claim? Standard ‘Claim Form� The protocol process �conduct of parties prior to and in the course of an action Collection costs and late payment interest Procedure for ......
 

To provide delegates with a framework, including ‘best practice�in credit management, to ensure that a written credit policy is operationally successful. It also covers how recent changes in the law affecting credit management can be implemented through the credit policy and used to best company advantage Course Contents How to prepare an outline proposal for a credit policy How to......
 

Fee earning organisations are notoriously poor at collecting their debts. Providing a positive, and professional credit management policy which, in turn, will reduce bad debt while protecting the client relationship. Course Contents Designing and Implementing Credit Management Policies and Procedures Why the need for a credit management system Who is going to be affected by the p......
 

Dealing with deeper more advanced collection techniques and interpersonal skills for improving collection performance. There will be particular emphasis placed on utilising the major tools and technology available for making debtor contact and ensuring that contact produces cost effective recovery. Course Contents Understanding real collection philosophy Best practice. Worse practic......
 

This course focuses on the development and perfection of the skills needed for successful telephone collections. The training is designed to be interactive and participation is encouraged at all stages. Course Contents A Self Assessment A health check on current methods of collection Account Queries Welcoming complaints Turning around negative situations Voice Projecti......
 

To provide a greater understanding of the legal system enabling a better working relationship with your own lawyers and legal advisors. Course Contents The Legal Relationship with your Customer Customer identity, including limited liability, partnerships, limited companies and partnerships The contract, how and when it is made The importance of Terms and Conditions Contractu......
 

This course aims to equip delegates with the essential tools and techniques for establishing client focus and satisfaction during a consultancy intervention. This includes maximising the win-win relationship between a client and a consultant, the importance of delivering on time and on budget, exceeding client expectations and encouraging repeat business. This course can be tailored and del......
 

Designed for all new and existing auditors providing them with an update of the systems revised requirements and the knowledge to operate an internal audit system. The course is highly participative reviewing case studies, practical audit workshops, syndicate exercises and tutorials. Delegates are encouraged to bring documentation relating to their own system for discussion within the progr......
 

This course is accompanied by an A5 guide to using appropriate tools for the job at various stages of problem solving and decision making. It is aimed at those who wish to work through problems in a team setting, identifying root causes and creating effective action plans to deal with the issues which arise. This course can be tailored and delivered in company. Course Objectives By the e......
 

Lean Manufacturing combines guiding principles and philosophy to establish a continuously improving organisation in which the goal is the conversion of all activities to add value The revolutionary leap from mass production to lean production has provided a set of lean manufacturing principles that represent a radical departure from traditional techniques. The skill-sets, roles, rules, and ......
 

This course is designed to be conducted with the complete team at the start of a project and is an ‘action-learning�event in which the teams learn the techniques of excellent project management through applying them immediately to their own project. Not only will the delegates gain new knowledge and skills, they will take a giant leap forward in their project plan and maximise the chances ......
 

It has been said many times that teamwork is the engine room of change. This is especially so in the implementation and acceptance across organisations of the need for continuous improvement. If teamwork is the engine of change, then facilitators are the oil in that engine. More time at work is lost through ineffective meetings than in any other activity. Some studies have shown that over a......
 

A method of measuring performance and continuously improving processes, products and services based on the statistical principle of a 3 sigma performance - i.e. all outputs aiming at failure rates in the parts per million zone - in effect a ‘zero defects�philosophy. This approach links closely to our fast-track project methodology for project teams....
 

A blend of old-fashioned Good Housekeeping principles with the newer management techniques of Continuous Improvement aimed at employee teams working in cells, engineering or production environments where efficiency and right first time are key...
 

To provide a practical insight into how the law in Scotland can improve your recoveries and maximise your cashflow. It will also update delegates on recent developments. Course Contents Dovetailing Basic Credit Control Procedures, Pre-Legal for Effective Recoveries Pro-active collection techniques The importance of account opening applications for cash recovery Why send a solicitor’s le......
 

To provide a practical insight into how to improve your organisation’s cash flow by reducing the amount of money locked up in the business. Course Contents The Money Go Round Definition of working capital and lock up Identify cash flow hold-ups Analyse the Business Billing targets Cash collection targets Under-recording or writing off chargeable time Unproductive members of staff Un......
 

The secret of successful collections lies in understanding and controlling the dynamics of human interaction. This two day workshop is aimed at building the relevant skills and does not follow the normal ‘lecture and role play�format used for giving knowledge. It is assumed that participants have the surface level knowledge of collection techniques. Dealt with in this workshop are the deepe......
 

Research has shown that a contrary or rigid culture is the most important factor in preventing the successful implementation of change and is especially significant when a merger is involved. This course will use case studies and introduce a structured approach to assessing your culture, analysing the causes of the cultural status-quo, identifying changes required to structure, systems and styl......
 

This course is focused on the practical application of Business Process Mapping. we will work with you to provide you with the insight, knowledge and confidence to make BPM a reality in your organisation. This course will enable you to document, understand and improve your organisation’s business processes. You will leave the course with the knowledge and confidence to implement business pr......
 

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