Curriculum:
Topics, Coaching and Workshops

This is a catalogue of options; we’ll work with you to determine the most suitable workshops.​

Data Visualisation and Analysis for Business Users

Data Analysis 101

This workshop builds foundational data analysis and storytelling skills, offering exposure to dashboard design and 20+ chart types (e.g., column, pie, scatter) using tools like Excel, Power BI, Qlik Sense or Tableau. Ideal for staff looking to enhance data visualisation and insights-driven action. It includes the practical skill of how to set-up Excel to use as an Analytical Dashboard

Data Readiness

This series of workshops teaches essential data analytics skills: asking key questions, understanding data types and KPIs, performing data integrity checks, cleaning data, and managing dates. It's designed to enhance data handling and analysis capabilities.​

Data Visualisation & Storytelling

This series of workshops focuses on

data visualisation with 19 chart types, including column, pie, and scatter plots etc. It covers visualisation methods, building charts in tools like Excel, Power Bi, Qlik and Tableau and designing effective dashboards. Ideal for enhancing data presentation

skills.

10 Tips to get Insights from any Data

This workshop focuses on analysing data to drive action and storytelling. It includes a checklist for insights, covering value drivers, targets, growth, trends, comparisons, and key statistics like 80/20 rule and correlations. Ideal for actionable data analysis.

Productivity & Automation Skills

Email & Calendar Automation​

This workshop teaches you how to streamline your Outlook inbox using automation. You'll learn to set up auto-replies, organise emails by sender or keyword, auto-forward messages, and apply categories automatically. It also covers managing meeting responses, deleted items, and rules. All designed to streamline communication and reduce inbox overwhelm.​

RPA / ​
Power Automate​

These practical Power Automate workshops introduce users to creating Microsoft Forms and building automated cloud flows triggered by form

submissions. Participants will learn to save attachments to the cloud and send bulk personalised emails, streamlining everyday tasks and boosting efficiency through real-world examples.​

SharePoint Lists​

This workshop introduces Microsoft Lists, exploring practical use cases and the key benefits of using lists for tracking and collaboration. Participants will learn how to automate list-based tasks using Power Automate and get hands-on experience by building their own incident tracker.​

Excel Tips

This workshop delivers quick, bite-sized Excel tips, even seasoned users might be surprised by what they learn. Taught in focused 2-minute segments, each tip is designed to boost productivity instantly and help users work smarter with less effort.

Building Front Ends on BI Tools

Dimensional Modelling​

This coaching teaches how to create pivot reports using multiple tables through dimensional modelling. It covers techniques for organising and connecting data, ideal for staff managing complex data sets and generating insightful reports.​

Foundational

This coaching equips participants with skills in data visualisation, dashboard creation, and data analysis using BI Tools. It covers data connections, calculations, and

presenting insights, ideal for staff needing to analyse and communicate data effectively.​

Intermediate

This coaching class covers

intermediate BI Tool concepts,

including complex data visualisation techniques, advanced calculations, data blending, and dashboard

optimisation. It equips staff to

implement and customise BI

solutions for in-depth analysis and reporting across business functions.​

Advanced

This coaching prepares participants for BI Tools certification by covering essential topics like data connections, advanced visualisations, calculations, and dashboard creation. It equips staff with the skills needed to pass the certification exam and apply BI Tools for effective data analysis and reporting.​

Business and Performance Analysis

Business Goal Setting​

This workshop teaches goal setting using the Balanced Scorecard framework, covering financial, customer, internal, and process objectives. It revisits foundational concepts, connects long-term and short-term goals, and emonstrates how to build a strategy map to align and communicate strategy effectively across all organisational levels.​

Developing Business KPIs​

This workshop teaches how to create and name the 6 most common metrics, understand 4 types of KPIs, and differentiate between leading and lagging indicators. It covers target-setting methods, building a data plan, and using a KPI library or Data Dictionary to balance and align metrics across productivity, quality, timeliness, and efficiency.​

Top-Down Business Process Management​

This course covers the importance of business processes and offers a 5- step methodology for documenting

them. Learn to optimise processes for cost, quality, and timeliness, integrate process models with strategy maps, and use over 50 cheat sheets for various departments. Gain skills in process discovery facilitation for effective implementation.​

Strategic Projects and Portfolios​

This course explores OKRs (Objectives & Key Results) and their role in strategy execution, especially in agile, innovative environments. It covers structuring OKRs, prioritizing

initiatives, integrating OKRs with KPIs, and launching a pilot OKR system using proven templates.​

Business and Performance Analysis

Cascading KPIs​

This workshop covers cascading goals and KPIs and aligning support functions with the business scorecard. It includes setting up a balanced scorecard using KPIs and OKRs. Activate and align online team scorecards to make your efforts tangible and set organisational

standards.

Performance Architecture​

This workshop provides a foundation in performance management, covering key terminology (e.g., Goals, KPIs, Metrics) and performance

architecture. It helps clarify relevant data and concepts to align organisational  understanding and guide the implementation of

effective performance  management systems.​

Data Automation Planning​

This workshop covers data storage and access considerations for populating scorecards, automation of data sources, and setting up a RAG (Red, Amber, Green) strategy map template. It includes developing a data plan with a data dictionary and rules for automated reporting, ideal for executive reporting.​

AI Prompting for the Back Office​

This course teaches AI fundamentals and prompt engineering, tailored for Finance, HR, Strategy, and IT. It helps staff enhance efficiency, automate tasks, and improve decision-making using AI tools. Ideal for teams adopting AI solutions

Technical Data Tools for End Users

Excel from Beginner to Advanced​

This coaching is designed to help users in

mastering key Excel skills.​

SQL Foundations

This coaching teaches the basics of SQL, including querying databases, retrieving, inserting, updating, and deleting data. It is suitable for beginners and helps build essential skills for managing relational databases efficiently.

Basic SQL​

This coaching covers advanced SQL topics, including wildcards, IN, BETWEEN, aliases, various JOINs, UNION, GROUP BY, HAVING, EXISTS, ANY, ALL, SELECT INTO, INSERT INTO SELECT, CASE, NULL functions, stored procedures, comments, and SQL operators. Ideal for deepening SQL knowledge and skills.​

Advanced SQL

This coaching teaches the

fundamentals of database

management, including creating

databases and tables, using keys, relationships, normalisation, and

basic to advanced SQL queries. Ideal for those needing a solid foundation in database design and management.​

Data & Business Intelligence​

Data Granularity Solver

This course is a practical course that offers data cleaning methods,

advanced formatting, dynamic charts, and data sets with granularity that need to be combined into a single model using real-world examples throughout. This course equips you with practical skills to elevate your data solutions to a professional level.​

CABAM

This workshop teaches you how to build reports and dashboards to identify and measure the 25 most common data quality issues in both master data and transactional data. With this knowledge, you'll be able to create your own proactive data quality measurement system to enhance your reports and data analysis or use the insights to develop a continuous auditing and business assurance monitoring system.

Personal & Professional Mastery

Leadership Workshop​

This workshop delves into self-awareness and how leadership starts with oneself. It covers values, purpose, personal energy, and the essentials for positive and purposeful leadership. Additionally, it

examines the six EQ leadership styles and contrasts leaders with managers.

Dealing with Anxiety in the Workplace​

This workshop offers insights into anxiety, covering its causes, effects, and management strategies. It includes

understanding triggers, negative thought patterns, and core self-beliefs, as well as

practical techniques like reframing thoughts and mindfulness to effectively

manage overwhelming anxiety.

Growth Mindset​

This workshop on growth mindset explores how believing in the potential to develop abilities through effort and

learning can enhance personal and professional success. It covers embracing

challenges, learning from failures, valuing perseverance, and cultivating a love for

learning to foster resilience and

adaptability.​

Work Habits

This workshop helps you understand your 19 different work habits, natural behaviour patterns and personality traits. This insight can improve self-awareness, align your skills with job roles, enhance team dynamics, and guide personal and professional development strategies. It leads to better-fit roles, improved communication, and more effective leadership by leveraging your strengths and addressing areas for growth.​

Personal & Professional Mastery​

The Good Life Personal Mastery Program​

This is a personal mastery series of workshops which focuses on personal and professional effectiveness

through habits like proactive

behaviour, goal setting, prioritisation, and continuous improvement. It provides practical strategies for enhancing leadership, productivity, and interpersonal skills, ideal for personal development.

Lets Talk!

Need help finding the perfect place to start your team? We can help you evaluate and identify your first workshop.

Contact Us

Lets Talk!

Need help finding the perfect place to start your team? We can help you evaluate and identify your first workshop.

Contact Us