SRA Management Stage 1

7 CPD

This workshop provides an introduction to managing finance, managing people and managing client relationships, where you will learn the key principles that are at the heart of developing and maintaining a successful business.

 

Who should attend?  Solicitors before the end of their third CPD year.

 

Module 1 - Managing Finance - Sue Cohen

Course outline:

• Current Economic climate
• Pricing-options
• The Danger Signs & Protecting Your Finances
• Financial Management Systems
• Budgets & Cost Control
• Financial Management Reports
• Fee notes
• Business Formula
• Managing your cash

 

Learning objectives:

• Be confident that they understand how to manage client fees notes and maintain a good cash flow within the business.
• Understand how to control costs with the use of budgets and cost control processes.
• Understand how management accounts can assist in the growth of the company.
• Understand how computerisation can save time and improve efficiency in the workplace.

 

Module 2 - Managing People - Karen Gibb

Course Outline:

• Selecting the right people
• Developing Teams and Individuals
• Effective Training and Development
• Planning and Organising
• Building Relationships

 

Learning objectives:

• Understand the information required before selecting a person for a role
• Know how to use competencies to assess the right fit for the job
• Know the right questions to ask in an interview
• Use good management techniques to develop individual skills and abilities.
• Be aware of their development requirements and plan their personal development journey.
• Prioritise work and delegate effectively
• Provide feedback
• Build good relationships with their manager, team & colleagues
• Understand how interpersonal styles impact relationships and team dynamics.

 

Module 3 - Managing Client Relationships - Karen Gibb

Course Outline:

• The Importance of Strong Client Relationships
• Essential Skills for Managing Client Relationships
• Meeting Client specifications & Instructions
• Delivering a High Quality Service
• Complaints Handling
• Management Checklist

 

Learning objectives:

• Be confident that they understand how to clearly identify and agree client requirements.
• Understand how to best meet client specifications and instructions.
• Be clear on how best to deliver a high quality service.
• Understand the does and don’ts of dealing with complaints from clients.

 

This workshop is available on an in-house basis if required

 

(special price ends a week before the course commencement, all the courses are subject to VAT)