Effective Training Associates

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DELEGATING, GOAL SETTING, AND ENGAGEMENT

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DELIVERY MODE

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OVERVIEW

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Whether you are a new or experienced manager, delegation is a critical management skill and is often challenging. This virtual training provides a proven five-step delegation process which helps align company goals to department, project, and individual goals, using the SMART model. This module also looks at employee motivation and provides ways to increase engagement at a deeper level.

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KEY TOPICS

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Delegating for Results

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  • Recognizing the challenges to delegation
  • Identifying and using a five-step delegation process
  • Assessing the employee’s ability and motivation
  • Applying the Freedom to Act model

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Setting Clear Goals and Expectations

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  • Communicating company goals
  • Aligning department, project and individual goals and expectations
  • Creating SMART goals to set clear performance expectations
  • Getting commitment, not just compliance

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Engaging and Motivating Employees

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  • Pinpointing the top five reasons why employees stay or leave
  • Analyzing the engagement level of you and your team
  • Identifying ways to engage and motivate employees to increase productivity

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RAVE REVIEWS     

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  • “Delegation process and how to adapt your talk depending on the person’s ability and motivation to do the task.”  Saint-Gobain
  • “Practice is great and necessary even though it is not always fun.  There was a mix of methods used in the training: presentation/video/breakout group exercises. Many of us have not managed for that long nor have managed a variety of personalities so I really appreciate that the leaders of our groups attended to give their perspectives and tips.”  Analog Devices
  • “I had an a-ha moment to delegate and to distribute the work not only according to their existing skills, but to try to focus on building skills across the team. I do this today, but not as much as I should do it.”  Fibrogen
  • “Improving my knowledge and skills of delegation was really useful as I know it’s a weak spot for me at the moment.”  Lumentum
  • “Methods to delegate was valuable – I often have difficulty choosing the tasks to hand over.”  Analog Devices
  • “This session was extremely helpful on how to delegate most effectively as well as how to tackle and approach having difficult conversations with direct reports.”  Glassdoor

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Testimonials

“This training provided an awesome list of tools for brainstorming. The team practice exercises were great to let us practice the tools. The instructor had great energy and kept the team engaged. It was an efficient 2 hours to learn the tools.”
Centric Software
“I think it is valuable to brainstorm and I think this course provides a structure to this. I feel like I do some of these things but would never really know where or how to classify them - now I have more of a foundation to work from so I feel going forward my brainstorming will be more effective.”
Centric Software
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JohnCEO
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DoeCEO
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John DoeCEO
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The instructor was fantastic and makes the whole program fun and interesting!
Synopsys
This course is great for everyone in customer-facing positions. It’s helpful to understand my working style and the ability to adapt to the different working styles of my peers and customers in handling challenging situations.
Synopsys
This training helps me to have better control with facing emotional and upset customers because we have some!
Cadence Design
Asking key questions is useful to help me understand better the different perspectives of the same problem.
Cadence Design
Most valuable were the exercises and roleplays where we could apply the skills and techniques we learned.
Synopsys
Best practices in dealing with internal and external customer scenarios – four working styles/ perspectives/ What if… /A-DANCE Model/ because this helps you to improve oneself in the AE side because your job is to deal with all types of customers.
Synopsys
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Testimonials

How to conduct meetings / how to get a meeting under control by using parking lot techniques / time boxing / red card. It’s useful to run effective meetings.
Analog Devices
Break out session as it gives opportunity to implement whatever we learned in the meeting.
Analog Devices
Most valuable to me is the time management best practices and meeting flow.
Analog Devices
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Testimonials

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JohnCEO
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DoeCEO
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John DoeCEO
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JohnCEO
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DoeCEO
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DoeCEO
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John DoeCEO
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Testimonials

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JohnCEO
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DoeCEO
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John DoeCEO
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I really value the aspect of building the story to help with getting your ultimate goal/point across. It helps break things down to better understand how the brain follows along.
I learned a new approach to presenting my ideas to my director.
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JohnCEO
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DoeCEO
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JohnCEO
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DoeCEO
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Testimonials

Huge thanks to Stephanie for leading our team through such engaging and informative sessions. Your energy was contagious and everyone said the time flew by. Most significantly, everyone seemed to learn something that they can use in their daily interactions and that was our goal. I also really appreciated you taking feedback midstream and adapting! We certainly have more work to do but this was a great step for us.
Juniper Networks
Putting words or titles to the biases we observe, helps me remain aware of them, confront them, do something positive about them and not only to help me be a better leader, but to hopefully have a positive influence on others.
FibroGen
The fact that the topic is something to be aware of in your own professional behavior.
Juniper Networks
The program was very interactive and acknowledged the very small things that makes a big impact. Great Work!
Juniper Networks
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It was highly interactive, due to which we did not lose interest. Good learning and takeaways which we can apply right away.
Analog Devices
I really enjoyed the section on how to work better with others and their styles. It was helpful and I feel that my working relationships will improve due to the training.
Juniper Networks
This class is a MUST for all managers and non-managers. These skills help us to improve efficiency in multi-team projects.
Centric Software
I think each employee should go through this training as it helps to understand their and their co-workers’ working style and how to work effectively together.
FibroGen
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Testimonials

This course gave me tips on how to have conversations in a work setting which made me consider other people’s perspectives and feelings.
Saint Gobain
Breakout sessions brought in critical time to sit and actually think about my emotions and how they are impacting me in specific situations.
Saint Gobain
I appreciated the opportunity to understand what areas I needed to work on for improvement and Stephanie gave us tools to use moving forward. I enjoyed the discussions in break-out rooms the most and working with new people in my company that I don’t usually interact with.
Onto Innovation
The numerous activities and case studies in the course were the most valuable parts to me. They give us the opportunity to talk about and reflect on some challenging scenarios at work, while the feedback from the instructor, and our group partners, were also very insightful. Thank you for the great day!
Onto Innovation
The EQ test highlighted things that I knew already but this course gave me tools to work on and improve. I also appreciated the breakout rooms and enjoyed the opportunity to meet other people in the company that I would not normally meet.
Onto Innovation
Everything in the program was valuable but one thing in the program that added a lot of value to me is the decision-making composite and something I have to review and focus on.
Onto Innovation
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Testimonials

Looks like a good simple tool to adapt to different communication styles. Ways to communicate with different types of people.
Samsung
Perspectives – always we get to see from our side. This exercise allowed me to step back and understand the other person’s perspective.
Samsung
Listen – Ask- Respond technique will help me improve my communication skills.
Samsung
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Testimonials

Yes, I whole heartedly recommend this webinar and think anyone who attends will be able to learn something no matter how experienced they may be. Just watching how the webinar was conducted and how the speaker delivered the course taught me some important lessons about how to effectively communicate to such a broad audience from various backgrounds.
Samsung

Testimonials

Have not worked that extensively with staff in India so many good insights that will help me work better with my team.
Infoblox
Understanding the cultural differences in relation to how information is received and interpreted.
Infoblox
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JohnCEO
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DoeCEO
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John DoeCEO
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JohnCEO
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DoeCEO
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John DoeCEO
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Testimonials

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JohnCEO
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DoeCEO
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John DoeCEO
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Testimonials

Highly recommend this course for new managers. I learned my personal working style and how to better communicate with my peers, direct reports, and especially upper management!
Qualcomm
Great kickoff to being a new manager. I learned the best practices for what to do and what not to do in my new role. The analogy between Orchestra Leader and Jazz Band Leader gave me a vision of the different management styles and how to effectively be both.
Nvidia
I've been an IC for all of my career and transitioning to a people manager role for the first time was challenging. This class gave me the knowledge and skills to be an effective manager and leader.
Maxim Integrated
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Testimonials

Hands down the open discussions. It really opened the floor to have honest discussions and really helped us to understand how we are all sharing similar feelings/experiences.
FibroGen
The section of how to deal with Endings, Neutral, New Beginnings.
FibroGen
Understanding the different phases everyone moves through with change, how to identify them, and how to help team/others move through to the next one.
FibroGen
Insights I gained especially how to respond when people are emotional.
FibroGen
Insights from other members of the breakout sessions on how they cope with managing through turbulent times.
FibroGen
I really liked the sample questions to ask each person depending on what phase of transition they are in and how to help them move forward.
Marvell
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Testimonials

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JohnCEO
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DoeCEO
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John DoeCEO
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After taking the StrengthsFinder assessment, I can see my strengths and my team, from a different set of lens. Loved hanging out with my peers and getting to know them better. Great class.
Juniper Networks Intact Team
It was very helpful to see everyone's results in order to understand how different people work and their strengths. Juniper Networks Intact Team
Pacific Coast
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Testimonials

Great class. Filling-out the "You MAP" was most valuable. There I was able to analyze myself more in-depth and correlate my current career status with my strengths and weakness.
Infoblox
Understanding my strengths in greater detail and discussions with team members who have same strengths. Learning the value of expanding on my strengths is important to build a successful team.
Marvell
I learned ways to apply my strengths to and better coach my team. Juniper Networks EMEA Absolutely useful class. The StrengthsFinder Talent Assessment was very eye-opening.
Juniper Networks EMEA
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JohnCEO
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DoeCEO
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John DoeCEO
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JohnCEO
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DoeCEO
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John DoeCEO
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Testimonials

Oren was great! He’s so good at leading the training, encouraging discussion, and caring for all participants. He was an expert on this topic.
Lumentum
I would recommend this training to anyone who is already a people manager or is aspiring to be a people manager. Many of the topics are relevant to individual contributors as well to gain perspective and help them manage-up to build a better relationship with their own manager.
Juniper Networks
The session was fantastic. Great materials and really makes you think about each situation and how to take better action and be mindful of how it can impact others.
Analog Devices
I thought this was a well-designed workshop! The breadth and depth of the topics covered was extremely efficient, informative and applicable.
Glassdoor
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Testimonials

Instructor was engaging and a naturally gifted facilitator. She has not only taught the subject matter but also put them into practice. It is no wonder she demonstrates such mastery of her craft. This is when magic and learning happens!
FibroGen
The program was extremely helpful for me as a young manager. It was great to interact and learn the different management styles I gathered from the questions, responses, and feedback from the instructor. I appreciated the sections on communicating effectively and providing feedback using the SBIC model.
Juniper Networks
Being that I’ve been an IC for all of my career and that transitioning to a people manager role for the first time will be occurring in the near future, I would say that “all” modules of the program were very valuable. However, I would say that the “delegation” and “having difficult conversations" were extremely helpful.
FibroGen
I thought this was a well-designed workshop! The breadth and depth of the topics covered was extremely efficient, informative and applicable. Going over the four working styles helped me to see that I need to adapt my approach when dealing with others
Glassdoor
I would recommend this training to anyone who is already a people manager or is aspiring to be a people manager. Many of the topics are also relevant to individual contributors to gain perspective and help them manage-up to build a better relationship with their own manager.
Juniper Networks
The session was fantastic. Great materials and really makes you think about each situation and how to take better action and be mindful of how it can impact others.
Analog Devices
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Testimonials

I learned how to give positive and constructive feedback, the interactive videos were effective. The role play on difficult conversations was very well done. Technology was well leveraged to enable small group breakouts and interactions.
Centric Software
As a first-time manager, this webinar was packed full of great methods, input, and information which will all go a long way to helping me to grow and provide feedback in much better ways!
Infoblox
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JohnCEO
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DoeCEO
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John DoeCEO
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Testimonials

Delegation process and how to adapt your talk depending on the person’s ability and motivation to do the task.
Saint-Gobain
Practice is great and necessary even though it is not always fun. There was a mix of methods used in the training: presentation/video/breakout group exercises. Many of us have not managed for that long nor have managed a variety of personalities so I really appreciate that the leaders of our groups attended to give their perspectives and tips.
Analog Devices
I had an a-ha moment to delegate and to distribute the work not only according to their existing skills, but to try to focus on building skills across the team. I do this today, but not as much as I should do it.
Fibrogen
Improving my knowledge and skills of delegation was really useful as I know it’s a weak spot for me at the moment.
umentum
Methods to delegate was valuable – I often have difficulty choosing the tasks to hand over.
Analog Devices
This session was extremely helpful on how to delegate most effectively as well as how to tackle and approach having difficult conversations with direct reports.
Glassdoor
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Testimonials

Lightbulb moments multiple times about perspective — love the interactive activities there! Also, really enjoyed thinking about other work styles and how to work effectively with them.
Logitech
Informative, clarifying, relevant, fun, engaging, educational.
Maxim Integrated
Yes indeed, especially when we are facing not only cross functional but also cross-cultural collaboration. Having a better understanding helps to get things done.
Logitech
I feel this would be beneficial for all employers to offer to their employees. This information would be valuable to anyone who is looking to improve their own communication, collaboration, and relationship building skills.
Logitech
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Testimonials

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JohnCEO
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DoeCEO
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John DoeCEO
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Testimonials

I am recommending this webinar to my whole team so they can learn some strategies for effective collaboration. Great breakout rooms and tools. Thanks Jill!
FibroGen
I am recommending this to all of my managers. I think it’s important to understand that there are many different perspectives and multiple ways to solve issues.
Apple
I appreciated the time collaborating and interacting with my peers from different departments. This course will help us see we all have different perspectives to consider and make us better teammates.
Apple
I highly recommend this course, especially for anyone in Clinical Operations. We have to work with many different disciplines to get the job done according to timelines (usually time-limiting).
FibroGen
I would definitely recommend this training to others. The program is informative, fun, and has good advice for constructive team-building.
FibroGen
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Testimonials

Peter was great! He presented practical techniques that we practiced - The “Message Map” which gave us a structure for organizing the content of presentations and staying on track. “The Hook” tool created more effective “openings.” Will recommend to my colleagues.
Synopsys
Doing live practice exercises with video-taping and immediate feedback was uncomfortable but effective. Re-watching the video was an eye-opener. It pointed out which behavioral tendencies to work on - better eye contact and saying fewer “ums” and “ahhs.” Great class.
Logitech
The ART model to defuse controversial observations and questions by acknowledging without arguing/disagreeing will be very helpful for me. I loved the impromptu exercise to tie two random topics together.
Illumio
My previous experience with Presentation Skills training was very general. Debbie provided us with clear, actionable items.
TripAdvisor
This was my first time practicing in front of my peers and then watching myself on video. It was a great way to reflect and improve.
TripAdvisor
This course was very helpful for anyone in the corporate world who has to participate in multiple meetings; both client and internal facing. I was incredibly helpful, interactive, informational and applicable.
TripAdvisor
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“The exercise old school vs new school was an eye-opener. I thought I always welcomed new team members openly but noticed that without meaning to, we almost make them fit into our way of doing things vs. making them feel they already belong at the beginning.”
VP Marketing
“It was helpful to see specific examples of how and where I can improve inclusivity in my communication. This is something I continually work on, and it's easy to feel that I've "reached my goal. It's important to remember that there are always more steps we can take to be more inclusive, mindful, and respectful.”
Sr. Business Partner
“This training absolutely provided me tools on “how to” be an inclusive leader. I learned tangible ways to bring these learnings into my everyday interactions. I also learned that the path to inclusivity is a journey instead of a destination.”
VP of IT
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Testimonials

This course helps build necessary muscles in a safe and collaborative environment, plus it is a good add on to Manager Essentials.
Lumentum
Highly recommend! The roleplaying scenarios enable us to put learning to practice.
Lumentum
Understanding different working styles; this will help me interact with colleagues and very useful for meetings with direct reports.
FibroGen
I like the component of assessing how to work with someone with an alternate work style. It is good to pivot and think outside my own comfort zone.
FibroGen
Letting people come to the answer themselves to build their confidence and independence.
FibroGen
Throughout, I realized that my previous coaching method was wrong. I had my own story and had an answer, so I learned that listening to the other person’s opinions is the first step to coaching.
Lumentum - Japan
The drive towards questions rather than statements; most managerial tasks are statement based, directing action, rather than questioning for a response.
Lumentum – EMEA
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Testimonials

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JohnCEO
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DoeCEO
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John DoeCEO
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Testimonials

I especially find valuable the element of dealing with people and effective communication tactics in this course. The most value I think is the instructor's teaching from experience, best practices, and advice, that's not detached from operating in the real world. Real world examples. Interactive exercises (breakout rooms). Content summaries (questions).
Logitech
It was good to refresh my knowledge of project management structure and tools. It was particularly helpful to review the Project Charter and it's value. It was also helpful to review the Control Loop and importance of the status updates. The mix of explanation and group discussions is a good one. It breaks the session, but due to that I also met some new people at Logitech :) And I liked that the session always started exactly on time (not even 1 minute late) and finished exactly on time too! Payson mentioned in the end of the training that waiting costs money, so he surely was practicing what he preached.
Logitech
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Testimonials

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JohnCEO
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DoeCEO
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John DoeCEO
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Testimonials

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JohnCEO
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DoeCEO
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John DoeCEO
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Testimonials

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JohnCEO
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DoeCEO
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John DoeCEO
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Testimonials

Barry was friendly and very engaging, I felt involved the whole time. I'm a huge passive voice user, so I appreciated the active voice practice. Thank you, Barry!
BMC Software
The content was great but the instructor made it stand out. I appreciated the tips on how to focus on the reader and how they view the document.
Parametrix
I highly recommend this course to anyone who does technical writing. Training was clear without being long-winded and Barry was engaging and fun. It was nice to have a refresher on new ideas to organize my writing and methods to prevent writers blocks.
Apple
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Testimonials

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JohnCEO
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DoeCEO
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John DoeCEO
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Testimonials

This course exceeded my expectations. I didn’t think it would be helpful but it was actually super informative and fun. I really liked the facilitator Barry, the content was well organized, relevant and interactive. I definitely will apply what I learned to my writing.
Visa
All topics were great: active vs. passive voice; paper vs. press formats; headings/bullet points. That helps to make the communication effective and straight forward.
Juniper Networks
The whole program was beneficial. Some great ideas to write an email, grabbing the attention of the audience and being clear and concise. Cut the SCRAPE.
Lamb Weston
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Testimonials

I highly recommend this course. I consider myself a great presenter but feel like I learned a lot. Any skill level can benefit from this day.
Saint Gobain
I enjoyed receiving very practical advice on practicing and dealing with hostile questions. Having the video to watch offers great advice, along with Peter’s coaching for where to improve.
Trip Advisor
I appreciated having the recording of myself to rewatch and learn what to adjust. I haven't had this formal training in years and my skills have drastically declined from peak.
Toyota Research Institute
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Testimonials

Doing live practice exercises with video-taping and immediate feedback was uncomfortable but effective. Re-watching the video was an eye-opener. It pointed out which behavioral tendencies to work on - better eye contact and saying fewer “ums” and “ahhs.” Great class!
Samsung
Great interactive course blending skills, practice and feedback. I will use the MAP technique to focus on my presentation’s important key messages that I want to get across to the audience and will support it with few slides.
Samsung
Peter was great! He presented practical techniques that we practiced - The “Message Map” which gave us a structure for organizing the content of presentations and staying on track. “The Hook” tool created more effective “openings.” Will recommend to my colleagues.
ReCode Therapeutics
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Testimonials

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JohnCEO
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DoeCEO
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John DoeCEO
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Testimonials

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JohnCEO
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DoeCEO
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John DoeCEO
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Testimonials

Barry is a fantastic presenter. He took us through the step-by-step process for preparing a project review and project proposal to upper management and customers.
Analog Devices
I learned how to develop a strategy to address the business interest/need focusing on high-value information without doing a data-dump.
Analog Devices
Great course. I especially like Barry’s examples of Before and After slides. This will help me prepare more effective visuals!
Visa
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Testimonials

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JohnCEO
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DoeCEO
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John DoeCEO
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Testimonials

Great course, I appreciated the strategies for navigating the hybrid working environment and how to promote increased individual and team engagement.
I think the subject matter is pertinent for all especially since hybrid working is becoming the norm in most office environments. It is easy to get lost in the hybrid working environment so I recommend this for everyone in our company.
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Testimonials

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JohnCEO
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DoeCEO
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John DoeCEO
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Testimonials

Very good value. A lot of interaction. Absolutely wonderful.
Personalis
Easy techniques to apply and use in my daily life. The execution was excellent.
BMC Software
Great information on how to manage time better, time awareness, and techniques I can apply immediately. A lot of interaction. Great training.
Infoblox
I liked the breakout sessions. Getting a moment to connect with others about how the material applies to us and how we plan to use the information going forward.
Articulate
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JohnCEO
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DoeCEO
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John DoeCEO
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Testimonials

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JohnCEO
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DoeCEO
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John DoeCEO
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Testimonials

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JohnCEO
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DoeCEO
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John DoeCEO
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Testimonials

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JohnCEO
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DoeCEO
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John DoeCEO
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Testimonials

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JohnCEO
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DoeCEO
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John DoeCEO
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Testimonials

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JohnCEO
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DoeCEO
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John DoeCEO
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Testimonials

One of the most effective classes I have ever taken in my ten years at Juniper. I recommend this course to all my direct reports.
Juniper Networks
The recording and coaching format was very impactful. It helped me understand things I was doing that I was unaware of.
Synopsys
The whole program was very good. Structuring the message, attention to fillers, practicing the delivery and storyboards, was all great. This is for everyone in business.
Juniper Networks
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JohnCEO
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DoeCEO
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John DoeCEO
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Testimonials

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JohnCEO
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DoeCEO
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John DoeCEO
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Testimonials

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JohnCEO
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DoeCEO
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John DoeCEO
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Testimonials

The live behavior framework exercise and coaching feedback resulted in immediate improvement.
Illumio
Great training. I learned position, action, benefits model, and memory hook techniques.
Illumio
I wanted to tell you how much I appreciated Peter Rosselli as our facilitator for the Presentation Training in California. We loved his pragmatic approach; his real-life experiences were attractive and helpful. Peter's agility and support time during a hectic situation over the 2nd-day training format was commendable and showed his passion as a facilitator and work ethic. He was a tremendous support, and I can't say enough about him.
Saint-Gobain
My previous experience with Presentation Skills training was very general. Debbie provided us with clear, actionable items.
TripAdvisor
This was my first time practicing in front of my peers and then watching myself on video. It was a great way to reflect and improve.
TripAdvisor
This course was very helpful for anyone in the corporate world who has to participate in multiple meetings; both client and internal facing. It was incredibly helpful, interactive, informational and applicable.
TripAdvisor
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Testimonials

The ART model to defuse controversial observations and questions by acknowledging without arguing/disagreeing will be very helpful for me. I loved the impromptu exercise to tie two random topics together.
Inphi
Peter demonstrated positive ways to handle difficult questions and disagreements using the ART MODEL. Then we practiced responding to charged issues and how to stay in control.
Inphi
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Testimonials

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JohnCEO
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DoeCEO
Donec ut ex enim. Morbi ornare risus purus, et eleifend risus dictum nec. Aliquam eget lacus id dolor efficitur blandit. Nunc accumsan lorem nec bibendum euismod.
John DoeCEO
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