Personal & Professional Effectiveness


Instructor:  Courtenay M. Thompson Jr.

Early success may be based on technology.

Long term success and failure are often rooted in behavior!

In our early workshops we recognized that auditors can be more effective if they build on their technical abilities with behavioral skills - listening, empathy, motivation of self and others, and selling skills.  Later we added emotional control in adversarial situations to our fraud training.  Seeking to understand recent scandals caused us to look at the failed thinking associated with chasing illusions, and stewardship lapses.  As a result we have added thinking, as well as mind management and personal productivity enhancement to our growing list of topics.

Increasing Personal & Professional Effectiveness

Today's world presents challenges related to competition, increasingly complex business transactions, technology, the Internet, globalization, outsourcing, evolving supply chains, and personal values.  Auditors, like others, are asked to do more with less, at the same time many are expecting to have full personal lives.  This environment presents opportunities as well as challenges.  This two-day course encourages attendees to address these challenges using specific proven techniques.

Participants will explore:

  • Techniques for managing your mind and accomplishing more 
  • Behavior and communication skills for success
  • The power of listening
  • Developing empathy and understanding
  • Personal productivity and effectiveness
  • Improving daily productivity
  • The role of goals in personal and professional life
  • Specific traps and pitfalls to avoid, professionally and personally
  • Encouraging critical thinking for yourself and others
  • Critical thinking and problem solving methods
  • Encouraging evidence based management practices
  • Evaluation of audit effectiveness
  • A fresh look at risks
  • Spreadsheets and their implications for auditors
  • The role of skepticism
  • Practical approaches to trust
  • Behavioral factors contributing to recent scandals... and what to do now
  • Using technology you already have to improve effectiveness
  • Improving communication with management and others
  • Eliminating chart junk
  • Using belief change to sell ideas
  • Resources you may find of interest

Increasing Personal & Professional Effectiveness explores practical approaches individuals can use to accomplish more in their work and in their personal lives.

Effective Audit Interviewing

Interviews - Valuable audit tools or wasted effort?  Success in today's fast paced environment demands a combination of technical and behavioral skills.  The auditor must interact with managers and clerks, clients and vendors, top performers and others.  This interaction provides the opportunity to learn, understand, identify problems and sell ideas.  Good interviewing offers auditors the opportunity to build an important foundation for success.

This one-day course explores the challenges facing interviewers.  Participants will learn specific techniques for overcoming obstacles and for getting the most out of their interviews.

Topics covered include:

  • Listening
  • What are effective interviews?
  • Maintaining emotional control
  • Reading people
  • Understanding non-verbal communication
  • Responding to people
  • Roles and goals of interviewers and interviewees
  • Developing and maintaining rapport
  • Common interview obstacles
  • Mistakes to be avoided
  • Problem identification in the interview process
  • Dealing with the challenging interviewee
  • Planning for effective interviews
  • Recording interview results
  • Effective techniques for eliciting information
  • Selling ideas during the interview

Behavior & Communication Skills for Auditors

Success in auditing and life depends upon our ability to deal effectively with others.  Auditors are charged with selling new ideas, introducing change and resolving conflict.  This one-day course is designed to help auditors better understand themselves and others and offers specific suggestions so auditors can be more effective in achieving desired results.  Examples and exercises are based upon actual internal audit situations.

Topics covered include:

  • Communication - Verbal and Non-Verbal
  • Communication - Listening
  • Using Belief
  • The Power of Choice
  • Communication - The Impact of Speech
  • Motivation of Self and Others
  • Maintaining Emotional Control
  • Empathy and Understanding
  • Life Positions
  • Selling and Negotiation Skills for Auditors
  • Managing your Mind
  • Techniques for Challenging Situations

Behavior & Communication Skills for Auditors combines participative lecture with exercises designed to reinforce and anchor learning points.  Participants will learn and practice proven techniques for enhancing interactions and relationships.  This course is for auditors at all levels who want to improve their personal effectiveness in dealing with colleagues and auditees.

Contact us to discuss options related to these topics.  We will work with you to develop a high quality learning experience targeting specific learning objectives!

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