Training Record (Trc)
TRAINING RECORD (TRC)
Employees Name / Andrew Wills / Department / PitmanEmployment Commenced / 1 July 1999 / Position / Sales Consultant
IMPORTANT! Enter most recent training at the top of the spreadsheet please. Insert new cells as needed
To insert a new row : Place the cursor where the new line is to be, then click Table | Insert | Rows Above |
Review Date / Description of Training Required / Estimated Duration / Date Completed / Departmental Head Signature / Course Awareness Feedback
July 2015 / SLOT Training / 1 Day / July 2015
May 2015 / The Chimp Paradox – Mind Management Programme / Reading complete
Sep 2014 / The Virgin Way – Richard Branson / Reading complete
Jul 2014 / Co-Active Coaching – Changing Business- Kimsey-House / Reading compete
May 2014 / Pitman Training Conference / 1Day / 14/05/14*
Apr 2014 / The Tao of Warren Buffett – Buffett/Clark / Reading complete
Apr 2014 / Pay4Later Training (PTG) / Half Day / 08/04/14
Feb 2014 / Pitman Training Team Day Training / 1 Day / 21/02/14
Aug 2013 / Read Book: “Persuasion – The art of influencing people” (James Borg) / 1 month / Oct 2013
17 July 2013 / Review – with Maggie / 3 hours / 17/7/2013, update review in Feb 2014 / Maggie
22 May 2013 / PTG Conference – product and marketing / Half day
November 2012 / PTG conference – marketing updates / Half a day / 6/12/2012
31 Oct 12 / Romancing the customer – The Power of Auditory Messages - Angi Egan Book / Reading complete
8th Oct’12 / Outlook training / 1 hour / Completed / Maggie Love
16 April 12 / Advanced Communication Skills – Part 3 – Right person, right place, and right time! – Coaching by Diane Walker & reading 7 Habits of Effective Managers / 3 Hours / Completed / Maggie Love – this coaching has been v effective for Andrew and it shows in the results
19 Mar 12 / Advanced Communication Skills –The power behind the examples set – Part 2 – Coaching by Diane Walker / 3 Hours / Completed / Maggie Love
15 Feb 12 / Advanced Communication Skills – Influence rather than Authority - Part 1 – Coaching by Diane Walker / 3 hours / Completed / Maggie Love
2012 / Note: Below this line is all training 2011 and prior
Jan 2001 / Personal selling skills part 2 / 2 day seminar
Oct 00 / Customer Awareness presentation / 1.5 hrs
21 June 2001 / Work Techniques / 2 hrs
April 2001 / Telephone Training / 30 mins / M Sceats
July 2001
Oct 2002 / Web Overview
Training Day / 30 mins / M Sceats
Feb 2002 / Training Seminar (Pitman Evolving) / 1 day / M Sceats
March 2002 / MCSE Training Seminar, Chancery Lane / 2 hours / M Sceats
April 2002 / Training at RS with Richard Jackson / 3 hours / M Sceats
October 2002
25/02/03 / Pitman Sales Training/Alistair
Koach ‘Power Canvassing’ / 2 day seminar
1 day seminar / M Sceats
26/02/03 / Training Day with Maggie Love / 1day / M Sceats
19/03/03 / Corporate Sales Training / Maggie Love / 2 hours / M Sceats
26/03/03 / Corporate Sales Training / Maggie Love / 2 hours / M Sceats
02/04/03 / Corporate Sales Training / Maggie Love / 2 hours / M Sceats
09/04/03 / Corporate Sales Training / Maggie Love / 2 hours / M Sceats
16/04/03 / Corporate Sales Training / Maggie Love / 2 hours / M Sceats
Review Date / Description of Training Required / Estimated Duration / Date Completed / Departmental Head Signature
23/04/03 / Corporate Sales Training / Maggie Love / 2 hours / M Sceats
30/04/03 / Corporate Sales Training / Maggie Love / 2 hours / M Sceats
07/05/03 / Corporate Sales Training / Maggie Love / 2 hours / M Sceats
14/05/03 / Corporate Sales Training / Maggie Love / 2 hours / M Sceats
04/07/03 / Anthony Robbins ‘Unlimited Power’ Seminar / 4 days / 07/07/03 / M Sceats
13/01/04 / Koach Advanced Level 2 / 1 day / 13/01/04 / M Sceats
03/02/04 / Negotiating Skills Seminar / 1 day / 03/02/04 / M Sceats
Aug 04
/ Zero to Million workshop with Liz & Andrew / Half day / 14 August 04 / Great reminder – purchased Biz Growth Master series DVDs/ Zero to Million workshop with Liz & Maggie / Half day / 14 August 04 / Biz Growth Master series DVDs & CDs
Sept 04
/ Watched DVD from Master series on Six steps to Time Management / 40 mins / Last Frid Sept 04 / Decided to show to all Compiled hand-outsOct 04
/ CD The Power of One – on point of sale offers / At least 1 hours / Throughout Oct / MYLDec 04
/ A2E customer services workshop / 3 hours / 03/12/04 / MYLJan 05
/ Excel Training / Half Day / 19/01/05 / MYLFeb 05
/ Online Product KnowledgePowerPoint Level 1 and 2
Outlook Level 1 and 2 / 2 days / 10/02/05 / MYL
April 05
/ Assertiveness ( Magic Dust) / 1.5 hours / March o5 / Refresher MYL24 May 05
/ Presentation skills (Magic Dust) / 1.5 hours / May 05 / Refresher - MYLSept 05 / 1 hour Magic Dust on Communicating & Influencing Skills - Pitman / 1 hour / Sept / MYL
Oct 05 / Magic Dust seminar: People Management - Pit / 1 hour / Oct / MYL
Oct CA meetings / Sales Workshops on sales interview techniques and handling questions with the CA team / 2 x 2 hour sessions / Oct / MYL
Nov 05 / Magic Dust seminar on Presentation Skills - Pit / 1 hour / Nov / MYL
May 06 / Magic Dust – Time Management / 1 hour / Mar / MYL
June 06 / Magic Dust – Managing Team Performance / 1 hour / June / MYL
Sept 06 / Magic Dust – Age Diversity / 1 hour / September / MYL
Oct 06 / Magic Dust – Managing Conflict / 1 hour / Oct / MYL
Dec 06 /
Pitman Conference
/ ½ day / Dec / MYLJan 2007 /
NPS Ultimate Solution
/ Half Day / Jan / MYLApril 2007 /
NPS Ultimate Solution
/ 1 Day / April / MYLApril 2007 /
Pitman Conference
/ 1 Day / April / MYL9 Oct 07 / Navigator Morning Seminar
Profiling for Profitable Performance
Communication with Impact
HR Legal Update
Brand YOU
Transforming Sales Performance.
/ Half day / Oct 07 / Free sales seminar. A useful refresherMYL
29 jul 08 / PTG sales enhancement day, rear of pitman centre / 1 day / 1 day / Sales refresher – mixed views but useful MYL
5 Sept 08 / Making Management Simple – Kay, Guinness and Stevens – Reading Material / 3 days / Sept / Done MYL
Oct 08 / Managing and Leading People by Charlotte Rayner and Derek Adam-Smith – in preparation for step up to management / Oct / Nov / Useful- MYL
Nov 08 / Pitman Training Group conference- product updates & new products, finance deals, sales & system workshops / Nov 30/31 / completed / Judged to be very useful and informative MYL
Dec 08 / NLP: Workbook: A Practical Guide to Achieving the Results You Want by Joseph O'Connor – Reading Material / Dec / Jan / Useful book. Maggie
Review Date / Description of Training Required / Estimated Duration / Date Completed / Departmental Head Signature
Feb 27 09 / Trainers Networking & Annual conference at GBC – communication, systems, training plans and new ideas / 1 day / Feb 27 / Understanding of trainers topics and techniques v. usful MYL
22 June 09
29 June 09
6+13 July 09
28 Aug 09 / Introduction to Matrix workshop inc Why Matrix, Learning Support Policy and Statement, formalizing ‘Need more Help’ processes
Follow up with Defining Your Role Discussions
From Enquiry to Booking – CA meeting discussion & End of course support
What to expect from Matrix Audit – Sarah Wood / 1.5 hours led by Liz D and Eileen
1.5 hours – Liz/Eileen
3 hours
1.5 hours / Completed
Completed
Completed
completed / Maggie
Maggie
Maggie
Maggie
/ Into to Matrix IAG Workshop inc Why Matrix, Learner Support Policy/Statement
Defining Your Role Discussions
From Enquiry to Booking – CA meeting discussion & End of course support
What to expect from Matrix Audit – Sarah Wood / 1.5 hours – Liz D and Eileen
1.5 hours – Liz/Eileen
3 hours
1.5 hours / completed
Completed
Completed
Completed / Maggie
Maggie
Maggie
Maggie
Nov 2009 / 3S Live Training / 1 Hour / Completed / Maggie
14 Apr 10 / Personal Impact Skills / Reading complete / MYL
Why People Don’t buy things (book) / Reading complete / MYL
19 May 10 / Outlook Training / 1.5 hours / Completed / MYL – found v useful
7 July 10 / 3SLive Database to cover private enquiry system and marketing / Half day / MYL
22/23 Oct / ABC of Advanced Selling by Pitman Training Group / 2 days / Completed / MYL – Andrew found this v useful
31 Oct 12 / Romancing the customer – The Power of Auditory Messages - Angi Egan Book / Reading complete
July 92/32