HJT - SRA Management Stage 1

 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

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

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

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