COBALT Training & Performance Solutions
Print Page | Close Window
 

Our Services >> Conferences

"Create team meetings or large conferences and events with impact!"
       

IBM Corporation

 

Bank of America

VerticalNet

   

University of California, Davis

  IBM Corporation

Market-Driven Transformation Education Series

Need – Facilitate the worldwide corporate transformation of IBM from technology- to market-driven business practices.

Solution – Managed, designed and developed a 4-year series of strategic classroom and self-study multimedia courses. Led design and development of all content and materials with international business and IBM experts teaching concepts and developing practical applications of market-driven quality with employees worldwide. Each year, courses first were delivered to over 1,000 executives. Then, content and activities were tailored to practical applications by all employees. Participant and Trainer's Guides, videos, computer-based lessons and multimedia.

"Market-Driven Concepts" (3-day Interactive Workshops with intensive graphics, learner keypad Q&A and testing, self-instructional materials, videos, Participant and Facilitator Guides)

• Market-Driven Direction
• Market-Driven Company
• Requirements Process
• Development
• Application Opportunities & Solutions
• Marketing Planning
• Manufacturing
• Financial Support
• Field Excellence
• Service
• Market-Driven Quality
• Education Support
• Glossary
• References

(click to enlarge)

"Market-Driven Implementation" (3-day Interactive Workshops with learner keypad Q&A and testing and self-instructional materials, videos, Participant and Facilitator Guides)

• Administration
• Course Introduction
• Breakout Sessions
• Market-Driven Direction
• Market-Driven Company
• Reading Material
• Executive Speaker
• Requirements Process
• Development Process
• Application Opportunities & Solutions
• Marketing Planning
• Manufacturing
• Financial Support
• Field Excellence
• Service
• Market-Driven Quality
• Education Support
• Executive Close
• Feedback

(click to enlarge)

"Market-Driven Quality: Department Improvement Process Workshop" (1/2-day initial workshop and ongoing, regular department meetings; interactive game, Participant and Facilitator Guide, manager and department primer, department assessment and progress posters with scaled criteria of progress for each category)

• Overview
• Preparing to Facilitate
• Facilitating the Workshop
• Assessing MDQ

- Customer Satisfaction
- People
- Leadership
- Information and Analysis
- Planning
- Leadership of Products and Services
- Results
- Six Sigma

(click to enlarge)

"Market-Driven Quality Deployment" (AS Line of Business Version - 3-day Interactive Workshops with learner keypad Q&A and testing and self-instructional materials, videos, Participant and Facilitator Guides)

• Introduction/Administration
• Roll Up Your Sleeves
• Survival/AS LOB Strategy
• SID Quality Plan Highlights
• Breakout #1 - "Lessons Learned"
• From Talkin' to Walkin'
• Defining Market Needs
• Employee Participation
• ISD Quality Plan Highlights
• Breakout #2 - "Executive Leadership Plan"
• Six Sigma/Defect Elimination
• Total Cycle Time Reduction
• AS Quality Plan Highlights
• Measurements/Benchmarking
• Process Improvement
• Education Rollout
• Breakout #3 - "Energizing the Corporation"
• Glossary
• Bibliography

(click to enlarge)

"Market-Driven Quality Deployment" (IBM US Version – 3-day Interactive Workshops with learner keypad Q&A and testing and self-instructional materials, videos, Participant and Facilitator Guides)

• Roll-Up Sleeves: The Plot
• The Issue of Survival: The Why
• Motorola Story: An Example
• From Talkin' to Walkin'
• Six Sigma: Defect Elimination
• Total Cycle Time Reduction
• Measurement/Benchmarking
• Defining Market Needs
• Employee Participation
• The Baldrige Assessment
• Process Management
• MDQ Deployment Workshop
• Glossary
• Bibliography

(click to enlarge)

Large-Scale Strategic Conferences

Commercial Real Estate Services Group

Need – Develop and launch a strategic planning process to identify current strengths, weaknesses, opportunities and threats, and define the business initiatives needed to address the fundamental challenges facing the organization.

Solution – Designed a strategic planning process, built consensus on it with the senior management teams of each Group, then facilitated 2-day sessions to begin the process for each team.

"Strategic Planning Session" (2-day facilitated session with Facilitator Guide and participant handouts)

DAY 1

TIME

TOPIC

8:30

Welcome/Purpose

8:45

Agenda/Ground Rules

9:00

Getting Connected

9:30

Strategic Process Overview

10:10

CRESG Role & Direction

11:15

Project Finance

12:00

LUNCH

1:00

Mortgage Warehousing

1:45

National Accounts

2:45

Commercial Mortgages

3:30

CRESG - Chicago

4:30

Restructuring & Account Mgmt.

5:15

Review/Preview

5:30

Close

   

DAY 2

 

8:00

Review/ Day 2 Agenda

8:15

Credit

9:00

Finance

10:00

Identification of Strategic Issues

11:30

LUNCH

12:30

Identification of Initiatives & Parameters

2:15

Identification of Initiatives & Parameters (cont'd)

3:15

CRESG Financial Performance Goals

3:45

Next Steps

4:00

Close

 

(click to enlarge)

Global Payment Operations

Need – Develop a shared vision for the senior management team, determine the priorities needed to achieve it, and then develop action plans for those priorities.

Solution – Designed a four-day offsite conference for the top 60 managers in the division that began with a half-day experiential team activity; initiated the succession planning process for the year; drafted a vision for the organization; clarified the division's role in the bank's overall strategy; then developed concrete plans for implementation.

"First Annual Planning Meeting" (4-day facilitated meeting including experiential team building activity, Facilitator Guide and participant handouts)

DAY 1

TIME

TOPIC

7:30

BREAKFAST

8:30

Welcome/Purpose/Agenda

 

Getting Connected/Norms

 

Succession Planning

12:00

LUNCH

1:00

Succession Planning

5:30

Close

   

DAY 2

 

7:30

BREAKFAST

8:30

Building Our Vision

 

Challenging the Process

12:00

LUNCH

1:00

The Client Connection

 

Our Organization's Priorities

5:00

Close

   

DAY 3

 

7:30

BREAKFAST

8:00

Welcome/Purpose/Agenda

 

"Excelleron" (experiential activity)

 

Client Focus - Senior Manager Presentation

12:00

LUNCH

1:00

Client Focus (group work)

 

Client Focus (presentations)

 

Dan Riley Presentation

6:00

DINNER

   

DAY 4

 

7:30

BREAKFAST

8:30

GPO '97 - The New Team: Intros & Insights

 

Planning for the Year Ahead: Vision; Leadership; Diversity; Ownership; Recognition; Training; & Teamwork (group action planning)

11:30

LUNCH

12:30

Planning for the Year Ahead: Vision; Leadership; Diversity; Ownership; Recognition; Training; & Teamwork (group presentations)

 

Celebration

4:00

Close
 

 

Finance Group

Need – Develop a shared understanding and commitment to the new (post Continental Bank merger) organization with the entire management team (approximately 100), define their roles going forward and some next steps to take in implementing their strategy.

Solution – Designed and facilitated a two-day conference that gave all the managers an opportunity to reach consensus on how they would help their group and the bank as a whole achieve their objectives. The new team was able to move forward with minimal turnover and impact on internal operations.

"Management Conference" (2-day facilitated meeting with Facilitator Guide and participant handouts)

DAY 1

TIME

TOPIC

7:30

BREAKFAST

8:30

Welcome/Purpose
Agenda/Roles/Norms
Getting Connected/Expectations

9:30

The Vision of Finance

10:30

BREAK

10:45

Finance Objectives

12:00

LUNCH

12:45

The Model of Finance (group work)

4:45

Evaluation

5:00

CLOSE

   

DAY 2

 

7:30

BREAKFAST

8:30

Review/Preview

8:40

The Model of Finance (gallery walk)

9:30

Success Factors

10:00

BREAK

10:15

What is Customer Service?

11:15

Customer Service Competencies

11:30

Communication Plan

12:30

LUNCH

1:15

Outcomes Celebration

2:15

Evaluation

2:30

CLOSE

 

 

"VerticalNet Solutions Business Development/Professional Services Conference" (3-day Interactive Strategy & Planning Workshop, Participant Guides, Fully Planned and Facilitated)

• Welcome and Our Purpose
• Competitive Landscape
• Strategy/Position
• VerticalNet: The Future
• Functional Area: The Procurement Process
• Market Segment: High Tech
• Enterprise Solutions Overview
• Converge
• Sales and Implementation Process
• Department Breakouts
• Strategic Alliances and Partner Presentations
• Sales Case Study
• Professional Services: Project Briefings
• Professional Services: Department Metrics and Portera
 

 

"VerticalNet Global Integration & Strategy Conference" (Intensive 3-day Interactive Strategy & Planning Workshop, Participant Guides, Videos, Product Demos, Breakout Sessions, 40 Plenary Sessions and Presenters, Fully Planned, Facilitated, and Broadcast)

• White Papers

- The Evolution of Digital Markets
- Competing in the Evolving Landscape of B2B Digital Markets
- Online B2B Exchanges
- The Internet-based ASP Marketplace
- The New Economics of Transactions
- Machine to Machine e-Business

• Expert Presentations on Products, Services, and Implementations

- Roadmap Discussion Document
- Content and Community – Community Builder
- Before the Buy – Related Products and Services
- Storefronts, ECCs, VertCat, Pavilions
- eProcurement Highlights
- C2Suite – Cooperative-Commerce Suite
- Business Publisher Suite
- Business Publisher 1.0 User Guide
- Beyond The Buy Button- OMF CIE SCC P&F
- “How to” Sales Demo
- OMF 1 Order Pipeline
- OMF 10 Exhibit D - CC Settlement failed – Vert
- OMF 11 Exhibit E - Backorder_Refuse
- OMF 2 Order Create
- Catalog Strategy and Data Acquisition
- Request for Proposal & Request for Quote
- Platform Architecture – eCommerce & Infrastructure
- Before the Buy Architecture
- After the Buy Architecture
- 3.0 Terminology
- V3.0 Technical Summary
- Implementation and Product Matrix
- Elastomers Project Briefing
- e-Catalysts Project Briefing
- Paint & Coatings Project Briefing
- TCCG Project1 (Clusters)
- Ontology at VerticalNet: Ontology 101
- Competitive Intelligence - Introduction & Overview
- Industry Overview - Blue collar MRO
- Global Client Operations
- Globalization of VerticalNet Sites
 

 

University of California, Davis

Medical Training Center

Need – Ensure medical and law enforcement professionals statewide know how to gather forensic evidence, treat patients, and successfully testify in cases of abuse and domestic violence.

Solution – Led design and development of an innovative new curriculum. Courses include Participant and Trainer's Guides plus media and labs to teach clinical gathering and handling of evidence.

"Basic Training for the Sexual Assault Forensic Examiner" (2- Day Interactive Workshop with Practicum, Resource Manual/Participant Guide, Facilitator’s Guide)

• Introductions and Overview
• S.A.R.T. Concept
• Basic Legal Issues
• Sexual Assault History
• Psychodynamics of Rape
• Anatomy Review
• Exam & Evidence Collection
• Treatment and Follow-Up
• Advanced Techniques
• Assessment
• Skill Stations (Practicum)
• Effective Expert Testimony
• A.P.S.A.C. Glossary of Terms
• Wrap Up and Final Evaluation
 

"Basic Communication Skills"

(click to enlarge)