Angela J. Maniak
The leading expert in helping auditors and accountants write clear and convincing audit reports.
How to Get Agreement and Action-Even on Tough Points
A Workshop Offered by Angela J. Maniak
What You Gain from the Workshop
As an auditor, you must necessarily present negative observations and
exceptions to clients, but you don't necessarily want a negative reaction.
Learn how you can facilitative positive responses and action plans from
clients, even when you have to present tough issues. In this workshop,
you will learn to:
- Give factual, fair, and balanced presentations to management.
- Encourage proactive, solution-oriented responses from clients.
- Communicate difficult points in a constructive manner.
- Collaborate with clients to identify workable solutionsto business risks.
- Develop and document concrete and measurable action plans that management will implement.
Who Should Participate
- Auditors who are responsible for presenting audit results to management and who want to see action taken on those issues.
What You Can Expect
The one- to two-day workshop is highly interactive, with self-assessment exercises, role plays, and individual feedback. Small groups make this training quick, effective, and immediately useful on the job.
You will receive personal and confidential profiles of your communication strategies, and you will take away practical tips and worksheets for making your presentations persuasive. Practice and feedback are frequent throughout this training, so you will leave the workshop prepared to get clients' agreement on action plans, even when you have tough points to present.
Available Workshop Modules
The Power of Communication: Getting the Audit Off to a Good Start
- Understand the influence of your communication process on the outcomes of the audit
- Recognize the impact of personality styles: yours and others
- Identify successful techniques for communicating with different styles
- Manage effective kickoff meetings
- Plan for successful communication throughout the audit
Building Skills for Collaborative Negotiation: Reaching Agreement on Action Plans
- Use a successful six-step model for reaching agreement
- Identify the source of any disagreement and work to resolve it
- Build positive agreement step-by-step
- Listen nonjudgmentally to the client's point of view
- Assess and agree upon effective and appropriate action plans
Establishing and Maintaining Non-Defensive Communication
- Recognize the defensiveness chain in on-the-job communication
- Accept responsibility for delivering and accepting messages non-defensively
- Learn five skills for non-defensive communication
Exploring Negotiating Styles: How Do These Affect the Outcome of an Audit?
- Recognize the pros and cons of five negotiating styles
- Understand your own negotiating style
- Choose the most appropriate negotiating strategy for the situation
- Identify skills for collaborative negotiation
Preparing Audit Points for Persuasive Presentation
- Identify and describe issues factually
- Provide fair balance in presentations
- Explore the business impact of issues identified
- Analyze the cause and effect of business problems
- Brainstorm alternative solutions to business problems
Developing Action Plans with Clients: Practical Application
- Prepare audit points for presentation
- Practice negotiating skills in a role play
Assessing Negotiating Skills: Feedback and Discussion
- Assess your own negotiating skills and the outcome of your practice negotiation
- Receive feedback from peers and the instructor on your negotiation skills
Seeing That Actions Get Implemented:Managing Effective Follow-up
- Determine required frequency of follow-up based on impact of issues
- Maintain accountability for action plans during the follow-up process
- Institute effective reporting of follow-up results
Documenting Agreed-upon Action Plans
- After the discussion, put the agreements in writing
- Document action plans in precise, measurable language
- Include accountability in the language of action plans
Using New Skills on the Job: How to Put Your Own Negotiating Skills into Practice
- Develop an individual action plan for skill-building on the job
- Determine how to measure your own success
For further information:
Angela J. Maniak
191 Prescott Hill Road
Northport, Maine 04849
207-338-0108
angela@amaniak.com
copyright 2003-2007 Angela
J. Maniak
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