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Annual Training Programme Midlothian TSI runs an annual training programme for staff, and also provides training for committees, boards and social entrepreneurs.

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Annual Training Programme

Midlothian TSI runs an annual training programme for staff,

and also provides training for committees, boards and social

entrepreneurs.

2

Each local authority area in Scotland has a Third Sector Interface to ensure that the third

sector is effectively supported and represented at the local level. Interfaces are funded to

deliver the following four areas of activity across the whole local authority area:

Promote and develop volunteering;

Support Social Enterprise development;

Support and develop a strong third sector;

Connect the third sector to the community planning process.

This document brings together the training opportunities provided by the Midlothian TSI.

3

Midlothian Voluntary Action/Social Enterprise Alliance Midlothian

All training courses must be booked in advance through the MVA office. The closing date for all

events in this booklet is two weeks before the event.

In the event of over-booking, we will prioritise as follows after the closing

date for the event:

Priority is given to Midlothian-based organisations and workers;

We will limit the number of participants per organisation, to one per organisation if

necessary;

After the above criteria, we will enforce a first-come, first served policy by the date on

which MVA received the booking form.

CONFIRMATION OF PLACES WILL BE SENT OUT AFTER THE CLOSING DATE.

All participants who complete training sessions, for example for SVQ portfolios, will receive a

Certificate of Attendance on request.

We also welcome suggestions for training courses. If there is a course you would like to see

provided please contact [email protected]

Volunteer Midlothian Training courses should be booked in advance with Volunteer Midlothian.

Booking forms are available by contacting Ross Laird on 0131 660 1216 or by email to

[email protected] or by downloading from the website www.volunteermidlothian.org.uk

The closing date for all events in this booklet is two weeks before the event. In the event of

over-booking, we will prioritise as detailed above and confirmation of places will be sent out by

email.

All participants who complete training sessions will receive a Certificate of Attendance on

request.

4

John Anzani, Midlothian Council Over the last decade John has been providing the Voluntary Sector

in Midlothian with free support with HR issues. He has been employed throughout that time by Midlothian

Council. The service is provided on a free of charge basis. It continues to be led by the needs of the client

organisations with whom John is working and it is entirely confidential. John draws on his day to day work in

Midlothian as well as his previous work as a manager and consultant throughout the UK. John keeps his

knowledge up to date by carrying out research and participating in a wide range of seminars.

Ian Wragg, Midlothian Council Ian is the Information Security Officer with Midlothian Council. He has day to

day responsibility for protecting the Council’s IT systems and council data from unauthorized access or loss.

Having more than 14 years of information security experience, this puts him in a great position to advise

charities around Midlothian on all of their security related queries.

Information Commissioner’s Office The ICO's office in Edinburgh provides a local point of contact for

members of the public and organisations based in Scotland. As well as operating an advice service to

address general enquiries, it promotes good practice in data protection by raising awareness of organisational

responsibilities across all sectors. It also influences policy in related areas by working closely with the

departments of the Scottish Government and the wider public sector.

Volunteer Scotland Volunteer Scotland is funded by the Scottish Government to work with partners to support projects,

innovation and creativity in volunteering. The organisation has many years of experience in delivering training that meets the

needs of staff and volunteers.

Volunteer Midlothian Volunteer Midlothian has been promoting and developing volunteering in Midlothian for 30 years. Our trainers

are experienced in delivering courses which offer practical support to staff and volunteers.

5

Dr Lesley Kelly, Midlothian Voluntary Action

Lesley is MVA’s Deputy Manager, with responsibility for funding issues. She

has twenty years experience of helping organisations to secure and manage

external funding.

Clare Halliday

Clare Halliday has worked in the charity sector for many years, and has

been delivering customer service excellence training to everyone from the

MD to support workers in voluntary organisations and registered

charities for over 5 years.

She has also been Chair of the Board of a large voluntary organisation in

Edinburgh for the last 5 years.

Bruce Smith

Bruce has been a professional trainer for more than twenty years, specialising in lead-

ership development and organisational innovation. He has worked with many busi-

nesses to help them harvest the creative talents and problem solving abilities of their

people. He is Chair of Lothians Veterans Centre and is currently working on a number

of social enterprise initiatives.

6

Inspiring Customer Service Excellence in Others

Course content:

How to tie organisational vision to staff roles and actions;

What do you want customers to say about you / expectations of the

organisation;

People and technical skills;

Ownership and responsibility;

Positive responses;

Personal and organisational brands;

‘I make a difference’, sense of achievement.

Course outcomes:

Delivers tools and techniques to support staff to deliver service

excellence with integrity;

Ties personal responsibility and professionalism to strategic direction;

Provides easy to use standards by which performance management

can be measured;

Delivers easy to use tools for managers to reinforce consistency of

approach to teams for long lasting impact on staff.

Date: Thursday 17 September Time: 9.30am-12.30pm

Registration: 9.15am Trainer: Clare Halliday, A Pair of Trainers

Level: Intermediate Spaces available: 15

Location: MVA, 4/6 White Hart Street, Dalkeith Refreshments: Tea and coffee only. Lunch not

provided.

Cost: Free of Charge

‘The best

training I’ve

ever been

on’

Previous

attendee at

Clare’s

customer

service

excellence

course

This course is aimed at

Managers & Team Leaders

7

Date: Wednesday 23rd and

Tuesday 29th September

Time: 12.00-1.00pm

6.00-7.00pm

Registration: 11.45am

5.45pm

Trainer: John Anzani

Location: MVA, 4/6 White Hart Street, Dalkeith Spaces available: 15

Cost: Free of Charge

This course is aimed at

Managers & Team Leaders

Third Sector Employers and Auto-enrolment

John Anzani, HR Business Advisor with Business Gateway

Midlothian will guide you through the steps that you will need to

take and help you plan a smooth path to the auto-enrolment of

your staff into a pension scheme. He will explain:

What information you will need to know about each member of

staff

Which staff members will be covered;

Which staff members won’t have to be automatically enrolled

but who could ask to be included;

Which staff members won’t have to be automatically enrolled

and who cannot ask to be included.

8

Date: Tuesday 29th September Time: 10.00am-4.30pm

Registration: 9.45am Trainer: Volunteer Scotland

Location: Volunteer Midlothian Meeting Room Cost: £75

Developing a Volunteering Strategy

This course will address the purpose and benefits of developing a strategy specifically for volunteering.

We will look at examples of organisations which have volunteering strategies to learn what works well

and consider the best approach to take. We will help focus on how you can influence others and

develop a successful volunteering strategy for your own organisation. By the end of the course you will

be able to:

Explain the purpose and benefits of a volunteering strategy;

Identify the steps to take to develop a volunteering strategy;

Develop a volunteering strategy that is relevant for your organisation;

Influence and engage others to ensure your volunteering strategy is successful.

9

Business Continuity

If your premises burned down tonight, could you deliver a service

tomorrow?

Business continuity management is all about planning for the unexpected,

understanding the potential for things to go wrong, and working out what you

need to do to survive. It is about increasing organisational resilience and

ensuring a flexible, effective response in uncertain times. For example, we all

learned a lot about emergency planning from the cold winter last year—but have

we all changed our policies and procedures to meet future emergencies?

This session offers an introduction to the principles of business continuity

management and provides some tools and templates for building a business

continuity plan. The sessions will look at the principles of business continuity

management and relevance to the voluntary sector, including:

Identifying what threatens your organisation?

The three stages of business continuity planning:

1. Emergency response;

2. Crisis management;

3. Business recovery.

A suggested approach to developing a business continuity plan.

A template will be provided at the training with key information on sources of

support from Midlothian Council and other statutory agencies.

Learning Outcomes

Learn how business continuity management can strengthen your organisation;

Assess the main threats to your organisation;

Understand the principles of business continuity management;

Consider what your business continuity plan might look like.

Date: Wednesday 7 October Time: 10am-1pm

Registration: 9.45am Trainer: Lesley Kelly

Level: Intermediate Spaces available: 15

Location: MVA, 4/6 White Hart Street, Dalkeith Refreshments: Tea and coffee only

Cost: Free of Charge

This course is aimed at

Managers & Team Leaders

“Wake up

call! Time

to

formalise

planning.”

Business

Continuity

Training

Participant

2011

10

Dealing With the Public at Work

Course content:

What do you want the public to say about you?

People and technical skills;

Mind set – you and them;

Positive responses (nobody ever asks what you can’t do);

Saying no and delivering disappointing or upsetting news;

Complaint handling;

Key conversation tools – telephone and face to face tips.

Course outcomes:

Delivers tools and techniques to support staff with difficult members

of the public;

Tips to prevent upsetting customers, even when saying ‘no’;

Provides an easy to use complaint handling technique;

Ways to keep level headed when others aren’t;

Improve personal communication with the public.

Date: Monday 5 October Time: 9.30am to 12.30pm

Registration: 9.15am Trainer: Clare Halliday, A Pair of Trainers

Level: Beginners Spaces available: 15

Location: MVA, 4/6 White Hart Street, Dalkeith Refreshments: Tea and coffee only

Cost: Free of Charge

This course is aimed at

front-line staff: admin,

reception, retail

‘The

discussion

and

presentation

– it was

really

helpful!’

Previous

attendee at

Clare’s

training

11

Date: Friday 9th October Time: 10.00am-1.00pm

Registration: 9.45am Trainer: Volunteer Midlothian

Location: Volunteer Midlothian Meeting Room Cost: Free

From Volunteering to Employability

This short course for potential volunteers will raise awareness about how volunteering can help

towards employability. Find out about the benefits of volunteering and about how volunteering can

help you and local organisations who involve volunteers.

The course will cover:

How volunteering can improve employability;

Skills gained from volunteering;

How to identify the right volunteer role to reach goals;

Transferrable skills gained while volunteering;

Using volunteer experience on a CV, job application and at interviews;

What next?

12

Date: Friday 16th October Time: 10.00am-1.00pm

Registration: 9.45am Trainer: Volunteer Scotland

Location: Penicuik Library Cost: Free

PVG Awareness

This half day course will offer information and awareness regarding PVG.

It covers:

The role of the lead signatory;

The Code of Practice;

What is regulated work and requires a PVG?

Recruitment;

Interpreting certificates;

Legal responsibility to make a referral in relation to PVG.

13

Date: Wednesday 21st October Time: 10.00am-12.00pm

Registration: 9.45am Trainer: Volunteer Midlothian

Location: Volunteer Midlothian Meeting Room Cost: Free

Using Social Media to Attract Volunteers

This short course will provide an overview on how to use social media, with a specific focus on how

it can help your organisation to attract volunteers. It will cover:

What is social media?

Why you should use it;

Understanding terminology;

How it can be used to promote your volunteering opportunities;

How to maximise your reach;

Practical use of different channels—Facebook and Twitter;

How to measure impact.

14

Date: Friday 30th October Time: 10.00am-1.00pm

Registration: 9.45am Trainer: Volunteer Midlothian

Location: Volunteer Midlothian Meeting Room Cost: Free

Risk Assessment and Volunteers

Why access risk within your volunteer programme? What are the responsibilities of the organisation,

the coordinator and the volunteer in ensuring volunteer safety?

This is a practical half day session to ensure that Volunteer Managers consider the risk to their

volunteers, whatever the role and know how to support volunteers to minimise that risk.

By the end of the sessions your will be able to:

Define the risk situations volunteers face in their roles;

Discuss the responsibility of the organisation, the coordinator and the volunteer in ensuring

volunteer safety;

Identify specific risks;

Develop a volunteer risk assessment strategy;

Explore ways to implement the strategy.

15

Roles and Responsibilities of Management

Committee & Board Members

Have you just joined, or been asked to join, a Management Committee or

Board?

Or, are have you just become, or been asked to become, an office bearer

(e.g. Chair, Vice-Chair, Treasurer or Secretary)?

If so, this FREE course could be for you.

This course is aimed at board members, or staff supporting board

members.

By the end of the course delegates will have covered the following:

What a committee/board is, legal status;

What positions there may be on a board;

Details on specific roles of board members, both office bearers and

ordinary members.

Date: Wednesday 4 November Time: 7pm-9pm

Registration: 6.45pm Trainer: MVA

Level: Intermediate Spaces available: 15

Location: MVA, 4/6 White Hart Street, Dalkeith Refreshments: Tea and coffee only

Cost: Free of Charge

This course is aimed at

Board & committee members

Trustees’ Week 2-8 November Event

16

Date: Friday 6th November Time: 10.00am-1.00pm

Registration: 9.45am Trainer: Volunteer Midlothian

Location: Volunteer Midlothian Meeting Room Cost: Free

Recruiting Volunteers

Volunteer Managers often have the difficult task of recruiting volunteers. This half day course will

look at different recruitment methods and practical activities, including targeting for specific roles

and marketing.

By the end of this session participants will be able to:

Evaluate the methods of recruitment;

Analyse approaches to recruiting volunteers;

Identify difficulties with recruitment;

Explore avenues of recruitment opportunity;

Explore new ways to present your organisation;

Gain information on marketing strategies;

Discuss the importance of selection and training.

17

Date: Tuesday 1 December Time: 9.30am—12.30pm

Registration: 9.15am Trainer: Ian Wragg, Midlothian Council

Information Commissioner’s Office

Level: Intermediate Spaces available: 15

Location: MVA, 4/6 White Hart Street, Dalkeith Refreshments: Tea and coffee only

Cost: Free of Charge

How Secure is Your Data?

Data security is the process of making sure information you collect or store

electronically is available only to those who need to use it for a legitimate

purpose. The Information Commissioner states that if you hold and process

information about your clients, employees or suppliers, you are legally obliged to

protect that information under the terms of the Data Protection Act.

The risks of getting it wrong include:

• Financial and reputational costs. A data breach can be expensive to put right and will reduce customers’

confidence in your organisation;

• You may receive a monetary penalty of up to £500,000 from the Information Commissioner’s Office

(ICO).

The session will have two parts:

The first part, run by the Information Commisioner’s Office, will look at what data security responsibilities

organisations have, including High Level overview of the DPA; When things go wrong (enforcement);

When things go right (examples of good practice identified in Audits and Advisories); The information and

help available to support the 3rd sector (https://ico.org.uk/for-organisations/charity/).

The second part, run by Ian Wragg, Midlothian Council’s Information Security Officer, will focus on

Principle 7 (the security aspect of the DPA) providing practical and easy to follow advice to secure

information, including Securing email; Securing Portable Devices; Securing Paper Records; Secure Data

Destruction; Using Cloud Services.

Learning Outcomes

By the end of the session participants will understand:

What their data protection responsibilities are;

How to exchange information by e-mail securely;

How to hold electronic information securely;

The training needs of other staff members on IT security issues;

Midlothian Council protocols on electronic information exchange.

This course is aimed at

anyone handling

sensitive data

18

Date: Tuesday 26 January Time: 9.30am-1.30pm

Registration: 9.15am Trainer: Midlothian TSI staff

Level: Intermediate Spaces available: 15

Location: MVA, 4/6 White Hart Street, Dalkeith Refreshments: Lunch provided

Cost: Free of Charge

Introducing Midlothian

Starting work in a new location or sector can be daunting, and it can

take a long time for all the gaps in local knowledge to be filled in. This

course aims to provide an overview of Midlothian, the voluntary sector,

the Community Planning Structures and local sources of support.

This brief course offers an introduction to:

The Third Sector in Scotland;

How local democracy works in Midlothian – the Council, the

Community Planning Partnership, the Midlothian Plan and the

Strategic Assessment;

Key current policy agendas;

Local sources of support.

Who should attend?

This session will be of benefit to key staff who have joined Midlothian

organisations in the past year (or maybe even longer!).

This course is run by staff from the Midlothian Third Sector Interface.

http://midlothiantsi.org.uk/

This course is aimed at

staff new to Midlothian

or new to the Third

Sector

“Very

comprehensive

and lots of

useful

information.”

Training

Participant, 2015

19

Date: Wednesday 10 February Time: 9.30am-1pm

Registration: 9.15am Trainer: Bruce Smith

Level: Intermediate Spaces available: 15

Location: MVA Refreshments: No

Cost: Free of Charge

The Creative Advantage

This course is aimed at anyone who wants to stimulate creativity in their

organisation and benefit from innovation.

This is particularly relevant in the difficult funding climate faced by the Third

Sector, and the opportunities presented by the new strands of Big Lottery

Fund funding.

The course will help you:

Nurture and benefit from the creative talents of your people and turn them to

practical advantage.

Content:

What is meant by creativity and innovation and why they are important to

your organisation;

Finding creativity in everyone;

Managing for innovation;

Simple creative tools;

Divergent and convergent thinking;

Using it to make a difference.

Learning Outcomes

The course will help you:

Understand what creativity and innovation are in an organisational context and

how to nurture them to improve performance.

This course is for anyone who

wants to stimulate creativity

in their organisation and

benefit from innovation

20

Excellent trainer &

enjoyed learning all aspects of this course.

Previous

participant on

John’s

training

Date: Wednesday 24 February Time: 9.30am-1pm

Registration: 9.15am Trainer: John Anzani

Level: Spaces available: 15

Location: MVA Refreshments: No

Cost: Free of Charge

Support, Supervision and Appraisal

It is well documented that staff work better if they get focused and

constructive feedback. Unfortunately making sure that you give this to

staff is sometimes easier said than done. Too often people’s efforts fall

between two stools. Either they get caught up in an overly

bureaucratic nightmare of forms and endless meetings or they think

that their half-murmured asides will suffice. Another pitfall is confusing

Support and Supervision and carrying out a mishmash that provides

neither.

The aim of this session is to look at the various models and procedures

that are used in different organisations to allow you to choose what

would be most suitable for you. The differences between Support,

Supervision and Appraisal will be explained and demonstrated. The

ways in which they fit together and how one can develop out of the

others will be explored with emphasis on how to use them practically.

At the end of the day you should have a clear idea of how you intend

to proceed and some confidence that you will achieve it.

By the end of the course participants should:

Gain knowledge of the differences between Support, Supervision

& Appraisal;

Know how to use different processes to gain the best outcome

for the organisation and the individual;

Be able to construct an effective appraisal system where this is a

relevant process for their organisation and staff;

Feel more confident about their practical skills in these areas;

Understand best practice on appraisal processes and

administration.

21

Page 21

Date: Tuesday 8 March Time: 9.30am-12.30pm

Registration: 9.15am Trainer: Lesley Kelly, MVA

Level: Intermediate Spaces available: 6

Location: MVA, 4/6 White Hart Street, Dalkeith Refreshments: Tea and coffee only

Cost: Free of Charge

Introducing Excel for Budget Management

This session will assist staff who have some understanding of Excel to use it to

prepare budget information. The course will use a series of hands-on exercises

to enable participants to build a budget from scratch.

The course will look at:

The principles of budget management, and what this means in practice in

the Third Sector;

Common Excel functions;

Day-to-day budget management with Excel;

Budget projects with Excel.

Some prior knowledge of Excel would be useful. Please bring a laptop with you,

or let us know in advance that you will require one.

This course is aimed at

staff who prepare budgets

22

Date: Wednesday 20 April Time: 9.30am-12.30pm

Registration: 9.15am Trainer: Lesley Kelly

Level: Intermediate Spaces available: 15

Location: TBC Refreshments: Tea and coffee only

Cost: Free of Charge

Writing Better Funding Applications

Access to sustainable sources of funding is a key issue for organisations.

This session is based on the findings of a survey of funders about the

common mistakes that applicants make in their funding applications. It

aims to provide participants with the knowledge and skills to write

successful bids.

There will be a particular emphasis in this workshop on looking at the new

Big Lottery Fund processes.

Learning Outcomes

By the end of the course participants should:

● Understand what funders are looking for and how funders make

decisions;

● Understand the difference between outputs, outcomes, milestones and

targets,

● Be able to give appropriate answers to ‘difficult’ questions such as

equalities and environment.

This course is aimed at

managers and key staff

“We have

had

successful

funding

applications

as a direct

result of

knowledge

gained from

MVA/

SEAM.”

Training

Participant,

2015

23

“I would

recommend

this training

to everyone

who has to

take

minutes”

Training

Participant,

2013

Date: TBC Time: TBC

Registration: TBC Trainer: MVA

Level: Intermediate Spaces available: 12

Location: MVA, 4/6 White Hart Street, Dalkeith Refreshments: Tea and coffee only

Cost: Free of Charge

Being an Effective Minute Taker

A carefully planned Agenda will help your meeting run smoothly and is a tool

to make sure all important items are discussed.

The phrase “will you please take the minutes” can cause strong men to

tremble! This training session aims to take some of the fear out of minute

taking. It is aimed at people who have very little, or no, experience at

taking minutes. People who would like to refresh their knowledge are

welcome to come along too.

By the end of the course delegates will have covered the following:

The purpose of minute taking;

Different styles that can be used – how to decide what suits your group

best;

Tips and hints for the minute taker.

The course will be a mixture of presentations and discussion. Bring along a

sample of your minutes and the trainer can give you direct help to improve

your skills. Sample minutes will be available for delegates to look at.

This course is aimed at

admin staff and

minutes secretaries

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In addition to our annual training programme we also distribute a monthly

Training News e-briefing.

The Training News provides information on local free training provided by a

wide range of providers including:

Mid and East Lothian Chamber of Commerce;

NHS Lothian;

Mid and East Lothian Child Protection Committee;

East and Midlothian Adult Protection Committee;

Cultural Enterprise Office;

Midlothian Council;

And lots of other providers.

Each month also features an interview with a training provider on a particular aspect of training.

If you would like to receive the Training News contact Lesley at [email protected]

MVA Training News—Sign Up Today