TRAINING PROGRAMMES for Local Enterprise Office Westmeath for the period January 2015 – December 2016 To Cover Periods: Spring & Autumn 2015 Spring & Autumn 2016 Invitation to Quote for Delivery of Training Programmes/Workshops and Clinics November 2014 Invitation to Submit Quotations for Training This document outlines the type of training courses Local Enterprise Office Westmeath plans to run throughout Westmeath over the coming 24 months. By receiving this document your training organisation is invited to submit a quotation for one or any number of courses outlined. I have provided a broad outline of our requirements, but please note we are interested in receiving what you the Trainer offers in current thinking, recent trends, new techniques etc or anything else you consider maybe appropriate. If your organisation has developed a unique training course significantly different to any outlined here for the micro-enterprise sector, please include a proposal for same in your submission. Durations listed are suggestions only and not confirmed. Local Enterprise Office Westmeath reserves the right to run or not run any of the listed training courses, as demand and budget dictates. Training organisations submitting a quotation are requested to fix their prices for 24 months. Local Enterprise Office Westmeath runs training courses either during week days (e.g. 9:30am – 5pm) or in the case of six week start your own business course, evenings (e.g. from 6pm – 9pm); we reserve the right to stipulate the specific dates and course times, at the time of scheduling the course. Courses can take place either in our training room onsite in Mullingar or conference venues in Athlone and Mullingar. Key Guidelines: 1. 2. 3. 4. 5. Please submit a fully completed course outline for each course you are quoting for (template document attached – please do not leave any section blank). Please also ensure that tenders are not bound and that programmes are priced individually with a price listed per programme. Trainers maybe required to complete a pre/post course questionnaire via telephone or email with participants. Contracts will be awarded based on consideration of the following: a. Knowledge/Understanding of Proposal (30 marks), Approach/Content/Methodology (40 marks) Price (30 marks). b. The background of the trainer and a minimum of 3 years experience in delivering training to the micro-enterprise sector, as well as personal experience of selfemployment or running a business themselves and a training qualification. Please see attached sheet with details of qualifications required by trainers. c. Compliance with Health & Safety Questionnaire attached Term of the Contract (“the Term”): Any Contract that may result from this public procurement competition will be for an initial period of 12 months from the date of award, unless the Contract is terminated earlier or extended as per the provisions of the Contract. Westmeath LEO reserves the right to extend the Contract for a further period of twenty four (24) months, bringing the Term of the Contract to a total of three years but not guaranteed to be three years Completed course outlines will be made available to the public on www.localenterprise.ie/westmeath 1. Please note that hard copy of your submission will be required no later than 5pm on Thursday 27 November 2014. Post your proposal to: Tender Submission, Local Enterprise Office Westmeath, Aras An Chontae, Mullingar, Co Westmeath. Please note that late submissions will not be accepted. List of Programmes to Go to Tender Section 1: Training for Start-UPs 1. 2. 3. 4. How to Investigate your Business Idea & Get Started Start Your Own Business Start Your Own Food Business Start Your Own Online Business (Workshop) Section 2: Programmes & Courses for Small Businesses 5. Finance for Small Businesses (4 modules) 6. Increasing your sales by excelling at customer care 7. Perfecting Your Pitch 8. How to Start Exporting 9. E-Tendering – a Guide to Public & Private Sector Procurement 10. HACCP Training in Food Safety for Handlers 11. HACCP for Management 12. Food Academy Start Programme 13. Planning & Developing Your Website 14. Compiling & Marketing Newsletters 15. SAGE Instant/SAGE Line 50 16. How to maintain a set of books using Excel 17. Revenue Online System 18. Write & Maintain a Safety Statement Section 3 : Social Media Workshops for SmaLL Business 19. LinkedIn for Business 20. You-tube for Business 21. Face book for Business Beginners 22. Face book for Business Advanced 23. Twitter for Business Beginners 24. Twitter for Business Advanced Section 4 : Business Clinics 25. 26. 27. 28. 29. Marketing Website Patent Branding Finance/Health Check Possible Seminars for Small Business Taking Care of Business – Health & Safety in the Workplace for Contractors/NonContractors. Business and the Law (New Business Laws covered) Using Technology/apps for your Business Online Trading Voucher Seminars Debt Re-structuring Computer training courses take place in either Athlone Education Centre, Moydrum Road, Athlone, or at our premises in Aras An Chontae, Mullingar, Co.Westmeath. Section 1 Business Training Courses for Start Ups 1. How to Investigate Your Business Idea & Get Started The aim of this workshop is to arm participants with tools required to take their new idea through various investigative stages of research. The methods of evaluating and interpreting the results to determine the viability of the business should also be covered. The workshop will cover how to prepare basic income and expenditure projections and will introduce participants to the legal aspects of setting up a business, tax registration for sole traders, financial supports that are available and the basics of marketing principles. Participants should be able to conduct a preliminary assessment of their business to see if there is any potential in their proposed idea and have a basic awareness of the steps they will need to take to start a business. Please Note: How to conduct Market Research should form an important part of this programme. Estimate: Up to 8 workshops per annum. Duration: Time: Places Available: Suitable for: One Day 09:30am – 5.00pm 25 Anyone with a new business idea they need to investigate. 2. Start Your Own Business Course The objective of the Start Your Own Business programme is to assist participants in assessing the viability of business ideas and in understanding the essential elements required to start up and run their own businesses. Please note that a 3-month follow-up with each participant is included in the delivery of this programme. The follow-up is conducted via telephone, in order to establish how many businesses actually started up on completion of the programme. Please supply a price for the delivery of a 3 day Training Programme Please supply a price for a one day follow up where participants are met on a one-to- one basis if required. Topics covered: - Self-Assessment - Legal Issues - Preparing a Business Plan - Marketing for the Small Business - Researching the Market - Finance & Taxation - Sources of Funding - Basic Bookkeeping - Sales - Using IT in your Business Please refer to attached full course brochure for further content information. Duration: Places Available: 6 evenings 6.00pm to 9.00pm or 3 Days 9.30am to 5.00pm. Up to 25 places per course. 3. Start Your Own Food Business This stand alone programme is intended to be a complement to a full Start Your Own Business Course and the more advanced Food Academy Programme, but handle specific issues relevant to the food sector. This course will cover information required to set up a Food Business: Market Research & Sources of information Awareness of legislation governing food businesses Consumer law Packaging and labelling EHO requirements Planning permission Insurance Food Marketing Agencies supporting the food industry and their programmes Innovation, Trends & Food Awards This one day course is designed to give participants an opportunity to fully explore all issues that they will need to address and also to raise awareness of supports that are on offer from all agencies. Duration: Time: Places Available: Suitable for: One day 09:30am – 5:00pm 14 New entrants to the food sector or those considering opening up a food business. 4. Start Your Own Online Business Workshop These stand alone workshops are intended to be a complement to a full Start Your Own Business Course but handle specific issues relevant to the online / e-commerce sector. This course will cover information required to set up an Online / Web based Business: Market Research Legislation governing the sector Operating Costs Marketing strategies Income generation possibilities Trends, Innovation Pitfalls Successes and Failures This one day course is designed to give participants an opportunity to fully explore all issues that they will need to address and also to raise awareness of supports that are on offer from all agencies. Duration: Time: Places Available: Suitable for: Section 2 One day 09:30am – 5:00pm 14 Those starting an online business. Business Training Courses for Small Business 5. Finance for Small Businesses (4 modules) (5 days in total) The aim of this course is to provide each participant with a clear understanding of their financial responsibilities as a self-employed person and will instruct them on how to manage and interpret their financial situation. The course is aimed at those in their first year in business or those who have never learnt how to manage the financial aspects of their business. The four modules could take place over a six month period. Module 1 : Tax, VAT and Manual Payroll for Small Businesses (2 days) Module 2 : Basic Book-keeping and Cashflows (1 day) Module 3: Pricing, Costing & Debt Collection (1 day) Module 4 : Completing your own Tax Return (1 day) Module 1 Tax, VAT and Manual Payroll for Small Businesses (2 days) This module is designed to give the entrepreneur a firm understanding of the taxation system highlighting options to minimise tax liability. The module content will include : How to register your business with the Revenue Commissioners The Self Assessment tax system Introduction to VAT, and Employer’s taxes, Calculating Taxable profits and looking at allowable expenses Capital Allowances – what are they and how are they calculated Payroll. Basics of wage calculation and how our Tax Deduction, Universal Levy, Holiday Pay etc works, understanding the true cost of employing people. Calculating your Income Tax liability Social Security taxes (PRSI & Levies) Practical examples of calculating your Income Tax liability. The advantages & disadvantages of setting up as a limited company, sole trader or partnership. Participants will learn how to make a VAT return and how to complete selfassessment as a self employed person. Revenue online. Module 2 Bookkeeping and Cashflows for Small Businesses (1 day) The aim of this module is to provide participants with an in-depth understanding of basic accounting principles as well as a comprehensive working knowledge of their obligations to Revenue. Topics covered will include Debtors & Creditors, Bank Reconciliation, Expenses, Assets, Liabilities, Profit & Loss Accounts and Balance Sheets, amongst others. This module will also give participants a good understanding of the basics of good cashflow management. Variances between planned performance versus actual and the monitoring of same should be reviewed. The material should enable the owner/manager of an SME to learn techniques and systems that can be implemented in the workplace to improve cashflow. Practical cashflow templates should be provided. Module Three Figure Out your Pricing Strategy & Debt Collection (1 day) Tackling your pricing strategy for either a product or a service incorporates two schools of thought. In addition to ensuring that your prices cover your costs and include a margin for profit, the challenge is to tie that in with your competitors and market demand. This one-day course should cover Pricing as a subject from both angles, ensuring that you are pricing yourself as competitively as possible while maximising profit potential. This module will also instruct businesses on how to collect debts or avoid debts accumulating. Credit Management techniques will include: Handling new accounts, proper documentation, third party and legal options, draft credit applications forms, terms & conditions. This module will give participants the skills to help them get paid quicker, improve cash flow and reduce the likelihood of bad debts. Module 4 Completing your Tax Return and Reviewing your Year in Business (1 day) The final module of this course will take participants through all the steps in calculating their income and expenditure for the year and completing their own annual tax return as a sole trader. This module will also review with participants how their year in business has progressed and how to analyse their finances to prepare for their next year in business. Suitable for: This course is designed for owner-managers of start-up businesses or those in existing businesses who need to understand the financial basics of their business. It is anticipated that all participants will be sole traders and currently employ less than 10 people. Upon completion of the course participants should have a thorough understanding of how to manage their finances in business, keep proper accounts, manage their own VAT and payroll returns and complete a tax return. They should also have an understanding of how to interpret their financial situation at all times and analyse if they are operating a profitable business or not. Duration : 5 days (over a six month period) Places : Max. 14 6. Increasing your sales by excelling at customer service This course will teach businesses on how to retain and grow their customer base by excelling at customer care and sales. Following completion of this course, businesses should have reviewed their sales and customer care strategy, be aware of the actions they should be taking in their business to improve customer care, learn new sales and customer care techniques and learn how they should motivate staff to improve their customer care and sales techniques. Businesses should assess the effort they are putting into their sales approach and how poor approaches can let their business down. The course should cover setting sales targets for staff, sales incentives, and skills to help you and your staff close a sale. Duration: 1 day Places Available: 14 Suitable for: Sales Staff and/or owners of businesses 7. Perfecting Your Business Pitch- Pitching for Business The content of this programme will cover how to make a pitch really effective and memorable and help win business. What makes a good pitch/presentation and giving participants the confidence and professionalism to succeed. This programme will possibly linked to one to one mentoring sessions to perfect the pitch dependant on the audiences. Duration: Places Available: Suitable for: 1 day 14 Key staff and owner-managers of businesses based in Westmeath 8. How to Start Exporting Before embarking on an export strategy, businesses need to ensure that every area of their existing internal infrastructure is ready for possible rapid growth. This day course aims to inform and prepare participant companies for exporting, including: how to approach market research in a new country, how to prepare for cultural differences, what the support network overseas is like for Irish businesses, what the best tools are for getting your business ready. (Participants should be able to compile a structured export plan on completion) Duration: Places available: Suitable for: 1 Day 14 Owner-managers & business development staff of existing businesses who believe they are ready to commence exporting 9.eTendering – A Guide to Private & Public Sector Procurement Increasingly both private and public projects are awarded by using the competitive tendering process.The majority of public projects are awarded by using an online tendering process on www.etenders.gov.ie. Tendering, correctly utilised, can have a significant impact on the growth of your business. This course should be a practical programme, the aim of which is to significantly improve participants’ abilities to prepare and submit winning tenders. Duration: Places available: Suitable for: 1 Day 14 Owner-managers & business development staff of existing businesses who are ready to bid for public projects 10. HACCP for food handlers The aim of this training course is to ensure participants understand the importance of primary food hygiene. FETAC Certificate of competence to be provided on completion. Duration: Approx. 2 days training Places Available: Suitable for: businesses. 14 Owners and/or primary food handling staff of Westmeath based 11. HACCP Management in Food Production/Catering The aim of this training course is to ensure participants understand the importance of food hygiene. It will include the development of effective food safety management systems and a guide on how to implement and manage appropriate procedures for their businesses, in accordance with current Irish and EU legislation. FETAC Certificate of competence to be provided on completion. Duration: Places Available: Suitable for: businesses 28 hours 14 Owners and/or primary food handling staff of Westmeath based 12. Food Academy Start Programme in conjunction with Bord Bia and Musgraves. The programme objective is to provide participants with the knowledge required to establish successful food production businesses, working to a standardised format as established by Bord Bia, City and LEO’s and Musgrave Retail. The programme is targeted at those individuals who have an idea for a food or drink business or who have already set up and are in the early stages of running a food or drink business. Module 1 1. Understanding the Irish Consumer 2. Overview of the Irish Market 3. Understanding Research + Data 4. Marketing Strategy and Segmentation Module 2 1. Introduction to Finance 2. Pricing 3. New Product Development 4. Food Production + Legislation 5. Packaging 6. The Human Cost of Growing Your Business Module 3 1. Branding and Packaging Design 2. Routes to Market 3. Preparing to Meet the Buyer 4. Marketing Planning 5. Being confident with Promotions Making the Most of PR Section 3 Workshops for Small Business 13. Planning & Developing Your Website This workshop is aimed at those thinking of building their business website or optimising their existing one. To help businesses develop a website specification document, enable businesses to use their websites more effectively and to optimise web-design and communication with web developers. Develop an understanding of website management and maintenance options. Participants will also be shown how to develop a digital marketing strategy which integrates with business general goals. 14. Compiling & Marketing Newsletters 15.SAGE Instant/SAGE Line 50 Using the very popular Sage Instant/Line 50 software, this course covers all aspects of setting up a computerised accounting system from scratch, including the production of sales & purchases ledgers, nominal ledgers, credit control and VAT management. It is recommended that business owners or accounts staff attend. A basic understanding of bookkeeping principles is required. Day 5 – Sage Payroll to be covered if required Duration: 5 Days Places available: 14 Suitable for: Owner-managers or accounts staff of established businesses which are based in Co. Westmeath & currently employ less than 10 people. 16. How To Maintain a Set of Books (Using Excel spreadsheet) This course is aimed at those who wish to learn Basic Bookeeping and how to keep a set of books using an Excel Spreadsheet. It would be imperative that participants have a basic knowledge of operating excel spreadsheet before undertaking this course. Day 2 would progress to taking key meaningful information from your records and compiling, Profit & Loss, Balance Sheet. Duration: Capability Required: Places Available: Suitable for: 2 day Familiarity with Excel and a basic knowledge of Bookkeeping principles 14 Owner-managers or accounts staff of established businesses which are based in Co. Westmeath & currently employ less than 10 people. 17. Revenue Online System Programme Aim To introduce businesses to the benefits of ROS. This facility offers businesses a host of services allowing you to view your current tax position for various taxes and levies, file tax returns and forms and participants will learn how to make online payments for all taxes including VAT, PAYE, RTC etc. You can also use this facility to view details of your Payments made, Returns filed or due, Registration information or Charges and liabilities. Programme Content Registering online Making Returns online Making Payments online Returning P35 online Updating employee tax details online 18. Write & Maintain a Safety Statement Objectives: to assist participants in developing an understanding of the relevant health & safety legislation & preparing a Safety Statement for their business Suggested Content: overview/review of relevant Health & Safety legislation, near misses, accident reports, new processes, chemical reports, PPE, physical condition audits, hazard analysis, risk assessments, development of safety auditing skills, how to write & implement a safety statement. No. of participants: 10 (max.) Duration: 0.5 Day Group Workshop, &one 3 hour 1-1 onsite session per participant. Section 4 - Social Media Workshops for Small Business 19. LinkedIn for Business This workshop is to inform participants how best to leverage LinkedIn for your business. Duration: 1 afternoon Places Available: 10 20. You-tube for Business This workshop is to inform participants of how YouTube can be used as an online marketing channel and how video marketing can be used to promote business online. Duration: 1 afternoon Places Available: 10 21. Face book for Business Beginners This workshop is to inform participants how facebook can be used in business to promote and sell their products and services. Duration: 1 afternoon Places Available: 10 22. Face book for Business Advanced The advanced option will be to inform participants that are already familiar with social media how to build brand awareness and research the market through their facebook business page. Duration: 1 afternoon Places Available: 10 23. Twitter for Business Beginners This workshop is to inform participants how twitter can be used in business to promote their company, research the marketplace and why it is such a useful tool in Business. Duration: 1 afternoon Places Available: 10 24. Twitter for Business Advanced This workshop is to inform participants of the more advanced features of twitter and other tools which can improve their experience of using Twitter for Business. Duration: 1 afternoon Places Available: 10 Section 5 – Business Clinics for small Business Business clinics are one to one sessions with individual businesses which will take place in the offices of Local Enterprise Office Westmeath in Mullingar. Business clinics will be delivered on the following individual topics. 25. Marketing 26. Website 27. Patent & New Product Design 28. Branding 29. Finance/Health Checks including Business Viability/Cashflows It is planned that up to 6 businesses per day will attend each clinic, with each session being 1hour-1.25 hours. Please provide a daily rate to include compilation of report on completion. Topics covered will vary depending on the needs of each particular client but questionnaires will be completed prior to each clinic and these will be made available to relevant consultants. Those tendering for each clinic should have extensive experience of their chosen topic as content covered on clinics will be varied and wide ranging. Seminars for Small Business – Please Register your interest in delivering. Taking Care of Business – Health & Safety in the Workplace for Contractors/NonContractors separately. Business and the Law Using Technology/apps for your Business Online Trading Voucher Seminars Debt Restructuring PLEASE SEND QUERIES ON ANY OF THE ABOVE LISTED TRAINING PROGRAMMES VIA EMAIL TO tracey.tallon@leo.westmeathcoco.ie