Training and Development

Give your staff the skills they need to do their jobs effectively

"You have been a brilliant and inspiring coach, sensitively leading me through a wide range of discussions, addressing not only how I deal with particular situations but also fundamental aspects of my approach to the job. I cannot tell you how helpful and liberating this has been."



High-quality training is always a good investment, enabling staff to fulfil their potential and deliver more for your organisation. However, courses that focus on the specific challenges of the charity sector can be hard to find. Action Planning is able provide training in the vital HR and people management challenges that are fundamental to running a charity effectively.

Our workshops and courses provide a solid and practical grounding that quickly gets you or your managers up to speed on the key employee issues. All of our trainers have a background in the not-for-profit sector as managers and leaders and know the challenges staff face on a day-to-day basis.

We know that time out and travel to attend training courses can be difficult, so our courses are all deliverable online, through Zoom or Teams, but are highly participative, so everyone is kept fully engaged. All course are also available to run in-house and we can then tailor the course content to cover your specific organisational needs.

For more information or an informal chat about any of our training programmes, please email or call 07899 665506

Talk to us about training and development
for your team


In-house modular training – choice of modules

Introduction to Line Management

Whether you’re new to line management or have been a line manager for a while but have never had any training, or you just need some reassurance that you’re managing people in the best possible way, this online modular course is for you. You can pick and choose your modules and if you want to cover areas that are not mentioned, just let us know and we will be happy to include your chosen topic.

In-house, one-off workshops for staff and line managers

Assertiveness at Work

Do you often feel that you fail to get your opinions heard, or that people readily dismiss or undermine your views? Maybe you have a habit of handling situations aggressively or lack the confidence to speak up. By learning some techniques to make you more assertive, you can stand up for yourself and become a strong and confident communicator.

Equality, Diversity, Inclusion and Unconscious Bias

Ideal for staff in any sector, this course provides delegates with an understanding of how the values, opinions and prejudices of an individual can influence those around them, and how this can lead to discrimination. Delegates in this workshop will gain awareness of the value of equality, diversity and inclusion and will be encouraged to promote equal opportunities in the workplace.

Dealing with Challenging People

They may be co-workers, people you manage, your boss or family and friends – whenever you come across people whose behaviour can be difficult to deal with, having a coping strategy will help enormously. This workshop will help you develop your own ways of coping with difficult people.

Influencing Skills

The purpose of this workshop is to help participants focus on understanding, developing, and adapting influencing styles to suit different situations. We focus on participants’ behaviours and influencing style, how to adapt this to different situations and how they can approach situations where people have different styles and different levels of commitment.

Time Management

Being able to manage your own time is one of the most useful soft skills that you can develop. This workshop introduces delegates to the tools and techniques that they can use to improve their time management skills, make more effective use of their working day and strike a better work-life balance.

Effective Delegation Skills

Delegation is a key skill for managers. Firstly, it saves you time and allows you to focus on the tasks that only you can do. Secondly, the delegation of tasks to team members is an opportunity for them to learn new skills, develop and feel more trusted and engaged in their work. Our delegation skills workshop is designed to teach managers how to delegate effectively.

Minute Taking

Taking minutes means effectively recording the key elements of a meeting, either verbatim or through summarising decisions and actions or creating a narrative. It is a skill that everyone should learn. The technique of minute taking is sometimes taken for granted, but it is a skill like any other and takes careful preparation to perform correctly.

HR Brief Bites – in-house, one-off workshops for those with
responsibility for line management or HR

Recruitment Skills

Recruitment is a crucial factor in the success of any organisation. Ensuring you employ the right people at the right time is critical, but it is also important that the people responsible for recruiting within your organisation know how to follow legislation and best practice to avoid any potential embarrassment or costly litigation. This workshop will effectively develop the skills of hiring managers within your organisation.

Managing Absence in the Workplace

This is a practical session to give participants confidence in absence management, helping to reduce absence in the workplace and increase productivity. We deliver practical advice and guidance on managing short and long-term absence, through to medical capability, dismissal and the law. Using a selection of exercises, the workshop examines some traditional methods of management as well as some more contemporary and innovative ways of keeping a lid on casual absence.

Managing Disciplinary Issues in the Workplace

Discipline has a pivotal role to play in any organisation. Used correctly and fairly, where appropriate, discipline can ensure that employers, customers, suppliers and employees are protected from any misconduct that may occur within the workplace. This workshop will identify where disciplinary procedures and rules help with employee relations and promote fairness and consistency in the treatment of individuals.

Bullying and Harassment in the Workplace

Harassment and bullying behaviour in the workplace is unpleasant and offensive. It can affect an individual’s performance and psychological welfare and can be so destructive that the effects continue after work, devastating personal lives as well as careers. This workshop sets out to answer the common questions, concerns and legal implications of bullying and harassment in the workplace.

Managing Underperformance in the Workplace

Before starting any formal management procedure against an employee for underperformance, you have to ascertain whether it is because they “can’t do” their job or they “won’t do” it. The first is a question of skill, the latter is a matter of will. This workshop focuses on the former and supports managers in building an effective performance management process, including how to address underperformance informally in the first instance and creating the foundation of the formal process.

Menopause Awareness for Line Managers

At least eight out of 10 menopausal women in the UK are at work*. Women, on average, go through the menopause between the age of 45 and 54 but symptoms can start earlier, during what is called perimenopause, and last up to 10 years. It is estimated that three in four women experience symptoms and for one in four they are quite severe. The aim of this workshop is to help raise awareness of menopause issues in the workplace and how to deal with team members who need support.

* Source: the Faculty of Occupational Medicine