CrossGroup Virtual Seminars

In order to serve more professional firms with expert team development, leadership coaching, and skills training, we have created several seminars that are available entirely over virtual presentation. 

For each seminar, we start by evaluating your unique needs, then we customize and adapt course content to fit the culture and strategies of your firm. Click any area of our expertise below to see which virtual seminars may fit your needs so we may build you a customized solution.

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Client Facing/Sales

Our client-facing seminars are proven to teach you how to have confidence when working with clients and close sales.

Technical Skills

These seminars focus on directing technical work as well as improving overall business and industry-specific skills.
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Communication

These seminars are specifically focused on improving communication throughout the organization.

Team Development

Strenghtening your organization is our top priority.  Getting all of your team members’ buy-in to your goals and direction improves success.

Leadership

Our Leadership seminars groom future leaders while polishing the skills of current leaders.

Client-Facing/Sales

Sales Training

Course Objective:  Each participant will learn and practice the basics in developing and making sales in professional service industries.

Topics Covered:

  • Making effective sales calls
  • Identifying needs
  • Creating interest
  • Building relationships

Includes: Prep Work, 90-Minute Training Session, and access to custom only learning system tailored to your team.  

Working With Clients

Course Objective:  Each participant will gain valuable experiences in methods for relating and working with clients.

Topics Covered:

  • Communication
  • Understanding client expectations and needs
  • Responsiveness
  • Develop a plan of action
  • Accountability

Includes: Prep Work, 90-Minute Training Session, and access to custom only learning system tailored to your team.  

The Trusted Advisor

Course Objective:  Each participant will gain knowledge and experience in making complex sales within organizations.

Topics Covered:

  • Earning trust
  • Creating a win-win relationship
  • Utilizing a strategic process to selling in complex organizations
  • Building long-term mutual relationships, repeat business and referrals
  • Proposals

Includes: Prep Work, 90-Minute Training Session, and access to custom only learning system tailored to your team.  

Cross Group partners with PDX Select™ to support clients through cognitive and behavioral assessments. In addition, we utilize The Five Behaviors® to inspire organizational and team development.

Sales Management

Course Objective:  Each participant will examine and gain practice in overseeing and managing sales for a department.

Topics Covered:

  • Managing the sales process
  • Identifying key accounts and prioritizing opportunities
  • Making go/no go decisions
  • Building long-term, mutually beneficial client relationships

Includes: Prep Work, 90-Minute Training Session, and access to custom only learning system tailored to your team.  

Negotiation Skills

Course Objective:  Each participant will learn the mutual gains model for negotiation and practice the model using typical negotiation situations.

Topics Covered:

  • Valuing Win-Win thinking
  • Practicing the Mutual Gains approach: Preparation, Creating Value, Distributing Value, Follow Through
  • Rehearsing dialog and learning skills
  • Hands-on practice with negotiation techniques

Includes: Prep Work, 90-Minute Training Session, and access to custom only learning system tailored to your team.  

Personal Marketing Through Relationships

Course Objective:  Each participant will explore and practice methods for marketing to potential clients by developing excellence in networking skills.

Topics Covered:

  • Networking in a professional environment
  • Creating interest in your professional services
  • Understanding client needs and issues
  • Basic questioning and active listening

Includes: Prep Work, 90-Minute Training Session, and access to custom only learning system tailored to your team.  

Technical Skills

Practicing Personal Ownership

Course Objective:  Each participant will practice proactive thinking and create an action plan that encourages personal responsibility as an employee.  

Topics Covered:

  • Identify blaming, procrastinating, and victim thinking
  • Begin asking “What Can I Do to help solve this problem?”
  • Ask “How can I make a difference?”

Includes: Prep Work, 90-Minute Training Session, and access to custom only learning system tailored to your team.  

Time Management

Course Objective:  Each participant will learn time management techniques, develop personal priorities, and practice developing their personal calendars to incorporate the most important.

Topics Covered:

  • Managing paper, people, and tasks
  • Determining personal roles priorities
  • Dealing with the important and urgent tasks
  • Practicing time management techniques

Includes: Prep Work, 90-Minute Training Session, and access to custom only learning system tailored to your team.  

DIRECTING TECHNICAL WORK

Course Objective:  Each participant will learn and practice directing and influencing the work of technical experts whether they are direct reports or in peer relationships.

Topics Covered:

  • Leadership by influence
  • Delegation of tasks
  • Giving feedback
  • Coaching and mentoring
  • Collaboration with manager in career development plans for technical experts

Includes: Prep Work, 90-Minute Training Session, and access to custom only learning system tailored to your team.  

Communication

Communication in the Workplace

Course Objective:  Each participant will gain insight and practice in how to communicate, handle conflict, and work together with different personalities.

Topics Covered:

  • Understanding your own personality styles and preferences
  • Understanding other personality styles and preferences
  • Handling conflict effectively
  • Communicating in a business environment
  • Working with co-workers and other departments

Includes: Prep Work, 90-Minute Training Session, and access to custom only learning system tailored to your team.  

Assertive Dialogue in Difficult Conversations

Course Objective:  Each participant will learn and practice important skills for speaking up and having a meaningful discussion even when the conversation is difficult.

Topics Covered:

  • Building an environment where a meaningful dialog is possible
  • Examining your true purpose – what do you want from the conversation
  • Exploring personal ownership
  • Learning and practicing dialog skills
  • Learning and practicing listening skills

Includes: Prep Work, 90-Minute Training Session, and access to custom only learning system tailored to your team.  

Team Development

Building a High Performance Team

Course Objective:  Each participant will examine the basics of team development and team leadership while practicing the skills in the class.

Topics Covered:

  • 5 behaviors of a cohesive team: Trust, Conflict, Commitment, Accountability, Results
  • Team communications
  • Coaching and mentoring
  • Tuckman’s Model of Team Development  

Includes: Prep Work, 90-Minute Training Session, and access to custom only learning system tailored to your team.  

Making the Right Hire

Course Objective:  Each participant will gain experience in becoming a better hiring manager by examining the basics of the hiring process.

Topics Covered:

  • Identifying competencies
  • Behavioral Interviewing
  • Use of assessments
  • Ensuring culture fit for ideal team development  

Includes: Prep Work, 90-Minute Training Session, and access to custom only learning system tailored to your team.  

Performance Management

Course Objective:  Each participant will learn how to conduct a Performance Evaluation and Career Development Plan. They will gain experience in practicing the skills necessary to be effective with these dialogue, further encouraging team development.

Topics Covered:

  • Performance Planning and Evaluation
  • Career Development Plan
  • Giving feedback — delivering difficult messages
  • Creating effective goals
  • Listening and questioning skills
  • Follow up conversations

Includes: Prep Work, 90-Minute Training Session, and access to custom only learning system tailored to your team.  

Leadership

Leadership Skills

Course Objective:  Each participant will explore strategic thinking and concepts that are necessary to develop and direct leaders of teams in a specific direction.  Time will be invested in allowing each participant to develop action planning for his or her department.  This is an abbreviated leadership class, but is no substitute for a customized Leadership Program.

Topics Covered:

    • Strategic thinking
    • Developing Strategic Plans
    • Building commitment for the plan
    • Setting and deploying goals
    • Mobilizing and motivating employees to accomplish the plan
    • Developing future leaders

Includes: Prep Work, 90-Minute Training Session, and access to custom only learning system tailored to your team.  

Supervisory Skills

Course Objective:  Each participant will learn and practice the basic skills needed to transition into a new supervisory role with employees.

Topics Covered:

  • Delegation and empowerment
  • Goal setting
  • Giving feedback
  • Coaching and mentoring

Includes: Prep Work, 90-Minute Training Session, and access to custom only learning system tailored to your team.