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Technical leadership in the workplace
- 1. Technical leadership in the workplace Numeritas | 3 December 2015
- 2. 1© Copyright Numeritas 2015 Special note to attendees Thanks for joining our session! The very last slide shows how you can join a webinar on the specific examples that we ran out of time for
- 3. 2© Copyright Numeritas 2015 Agenda 01 Introduction 02 What is ‘Technical leadership’? 03 What does it mean in the workplace? 04 Specific examples 05 Follow up
- 4. 3© Copyright Numeritas 2015 Ben Norris 10 years modelling Previously worked in FS Audit and Corporate Recovery Specialises in VBA and non- traditional modelling Currently works in project delivery team at Numeritas Levi Bailey 8 years modelling Previously a mechanical engineer Specialises in infrastructure modelling projects Currently works in project delivery team at Numeritas 01 Introduction
- 5. INSIGHTPRECISION 01 Introduction CLARITY Who are Numeritas? Financial modelling consultancy firm established 12 years ago Predominantly qualified accountants who specialise in modelling Work with many prominent clients (average turnover ~£2bn) © Copyright Numeritas 2015
- 6. 5© Copyright Numeritas 2015 Who are you? How many modellers? How many students? Consultants vs in-house Professional qualifications Other industries & backgrounds 01 Introduction
- 7. 6© Copyright Numeritas 2015 How this session should work Interactive Objectives (yours and ours) Organise into groups 01 Introduction
- 8. 7© Copyright Numeritas 2015 Agenda 01 Introduction 02 What is ‘Technical leadership’? 03 What does it mean in the workplace? 04 Specific examples 05 Follow up
- 9. 8© Copyright Numeritas 2015 Our thoughts Doing excellent work – Important at different levels – Up-to-date with best practice – Training & skills Enabling and motivating others to do excellent work – Related to above point – Knowledge sharing – Internal training – Appraisals 02 What is ‘Technical leadership’?
- 10. 9© Copyright Numeritas 2015 Agenda 01 Introduction 02 What is ‘Technical leadership’? 03 What does it mean in the workplace? 04 Specific examples 05 Follow up
- 11. 10© Copyright Numeritas 2015 Our thoughts Efficiency Producing high quality deliverables End user ownership Promoting awareness Standards Continual improvement 03 What does it mean in the workplace?
- 12. 11© Copyright Numeritas 2015 Producing high quality deliverables – Model build – Materially correct results – Aim higher – Intuitive tools – Automation – Risk reduction – Call in the experts 03 What does it mean in the workplace? – Model review – Minimise risk for clients – Aim higher – Find most important things first – Quality of communication – Report root cause of issues
- 13. 12© Copyright Numeritas 2015 Agenda 01 Introduction 02 What is ‘Technical leadership’? 03 What does it mean in the workplace? 04 Specific examples 05 Follow up
- 14. 13© Copyright Numeritas 2015 Areas covered People Procedures Resources Tools Examples 04 Specific examples
- 15. 14© Copyright Numeritas 2015 People Rigour in the hiring process Formal training Work alongside experts to ask questions Encourage support during engagements Learning Labs Regular performance reviews Meet others – Online – Discussion groups – Meet-ups – EuSpRIG – IPFA – ICAEW 04 Specific examples
- 16. 15© Copyright Numeritas 2015 Areas covered People Procedures Resources Tools Examples 04 Specific examples
- 17. 16© Copyright Numeritas 2015 Procedures Having the client take on appropriate work, so that they learn throughout the engagement Have work reviewed by experts – peer review (not just for errors) Internal / release checks Documentation Handover training 04 Specific examples
- 18. 17© Copyright Numeritas 2015 Areas covered People Procedures Resources Tools Examples 04 Specific examples
- 19. 18© Copyright Numeritas 2015 Resources External – Books – Websites – Courses Internal – Directory – Knowledge base – Screen recordings – Tutorials & worked examples 04 Specific examples
- 20. 19© Copyright Numeritas 2015 Areas covered People Procedures Resources Tools Examples 04 Specific examples
- 21. 20© Copyright Numeritas 2015 Tools Toolkits – Personal.xls – nXt – FormulaDesk, Spreadsheet Studio, OAK, Traverse – Name Manager – Arixcel Screen sharing (join.me, GoToMeeting) Password store (KeePass) 04 Specific examples
- 22. 21© Copyright Numeritas 2015 Areas covered People Procedures Resources Tools Examples 04 Specific examples
- 23. 22© Copyright Numeritas 2015 Examples Issues log Change log VBA Named ranges Maps Charts example Knowledge base Screen recording Error checks example Appraisals 04 Specific examples
- 24. 23© Copyright Numeritas 2015 Agenda 01 Introduction 02 What is ‘Technical leadership’? 03 What does it mean in the workplace? 04 Specific examples 05 Follow up
- 25. 24© Copyright Numeritas 2015 05 Follow up Visit our website Find out more about us by visiting our website www.numeritas.co.uk See the specific examples and join our mailing list Email us to be included: info@numeritas.co.uk You will be invited to a webinar on Thursday 14 January 2016 where we will present specific examples Receive Numeritas newsletters Find out about networking events