Supporting change management

Change is a constant in marketing and business developments. Our markets, clients and fee-earners change. Marketing techniques and technology change. We are often in the driving seat and promoting change (whether through campaigns or systems or behaviours). This workshop considers how M&BD can support and enhance the change process to achieve the desired business results.

Introduction

  • – Why is change so difficult?
  • – Common change challenges

 

Individual change – Breaking out of the comfort zone

  • – Psychology of human behaviour (role of emotions)
  • – The change cycle
  • – Changing yourself vs changing others
  • – Impact of individual difference – personality, culture, motivation
  • – Role of training, delegation and coaching

 

Organisational change – Breaking out of complacency

  • – Analyse stakeholders and organizational culture (and metaphors)
  • – Cultivate a thinking environment and psychological safety
  • – Create the need for change (align aims)
  • – Change management frameworks
  • – Neuroscience of organizational change

 

Proven change processes and methods

  • – Change management competencies
  • – Plan for change and project management
  • – Align structure and reward systems (rational change)
  • – Achieve engagement – stories and workshops (emotional change)
  • – Manage resistance and conflict
  • – Professional services case studies

 

Why PM Forum training?

PM Forum workshops are designed and delivered by qualified and experienced

MBD professionals who:

  • – are subject matter experts in strategy, marketing, business development, selling, client relationship management, digital technologies and interpersonal skills who – through ongoing practice – are familiar with the latest developments
  • – understand the nature of professional services marketing at large corporate firms and smaller partnerships across law, accountancy, property and consultancy in a variety of client markets
  • – have substantial experience working with both senior and junior fee-earners and MBD professionals
  • – possess psychology credentials and/or years of experience in learning and development to ensure an optimum learning experience
  • – regularly talk to CMOs and management leaders to keep abreast of the emerging needs of their teams

 

Delegates receive a productive learning experience because:

  •  – There is a balance between knowledge transfer and active learning through interactive discussion and group exercises (sessions are not recorded to promote openness)
  • – Training is experiential – idea sharing, networking and collaboration are encouraged
  • – Progressive – sessions are graded for beginner, intermediate and advanced levels
  • – Whilst platform-independent, sessions signpost systems and technologies used most often by professional services firms
  • – As well as copies of course materials, delegates receive work sheets and supplementary resources with guidance for further learning (including other PM Forum events) and application
  • – Course leaders are experienced coaches who understand and promote career development
  • – Certificates of completion are issued for use in Continuing Professional Development (CPD)
  • – Dialogue can continue after training through members-only LinkedIn communities
  • – Participation is restricted to PM Forum members

Summary and actions

 

Pricing

First attendee £270 +VAT
Second attendee £260 + VAT
All subsequent attendees £250 + VAT

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Cancellations/Substitutions

Due to the restricted number of places, refundable cancellations are only accepted up to one month prior to the event (a cancellation fee of £25 + VAT will be incurred per person). Substitutions can be made at any time. PMI reserves the right to cancel with no liability beyond refund of fees paid.

Eligibility

This training course is open solely to member firms of the PM Forum, a worldwide group of over 3,000 marketers in professional services firms.

 

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Date
Dec 09 2026
Time
09:30 - 13:00
Cost
£270.00
Labels
Advanced,
Intermediate
Location
Online
Organizer
PM Forum

Speaker

  • Kim Tasso
    Kim Tasso
    RedStarKim Ltd

    Kim Tasso has worked within and for over 200 professional partnerships in the legal, accountancy and property sectors for over 20 years and continues to do so as a management consultant.

    She also has direct client exposure from working with organisations in the technology, education, creative, media, real estate and not-for-profit sectors.

    Unusually, she combines psychology, marketing and business qualifications so is effective as both a professional trainer, facilitator and coach and also as a subject matter expert in a variety of strategy, marketing, selling and relationship management topics.

    She is highly rated as a trainer and coach for lawyers, accountants and surveyors and also lectured on Chartered Institute of Marketing (CIM) professional marketing qualifications for Cambridge Marketing College.

    She is the author of books on soft skills, growth strategies, business development, media relations and business development and a prolific conference speaker and journalist. She is also a member of the PM Magazine Advisory Board.

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