Workplace Support Conversations Training Course

Name: Workplace Support Conversations and Referral Skills Training Course
Availability: InStock

Build non-clinical conversation, confidentiality, referral, and escalation skills for sensitive employee support situations.

Workplace Support Conversations Training Course

At a glance

Duration: 1 Week
Format: Classroom
Cities: Muscat, London, Istanbul, Vienna, San Diego, Tashkent and more
Next session: 1 – 5 November 2026, Muscat
Average fee: 5,750 €

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Workplace Support Conversations and Referral Skills Training Course

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Overview

Workplace Support Conversations and Referral Skills Training Course is a one-week course for HR professionals, line managers, and employee-relations practitioners, who leave with a Workplace Support Conversation and Referral Playbook. The course develops workplace support conversations, psychological first aid boundaries, employee assistance coordination, confidential documentation, psychosocial risk recognition, and crisis referral pathways. It replaces improvised responses with a consistent non-clinical process for listening, recording, signposting, and escalating concerns. Agile Leaders Training Center develops workplace support and referral practice.

Who Should Attend

Functions responsible for employee relations and workplace case support
Teams that supervise employees and conduct wellbeing check-ins
Functions that coordinate employee assistance and occupational health referrals
Teams that manage workplace risk, safety, and duty-of-care processes
Functions that design wellbeing policies and manager guidance

The course assumes participants already handle employee conversations or referrals at work, and leaves out diagnosis, psychotherapy, clinical counseling, and treatment planning.

Departments and Industries

The course supports workplace conversations and referral decisions across public services, healthcare, financial services, manufacturing, technology, and professional services.

Human resources and employee relations departments
Line management and operational leadership functions
Occupational health, safety, and wellbeing teams
Healthcare, financial service, and technology organizations
Manufacturing, public service, and professional service organizations

Learning Objectives

By the end of this course, participants will be able to:

Apply a structured support conversation method
Analyze psychosocial risk indicators and role boundaries
Use psychological first aid principles without entering clinical practice
Build confidential notes and consent records
Prioritize referral and escalation pathways
Evaluate follow-up actions and organizational learning

Course Agenda

Day 1: Role, Ethics and Support Context

Workplace Support Role and Boundary Map
Psychosocial Hazard Recognition Checklist
Ethical Listening and Non-Clinical Support Principles
Employee Assistance Service Pathway Map
Support Conversation Readiness Assessment

Day 2: Structured Support Conversations

Private Conversation Opening and Purpose Script
Open Question and Active Listening Method
Observation, Impact, and Need Discussion Framework
Emotional Distress Response and Grounding Method
Conversation Summary and Agreement Record

Day 3: Confidentiality, Records and Adjustments

Confidentiality Scope and Exception Decision Tree
Consent, Information Sharing, and Access Matrix
Objective Case Note and Fact Separation Template
Workplace Adjustment Exploration Guide
Secure Follow-Up Record and Retention Checklist

Day 4: Referral, Risk and Escalation

Internal and External Support Resource Directory
Referral Suitability and Warm Handover Method
Immediate Safety Concern Escalation Protocol
Manager, HR, and Specialist Decision-Rights Matrix
Post-Referral Follow-Up and Review Plan

Day 5: Conversation and Referral Practice

Exercise: Support Conversation Scenario Practice
Exercise: Confidentiality Exception Decision Review
Exercise: Referral Pathway Selection Challenge
Exercise: Safety Escalation and Handover Simulation
Capstone: Workplace Support Conversation and Referral Playbook

Practical Exercises

The course uses suggested activities to convert principles into repeatable workplace support decisions.

Suggested activity: conduct a structured conversation using observation, open questions, listening, and summary techniques
Suggested activity: separate facts, assumptions, consent, and restricted information in a case note
Suggested activity: choose referral and escalation routes for employee scenarios from different sectors
Suggested activity: present a Workplace Support Conversation and Referral Playbook with controls and follow-up points

FAQs

Who suits workplace support conversations and referral skills training?

HR professionals, managers, employee-relations practitioners, wellbeing teams, and safety functions suit the course; it assumes responsibility for workplace conversations or referrals but no clinical qualification.

How does workplace support and referral training differ from clinical counseling training?

Workplace support and referral training develops listening, boundaries, documentation, signposting, and escalation; clinical counseling training prepares qualified practitioners to assess and treat psychological conditions.

When should a workplace support conversation lead to specialist referral?

Specialist referral is appropriate when an employee requests it, needs help beyond the manager's role, requires occupational guidance, or presents concerns that organizational procedures assign to qualified services.

How should confidentiality be handled during employee support conversations?

Confidentiality should be explained before sensitive discussion, with information limited to legitimate need, consent recorded where appropriate, and any safety-related exception handled through defined procedures.

Conclusion

Participants take back a Workplace Support Conversation and Referral Playbook. It connects conversation preparation, ethical listening, role boundaries, confidential records, referral resources, escalation decisions, and follow-up controls. The playbook changes ad hoc employee support into a documented non-clinical process that managers, HR teams, and specialist services can apply consistently.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Showing 21-40 of 75 events

Location	Dates	Duration	Mode	Price
Cairo	Week 06, 2027 8 – 12 February 2027	1 Week	Onsite	€4,100
Lisbon	Week 07, 2027 15 – 19 February 2027	1 Week	Onsite	€5,700
Lagos	Week 07, 2027 21 – 25 February 2027	1 Week	Onsite	€4,100
Dubai	Week 08, 2027 22 – 26 February 2027	1 Week	Onsite	€4,500
Langkawi	Week 08, 2027 28 February – 4 March 2027	1 Week	Onsite	€6,000
Barcelona	Week 09, 2027 1 – 5 March 2027	1 Week	Onsite	€5,700
Kuala Lumpur	Week 10, 2027 8 – 12 March 2027	1 Week	Onsite	€5,200
Singapore	Week 10, 2027 8 – 12 March 2027	1 Week	Onsite	€5,700
Abu Dhabi	Week 11, 2027 15 – 19 March 2027	1 Week	Onsite	€4,700
Marbella	Week 11, 2027 21 – 25 March 2027	1 Week	Onsite	€5,700
Geneva	Week 12, 2027 28 March – 1 April 2027	1 Week	Onsite	€6,200
Tokyo	Week 14, 2027 5 – 9 April 2027	1 Week	Onsite	€10,000
Istanbul	Week 16, 2027 19 – 23 April 2027	1 Week	Onsite	€4,500
Bali	Week 16, 2027 25 – 29 April 2027	1 Week	Onsite	€5,700
London	Week 17, 2027 26 – 30 April 2027	1 Week	Onsite	€5,700
Bangkok	Week 17, 2027 2 – 6 May 2027	1 Week	Onsite	€6,000
Paris	Week 18, 2027 3 – 7 May 2027	1 Week	Onsite	€5,700
Manama	Week 18, 2027 9 – 13 May 2027	1 Week	Onsite	€4,700
Dubai	Week 19, 2027 10 – 14 May 2027	1 Week	Onsite	€4,500
New York	Week 20, 2027 17 – 21 May 2027	1 Week	Onsite	€12,000

Frequently asked questions

What does this course cover?

OverviewWorkplace Support Conversations and Referral Skills Training Course is a one-week course for HR professionals, line managers, and employee-relations practitioners, who leave with a Workplace Support Conversation and Referral Playbook. The course develops workplace support conversations, psychological first aid boundaries, employee assistance coord…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

Workplace Support Conversations Training Course