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Business Partnering: Stop Being a Service Desk, 390+ Tools
Rating: 5.0 out of 5(6 ratings)
2,203 students

Business Partnering: Stop Being a Service Desk, 390+ Tools

Tired of taking orders from the business? Get leaders to bring you problems, not tasks, with ready scripts and templates
Last updated 9/2026
English
English [Auto],

What you'll learn

  • Stop guessing what to say: take 390+ ready templates, question lists, scripts, procedures and checklists and copy them into your work
  • Turn "do this for me" into "help me solve this" with one question from the Partner reply card
  • Catch a resignation before it happens: one-on-one meeting questions, a burnout warning signs checklist, an employee demotivation checklist
  • Get a yes from a leader who does not report to you: AIDA, a value proposition template, LAER and Feel Felt Found for objections
  • Know what to say to a difficult person: a difficult employee management procedure and ready conversation scripts
  • Deliver what you promised, on time: a business case template, a project charter, a stakeholder register and a RACI matrix
  • Coach instead of giving answers: the GROW model, an initial coaching session script and career development interview questions
  • Prove your function's value in numbers: customer service metrics and a customer conflict escalation matrix
  • See 30 services and apps on screen, from a quick look to a detailed demo: Notion, Confluence, Asana, Trello, PeopleForce, Workvivo and more
  • Learn with Mike, the #1 HR instructor on Udemy: 1,800,000+ enrollments, 170,000 students, about 200 books on Amazon

Course content

16 sections • 42 lectures • 18h 35m total length
  • Start Here, Request to Problem: Partner Reply Card13:43

    In this lecture you work on the moment that decides whether you are a partner or a service desk: a leader arrives with a ready solution instead of a problem, and you have three ways to answer.

    1. This course is built from five disciplines: the partner role itself, persuasion, project management, internal client care and internal communications.

    2. The map of the course

    3. A dictionary for reading lectures recorded for people partners and project managers as work on your own function

    4. Three questions to ask after every lecture

    5. A short self-diagnostic that shows which sections to watch first

    6. Download the Partner Reply Card and fill it in before you answer your next request.

    Tools in this lecture

    Files to download (1)

    • Partner reply card

Requirements

  • A support or staff function that serves a business unit, in any discipline
  • At least one business leader you are supposed to partner with
  • No project management background required
  • Nothing to buy for the course itself: the presentations and two tool files are attached to the lectures

Description

This course contains the use of artificial intelligence.

You are competent, fast and helpful. And you still learn about decisions after they are made. Here are 396 tools to change that: 247 ready-to-use templates, question lists, procedures, checklists and matrices, 117 models and methods, 30 services and apps shown on screen, and 2 downloadable tool files.

Open a lecture, take the tool, use it in your next conversation with a business leader.

How a good specialist becomes a service desk

Nobody decides it. You say yes to every request, so requests are what you get. You answer quickly, so people stop thinking before they ask. You never push back, so nobody expects an opinion from you. One day you notice that the planning meeting happened without you, again. People come to a service desk with a task. They come to a partner with a problem. The difference is in a few habits, and each of them can be learned.

What changes after this course

You answer a request with a question about the problem behind it. Your one-to-ones bring a problem to the surface before it becomes a resignation. You bring a business leader a case with numbers and hold it under objections. You deliver what you promised as a project. You measure your own function and know how it is described when you are not in the room.

What is inside: 396 tools, counted lecture by lecture

You do not have to take this number on trust. Open any lecture and read its description: every tool inside is listed there by name.

  • 247 ready-to-use tools inside the presentations:
  • 66 templates and sample documents: job profile, performance improvement plan, business case template, project charter
  • 57 question lists and scripts: one-on-one meeting questions, exit interview questions, initial coaching session script, change resistance conversation script
  • 52 step-by-step procedures and workflows: one-on-one meeting agenda, difficult employee management procedure, value proposition development procedure, project initiation procedure
  • 38 checklists: onboarding checklist, burnout warning signs checklist, performance review preparation checklist, stakeholder identification checklist
  • 20 scorecards, rubrics and matrices: succession risk matrix, performance-behavior matrix, power-interest matrix, customer conflict escalation matrix
  • 6 other working tools: personal energy assessment, emotional exhaustion assessment, coaching readiness assessment
  • 5 formulas and metric sets: onboarding evaluation metrics, customer service metrics, five areas of communication evaluation
  • 3 ready AI prompts: HR proposal persuasion roleplay prompt, business tool selection prompt, personality-based sales coaching prompt
  • 117 models and methods explained with examples: Ulrich HR roles, ICF core competencies, 70-20-10 learning model, AIDA, consultative selling, active listening
  • 30 services and apps shown on screen, from a quick look to a detailed demo: Notion, Confluence, Asana, Trello, Airtable, PeopleForce, Workvivo, Bonusly and others
  • 2 downloadable tool files: Partner reply card and Personal energy assessment workbook

Where the tools are

  • The role (4 sections, 116 tools). Workforce planning and hiring, onboarding, the one-to-one, engagement, burnout, coaching, development, exit, performance and difficult people. The examples in these sections come from the HR business partner role.
  • Selling an idea to a business leader (48 tools). Persuasion, outreach, objections and decisions. The techniques are shown on sales examples.
  • Delivering what you promised (4 sections, 98 tools). Project management from the business case to closing.
  • The internal client (3 sections, 79 tools). Audit, service strategy, the team, process, metrics, difficult stakeholders and escalation.
  • Being heard (2 sections, 46 tools). Communication goals, audiences, channels, rollout and measurement.
  • Putting the role together (40 tools). Managing your own pipeline of work and analysing results.

What this course is not

It is not a certification programme. You receive the Udemy Certificate of Completion and a working toolkit.

Who is teaching

I am Mike, the #1 HR instructor on Udemy, with 1,800,000+ course enrollments from 170,000 students, and the author of about 200 books on Amazon. I built the people system at Preply as it became a unicorn and worked at Wargaming, iDeals and Alfa-Bank across 20 years in HR. I hold PHRi, SHRM-CP and HCI sHRBP certifications and represent HRCI in Eastern Europe.

I was a business partner myself. When I joined Wargaming, one of my goals for the probation period was to understand exactly how the company earns money on games it gives away for free. A partner starts from that. And when I was becoming a person who behaves as a business partner, I felt I could do more for the company with more responsibility, so I asked my chief executive for it. He answered: you do not ask for responsibility, you take it.

How to use the course

Start with the first lecture and its partner reply card: one question that turns a request into a problem. Watch the sections on the role in order. Then open the block for what you lack: persuasion, delivery, the internal client or communication. Section and lecture titles show how many tools are inside, and each lecture description lists them by name.

What is included

  • 42 lectures across 16 sections, 18.5 hours
  • 42 downloadable resources: the lecture presentations and 2 tool files
  • 396 tools across the lessons, ready to copy into your own work
  • Lifetime access to all materials
  • Active instructor support in the Q&A section
  • A Udemy Certificate of Completion

Where to start

Take the last request you received from a business leader. Open the first lecture and answer it with the question from the partner reply card. See what comes back: a task or a problem. Enrol now and start your first lesson today.

Who this course is for:

  • Business partners in people, finance, IT or legal who are still treated as a service desk
  • Specialists who move from executing requests to advising on decisions
  • Function leads whose stakeholders go around them
  • Internal consultants whose analysis nobody acts on
  • Managers of support teams who build standards and metrics for the first time