Planning & Organizing Your Work

This training builds on the information presented in our Clarifying Priorities for Productivity program. With clarity on priorities, the next major barrier to productivity is a lack of planning and organization. This training provides leaders, managers, entrepreneurs and employees at all levels with a strong foundation of skills and knowledge to effectively plan and organize projects, tasks, and space to optimize productivity. By the end of the program, participants will have a variety of tools they can immediately implement to create greater structure and results in their role.

Instructional Objectives:

This module covers the following topics:
  • Assessing your current level of organization – the “30 second rule”;
  • How the common practice of multi-tasking drains productivity;
  • Chunking tasks for improved productivity;
  • Identifying your “Prime Time” for different tasks;
  • Scheduling “Maker” and “Manager” time into your day;
  • Creating your Dream Week;
  • Daily, weekly and monthly planning processes to improve focus, productivity and efficiency;
  • Goal-setting best practices;
  • E-mail best practices;
  • Space organizing best practices; and
  • Top technology for increasing efficiency including online project management systems, CRMs, tracking tools, reminders and other technology that will vary depending on the participant’s role/business.

Measurable Learning Outcomes:

By the end of this module, participants will have the skills and knowledge:
  • Improve their focus, productivity and efficiency at work;
  • Permanently eliminate inefficiencies in their use of time, space and other resources in their business;
  • Organize their workspace so that they can find anything they need within 30 seconds or less;
  • Implement regular daily, weekly and monthly planning session to keep themselves (and their team if applicable) on track to achieve their goals;
  • Effectively set and achieve business/professional goals; and
  • Use technology to increase efficiency and productivity, improve service levels, and ultimately enhance business profitability.

Assessement Methods:

Our instructors are continuously assessing the student’s comprehension and ability to apply their learning through assignments, case studies, and interactive classroom activities that check for understanding. This is crucial in today’s fast-paced business environment as each new skill participants not only learn, but are able to apply in the workplace will have a huge positive impact on the business’s ability to thrive. Unlike structured public courses at colleges and universities that provide more general knowledge and must follow a rigid timeline, our on-site group training format allows our instructors to take the time to ensure that participants are able to take the skills and knowledge they gain in class and apply it to their unique situation to get the results they want in their work and business. We assess the student’s learning and progress using the following methods:

  • Application assignments for in between each training session to apply what was learned in their role in the business. (These assignments are sent in to the instructor in between each session so that the instructor can review them and provide further feedback if the student has not completed the assignment correctly.)
  • Interactive exercises, questions and discussion during the training sessions to ensure that the student understands how to apply the concepts in their role and/or business.
  • Student self-evaluation of their learning at the beginning and end of the program. (This is a brief 5 minute paper survey that the student takes at the beginning and end of each module to provide them with a measure of the knowledge they have gained from the training).
  • (Note: Our instructors are always available via phone and e-mail in-between training sessions should students need assistance with their assignments. This ensures that students are able to complete assignments and be fully prepared to build on their learning in the next session.)

This program builds competencies in the following areas:

Duration: 4 Hours

Format: Entrepreneur Training, Group Training, One-on-One Training