Improve Workplace Efficiency Training

This two (2) day workshop is different from other organizing trainings because Officiency trainers work one-on-one with seminar participants to customize the skills and systems learned in the classroom. The first half of the day is classroom instruction focusing on strategies, methods and best practices. During the second half of the day (following the classroom session), the trainer meets with each participant in their office space to collaborate on how best to implement and customize systems to meet their specific and unique job needs.

Our trainers have real-life experience as organizing professionals. They will provide each participant with specific guidelines, recommendations and "next steps." Upon completion of the class each participant will develop commitments and an action plan. This hands-on approach with personal accountability guarantees measurable, sustainable, real change in your employees’ productivity.

Learning Objectives

Basic Principles of Organization

  • Understand fundamentals of organizing theory

Records Management Best Practices

  • Learn to build an effective hierarchical filing system for all document management systems
  • Understand records retention requirements, regulations and guidelines
  • Learn best practices for managing, organizing and accessing information
  • Gain strategies on how to purge and reduce paper and become more 'paperless'
  • Learn how to create system for managing desktop and active paper files

Organizing Electronic Records

  • Learn how to organize electronic documents on local drives and cloud based systems
  • Understand the various record management locations
  • Learn how to effectively name documents for easy retrieval and access
  • Gain searching strategies to find information quickly with electronic tips and tricks
  • Learn the definition of "metadata" and how to input information to maximize search results
  • Effective strategies of using the desktop to manage information

Email Management and Efficiency

  • Learn the three key strategies to managing email
  • Learn the five steps to process email inboxes
  • Learn strategies to tag and identify email action items
  • Learn the four ways to organize, save and file email messages
  • Understand how and why to archive email messages
  • Gain strategies on how to deal with large inboxes
  • Learn about the search functions within the email system
  • Learn how to maximize functionality with email systems to improve efficiency
  • Gain skills on how to manage email with mobile devices

Time Management

  • Understand time management principles and theory
  • Understand the steps in becoming an effective time manager
  • Understand the process of prioritization and developing systems to identify priorities
  • Gain strategies for successful calendar management to improve time allocation
  • Learn how to utilize calendar functions in time management tools (i.e. Outlook, Gmail and Lotus Notes) more effectively
  • Learn the six steps to effectively planning your day/week
  • Learn the four steps to being more proactive and less reactive
  • Understand the best working zone to accomplish the right tasks in the right place
  • Learn to manage office interruptions successfully
  • Learn strategies to manage procrastination proactively
  • Understand how to utilize mobile devices to support time efficiencies

Task Management

  • Understand how to identify, choose and track priorities
  • Learn the different types of tasks and how best to manage and accomplish them
  • Review the type and benefits of different task list systems
  • Understand how to track and maintain task lists
  • Understand how to use the task list system in productivity systems (i.e Outlook, Gmail, Lotus Notes)
  • Learn the four steps to managing task lists
  • Gain tips on how to get tasks done in your day and week
  • Understand the 7 reasons why task lists fail
  • Learn strategies on how to focus and multi-task effectively

Getting Projects Done

  • Understand the basics of the project planning cycle
  • Learn how to break down projects and large tasks
  • Learn options to track projects using Microsoft Office programs
  • Gain insight how to develop timelines and estimate length of projects
  • Discover key tips for leading and managing projects
  • Learn strategies of how to delegate tasks and follow-up effectively
  • Identify methods to maintain and track project documentation
  • Learn key tips to managing multiple projects

Meeting Management

  • Understand the common challenges to meetings
  • Learn the 5 questions to ask before planning a meeting
  • Identify the key aspects to cover when planning an agenda
  • How to develop rules of engagement for high-impact meetings
  • Understand the key role of a meeting facilitator
  • Learn how to conduct effective meetings to build team strength and trust
  • How to capture and record meeting notes for effectiveness
  • Discover how to manage difficult and challenging participants in meetings

Seminar Length: 2 days with 4 hours of class time each morning followed by 4 hours of individualized coaching with participants
Class Size: 10-12 participants
Materials: 80 page workbook provided
Seminar Location: On-site at company
Equipment: LCD projector and easel chart

"It was the best training I've received in the government in the nine years I've been here. It was simply life-changing!"

—David Farkas, U.S. General Services Administration

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