The WorkingSm@rt Journey

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Take Control of your workload and competing priorities

Receive practical hands-on skills instruction to help you absorb proven techniques for a total time-management solution. Integrate communications, tasks, activities, planning and apply the WorkingSm@rt® method using Microsoft Outlook.

Following this training you will:

• Create a consistent focus on priorities.

• Gain control of your inbox and email.

• Improve your communications.

• Manage your time, tasks, and activities.

• Use Outlook with a ‘business planning’ approach.

• Increase your understanding of working on those areas that add greatest value and the need to prioritize.

• Recognize and manage distractions and interruptions.

• Understanding of what’s available in the Outlook “toolbox”.

• Set up the main components to enable you to work smart with enhanced focus.

• Increase your productivity and eliminate unhelpful habits.

• Learn ways to manage emails you can’t act on immediately and learn how to deal with low priority emails.

• Learn effective ways to file and find your mail and maintain your priorities regardless of email volume.

• Learn the importance of the Outlook Calendar and how to avoid becoming a victim of “planning fallacy”.

• Become a more proficient time manager and begin the process that ensures a sense of achievement.

• Learn how to plan, capture, and follow up effectively on important communications and delegations.

• Learn how the planning process works for you.

• Become more strategic in your daily choices.

• Have a greater sense of accomplishment individually and as a team member.

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Make collaborating with your team as easy as 1-2-3

The key to success lies in the ability for teams to work together without the constraint of being together. Whether the challenge is virtual, where geography is the issue or the reality of team schedules not lining up.

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Following this training you will:

• Create, edit, organize, and enhance notes using Microsoft OneNote.

• Integrate your notes with other applications.

• Learn best practices in information management for capturing, organizing, finding, centralizing, sharing, and storing information

• Understand the structure of OneNote notebooks.

• Learn to create, save, share, open and close a notebook.

• Learn to use a Notebook to support a project.

• Learn to insert notes, create templates, and manage space in pages.

• Learn to work as a Team in Shared Notebooks.

• Learn to link, tag, and locate notes.

• Use OneNote to support your daily activities in Outlook.

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Effective teamwork, collaboration, and communication

At some point, every team feels a disconnect in collaboration and communication, but if it’s a lot of the time, then you and your team need a road map to improve the process and get better results.

Following this training you will:

• Understand the key role of WorkingSm@rt to enhance team performance.

• Set up Microsoft Teams and establish rules of engagement.

• Maximize the ability to effectively collaborate across and within Teams.

• Understand the best practices for communicating while using Microsoft Teams.

• Understand how to manage both operational and project tasks

• MS Teams.Learn Best Practice behaviours to guide your use of

• Learn how to communicate using the chat features available.

• Learn how to run effective meetings.

• Learn how to set up and join teams and understand the available options.

• Understand the Best Practices for task and activity management.

• Maximize results by using the productivity formula.

• Learn to delegate to team members.

• Use Planner to track the progress of the work.

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Get your meetings on time, on track, on purpose

Learn not only how to plan, organize and run a successful meeting but also how to get the most out of the meetings you are required to attend. Immediate benefits are: a ‘business planning’ approach to meetings, increased meeting effectiveness, saving time, improved meeting outcomes.
 

Following this training you will:

• Apply a proven planning process to meetings

• Design an effective agenda to increase accountability

• Run a meeting with a Bias for Action

• Know precisely how to prepare to attend a meeting

• Know how to keep a meeting on track

• Avoid the common pitfalls that create ‘meeting frustrations’

• Use a quick, effective process for evaluating meetings

• Identify virtual and hybrid meeting best practices.

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Putting the Plan into Action

This half-day session includes a facilitated discussion on the skills learned during the training, and team decision-making on how those skills will be applied to create a shared common process.

Those decisions will be recorded, and Priority Management will create a protocol document (A Playbook) that will be provided to the team as a reference guide to ensure sustainable behavioural change, maximizing productivity and efficiency, and as a handy onboarding tool for new team members. If this session is completed prior to the participants’ coaching sessions, we can coach to your custom Playbook to ensure consistency across the team.

• ​Define the major objectives coming out of the WorkingSm@rt program

• Mind map all the functionality the team needs to meet the daily and project objectives.

• Review initial draft and adjust to create a finalized document.

• Establish order and timeframe with the client to put in place the standards, expectations, and protocols.