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TIME MANAGEMENT
2




COMMON SENSE

is not so
COMMON
3


AGENDA


- Self-Assessment
- Time Wasters
- Time Management Tips
- Effective Meetings
- Recap
4


YOU WILL LEARN…


- How Am I Currently Wasting Time?
- How Planning + Organization Will
  Increase Productivity
- How to Get a Handle on Email +
  Paperwork
- How to Not Waste Time in Meetings
5




SELF-ASSESSMENT
6


SELF-ASSESSMENT
- 1. Each day, I set aside a small amount of time for planning + thinking
     about my job.
- 2. I set specific, written goals + put deadlines on them.


                                                                    KEY
                                                             0. Almost Never
                                                             1.  Sometimes
                                                             2.  Often
                                                             3.  Almost Always
7


SELF-ASSESSMENT
- 3. I make a daily ‘to do’ list, arrange items in order of importance + try
      to get the important items done as soon as possible.
- 4. I’m aware of the 80 – 20 rule + use it in my job. (80% of
      effectiveness will generally come from achieving only 20% of goals.)

                                                                     KEY
                                                              0. Almost Never
                                                              1.  Sometimes
                                                              2.  Often
                                                              3.  Almost Always
8


SELF-ASSESSMENT
- 5. I keep a loose schedule to allow for crises + the unexpected.
- 6. I try to handle each piece of paper only once.




                                                                     KEY
                                                           0. Almost Never
                                                           1.  Sometimes
                                                           2.  Often
                                                           3.  Almost Always
9


SELF-ASSESSMENT
- 7. I eat a light lunch, so I don’t get sleepy in the afternoon.
- 8. I make an active effort to keep common interruptions (visitors,
      meetings, telephone calls) from continually disrupting my work day.


                                                                      KEY
                                                               0. Almost Never
                                                               1.  Sometimes
                                                               2.  Often
                                                               3.  Almost Always
10


SELF-ASSESSMENT
- 9. I’m able to say no to others’ requests for my time that would
      prevent my completing important tasks.
- 10. I know what habits I have that keep me from using my time
     effectively.

                                                                     KEY
                                                           0. Almost Never
                                                           1.  Sometimes
                                                           2.  Often
                                                           3.  Almost Always
11


WHAT DOES THIS MEAN?


- 0 – 15: Better give some thought to your time management
- 15 – 20: You’re doing okay, but there’s room for improvement
- 20 – 25: Very good
- 25 – 27: Excellent
- 28 – 30: You cheated!
12




TIME WASTERS
13


CONTROL


- Time is lost to two factors:
  -    Beyond our control
  -    Within our control
14


BRAINSTORM



- What are examples of factors
  beyond our control?
15


FACTORS BEYOND OUR CONTROL

- Interruptions: phone calls, last minute meetings, questions from
  clients
- Computer + equipment problems
- Unplanned work + changing priorities
- Holding + attending unnecessary + unproductive meetings
16


BRAINSTORM



- What are examples of factors
  within our control?
17


FACTORS WITHIN OUR CONTROL



- Lack of good planning + organization
- Procrastinating until project becomes urgent
- Failing to set + maintain priorities
- Losing focus on task at hand / jumping from project to project
- Not becoming self-aware of habits that lead to wasted time
18


FACTORS WITHIN OUR CONTROL


- Holding + attending unnecessary + unproductive meetings
- Spending too much time on phone + email
- Inability to say ‘no’ + take on too much
- Excessive socializing
19


AHA! MOMENT


- How can understanding what factors
  are inside + outside of your control
  affect your time management?
20




HELPFUL TIME
MANAGEMENT TIPS
21


PLANNING + ORGANIZING



- Failing to plan is planning to fail
22


PLANNING + ORGANIZING


- Get a game plan
- Daily to-do lists
- Review objectives throughout day to update / reprioritize
23


PLANNING + ORGANIZING


- Separate high priority items
- Breakout larger projects into smaller
  pieces
- Batch routine tasks together
- Match habit preferences to priority /
  routine items
24


PLANNING + ORGANIZING


- Set aside uninterrupted blocks of time for difficult / lengthy
  projects
  -    Music
  -    Shut off email
  -    Book a conference room
25


PAPERWORK


- Touch each document once if possible
  -    Pass on, file or discard
  -    Temporary hold file
26


EMAIL
- Check emails at specified times throughout day
- Organize email within folders
- Use filters / rules to automatically assign to separate folders
- Limit ‘touching’ emails more than once
27


EMAIL
- After 2 rounds of trying to solve problem via email, pick up the
  phone / talk in person
- If you can’t respond immediately, let team member know when
  to expect a response
28


EMAIL


- Be clear communicating what is expected from your email
- Use ‘no response required’ to end messages + discourage
  unnecessary replies
- Remove yourself from unnecessary distribution lists
29


EMAIL

- Create stock responses + store in drafts
  folder for frequently used messages
30


TAKE BREAKS


- Get up + stretch
- Grab a drink / coffee, snack
- Switch locations
- Continued education
31


AHA! MOMENT


- What other time management tips do
  you utilize every day?


- What can you implement this week?
32




EFFECTIVE MEETINGS
33


IS THE MEETING NECESSARY?


        Employees have reported spending


               6 – 20
      hours / week on average in meetings

Source: SHRM
34


IS THE MEETING NECESSARY?

- When to Say Yes
 -    Allow team members to collaborate (review, evaluate,
      discuss, problem-solve, etc.) with each other
 -    Present significant information to the team
 -    Have face-to-face communication to encourage interaction
      + create team synergy
- Schedule away!
35


IS THE MEETING NECESSARY


- When to Say No
  -    Can more effectively accomplish purpose by phone, email,
       or 1-on-1 discussion
  -    Premature to meet: topic is still unclear / insignificant
- Consider having 1 day / week with no meetings
36


MEETING PREP

- Send agenda ahead of time
- Avoid meetings 90+ minutes
- Consider personal time management
37


MEETING AGENDAS

- Include:
  -    Topic stated in question form
  -    Person responsible for leading discussion
  -    Relevant information to topic
  -    Time allotted for discussion
- Okay to include a ‘not-on-agenda’ list of topics that are off
  limits for that particular meeting
38


CONDUCTING THE MEETING

- Practice A/V set-up
- Greet team members upon arrival
- Start on time
- Recap any last-minute revisions to agenda
- Review meeting purpose, agenda + priorities
- Designate a note taker
- Summarize consensus + any decisions before moving forward
39


GROUND RULES


- 1 person will speak at a time
- No side conversations
- No laptops or cell phones
- Treat everyone’s comments + questions with respect
- Stick to agenda
40


MEETING FOLLOW-UP


- Distribute notes within 4 days maximum
  -    Reminder of agreements + action items
- Follow up with team members that weren’t present
- Put unresolved topics on next agenda
41


AHA! MOMENT


- What do you do to keep meetings on
  track + productive?
42




RECAP
43


RECAP
- Are Time Wasters in or out of your control?
- Time Management Tips
  -    Planning + Organization
  -    Paperwork + Email
  -    Breaks
- Effective Meetings
  -    Is a meeting necessary?
  -    Agendas
  -    Next Steps + Follow-up
20


LIKE WHAT YOU SEE? WANT TO SEE MORE?
This content brought to you by Levelwing.
At Levelwing, we specialize in interpreting data and providing you with applications (and not just
graphs) that can impact your MARKETING, MERCHANDISING, INVENTORY and even RESEARCH
+ DEVELOPMENT initiatives. We help companies utilize data to OPERATE WITH GREATER
CLARITY + PROFITABILITY.
Bottom line, we move your business forward by helping you make sense of your data so that
you can ACHIEVE WHAT COULD BE.

For additional information, please contact:
STEVE PARKER, JR.
Co-Founder & Managing Partner
steve@levelwing.com
1 + 843.631.4587
45


SOURCES


- Effective Meetings Training for Employees: SHRM, 2008
- Time Management Self-Assessment : pulled from 2012 CYP workshop,
  led by Dale Carnegie Trainer Debbie Cooler
- Time Management Training: SHRM, 2008

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Improving Time Management

  • 4. 4 YOU WILL LEARN… - How Am I Currently Wasting Time? - How Planning + Organization Will Increase Productivity - How to Get a Handle on Email + Paperwork - How to Not Waste Time in Meetings
  • 6. 6 SELF-ASSESSMENT - 1. Each day, I set aside a small amount of time for planning + thinking about my job. - 2. I set specific, written goals + put deadlines on them. KEY 0. Almost Never 1.  Sometimes 2.  Often 3.  Almost Always
  • 7. 7 SELF-ASSESSMENT - 3. I make a daily ‘to do’ list, arrange items in order of importance + try to get the important items done as soon as possible. - 4. I’m aware of the 80 – 20 rule + use it in my job. (80% of effectiveness will generally come from achieving only 20% of goals.) KEY 0. Almost Never 1.  Sometimes 2.  Often 3.  Almost Always
  • 8. 8 SELF-ASSESSMENT - 5. I keep a loose schedule to allow for crises + the unexpected. - 6. I try to handle each piece of paper only once. KEY 0. Almost Never 1.  Sometimes 2.  Often 3.  Almost Always
  • 9. 9 SELF-ASSESSMENT - 7. I eat a light lunch, so I don’t get sleepy in the afternoon. - 8. I make an active effort to keep common interruptions (visitors, meetings, telephone calls) from continually disrupting my work day. KEY 0. Almost Never 1.  Sometimes 2.  Often 3.  Almost Always
  • 10. 10 SELF-ASSESSMENT - 9. I’m able to say no to others’ requests for my time that would prevent my completing important tasks. - 10. I know what habits I have that keep me from using my time effectively. KEY 0. Almost Never 1.  Sometimes 2.  Often 3.  Almost Always
  • 11. 11 WHAT DOES THIS MEAN? - 0 – 15: Better give some thought to your time management - 15 – 20: You’re doing okay, but there’s room for improvement - 20 – 25: Very good - 25 – 27: Excellent - 28 – 30: You cheated!
  • 13. 13 CONTROL - Time is lost to two factors: -  Beyond our control -  Within our control
  • 14. 14 BRAINSTORM - What are examples of factors beyond our control?
  • 15. 15 FACTORS BEYOND OUR CONTROL - Interruptions: phone calls, last minute meetings, questions from clients - Computer + equipment problems - Unplanned work + changing priorities - Holding + attending unnecessary + unproductive meetings
  • 16. 16 BRAINSTORM - What are examples of factors within our control?
  • 17. 17 FACTORS WITHIN OUR CONTROL - Lack of good planning + organization - Procrastinating until project becomes urgent - Failing to set + maintain priorities - Losing focus on task at hand / jumping from project to project - Not becoming self-aware of habits that lead to wasted time
  • 18. 18 FACTORS WITHIN OUR CONTROL - Holding + attending unnecessary + unproductive meetings - Spending too much time on phone + email - Inability to say ‘no’ + take on too much - Excessive socializing
  • 19. 19 AHA! MOMENT - How can understanding what factors are inside + outside of your control affect your time management?
  • 21. 21 PLANNING + ORGANIZING - Failing to plan is planning to fail
  • 22. 22 PLANNING + ORGANIZING - Get a game plan - Daily to-do lists - Review objectives throughout day to update / reprioritize
  • 23. 23 PLANNING + ORGANIZING - Separate high priority items - Breakout larger projects into smaller pieces - Batch routine tasks together - Match habit preferences to priority / routine items
  • 24. 24 PLANNING + ORGANIZING - Set aside uninterrupted blocks of time for difficult / lengthy projects -  Music -  Shut off email -  Book a conference room
  • 25. 25 PAPERWORK - Touch each document once if possible -  Pass on, file or discard -  Temporary hold file
  • 26. 26 EMAIL - Check emails at specified times throughout day - Organize email within folders - Use filters / rules to automatically assign to separate folders - Limit ‘touching’ emails more than once
  • 27. 27 EMAIL - After 2 rounds of trying to solve problem via email, pick up the phone / talk in person - If you can’t respond immediately, let team member know when to expect a response
  • 28. 28 EMAIL - Be clear communicating what is expected from your email - Use ‘no response required’ to end messages + discourage unnecessary replies - Remove yourself from unnecessary distribution lists
  • 29. 29 EMAIL - Create stock responses + store in drafts folder for frequently used messages
  • 30. 30 TAKE BREAKS - Get up + stretch - Grab a drink / coffee, snack - Switch locations - Continued education
  • 31. 31 AHA! MOMENT - What other time management tips do you utilize every day? - What can you implement this week?
  • 33. 33 IS THE MEETING NECESSARY? Employees have reported spending 6 – 20 hours / week on average in meetings Source: SHRM
  • 34. 34 IS THE MEETING NECESSARY? - When to Say Yes -  Allow team members to collaborate (review, evaluate, discuss, problem-solve, etc.) with each other -  Present significant information to the team -  Have face-to-face communication to encourage interaction + create team synergy - Schedule away!
  • 35. 35 IS THE MEETING NECESSARY - When to Say No -  Can more effectively accomplish purpose by phone, email, or 1-on-1 discussion -  Premature to meet: topic is still unclear / insignificant - Consider having 1 day / week with no meetings
  • 36. 36 MEETING PREP - Send agenda ahead of time - Avoid meetings 90+ minutes - Consider personal time management
  • 37. 37 MEETING AGENDAS - Include: -  Topic stated in question form -  Person responsible for leading discussion -  Relevant information to topic -  Time allotted for discussion - Okay to include a ‘not-on-agenda’ list of topics that are off limits for that particular meeting
  • 38. 38 CONDUCTING THE MEETING - Practice A/V set-up - Greet team members upon arrival - Start on time - Recap any last-minute revisions to agenda - Review meeting purpose, agenda + priorities - Designate a note taker - Summarize consensus + any decisions before moving forward
  • 39. 39 GROUND RULES - 1 person will speak at a time - No side conversations - No laptops or cell phones - Treat everyone’s comments + questions with respect - Stick to agenda
  • 40. 40 MEETING FOLLOW-UP - Distribute notes within 4 days maximum -  Reminder of agreements + action items - Follow up with team members that weren’t present - Put unresolved topics on next agenda
  • 41. 41 AHA! MOMENT - What do you do to keep meetings on track + productive?
  • 43. 43 RECAP - Are Time Wasters in or out of your control? - Time Management Tips -  Planning + Organization -  Paperwork + Email -  Breaks - Effective Meetings -  Is a meeting necessary? -  Agendas -  Next Steps + Follow-up
  • 44. 20 LIKE WHAT YOU SEE? WANT TO SEE MORE? This content brought to you by Levelwing. At Levelwing, we specialize in interpreting data and providing you with applications (and not just graphs) that can impact your MARKETING, MERCHANDISING, INVENTORY and even RESEARCH + DEVELOPMENT initiatives. We help companies utilize data to OPERATE WITH GREATER CLARITY + PROFITABILITY. Bottom line, we move your business forward by helping you make sense of your data so that you can ACHIEVE WHAT COULD BE. For additional information, please contact: STEVE PARKER, JR. Co-Founder & Managing Partner steve@levelwing.com 1 + 843.631.4587
  • 45. 45 SOURCES - Effective Meetings Training for Employees: SHRM, 2008 - Time Management Self-Assessment : pulled from 2012 CYP workshop, led by Dale Carnegie Trainer Debbie Cooler - Time Management Training: SHRM, 2008