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EXECUTIVE
        BRIEFING




   WORKING SM@RT
             WITH

PRIORITY MANAGEMENT®
 ……..A Better Way To Work……..®

        Gilly MacMorran
EXECUTIVE
       BRIEFING


PM has spent the last 30
         years
  researching working
 practices of people at
          work

 Trained 2.5m in 10 yrs
EXECUTIVE
                      BRIEFING

Who we are:
    75 offices, Headquarters in Vancouver
    30 years experience
    Internationally developed programmes
    Strong list of public and private sector clients
EXECUTIVE
                BRIEFING

Clients:
  Wm Grant & Sons Ltd, HBOS, Citibank, Pfizer,
   Eclipse Blinds, VISA, Cigna Healthcare, Transocean
   Eden Springs UK Ltd, Speirs Gumley,
   British Polythene Industries

  Councils, NHS, Fire & Rescue

  Contracts with Cisco, Microsoft, tmobile….
EXECUTIVE
                       BRIEFING

Challenges for Organisations:
    Hefty workloads, stretched resources, bigger targets!
    Tougher SLA’s / higher client expectations
    Ensuring there is good performance management & that people
     are productive & effective ALL the time
    More with less / smarter not harder / leaner / more efficiencies……
     easy to say but HOW is it really done?
    Maximising return from resources: people and technology
    Existing IT is not leveraged strategically or maximised to make
     our teams perform more effectively eg Outlook &Lotus Notes




      ………………..We all know WHAT we are meant to be doing –
         it’s the HOW that lets us down!..............................
EXECUTIVE
                        BRIEFING

The Daily Personal Challenge:
    100’s of emails every day and information overload
    No consistency in practice across teams
    Back to back meetings
    No effective workflow or prioritising process
    Juggling multiple activities at the same time
    Struggling to focus on the right things
    Poor life balance with long hours
    Last minute working to deliver against deadlines
    No time to delegate effectively
    Under utilising the technology available

      ………………..We all know WHAT we are meant to be doing –
         it’s the HOW that lets us down!..............................
EXECUTIVE
                        BRIEFING

Resulting in:

    Permanently trying to ‘catch up’
    Insufficient time to think / be creative
    Loss of control
    Less focus
    FAFFING!
    Poor productivity from a commercial point



      ………………..We all know WHAT we are meant to be doing –
         it’s the HOW that lets us down!..............................
EXECUTIVE
             BRIEFING


    On a daily basis, how do we all
    balance / deliver the following?
   Strategic Delivery

    Operational ‘Stuff’
   Proactive People Development
EXECUTIVE
      BRIEFING


 THE KEY BEHAVIOURS
OF EFFECTIVE PEOPLE ?

    ONE COMMON TRAIT!

OUTSTANDING LEVELS OF
    SELF DISCIPLINE
EXECUTIVE
           BRIEFING

   THE KEY BEHAVIOURS
 OF EFFECTIVE PEOPLE ?
1. Always know exactly what to do next.

2. Do what you say you will do when you
          say you will do it.

3. Become more Pro-Active v. Re-Active.
EXECUTIVE
               BRIEFING

 Our Winning Formula:
• Proven Research
• Best Practice Theories and Processes
• Practical Implementation Using Your Existing
  Toolkit (Outlook or Lotus Notes)

 Result:
• Sustainable behaviour change!
• Average saving per person = 61mins p/day
EXECUTIVE
           BRIEFING


  Delivery Structure
 Instructor led workshops

 Public / In-house courses

 Individual Coaching

  Pre & Post Measurement
EXECUTIVE
                       BRIEFING


ROI - Working Sm@rt Graduates Will:
    Get more done in day (61 minutes average)
    Stay on top of priorities
    Know how to Work Smart on a daily basis
    Improve tracking of documents and info.
    Communicate more effectively with others
    Link day-to-day activities with company goals
    Improve their work/life balance
    Have higher rates of job satisfaction
     ………………..We all know WHAT we are meant to be doing –
        it’s the HOW that lets us down!..............................
EXECUTIVE
                       BRIEFING

Testimonials:

    Excellent – rare to get a course which has significant impact
     coupled with practical tools. Very beneficial indeed.
     Head of Organisational Development, Golden Jubilee National
     Hospital

    More than time management – a whole new way to work!
                    Executive Administrator, Wm Grant & Sons Ltd

    The course is worthwhile to all regardless of role, location,
     seniority or experience.
                      International Sales Manager, Cigna Healthcare

    Hugely beneficial and shows how little of Outlook we know and
     use                       Accounts Team Leader, Eden Spring

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Priority Management Expertise (14)

  • 1. EXECUTIVE BRIEFING WORKING SM@RT WITH PRIORITY MANAGEMENT® ……..A Better Way To Work……..® Gilly MacMorran
  • 2. EXECUTIVE BRIEFING PM has spent the last 30 years researching working practices of people at work Trained 2.5m in 10 yrs
  • 3. EXECUTIVE BRIEFING Who we are:  75 offices, Headquarters in Vancouver  30 years experience  Internationally developed programmes  Strong list of public and private sector clients
  • 4. EXECUTIVE BRIEFING Clients:  Wm Grant & Sons Ltd, HBOS, Citibank, Pfizer, Eclipse Blinds, VISA, Cigna Healthcare, Transocean Eden Springs UK Ltd, Speirs Gumley, British Polythene Industries  Councils, NHS, Fire & Rescue  Contracts with Cisco, Microsoft, tmobile….
  • 5. EXECUTIVE BRIEFING Challenges for Organisations:  Hefty workloads, stretched resources, bigger targets!  Tougher SLA’s / higher client expectations  Ensuring there is good performance management & that people are productive & effective ALL the time  More with less / smarter not harder / leaner / more efficiencies…… easy to say but HOW is it really done?  Maximising return from resources: people and technology  Existing IT is not leveraged strategically or maximised to make our teams perform more effectively eg Outlook &Lotus Notes ………………..We all know WHAT we are meant to be doing – it’s the HOW that lets us down!..............................
  • 6. EXECUTIVE BRIEFING The Daily Personal Challenge:  100’s of emails every day and information overload  No consistency in practice across teams  Back to back meetings  No effective workflow or prioritising process  Juggling multiple activities at the same time  Struggling to focus on the right things  Poor life balance with long hours  Last minute working to deliver against deadlines  No time to delegate effectively  Under utilising the technology available ………………..We all know WHAT we are meant to be doing – it’s the HOW that lets us down!..............................
  • 7. EXECUTIVE BRIEFING Resulting in:  Permanently trying to ‘catch up’  Insufficient time to think / be creative  Loss of control  Less focus  FAFFING!  Poor productivity from a commercial point ………………..We all know WHAT we are meant to be doing – it’s the HOW that lets us down!..............................
  • 8. EXECUTIVE BRIEFING On a daily basis, how do we all balance / deliver the following?  Strategic Delivery  Operational ‘Stuff’  Proactive People Development
  • 9. EXECUTIVE BRIEFING THE KEY BEHAVIOURS OF EFFECTIVE PEOPLE ? ONE COMMON TRAIT! OUTSTANDING LEVELS OF SELF DISCIPLINE
  • 10. EXECUTIVE BRIEFING THE KEY BEHAVIOURS OF EFFECTIVE PEOPLE ? 1. Always know exactly what to do next. 2. Do what you say you will do when you say you will do it. 3. Become more Pro-Active v. Re-Active.
  • 11. EXECUTIVE BRIEFING Our Winning Formula: • Proven Research • Best Practice Theories and Processes • Practical Implementation Using Your Existing Toolkit (Outlook or Lotus Notes) Result: • Sustainable behaviour change! • Average saving per person = 61mins p/day
  • 12. EXECUTIVE BRIEFING Delivery Structure  Instructor led workshops  Public / In-house courses  Individual Coaching Pre & Post Measurement
  • 13. EXECUTIVE BRIEFING ROI - Working Sm@rt Graduates Will:  Get more done in day (61 minutes average)  Stay on top of priorities  Know how to Work Smart on a daily basis  Improve tracking of documents and info.  Communicate more effectively with others  Link day-to-day activities with company goals  Improve their work/life balance  Have higher rates of job satisfaction ………………..We all know WHAT we are meant to be doing – it’s the HOW that lets us down!..............................
  • 14. EXECUTIVE BRIEFING Testimonials:  Excellent – rare to get a course which has significant impact coupled with practical tools. Very beneficial indeed. Head of Organisational Development, Golden Jubilee National Hospital  More than time management – a whole new way to work! Executive Administrator, Wm Grant & Sons Ltd  The course is worthwhile to all regardless of role, location, seniority or experience. International Sales Manager, Cigna Healthcare  Hugely beneficial and shows how little of Outlook we know and use Accounts Team Leader, Eden Spring

Editor's Notes

  1. Welcome and Credentials: 5 MINUTES This morning’s Executive Briefing is all about the winning behaviors of using a sophisticated tool, Microsoft Outlook, in combination with a proven process and an opportunity to generate organizational consistency. Priority Management’s Working Sm@rt with Microsoft Outlook is much more than an overview of the bells and whistles of Outlook, it provides a proven business solution that will help your employees to organize their planning process, manage their priorities, and work more effectively as a team. My industry background is accounting and finance, specifically in the banking, trucking, and gasoline distribution businesses. My HR and Training background has always been a “second hat” I have worn throughout my career until joining Priority Management 15 years ago. In my current role, I was a member of the initial development team for our Outlook training course and continue as Program Manager for Working Sm@rt. Just last month I completed a 6 month assignment as the Subject Matter Expert (SME) and Instructional Design Consultant to McGraw-Hill’s Lifetime Learning Division in their adaptation of our course to an asynchronous Web-based Training program. Priority Management has been a world leader in training and organizational development for over 25 years specializing in personal and team productivity. We are headquartered in Vancouver Canada and have over 100 offices worldwide.
  2. Opening Statement: I have seen many companies who have equipped their workforce with the most sophisticated tools available to handle the tidal wave of information flowing at them every day. What seems to separate the winners from whiners is a fundamental commitment to add process and organizational consistency to the use of those tools. We must not forget – new information and knowledge can be your sustaining competitive edge, or the source of confusion and burnout.
  3. (emphasize each of these points by inserting the phrase “TRAINED OUTLOOK USERS WILL . . .” before you read each statement.)
  4. (emphasize each of these points by inserting the phrase “TRAINED OUTLOOK USERS WILL . . .” before you read each statement.)
  5. (emphasize each of these points by inserting the phrase “TRAINED OUTLOOK USERS WILL . . .” before you read each statement.)
  6. (emphasize each of these points by inserting the phrase “TRAINED OUTLOOK USERS WILL . . .” before you read each statement.)
  7. (emphasize each of these points by inserting the phrase “TRAINED OUTLOOK USERS WILL . . .” before you read each statement.)
  8. (emphasize each of these points by inserting the phrase “TRAINED OUTLOOK USERS WILL . . .” before you read each statement.)
  9. (emphasize each of these points by inserting the phrase “TRAINED OUTLOOK USERS WILL . . .” before you read each statement.)