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Organizational Skills

Introduction:

Developing good Organizational Skills is an investment that will provide benefits for years. To be successful means to be organized and diligent in our daily practices. These skills will filter through all aspects of your participants professional and personal lives.

This course has been approved for 7 PDUs | 7 CDUs

Objectives:

Learn the basics and foundations of organization and decluttering
Prioritize and learn to manage the daily influx of tasks and items in the way
Understand how to remove time wasters and track your day

Course Outline:

Getting Started

  • Housekeeping Items
  • The Parking Lot
  • Workshop Objectives
  • Action Plans and Evaluations

Remove the Clutter

  • Just Do it
  • You Don’t Have to Keep Everything
  • Three Boxes: Keep, Donate, and Trash
  • A Place for Everything and Everything in its Place
  • Case Study
  • Review Questions

Prioritize

  • Write it Down
  • Urgent/Important Matrix
  • Divide Tasks
  • 80/20 Rule
  • Case Study
  • Review Questions

Scheduling Your Time

  • Have a Master Calendar
  • Setting Deadlines
  • Remove or Limit the Time Wasters
  • Coping With Things Outside of Our Control
  • Case Study
  • Review Questions

To Do Lists

  • Use a Day Planner
  • Finish What You Start
  • Focus on the Important
  • Do Quick Tasks Immediately
  • Case Study
  • Review Questions

Paper and Paperless Storage

  • Find a System that Works for You
  • Make it Consistent
  • Make it Time Sensitive
  • Setting up Archives
  • Case Study
  • Review Questions

Organization in Your Work Area

  • Keeping Items Within Arm’s Reach
  • Only Have Current Projects on Your Desk
  • Arranging Your Drawers
  • Organize to Match Your Workflow
  • Case Study
  • Review Questions

Tools to Fight Procrastination

  • Eat That Frog!
  • Remove Distractions
  • Give Yourself a Reward
  • Break Up large Tasks
  • Case Study
  • Review Questions

Organizing your Inbox

  • Setting up Delivery Rules
  • Folder and Message Hierarchy
  • Deal with Email Right Away
  • Flag and Highlight Important Items
  • Case Study
  • Review Questions

Avoid the Causes of Disorganization

  • Keeping Everything
  • Not Being Consistent
  • Not Following a Schedule
  • Bad Habits
  • Case Study
  • Review Questions

Discipline is the Key to Staying Organized

  • Stay Within Your Systems
  • Learn to Say No
  • Have Organization Be Part of Your Life
  • Plan for Tomorrow, Today
  • Case Study
  • Review Questions

Wrapping Up

  • Words from the Wise
  • Review of Parking Lot
  • Lessons Learned
  • Completion of Action Plans

Enroll in this course

458.38574.43

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