Next Level Academy Personal Productivity eBook Course

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Module One: Getting Started

Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line.

Workshop Objectives

Research has consistently demonstrated that when clear goals are associated with learning, it occurs more easily and rapidly. With that in mind, let’s review our goals for today.

At the end of this workshop, participants should be able to:

Define records and archives

Analyze records in context

Classify records

Understand different systems

Maintain and convert records



Module One: Getting Started
  • Icebreaker
  • Housekeeping Items
  • The Parking Lot
  • Workshop Objectives
Module Two: Setting SMART Goals
  • The Three P’s
  • The SMART Way
  • Prioritizing Your Goals
  • Evaluating and Adapting
Module Three: The Power of Routines
  • What is a Routine?
  • Personal Routines
  • Professional Routines
  • Six Easy Ways to Simplify Your Life
Module Four: Scheduling Yourself
  • The Simple Secret of Successful Time Management
  • Developing a Tracking System
  • Scheduling Appointments
  • Scheduling Tasks
Module Five: Keeping Yourself on Top of Tasks
  • The One-Minute Rule
  • The Five-Minute Rule
  • What To Do When You Feel Like You’re Sinking
Module Six: Tackling New Tasks and Projects
  • The Sliding Scale
  • A Checklist for Getting Started
  • Evaluating and Adapting
                                Module Seven: Using Project Management Techniques
                                • The Triple Constraint
                                • Creating the Schedule
                                • Using a RACI Chart
                                Module Eight: Creating a Workspace
                                • Setting Up the Physical Layout
                                • Ergonomics 101
                                • Using Your Computer Efficiently
                                Module Nine: Organizing Files and Folders
                                • Organizing Paper Files
                                • Organizing Electronic Files
                                • Scheduling Archive and Clean-Up
                                Module Ten: Managing E-Mail
                                • Using E-mail Time Wisely
                                • Taking Action!
                                • Making the Most of Your E-mail Program
                                • Taking Time Back from Handheld Devices
                                Module Eleven: Tackling Procrastination
                                • Why We Procrastinate
                                • Nine Ways to Overcome Procrastination
                                • Eat That Frog!
                                Module Twelve: Wrapping Up
                                • Words from the Wise
                                • Review of Parking Lot
                                • Lessons Learned
                                • Completion of Action Plans and Evaluations