Next Level Academy Supervising Others 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 Expectations
  • Defining the Requirements
  • Identifying Opportunities for Improvement and Growth
  • Setting Verbal Expectations
  • Putting Expectations in Writing
Module Three: Setting Goals
  • Understanding Cascading Goals
  • The SMART Way
  • Helping Others Set Goals
Module Four: Assigning Work
  • General Principles
  • The Dictatorial Approach
  • The Apple-Picking Approach
  • The Collaborative Approach
Module Five: Degrees of Delegation
  • Level One: Complete Supervision
  • Level Two: Partial Supervision
  • Level Three: Complete Independence
Module Six: Implementing Delegation
  • Deciding to Delegate
  • To Whom Should You Delegate?
  • Providing Instructions
  • Monitoring the Results
  • Troubleshooting Delegation
                                                                Module Seven: Providing Feedback
                                                                • Characteristics of Good Feedback
                                                                • Feedback Delivery Tools
                                                                • Informal Feedback
                                                                • Formal Feedback
                                                                Module Eight: Managing Your Time
                                                                • The 80/20 Rule
                                                                • Prioritizing with the Urgent-Important Matrix
                                                                • Using a Productivity Journal
                                                                • Using Routines and Rituals to Simplify Your Workday
                                                                Module Nine: Resolving Conflict
                                                                • Using a Conflict Resolution Process
                                                                • Maintaining Fairness
                                                                • Seeking Help from Within the Team
                                                                • Seeking Help from Outside the Team
                                                                Module Ten: Tips for Special Situations
                                                                • What to Do If You've Been Promoted from within the Team
                                                                • What to Do If You're Leading a Brand New Team
                                                                • What to Do if You're Taking on an Established Team
                                                                Module Eleven: A Survival Guide for the New Supervisor
                                                                • Ask the Right Questions of the Right People
                                                                • Go to Gemba
                                                                • Keep Learning!
                                                                Module Twelve: Wrapping Up
                                                                • Words from the Wise
                                                                • Review of Parking Lot
                                                                • Lessons Learned
                                                                • Completion of Action Plans and Evaluations