EFFECTIVE PERSONAL PRODUCTIVITY FacGuide 2014.pdfand/or organizations to participate in a 6-lesson...

- 1 -

STANDARDIZED “SHOWCASE”FACILITATION GUIDE

The Total Leader®

EFFECTIVEPERSONAL

PRODUCTIVITY®

Last Update: 07/25/2014

- 2 -

Copyright © Leadership Management® International, Inc.

ALL RIGHTS RESERVED

Copyrighted under the Universal Copyright Convention, the Buenos Aires Con-vention, and the Berne Convention.

No part of this publication may be reproduced or transmitted in any form or by any means, including: electronic or mechanical, photocopy, recording or any information storage and retrieval system (now known or to be invented), without permission in writing from LMI. Permission shall be granted to a reviewer who wishes to quote brief passages in connection with a review written for a maga-zine, newspaper, or broadcast. Violation is a federal crime, punishable by fine and/or imprisonment. Title 17, U.S.C. Section 104.

Produced and Distributed by

Leadership Management® International, Inc.Leadership Management,® Inc.

4567 Lake Shore DriveP.O. Box 2503

Waco, Texas 76702-2503

(254) 776-7551www.lmi-world.com

- 3 -

TABLE OF CONTENTS

OVERVIEW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Flowchart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Pre-Course Conference with EDM/Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Win/Win Agreement form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Pre-Course Conference Supervisor Information form . . . . . . . . . . . . . . . . . . . . . . . 14

Pre-Course Conference Participant Information form . . . . . . . . . . . . . . . . . . . . . . . 15

Manager/Mentor Agreement form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Participant Agreement form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Kickoff Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Productivity Improvement Goals Workshop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

LESSON ONE: THE NATURE OF PRODUCTIVITY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

LESSON TWO: PRODUCTIVITY THROUGH

GOALS ACHIEVEMENT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

LESSON THREE: INCREASING PRODUCTIVITY

THROUGH MANAGING PRIORITIES . . . . . . . . . . . . . . . . . . . . . . . . . . 47

LESSON FOUR: IMPROVING PRODUCTIVITY

THROUGH COMMUNICATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

LESSON FIVE: EMPOWERING THE TEAM

FOR PEAK PERFORMANCE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

LESSON SIX: INCREASING PRODUCTIVITY

OF THE TEAM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Assigned Participant’s Feedback Sheet Point Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Icebreakers and Point Makers

- 4 -

STANDARDIZED “SHOWCASE”FACILITATION GUIDE

FOREFFECTIVE PERSONAL PRODUCTIVITY

OVERVIEW

A “Showcase” class is comprised of participants that come from different companies

and/or organizations to participate in a 6-lesson Effective Personal Productivity (EPP)

program. A Showcase is an outstanding way to introduce the LMI process to key deci-

sion makers of companies who want to experience the process and become confident in

the results achieved before investing in an in-house program. A standardized approach

is found mostly desirable to LMI partners with multi-national and national opportunities.

With a standardized approach, LMI partners can be assured that all personnel in various

locations will experience the same process and approach to facilitating the program.

The facilitation information that follows is specific to a Showcase class, not an in-house

class.

As a facilitator, you play an important role in the success of every program you facilitate.

It is each participant’s responsibility to listen to the lessons, read the text, complete the

“Application and Action” and “Plan of Action” exercises, complete the “Participant Feed-

back” sheets, attend the conferences, and make a conscious effort to apply the lesson

material to their goals for the program. However, you can make the program even more

meaningful and encourage everyone’s participation by making the conferences fun and

lively, by leading discussions in a manner that focuses on their goals for the program,

maximizes the application of ideas, and keeps the program on track.

The primary purpose of facilitating an LMI Program is to help every client achieve

measurable results toward their goals. As the program facilitator, you are the catalyst

that leads to participant satisfaction and program results which may be measured in

dollars earned or saved, greater productivity and effectiveness, and achievement of the

companies’ goals and those of the participant.

- 5 -

LMI F

acili

tatio

n P

roce

ss –

Sho

wca

seP

rogr

am: E

ffect

ive

Per

sona

l Pro

duct

ivity

; My-

Tym

e©: 1

2-M

onth

Sta

rter

Set

Pre-Course Conference with EDM/Manager

1. R

evie

w M

anag

e-m

ent G

oals

2. C

onfir

m

Parti

cipa

nt(s

) &

Des

ired

Res

ults

&

Beh

avio

r Cha

nge

3. S

hare

“To

tal

Lead

er”

Con

cept

4. E

xpla

in W

in-W

in

Agr

eem

ent

5. D

istri

bute

Pre

-C

ours

e C

onfe

renc

e In

form

atio

n Fo

rms

for C

ompl

etio

n

6. E

xpla

in “

Tria

ngle

of

Com

mun

icat

ion”

7. D

istri

bute

Man

ager

/Men

tor

and

Parti

cipa

nt

Agr

eem

ent F

orm

s fo

r Com

plet

ion

8. C

onfir

m C

onfe

r-en

ce a

nd M

eetin

g S

ched

ules

9. S

et M

id-C

ours

e

Rev

iew

App

oint

-m

ent

1. W

elco

me

&

Intro

duct

ions

2. I

ce B

reak

er

3. L

MI C

once

pt

(Mot

ivat

ion,

Atti

tude

Cha

nge

&

Con

ditio

ning

)

4. M

y-Ty

me©

Pla

nner

In

trodu

ctio

n

5. E

PP

Pro

gram

M

anua

l Int

rodu

c-tio

n

6. R

evie

w A

ssig

n-m

ents

for “

Pro

duc-

tivity

Impr

ovem

ent

Goa

ls W

orks

hop

&

set

7-D

ay G

oals

7. L

MI C

once

pt

(Suc

cess

ful P

eopl

e

& S

light

Edg

e)

8. C

losi

ng P

ower

Th

ough

t

IntroductionKick Off

Conference

Productivity Improvement

Goals Workshop

1. W

elco

me

&

Ice

Bre

aker

2. F

eedb

ack

& R

evie

w

(7-D

ay G

oals

,

Res

ults

from

usi

ng

the

My-

Tym

e©

P

lann

er)

3. R

evie

w th

e Fo

ur

Are

as o

f Im

pact

(P

erso

nal O

rgan

i-za

tion,

Per

sona

l P

rodu

ctiv

ity, P

ro-

duct

ivity

of o

ther

s,

Com

mun

icat

ions

)

4. C

ompl

ete

Win

-Win

A

gree

men

t

5. W

rite

Goa

l Pla

nnin

g S

yste

m F

orm

s on

W

in-W

in G

oals

6. R

evie

w A

ssig

n-m

ents

for L

esso

n O

ne a

nd s

et 7

-day

G

oals

7. C

losi

ng P

ower

Th

ough

t

Lessons1 to 3

Mid-Course Review with

EDM/Manager

Lessons4 and 5

Lesson 6 and

Graduation

Post-Course Review with

EDM/Manager

1. W

elco

me

&

Ice

Bre

aker

2. A

pplic

atio

n &

Act

ion

3. R

ead/

List

en

4. M

ost V

alua

ble

Idea

5. 7

-Day

Goa

ls

6. M

inut

es R

edire

cted

7. P

lan

of A

ctio

n E

xerc

ises

8.

My-

Tym

e© P

lann

er

Rev

iew

9. A

dditi

onal

Res

ults

10. C

ontra

ct S

core

11. N

ext L

esso

n

Pre

view

12. 7

-Day

Goa

ls

13. C

losi

ng P

ower

Th

ough

t

14. C

ompl

ete

Mid

-C

ours

e R

evie

w

(MC

R) a

fter

Le

sson

3

1. R

evie

w G

oals

A

ccom

plis

hed

vs.

Pre

-Cou

rse/

Win

-W

in G

oals

Set

2. S

hare

& D

iscu

ss

Parti

cipa

nt M

CR

R

esul

ts

3. S

hare

Par

ticip

ant’s

Fe

edba

ck S

heet

s Pe

rform

ance

Gra

ph

4. D

eter

min

e A

ny

A

djus

tmen

ts

Nee

ded

5. P

lan

Nex

t Gro

up o

r N

ext S

tep

1. W

elco

me

&

Ice

Bre

aker

2. A

pplic

atio

n &

Act

ion

3. R

ead/

List

en

4. M

ost V

alua

ble

Idea

5. 7

-Day

Goa

ls

6. M

inut

es R

edire

cted

7. P

lan

of A

ctio

n E

xerc

ises

8.

My-

Tym

e© P

lann

er

Rev

iew

9. A

dditi

onal

Res

ults

10. C

ontra

ct S

core

11. N

ext L

esso

n

Pre

view

12. 7

-Day

Goa

ls

13. C

losi

ng P

ower

Th

ough

t

1. R

evie

w G

oals

Acc

ompl

ishe

d

2. R

evie

w P

rodu

ctiv

ity

Impr

ovem

ent &

RO

I

3. I

dent

ify R

esal

e

Opp

ortu

nitie

s

(NE

XT S

TEP

)

4. O

btai

n R

efer

rals

5. A

sk fo

r Let

ter o

f R

ecom

men

datio

n

6. P

lan

Follo

w-u

p /

Set

Nex

t App

oint

-m

ent.

1. W

elco

me

&

Ice

Bre

aker

2. A

pplic

atio

n &

Act

ion

3. R

ead/

List

en

4. M

ost V

alua

ble

Idea

5. 7

-Day

Goa

ls

6. M

inut

es R

edire

cted

7. P

lan

of A

ctio

n E

xerc

ises

8.

My-

Tym

e© P

lann

er

Rev

iew

9. A

dditi

onal

Res

ults

10. C

ontra

ct S

core

11. W

in-W

in G

oals

R

evie

w

12. T

estim

onia

l Let

ters

13. D

istri

bute

Fra

med

C

ertifi

cate

s

14. G

roup

Pic

ture

15. C

ompl

ete

Pro

cess

E

valu

atio

n S

urve

y

16. C

losi

ng P

ower

Th

ough

t

- 6 -

Pre-Course Conference with EDM/Manager

Before the start of a program there is one Pre-Course Conference with the Economic Decision-

Maker (EDM), commonly the CEO, Division Head, or Manager, of each participant to clarify the

major goals of the program. The number of Pre-Course Conferences will depend on the num-

ber of participants from various companies participating. At this conference you will establish

a basis for evaluating results in a manner which will lead to satisfaction, cost justification, and

incremental sales. Determine what the EDM would like for the participant(s) to gain from the

program that will offset the time and effort they will need to invest into the program to ensure

success.

The Pre-Course Conference should cover what will be included in the program and what he/she

expects as a result of the program. During the Pre-Course Conference, discuss:

1. Review Management Goals

Establish an agreement with the EDM. This agreement should specifically state what he/

she wants to accomplish in the next 12 months as a result of using this program. It should

also state what should be accomplished between now and the end of the program. If you

know the objectives, then you know when you have accomplished them and whether the

program is effective. When the EDM knows the objectives, they will know when they have

accomplished what they wanted.

Be sure the agreement is specific and measurable. As an example, increased communica-

tion is not specific. Higher morale is not specific. Specific goals might include a desired

percentage increase in profit, a proposed percentage reduction in turnover, or a desired

reduction in waste.

Be sure the agreement is realistic. Do not commit yourself or your participant(s) to an unat-

tainable goal.

2. Confirm Participant(s) & Desired Results

a. How many?

b. Who?

c. Desired Results?

d. Behavior Change?

- 7 -

3. Share “Total Leader Concept”

Share how many organizations have attempted to develop lead-

ers with a fragmented, hit-and-miss approach by focusing on

one area or one facet of leadership. Explain how leadership

is much more complex and just like a professional golfer, to

excel they must work on all facets of their game – driving,

approach shots, sand shots, pitching, chipping, and put-

ting. They must also possess the confidence and men-

tal strength to perform in the heat of the competition.

The same is true for leaders. The best leaders excel at all facets of leadership. At LMI we

believe in the “Total Leader Concept”. This concept identifies four areas or levels that a

person must master to become a Total Leader.

a. Personal Productivity

This is the foundation of all effective leadership. This is the ability to manage yourself,

your time, and your priorities to operate at maximum performance. It is only when

you can optimize your own performance that you are truly able to increase the perfor-

mance of others.

b. Personal Leadership

This is the ability to lead yourself in your own life. This means growing and developing

in all six areas of life:

(1) Family & Home

(2) Financial & Career

(3) Mental & Educational

(4) Physical & Health

(5) Social & Cultural

(6) Spiritual & Ethical

c. Motivational Leadership

This is the capability to lead and motivate others. Inspiring motivation in others is

crucial to developing a productive and engaged team. A motivational leader is able

to help people develop and use more of their potential.

- 8 -

d. Strategic Leadership

This is the ability to lead an organization working through teamwork and collaboration

to define and develop the purpose of the organization, the key strategies, the optimum

structure, the right people in the right roles, and the most effective processes for an

organization to succeed. This includes the ability to execute the plan to completion.

4. Explain Win/Win Agreements

The real success of your facilitation effort is guaranteed by a strong Win/Win agreement.

Through this important tool participants analyze their own unique situations, develop a list

of tentative goals, and come to a final agreement on three to five important work-related

and personal goals that they wish to achieve using the EPP Showcase program as a

catalyst.

The Win/Win Agreement helps partici-

pants think through their work situation

and develop a prioritized list of the most

critical challenges they face each day

on the job. The critical challenges, in

turn, suggest tentative goals and objec-

tives which participation in the program

will help to achieve.

This list of tentative goals is to be re-

viewed by the participant’s manager.

The end result should be a firm list of

five mutually agreed upon goals to be

achieved through the EPP Showcase

program.

With a strong, well thought out Win/Win

Agreement in place, you have the op-

portunity to monitor each participant’s

progress as they work to achieve the

goals they have set. Additionally, you

can serve as a coach as you remind

them of their goals and guide them toward the completion of those objectives.

Copyright © The Meyer Resource Group,® Inc. ALL RIGHTS RESERVED

WIN/WIN AGREEMENT

CHALLENGESList below your most critical business (3) and personal (2) challenges you face.Prioritize them based on their importance to you.

PriorityChallengeNo.

1.

2.

3.

4.

5.

PROGRAM GOALSConvert the list of challenges above into S.M.A.R.T.® Goals (Specific, Measurable, Attain-able, Realistic, Tangible) that you can accomplish by the end of the program.

GoalsNo.

1.

2.

3.

4.

5.

MEASUREMENT / TRACKINGList below the tools, reports, or systems that you will use to track your progress on each goal.

ToolsNo.

1.

2.

3.

4.

5.

Participant: __________________________________________________________________________________

Manager / Mentor ____________________________________________________________________________

LMI Facilitator ________________________________________________________________________________

4000033

- 9 -

At the end of the program, you can point to the Win/Win Agreement goals as crucial

evidence that the program helped the participant accomplish specific objectives. Resales

become easier, and participant’s walk away from the program process feeling confident in

their new abilities, satisfied with their achievements, and well-served.

5. Distribute Pre-Course Conference Information Forms

There are two Pre-Course Conference

Information forms: one for the Partici-

pant to complete on themselves and

one is for the Supervisor/Manager to

complete on each participant. Have

the EDM distribute, complete, and re-

turn prior to the kick-off meeting.

The Pre-Course Conference Informa-

tion forms serve three purposes:

a. The Participant can start to identi-

fy areas of needed improvement

and growth for development of

their Win/Win Agreement.

b. The Manager can start to identi-

fy areas of needed improvement

and growth for each participant

which can assist in developing

a mutually acceptable Win/Win

Agreement.

c. The LMI Facilitator learns more about the participant and the manager’s view of the

participant’s capabilities to assist with focused facilitation.

Explain “Triangle of Communication”

One of the unique features of an LMI program is the

implementation of the Triangle of Communication.

This involves key individuals in the process weekly,

over the entire series of the conferences. This process

maintains open communication and enhances the re-

sults of the program. Here is how the triangle works

and what is expected from each individual.

PRE-COURSE CONFERENCE SUPERVISOR INFORMATION

Participant____________________________ Supervisor___________________ Position___________________ Job Description of participant___________________________________________________________________ __________________________________________________________________________________________ What are the strengths of the Participant? What makes him/her good at what he/she does? _________________ __________________________________________________________________________________________ (Instructions: Circle the number where you think the participant is now. Underline the number where you would like them to be.) How would you rate the participant on: Needs Work – Excellent Comments: 1. Organizational skills 1 2 3 4 5 6 7 8 9 10 ________________________________ 2. Planning skills 1 2 3 4 5 6 7 8 9 10 ________________________________ 3. Communication skills 1 2 3 4 5 6 7 8 9 10 ________________________________ 4. Delegation skills 1 2 3 4 5 6 7 8 9 10 ________________________________ 5. Leadership skills 1 2 3 4 5 6 7 8 9 10 ________________________________ 6. Coaching & counseling skills 1 2 3 4 5 6 7 8 9 10 ________________________________ 7. Meeting deadlines 1 2 3 4 5 6 7 8 9 10 ________________________________ 8. Problem-solving 1 2 3 4 5 6 7 8 9 10 ________________________________ 9. Decision-making 1 2 3 4 5 6 7 8 9 10 ________________________________ 10. Team participation skills 1 2 3 4 5 6 7 8 9 10 ________________________________ 11. Goal setting and achieving 1 2 3 4 5 6 7 8 9 10 ________________________________ 12. Stress management 1 2 3 4 5 6 7 8 9 10 ________________________________ 13. Handling interruptions 1 2 3 4 5 6 7 8 9 10 ________________________________ 14. Life Balance 1 2 3 4 5 6 7 8 9 10 ________________________________ 15. Self-Motivation 1 2 3 4 5 6 7 8 9 10 ________________________________ What is the one major personal objective you would like the participant to achieve from this program? _________ __________________________________________________________________________________________ How will we measure his/her progress? __________________________________________________________ How well do you think this person will participate in the program? ______________________________________ Additional notes/insights: ______________________________________________________________________ __________________________________________________________________________________________

06/2005

Notesoverall progress of the participant each week. This will requirean investment of 20 to 30 minutes per week.

The organization is also asked to keep the LMIrepresentative updated on what progress and changes theyobserve during the program, whether the progress issatisfactory, and any additional changes they would like tosee.

PARTICIPANT

The program participant is informed of the goals set bythe organization. (If you do not get agreement it is suggestedyou set a meeting with both the company and participant toreset mutually agreeable goals for the program.) This is alsothe time when you determine what goals the participant wouldlike to accomplish as a result of their personal involvement inthe program.

The participant is responsible to read and listen to theprogram, complete assignments and the Participant FeedbackSheet, and make a conscious effort to apply the informationand work toward the program goals. During the program theyare asked to communicate progress and changes they aremaking during their weekly meeting with their immediatesupervisor as well as their program facilitator.

Flow of the Triangle of CommunicationCLIENT ORGANIZATION

CEO/Division Head (EDM)Immediate Supervisor

Mentor

3-4

CommunicationTriangle

Assignments and Action Steps Action Steps Taken & Goals Accomplished

PARTICIPANTLMI ORGANIZATIONFacilitator

Account Representative

Goals for the Organization and Participant

Action Steps Taken & Goals Accomplished G

oals

for t

he O

rgan

izatio

n an

d Pa

rticip

ant

Ass

ignm

ents

and

Actio

n St

eps

- 10 -

Client Organization: This includes the EDM (CEO / Division Head) and the immediate su-

pervisor of the participant. The company must tell you what goals they want to accomplish,

for both the organization and participant, as a result of the participant being involved in the

program. The company should also communicate these items to the participant so there is

no misunderstanding as to the purpose of the program. The immediate supervisor needs

to agree to review the Participant’s Feedback Sheets, assignments, goals accomplished,

and overall progress of the participant each week. This will require an investment of 20-30

minutes per week.

The organization is also asked to keep the LMI representative updated on what progress

and changes they observe during the program, whether the progress is satisfactory, and

any additional changes they would like to see.

Participant: The program participant is informed of the goals set by the organization. If

you do not get agreement it is suggested you set a meeting with both the company and

participant to reset mutually agreeable goals for the program. This is also the time when

you determine what goals the participant would like to accomplish as a result of their per-

sonal involvement in the program.

The participant is responsible to read and listen to the program, complete assignments and

the Participant’s Feedback Sheet, and make a conscious effort to apply the information

and work toward the program goals. During the program they are asked to communicate

progress and changes they are making during their weekly meeting with their immediate

supervisor as well as their program facilitator.

LMI Organization: This includes both the facilitator and account representative, if appli-

cable. Their responsibility is to keep the communication process open and insure that all

parties are informed about assignments and what progress and changes are observed.

If the EDM is someone other than the immediate supervisor of the participant, it is also

your responsibility to keep the EDM informed of the progress being made, goals being ac-

complished, and return on investment they are receiving as a result of the program. This

can be accomplished be e-mailing them a one page “Executive Summary” on a weekly

basis. The information for this summary comes from:

• 7-daygoalsaccomplished

• Participant’sFeedbackSheets

• ApplicationandActionpages

- 11 -

• Groupdiscussions

• ResultsfromusingthePlanofActionsectionoftheprogram

• Anyotherinsights,actionstakenorresultsachievedasaresultoftheprogram.

Remember that most executives are busy people so keep this report brief and to the point.

If it is too long or wordy, most executives will not read the entire report. Tangible results

relating to dollars saved or earned is usually more important to an executive than intan-

gible items such as “I felt more in control of my day” unless that is what the EDM wants as

a result of the program. Relate the information as much as possible to the goals set in the

Pre-Course Conference with the organization.

7. Distribute Manager/Mentor and Participant Agreement Forms

There are two Agreement forms: one for

the Manager/Mentor to complete and

one for the Participant to complete. Have

the EDM distribute, complete, and return

prior to the kick-off meeting.

8. Confirm Conferences & Meeting Schedules

Kick-Off Meeting:

a. When?

b. Where?

c. Other than the participant(s), who

should attend? Be sure to get top

management’s commitment to attend.

Program Schedule:

a. When?

b. Where?

c. How long?

Management Conferences:

a. Your visit to job site.

GOAL: To inspect participant’s responsibilities and accountability.

b. The mid-term evaluation.

GOAL: To inspect progress toward up-front objectives and discuss possible partici-

pants for next group.

PARTICIPANT AGREEMENT

LMI is of the firm conviction that each of us has the potential to be better, to achieve more, and have a desire to develop more of our potential. The goal of this program is to stimulate that desire and set you firmly on a journey in achieving more of your potential, both on the job and in your personal life. Toward this end: (Answer Yes or No) 1. ________ Do you have the potential to do better on the job… to grow? 2. ________ Do you want to use more of your potential on the job and in your life overall? 3. ________ Are you willing to use more of your potential? If so, will you:

________ Participate in all scheduled weekly sessions?

________ Listen to, Read, highlight and write comments within each lesson a combination of 6 times – preferably once a day for six days?

________ Complete all assigned Action Steps?

________ Apply at least one idea from each lesson on the job?

________ Communicate weekly with your Manager/Mentor and/or LMI Coach regarding

progress toward your Win-Win goals? ________ Set and achieve weekly business and personal goals per the Win-Win

Agreement? ________ Commit to being at all the sessions… if an emergency prevents your

participation, will you call the LMI facilitator prior to any missed session? ________ If you do miss a session…. will you complete the week’s assignment and

complete a make-up class with the LMI facilitator? 4. ________ Are you willing to allow the LMI facilitator to hold you to the above commitment? 5. ________ Do you have any concerns or questions about the program at this point? If yes, please

describe on the back of this page. Thank you! Signature: ___________________________________________ Date: ______________

MANAGER / MENTOR AGREEMENT

Our clients tell us that the key to participants achieving measurable, long-term results in our programs is the degree of commitment the management has to meeting with the participant on a weekly basis to coach the participant in applying the ideas back on the job. Increasing the frequency of feedback to the participants/employees, increases the quality and quantity of performance. You, the manager/mentor, have a crucial role in helping develop the potential of the participant during the program and long after the sessions are over. Please review the following commitments and sign at the bottom to confirm your willingness to work together to achieve the greatest results possible for your participant and your organization. Are you willing: 1. To keep your copy of the "Win-Win" goals readily available and be aware of where the participant

stands on achieving these goals? 2. To meet a minimum of bi-weekly with your participant for a minimum of twenty minutes to review

the lesson and how the ideas are being applied back on the job? Stay focused on what they are doing differently to achieve the behavior changes they have identified and are applying in their daily plans/activities and goals?

3. Review the participant’s online feedback weekly and comment as necessary. 4. Ask the participant:

What are the results of their Business Goals which will be in support of the "Win-Win" goals. What obstacles are they facing (if any) in using the ideas from the program within the

organization? Help to resolve any issues. 5. Look for and encourage positive changes in the participant…"allow" them to change. 6. Discuss the progress and any concerns with the LMI coach / facilitator when called. 7. Meet with the LMI coach / facilitator for pre-conference goal planning, mid-course, and post-course reviews. Manager/Mentor: ____________________________________________________________________ Participant(s): _______________________________________________________________________ Signature: ________________________________________ Date: _____________________________ (Manager/Mentor)

- 12 -

c. Post-Course Conference.

GOAL: Determine overall accomplishments of participant(s) and the next step in their per-

sonal development and to determine the next group of participants to be facilitated in-

house.

The Pre-Course Conference with the EDM can be completed by either the facilitator or

account representative, whichever is deemed responsible for maintaining communication

with the participant and EDM. It is often advisable to have both the facilitator and account

representative at these meetings, if applicable.

As a facilitator, you play an important role in the success of every program you facilitate. It is

each participant’s responsibility to listen to the lessons, read the text, complete the “Applica-

tion and Action” and “Plan of Action” exercises, complete the “Participant Feedback” sheets,

attend the conferences, and make a conscious effort to apply the lesson material to their goals

for the program. However, you can make the program even more meaningful and encourage

everyone’s participation by making the conferences fun and lively, by leading discussions in

a manner that focuses on their goals for the program, maximizes the application of ideas, and

keeps the program on track.

The primary purpose of facilitating an LMI Program is to help every client achieve measurable

results toward their goals. As the program facilitator, you are the catalyst that leads to par-

ticipant satisfaction and program results which may be measured in dollars earned or saved,

greater productivity and effectiveness, and achievement of the companies’ goals and those of

the participant.

- 13 -Copyright © The Meyer Resource Group,® Inc. ALL RIGHTS RESERVED

WIN/WIN AGREEMENT

CHALLENGESList below your most critical business (3) and personal (2) challenges you face.Prioritize them based on their importance to you.

PriorityChallengeNo.

1.

2.

3.

4.

5.

PROGRAM GOALSConvert the list of challenges above into S.M.A.R.T.® Goals (Specific, Measurable, Attain-able, Realistic, Tangible) that you can accomplish by the end of the program.

GoalsNo.

1.

2.

3.

4.

5.

MEASUREMENT / TRACKINGList below the tools, reports, or systems that you will use to track your progress on each goal.

ToolsNo.

1.

2.

3.

4.

5.

Participant: __________________________________________________________________________________

Manager / Mentor ____________________________________________________________________________

LMI Facilitator ________________________________________________________________________________

4000033

- 14 -

PRE-COURSE CONFERENCE SUPERVISOR INFORMATION

Participant____________________________ Supervisor___________________ Position___________________ Job Description of participant___________________________________________________________________ __________________________________________________________________________________________ What are the strengths of the Participant? What makes him/her good at what he/she does? _________________ __________________________________________________________________________________________ (Instructions: Circle the number where you think the participant is now. Underline the number where you would like them to be.) How would you rate the participant on: Needs Work – Excellent Comments: 1. Organizational skills 1 2 3 4 5 6 7 8 9 10 ________________________________ 2. Planning skills 1 2 3 4 5 6 7 8 9 10 ________________________________ 3. Communication skills 1 2 3 4 5 6 7 8 9 10 ________________________________ 4. Delegation skills 1 2 3 4 5 6 7 8 9 10 ________________________________ 5. Leadership skills 1 2 3 4 5 6 7 8 9 10 ________________________________ 6. Coaching & counseling skills 1 2 3 4 5 6 7 8 9 10 ________________________________ 7. Meeting deadlines 1 2 3 4 5 6 7 8 9 10 ________________________________ 8. Problem-solving 1 2 3 4 5 6 7 8 9 10 ________________________________ 9. Decision-making 1 2 3 4 5 6 7 8 9 10 ________________________________ 10. Team participation skills 1 2 3 4 5 6 7 8 9 10 ________________________________ 11. Goal setting and achieving 1 2 3 4 5 6 7 8 9 10 ________________________________ 12. Stress management 1 2 3 4 5 6 7 8 9 10 ________________________________ 13. Handling interruptions 1 2 3 4 5 6 7 8 9 10 ________________________________ 14. Life Balance 1 2 3 4 5 6 7 8 9 10 ________________________________ 15. Self-Motivation 1 2 3 4 5 6 7 8 9 10 ________________________________ What is the one major personal objective you would like the participant to achieve from this program? _________ __________________________________________________________________________________________ How will we measure his/her progress? __________________________________________________________ How well do you think this person will participate in the program? ______________________________________ Additional notes/insights: ______________________________________________________________________ __________________________________________________________________________________________

06/2005

- 15 -

PRE-COURSE CONFERENCE PARTICIPANT INFORMATION

Participant____________________________ Supervisor___________________ Position___________________ Job Description _____________________________________________________________________________ __________________________________________________________________________________________ What are your strengths? What makes you good at what you do? _____________________________________ __________________________________________________________________________________________ (Instructions: Circle the number where you think you are now. Underline the number where you would like to be.) How would you rate yourself on: Needs Work – Excellent Comments: 1. Organizational skills 1 2 3 4 5 6 7 8 9 10 ________________________________ 2. Planning skills 1 2 3 4 5 6 7 8 9 10 ________________________________ 3. Communication skills 1 2 3 4 5 6 7 8 9 10 ________________________________ 4. Delegation skills 1 2 3 4 5 6 7 8 9 10 ________________________________ 5. Leadership skills 1 2 3 4 5 6 7 8 9 10 ________________________________ 6. Coaching & counseling skills 1 2 3 4 5 6 7 8 9 10 ________________________________ 7. Meeting deadlines 1 2 3 4 5 6 7 8 9 10 ________________________________ 8. Problem-solving 1 2 3 4 5 6 7 8 9 10 ________________________________ 9. Decision-making 1 2 3 4 5 6 7 8 9 10 ________________________________ 10. Team participation skills 1 2 3 4 5 6 7 8 9 10 ________________________________ 11. Goal setting and achieving 1 2 3 4 5 6 7 8 9 10 ________________________________ 12. Stress management 1 2 3 4 5 6 7 8 9 10 ________________________________ 13. Handling interruptions 1 2 3 4 5 6 7 8 9 10 ________________________________ 14. Life Balance 1 2 3 4 5 6 7 8 9 10 ________________________________ 15. Self-Motivation 1 2 3 4 5 6 7 8 9 10 ________________________________ What is the one major personal objective you would like to achieve from this program? _____________________ __________________________________________________________________________________________ How will we measure your progress? ____________________________________________________________ How well do you think you will participate in the program? ____________________________________________ Additional notes/insights: ______________________________________________________________________ __________________________________________________________________________________________

06/2005

- 16 -

MANAGER / MENTOR AGREEMENT

Our clients tell us that the key to participants achieving measurable, long-term results in our programs is the degree of commitment the management has to meeting with the participant on a weekly basis to coach the participant in applying the ideas back on the job. Increasing the frequency of feedback to the participants/employees, increases the quality and quantity of performance. You, the manager/mentor, have a crucial role in helping develop the potential of the participant during the program and long after the sessions are over. Please review the following commitments and sign at the bottom to confirm your willingness to work together to achieve the greatest results possible for your participant and your organization. Are you willing: 1. To keep your copy of the "Win-Win" goals readily available and be aware of where the participant

stands on achieving these goals? 2. To meet a minimum of bi-weekly with your participant for a minimum of twenty minutes to review

the lesson and how the ideas are being applied back on the job? Stay focused on what they are doing differently to achieve the behavior changes they have identified and are applying in their daily plans/activities and goals?

3. Review the participant’s online feedback weekly and comment as necessary. 4. Ask the participant:

What are the results of their Business Goals which will be in support of the "Win-Win" goals. What obstacles are they facing (if any) in using the ideas from the program within the

organization? Help to resolve any issues. 5. Look for and encourage positive changes in the participant…"allow" them to change. 6. Discuss the progress and any concerns with the LMI coach / facilitator when called. 7. Meet with the LMI coach / facilitator for pre-conference goal planning, mid-course, and post-course reviews. Manager/Mentor: ____________________________________________________________________ Participant(s): _______________________________________________________________________ Signature: ________________________________________ Date: _____________________________ (Manager/Mentor)

- 17 -

PARTICIPANT AGREEMENT

LMI is of the firm conviction that each of us has the potential to be better, to achieve more, and have a desire to develop more of our potential. The goal of this program is to stimulate that desire and set you firmly on a journey in achieving more of your potential, both on the job and in your personal life. Toward this end: (Answer Yes or No) 1. ________ Do you have the potential to do better on the job… to grow? 2. ________ Do you want to use more of your potential on the job and in your life overall? 3. ________ Are you willing to use more of your potential? If so, will you:

________ Participate in all scheduled weekly sessions?

________ Listen to, Read, highlight and write comments within each lesson a combination of 6 times – preferably once a day for six days?

________ Complete all assigned Action Steps?

________ Apply at least one idea from each lesson on the job?

________ Communicate weekly with your Manager/Mentor and/or LMI Coach regarding

progress toward your Win-Win goals? ________ Set and achieve weekly business and personal goals per the Win-Win

Agreement? ________ Commit to being at all the sessions… if an emergency prevents your

participation, will you call the LMI facilitator prior to any missed session? ________ If you do miss a session…. will you complete the week’s assignment and

complete a make-up class with the LMI facilitator? 4. ________ Are you willing to allow the LMI facilitator to hold you to the above commitment? 5. ________ Do you have any concerns or questions about the program at this point? If yes, please

describe on the back of this page. Thank you! Signature: ___________________________________________ Date: ______________

- 18 -

Kickoff Conference

The Kickoff Conference is the most important conference of the

program. The primary aim of this meeting is to get the program off

to the best possible start. The importance you attach to the kick-off

meeting will influence directly the importance your participants attach

to the program. The primary goals of this conference are:

1. Help the participants know each other and feel comfortable about

discussing their goals and work place situations.

2. Help the participants understand the concepts of the program

and be enthusiastic and excited about their participation.

3. Deliver and explain the proper use of the program materials

and the benefits to be gained by using them in the prescribed

manner.

4. Review the assignments for the first week and answer any

questions they might have about the program, conferences, or

methodology.

The basic kickoff does not vary in purpose or form. The Kickoff

Conference normally runs three hours in length depending on the

number of participants.

The sequence of the Showcase kick-off is:

1. Welcome and Introduction (10 minutes) :10

2. Icebreaker – Success (10 minutes) :20

3. LMI Concept ( 15 minutes) :35

- Motivation (5)

- Attitude Change (5)

- Conditioning (5)

4. My-Tyme Planners® (25 minutes) :60

5. EPP Program Delivery (15) 1:15

- Distribute (5)

- IS NOT – IS (5)

- Explain Process using L1 (5)

6. Introduction/Kick Off Workshop* (30 minutes) 1:45

- Total Leader/Discussion (10)

- Productivity Challenges (10)

NOTES

- 19 -

- Win/Win Challenges (10)

- Assignment/Triangle of Communication

- Profile

7. LMI Concept – Characteristics (10 minutes) 1:55

8. Closing & Power Thought (5 minutes) 2:00

Introductions (10 minutes)

“Welcome to the Kick-Off Conference for the Effective Personal Productivity program. My name is (Your Name) and I represent (Company Name). Over the next seven weeks, we will work on improving productivity, both in your business life and your personal life.”

“To get started, I’d like each of you to introduce yourself, your company, and your primary job function.”

Call on each person. After all participants are done, tell them about

yourself and LMI.

Ice Breaker (10 minutes)

The purpose of an icebreaker is to assist you in breaking preoccu-

pation, getting the participants involved, warm them up, and make

them feel comfortable. People are sometimes reluctant to participate

when they are among strangers. Reducing the relationship tension

eases the facilitator’s role.

“Let’s start by talking about the definition of success. What is success?”

Refer to “The LMI Concept” Icebreakers/Pointmakers – use just section #1 SUCCESS found on pages 1 - 2

LMI Concept (Part I) (15 minutes)

The purpose of the LMI Concept is to help participants understand

why the process we use is so important in the success of the program.

It also helps in opening up the mind to new ways of looking at

themselves and their surroundings. The LMI Concept has six parts.

NOTES

- 20 -

NOTESThey are:

• Success(justcoveredastheicebreaker)

• Motivation(5minutes)

• AttitudeChange(5minutes)

• Conditioning(5minutes)

• ThreeCharacteristicsofSuccessfulPeople(5minutes)

• TheSlightEdge(5minutes)

The first four parts are covered in the beginning of the kick-off meet-

ing and the last two parts are covered at the end of the meeting.

Script for Motivation & Attitude Change found in the “The LMI Concept” Icebreakers/Pointmakers. Use just sections #2 MOTIVATION, #3 ATTITUDE CHANGE, and #4 CONDITIONING found on pages 2 – 7.

Distribute My-Tyme® Success Planners (25 minutes)

a. Distribute the pre-assembled My-Tyme® planners and have the

participants complete the cover page/information sheet. Have

the participants complete Section 2 of the registration card and

return to you. You will need to fill in any missing information,

including your 5 digit LMI number and mail to Waco, TX after the

meeting.

b. Have each participant open up the My-Tyme® Owner’s Manual

and/or the first couple of pages in the planner to “The Ten

Commitments” and review each item with them.

c. Review each of the index tabs and contents with the participants

covering:

• Index

• Notes/Journal

• Goals

• Tracking

• Communication

• FuturePlanning

d. Have the participants turn to the current monthly tab and review

the following for Monthly Planning:

- 21 -

NOTES • Mission/Purpose

• PersonalGoals

• BusinessGoals

Assignment: complete monthly planning for the current month.

e. Have the participants turn to the “Month-at-a-Glance” section.

Have them schedule the remainder of their conferences on the

Monthly Calendar pages.

Assignment: move appointments and commitments from existing

calendars, note pads, post-it-notes, etc. to the “Month-at-a-

Glance” section.

f. Explain the use of the Daily Organizer and 1-31 Day Tracking

pages.

Assignment: Start planning daily and have the participants list

Listen, Read, and Plan of Action on the 1-31 Day Tracking sheet.

Ask them to track each day that they do each of these items.

Explain that the 1-31 Day Tracking sheet is a tool that is used to

help them develop habits and they can add any item they wish

that they want to develop a habit of doing.

g. Explain how to use the conference planner.

Assignment: Ask the participants to give a Conference Planner

to each person they communicate with every day. Ask them to

use it with each person and be prepared to share their results at

next week’s conference.

Distribute EPP Programs (15 minutes)

Distribute the EPP programs to all the participants.

“Before we get involved in the details of the program, let me assure you about what the program IS and IS NOT.”

“IT IS NOT• Amentalstraightjacket.Thisisnotanewtheoryoridea.You’ll

find all the concepts in the program practical and flexible.• Asetofpatanswers.Weallknowthatinaleadershiporman-

agement situation there are no pat answers – only principles that can be applied to a situation.

- 22 -

NOTES• Alectureseries.Thiswillnotbeaseriesofspeeches.Itisaprogram you participant in.”

“IT IS• Astimulustoyourthinking.Whatyoufindintheprogramisnotas

important as what it helps you find in yourself.• Aplacetocollectthe“best”ideasfromyouandthegroup.Itcan

become your encyclopedia of leadership and management prin-ciples at work.

• Itisaprograminwhichyoulearnbydoing.Therearemanyideaswhich sound good in the classroom, but do not produce when you are back at work. In this program you will get to apply what you learn as you learn it.”

Have the them open up their EPP manuals. Explain the process

used in the program, FOR MAXIMUM BENEFITS FROM EFFECTIVE

PERSONAL PRODUCTIVITY found at the beginning of the manual.

Review how the program works, the contents of the program,

layout of each lesson, use of CD’s, Conference Planner/Imperative-

Important Cards (when in an environment where they can’t take

their planners such as manufacturing plant floor), and how to get

maximum benefits.

Review course schedule and have the participants enter into the

Month-at-a-Glance pages. Explain how missed meetings and

make-ups will work. Participants are still expected to complete all

assignments. A make-up session with the Facilitator is required

prior to the following weekly session (i.e. 1 hr before the session, via

conference call or video conference, or as schedules allow).

Introduction/Kickoff Workshop (30 minutes)

The Introduction/Kickoff Workshop consists of 3 parts, each

approximately 10 minutes in length. They are:

1. Total Leader and Discussion

2. Productivity Challenges form

3. Win/Win Challenges which includes the explaination of the

Triangle of Communication and Assignments.

4. Set 7-Day Goals.

- 23 -

NOTESYou have two options for The Total Leader and Discussion. You can

explain the Total Leader Concept while drawing it on the board, or

you can ask the participants to read as they listen to the recording

from the Introduction CD. It is about 7 ½ minutes long. Ask them

to either highlight or underline important items. At the end of the

recording, or explanation of the Total Leader Concept, discuss the

importance of personal organization and productivity as a pre-

requisite for Leadership Development.

Continuing with the process, have them go to the Productivity Challenges form and complete it. Ask if they have learned or

confirmed anything from completing the exercise. Do they have

any areas they can and would like to improve.

Go to the Win/Win Agreement and have them write their most critical

challenges. They can use some of the insights from completing

the Productivity Challenges form. Discuss the Triangle of Communication and the importance of working with their Mentor.

Assignment: Ask the participants to review their Productivity

Challenges form with their Supervisor/Mentor along with the Win/

Win Agreement, and bring the completed forms to the next meeting

along with the completed Participant Profile. They should read all

the written text behind the Introduction / Kick Off tab, highlighting

and making notes as they read.

Explain the process used each week in setting Weekly Goals. Have

each person give you one Business and one Personal goal they

will accomplish within the next 7-days. This is to get them use to

setting weekly goals. After the Win/Win agreement is completed the

business 7-day goal should be in relationship to the Win/Win goal.

LMI Concept (Part II) (10 minutes)

• ThreeCharacteristicsofSuccessfulPeople(5minutes)

• TheSlightEdge(5minutes)

Script for Three Characteristics of Successful People & The Slight Edge, found in the “The LMI Concept” Icebreakers/Pointmakers. Use just sections #5 THREE CHARACTERISTICS OF SUCCESSFUL PEOPLE & #6 THE SLIGHT EDGE found on pages 7 - 8.

- 24 -

NOTESClosing Power Thought (5 minutes)

Review the assignments for the week and remind the group about the

importance of reviewing the program and assignments with their man-

ager.

Send the group off on a high note by sharing how excited you are about

leading this group and working with them toward the accomplishment

of their goals.

Close with a “Motivational Power Thought”:

“When you set goals for yourself, they work in two ways: You work on them and they work on you.” - Anonymous

- 25 -

NOTES Productivity Improvement Goals Workshop

The objective of the Productivity Improvement Goals Workshop is to

further clarify the goals and action steps the participants will take dur-

ing the program.

The sequence of the Productivity Improvement Goals Workshop is:

1. Icebreaker (5 minutes) :05

2. Assignment Review (10 minutes) :15

3. Win/Win Agreement (5 minutes) :20

4. Goal Planning Ssytem forms (60 minutes) 1:20

5. My-Tyme Review (15 minutes) 1:35

6. 7-day goals (15 minutes) 1:50

7. Assignments (10 minutes) 2:00

Ice Breaker (5 minutes)



them feel comfortable. Reducing the relationship tension eases the

facilitator’s role.

“Let’s take a trip together . . .”

Refer to Icebreakers/Pointmakers – “Goal Setting 101” found on pages 6 - 8.

Assignment Review (10 minutes)

1. Listen and Read

Your assignment was to listen to the CD and read in your EPP

manual a combination of six times (preferably once a day). Read

and listen together at the same time at least once and highlight

or underline and make notes in the notes column.

• Introduction&KickOffsection

• ProductivityImprovementGoalssection

Note: The recording contains only partial content.

- 26 -

NOTES2. Productivity Challenges

“Turn to the Productivity Challenges form at the end of the reading

material behind the Introduction and Kick Off tab. What did you

learn by completing this and reviewing it with your mentor?”

Win/Win Agreement (5 minutes)

Ask participants to turn to the last page of the “Introduction / Kick

Off” section of the EPP manuals to the Win/Win Agreement form.

“What did you learn by reviewing this form with your Manager/Men-

tor” Did he agree with your challenges? Were you able to come

to an agreement on the program goals and how you were going to

measure the success of those goals?

Option: Instructions for helping participants complete the Win/Win.

If you are working with the group to complete the Win/Win in class

follow these instructions.

“In order for you to determine what you want this LMI program to

achieve, I’d like to work through the development of a Win/Win

Agreement. The Win/Win Agreement allows us to clarify our expec-

tations about the program, and to identify the challenges that you

want to address as a result of the course.”

“Take a moment to think about the critical challenges that you face

on the job. In reality, of course, most work challenges are communi-

cation, organization, productivity, or team development challenges.”

“What are the three most critical business challenges and two most

critical personal challenges in your area of responsibility? What are

the challenges that you face on the job every day that are prevent-

ing you from generating greater results? Please take some time to

think about the question, then write down your answers in the space

provided.”

These critical challenges will, in turn, suggest tentative goals and

objectives which participation in the program will help to achieve.

- 27 -

NOTESMake sure each participant has written down five items before you

proceed to prioritization. If a participant has difficulty, help him or her

think through recent experiences and situations that might indicate

or have generated a challenge.

“Now, prioritize the items you’ve listed. What is most important?

What is next? Number the items on your list from 1 to 5.”

Once everyone has had a chance to generate and prioritize their list

of challenges, go around the room and ask each participant to share

what their number one critical challenge is and write the item on the

board. As you move from one person to another, if their number one

challenge is already listed, ask them to give you the next challenge

listed. Usually you will end up with about twelve items listed before

the participants run out of challenges.

When you write a participant’s challenge on the board, expand it to

include all aspects of the challenge. For example, it they say inter-

ruptions is the most critical problem, list interruptions and add inter-

nal, external, controllable, and uncontrollable. This will prevent other

participants from giving a variant of the same challenge.

When you have completed the exercise, summarize by saying,

“it appears that many of us face similar challenges in our positions.

The technical aspects of our positions may be different, but the lead-

ership and management functions we do on a day to day basis and

the challenges we encounter in doing our jobs are similar.”

Goal Planning Ssytem forms (60 minutes)

Have the participant’s turn to pages 5 – 11 and the sample Goal

Planning System sheets found in the “Introduction/Kick Off” section.

Also have them turn to the yellow “Goals” tab of the planner where

other blank goal sheets are found.

Have each participant take the number one goal to be accomplished

by their participation in the program and ask them to write it on the

Goal Planning System form. Then walk the group through each

step of the form. After you have walked through and completed a

Goal Planning System form with the group, ask the group to com-

plete a Goal Planning System form on each of their Win/Win goals,

- 28 -

NOTESalong with creating graphs or charts for measurement. These are the

goals that the participant and the program are going to be measured

against.

Have participants continue working on additional Goal Planning

Ssytem forms as time allows.

My-Tyme Review (15 minutes)

Discuss with the class the contents of the planner. Begin with “The

Ten Commitments”, followed by “Monthly Planning Steps” Ask them

about the Weekly Planning Steps and the Daily Organizing Steps

they have started to use.

Review with the class the following items.

• Useonlyonesystem

• Schedule5–10minuteseverymorning(orthenightbefore)to

plan and organize each day.

• RecordonyourdailypagesyourImperativeandImportantaction

steps each day. Don’t forget to include listening and reading the

lesson material and completing written assignments.

• Merge all other commitments, appointments, etc. into your

planner, if you haven’t already done so.

• Eliminate all post-it-notes and scratch pads and use the

conference planner pages, if you haven’t already done so.

• Closeouteachday.

7-Day Goals (15 minutes)

Review the 7-Day Goals from last week. The Weekly Goals Accom-

plished (form 0.3) found behind the Productiviity Improvement Goals

tab is used to record their weekly goals.

Explain to the participant’s that they will be expected to identify a

7-day goal each week. Setting these goals will help them move

toward the accomplishment of their Win/Win Agreement goals.

These action steps most likely will come from the Plan of Action

steps found on the Goal Planning System sheets. Explain they will

be expected to share their goals each week, as well as report out on

progress each week.

- 29 -

NOTESHave them plan when they will work on their 7-day goals throughout

the week and come prepared to share with the group their

accomplishments. Going forward, then ask the participants to write

these goals in their My-Tyme® planners and Participant’s Feedback

Sheets located in each lesson.

Assignments (10 minutes)

Using the EPP Program, review the assignments for the next class

with the participants.

• ListentotheCDand/orreadthelessonmaterialforaminimum

of six repetitions.

• Highlight/underlineandmakenotesintheNotesColumn.

• Identifythemostvaluableideaanddeterminehowyouhaveor

will apply it.

• CompletetheApplication&Actionquestions.

• CompletethePlanofActionexercises(reviewforms).

• Schedule time andmeet with yourManager/Mentor to review

your High Payoff Activities(HPA’s).

• Schedule in your planner when you plan to work on your

assignments.

• CompleteyourOnlineFeedback -due theeveningbeforeour

next session.

• IdentifyMinutesRedirectedthisweekaswellasallthequestion

on the Participant Feedback form.

Win/Win and 7-Day Goals

• EnteryourfinalWin/Wingoalsonline

• CompleteaGoalPlanningSystemformforeachofyourWin/Win

Goals.

• SetupatrackingandmeasurementtoolforeachWin/WinGoal.

• Classify “behavioral” goal as business or personal for online

feedback and remain consistent throughout the course.

• Identify one 7-day goal for each Win/Win goal that you will

accomplish this week and decide which one(s) you will be sharing

with the group. Track progress on Weekly Goals Summary sheet.

Come Prepared each week to share your accomplishments and

your new 7 -Day Goals.

- 30 -

NOTESClosing Power Thought

“Champions are champions not because they do anything extraordinary, but because they do the ordinary things better than anyone else.” - Chuck Noll

- 31 -

NOTES NOTES LESSON ONE

THE NATURE OF PRODUCTIVITY

The objective is to understand the importance of time and to establish a

definition of productivity applicable to their work situation.

What you need for the conference:

EPP Conference Guide

Your EPP Program

Your My-Tyme

Sixteen Squares instructions

Large flip chart paper and easel

Copies of the Power Thoughts for each individual

Room set-up conference style

Refreshments

Sequence:

1. Opening & Icebreaker (10 minutes)

2. Feedback & Review (90 Minutes)

3. Summary & Assignments (15 minutes)

4. Closing Power Thought (5 minutes)

Opening & Icebreaker (10 minutes)



them feel comfortable. Reducing the relationship tension eases the

facilitator’s role.

Begin the session with a welcoming statement and the “Sixteen

Squares” icebreaker. Refer to Icebreakers & Pointmakers – “Sixteen Squares” found on page 5.The goal of this icebreaker is

to illustrate the value of looking beyond the obvious, often referred

to as “out of the box” or “possibility” thinking.

- 32 -

NOTESFeedback & Review (90 minutes)

Before each conference, review the goals set during the Kick-off

conference, which should be in your Conference Notebook, and

make note of how this lesson pertains to the goals set by the com-

pany and/or the participants. This will help you in asking the right

questions and will help the participants gain insight into the action

and behavioral changes necessary to accomplish their goals. Keep

in mind that your responsibility is to facilitate the program to their

goals, not to just facilitate the program.

This section of the conference is where you review accomplishments

from the previous week. Pull out a Participant’s Feedback Sheet and

follow the outline.

1. Application & Action

The purpose in starting with review of the Application & Action

questions is to get the participant immediately engaged in dis-

cussion and not putting participants in a potentially negative

mode if they didn’t read and listen as instructed. Get everyone

off on a very positive note and ensure each participant is experi-

encing positive results and discussion.

Start with question #1 and ask who would like to share their re-

sponse. You may want to call on individuals to ensure rotation so

one individual doesn’t dominate the discussion.

2. I listened ___ times and read ___ times

Ask each participant to share the number of times they listened

and read. Congratulate or challenge each participant for their

efforts. When challenging a participant, always ask what held

them back from completing the assignment and ask if the person

would like to hear suggestions from other participants and then,

allow others to comment.

Keep track of how many times each participant listened and read

the assignment.

- 33 -

NOTES3. Most Valuable Idea

Ask participants to share their most valuable idea and how they

applied that idea or will apply it. Participants are encouraged to

apply the most valuable idea between classes and to schedule in

their planner the day and time the assignment will be completed.

This way, each week they will come to class with a positive feel-

ing regarding setting and accomplishing goals. Ask them what

results they got (or expect to get) from applying the idea and

how the idea will help them achieve their Win/Win goals.

4. 7-Day Goals

Ask participants to share what they accomplished in achieving

their business and personal goals. What worked or didn’t work

and how would they improve the process? Was their action by

choice or circumstance? What prevented completion? Do they

still want to accomplish the goal? Also, ask if they scheduled the

goal in their planner. Participants are encouraged to set weekly

goals they can accomplish between classes and to schedule in

their planner the day and time the goal will be completed. This

way, each week they will come to class with a positive feeling

regarding setting and accomplishing goals.

5. Minutes Redirected

Ask each participant to record the approximate number of min-

utes redirected from low payoff activities to high payoff activities,

i.e. improved productivity, for the week utilizing the principles of

the EPP lesson content.

6. Plan of Action Exercises

LMI programs are designed to be action oriented. Each lesson

has a Plan of Action section. Follow the exercises, question-

naires, or forms found in each lesson of the EPP manual. Ask

participants to share their insights and what they learned from

each of the exercises.

In Lesson One you start with the Definition of Productivity (form

1.1) Be careful not to invest all your time on one or two forms.

- 34 -

NOTESAsk different individuals to respond as you cover the different

forms from the Plan of Action section. Walk around the room and

look at the forms so you can see the extent of detail each person

put into the form and congratulate those who went the extra mile

in completing their assignments. Reinforce that they will get out

of the program what they put into the program.

7. My-Tyme® Success Planner Review

ReviewAsk each participant to comment on and share how often they

write in their planner and how it has proven to provide value.

What results have they experienced.

a. What results have you experienced using the My-Tyme?

1. Using one system?

2. Using the monthly planner to schedule your appointments

and commitments that you make to yourself for a block of

time?

3. Taking 5-10 minutes to organize each day?

4. When are you planning and closing out each day?

Before leaving the office

In the Evening

In the Morning

b. Additional uses of the My-Tyme

After you have planned and organized each day, the next step

is to prioritize each day. Put first things first. “If you fail to

prioritize you’ll allow the happenings of the moment to become

the priority.”

Prioritizing Prioritizing starts with using the ABC method.

A- Stands for Must Do. It is both urgent and important. Not com-

pleting it could lead to serious consequences. Place these in

the imperative section.

B- Stands for important-should do but it’s not urgent.

- 35 -

NOTESC- Stands for things you would like to do but if you put off pose

no serious consequences.

D- Is for delegate. Use the letter of the persons name you intend

to delegate it to.

Group TasksThe next step is to group tasks by prioritizing each letter numeri-

cally in order of priority that you want to accomplish them.

Example:

A1, A2, A3.... B1, B2,.... C1, C2.... D1, D2....,

• OrganizeeachdayfromgoalsandHPA’s(askforexamples)

• Review1-31DayTrackerexamples

• MonthlyPlanningsteps

• Closeouteachday

• Reviewbenefitsofplanning,organizing,andprioritizingeach

day

• Additionaluses

Closing out each dayAfter completing a task block out the double line using the task

completed symbol beside each task.

Whenever you initiate a task and do not complete it put a dot

between the double line. It means that you started but had to go

on to the next task. Put a dot beside the task and go on to the

next priority.

Example: Phone calls. You make the call but get a busy

signal, voice mail, or the person was in a meeting, etc.

Throughout the day and before moving your dayfinder to the

next day, all tasks need to be either completed or transferred.

Before transferring a task, rewrite the task on the day you intend

to complete it. Then use the transferred symbol by running a

horizontal line through the double line beside the task.

Only after you have closed out your day have you earned the

right to move your dayfinder. This is how you can guarantee

yourself that nothing will ever slip through the cracks.

- 36 -

NOTESReview the note pageWe recommend using the note pages opposite each daily page

and start recording on it all of your notes that you would normally

record on post it notes and scratch pads. Clear your desk of all

these note taking devices and start recording everything on your

note page. If you need more than one page simply keep adding

additional pages. Some days are going to be two or three note

page days.

As you are recording these commitments on the note page,

number them. During the day and before moving your dayfinder,

each commitment needs to be closed out using the task trans-

ferred or task completed symbol. Again if you’re recording ev-

erything on the note page and closing it out before moving your

dayfinder, you will get things done and nothing will slip through

the cracks.

Organize each day from your goals and high pay off activities

Turn to goals and projects page on the back side of the monthly

planner. Under the high payoff activities, record your top 6 high

payoff activities from Lesson 1 in the Plan of Action. Then tomor-

row, when you organize each day, review your high payoff activi-

ties so that your organizing your time around them.

1-31 day tracking

Beside the Goals and High Payoff Activities page is the 1-31 day

tracking sheet. It’s another tool available to measure your effec-

tiveness. It can be used to track your goals and high payoff

activities.

Review your list of high payoff activities. Which one if done con-

sistently and on a regular basis would produce the greatest re-

sult? Track it and measure it.

Another method of tracking the amount of time your spending

on high payoff activities is blocking the time on your monthly

planner.

- 37 -

NOTESMy-Tyme Assignments

1. For the next 7-days, continue to follow the 7 daily organizing

steps. Where would you record this assignment in your My-

Tyme?

Answer: Action steps (Determine if Imperative or Important)

and 1-31 day tracking sheet.

Example:

(organizing each day/ 7 steps ) abbreviated.

2. Consider how you will use your My-Tyme to schedule and

track your program assignments for the week.

Examples: Use the 1-31 day tracking sheet to track your daily

listening.

Schedule time to complete lesson assignments.

8. Additional Results

Ask the participants to share any additional results they achieved

after completing the lesson. Additional results could be residual

effects in their professional and/or personal lives. Example, “I

scheduled personal projects in my planner and completed them

which made my spouse very happy.”

Summary & Assignments (15 minutes)

In this section, briefly recap what was accomplished in the current

lesson and review with the participants the lesson for next week.

This includes the lesson content, Plan of Action, and Participant’s

Feedback Sheet.

1. Contract Score

The Participant’s Feedback Sheets are scored on a weighted rat-

ing system. Each item on the PFS has an assigned value which

varies based on the importance and/or effort it takes to complete

each assignment. Participants are allowed to score the item on

the “honor system”.

- 38 -

NOTESProvide the scores for each assignment, have the participant

total their score, and enter into the “Score” section in the top left

corner of the Participant’s Feedback Sheet. (While the participants

are doing this, you can fill out your Attendance/Performance

Record.) Ask each participant to share their score and track this

on a performance graph for review in the Mid-course and Post-

Course reviews with the EDM.

If an individual scored low because they didn’t complete all the

assignments, ask them what happened that prevented them from

doing so, and help them think through what they would have to

do differently to accomplish them. You can open the discussion

to the group for suggestions, but watch your time. Avoid lengthy

discussions on any one person’s challenges.

NOTE: Participant’s Feedback Sheet Point Values can be found

at the end of this guide.

2. Next Lesson Preview

Distribute next week’s lesson assignments. Review the assign-

ments and remind the group of any time-sensitive exercises.

Challenge participants to complete all homework two to three

days prior to class, to allow them to practice the behaviors intro-

duced in the lesson.

3. 7-Day Goals

Have each person set at least two 7-day goals and have one or

two of them read what they wrote. Ensure that the goals they

write are S.M.A.R.T. goals. Also ask them to write their goals on

the facilitator’s copy of the Participant’s Feedback Sheet they will

be turning in. Within two days review their feedback forms. If you

have any questions on what they wrote call them for clarifica-

tion.

If at any time during the conference a participant says they want

to do something specific to help them achieve their goals, have

them write what it is they are going to do in any of the numbered

- 39 -

NOTESblank spaces on the Participant’s Feedback Sheet. This will be-

come one of their assignments for the week and provides you a

method of follow-up.

At the end of the Summary & Assignments section of the confer-

ence, collect the Participant’s Feedback Sheets.

Closing Power Thought (5 minutes)

Close each week’s conference with a motivational power thought.

“Whatever you vividly imagine, ardently desire, sincerely believe,

and enthusiastically act upon, must inevitably come to pass.”

PaulJ.Meyer

This will close your session on a positive note.

_____

- 40 -

NOTESLESSON TWO

PRODUCTIVITY THROUGH GOALS ACHIEVEMENT

The objective is to achieve work goals by using time management

techniques.



Your EPP Program

Your My-Tyme




Refreshments

Sequence:






Open with a welcoming statement and the "Personal Success Plan". Distribute copies of the "Personal Success Plan" (Order #LS038005) Discuss the five key points and encourage everyone to frame this and hang it in their office.

Feedback & Review (90 minutes)

Before each conference, review the goals set during the Kick-off confer-

ence, which should be in your Conference Notebook, and make note

of how this lesson pertains to the goals set by the company and/or the

participants. This will help you in asking the right questions and will

- 41 -

NOTEShelp the participants gain insight into the action and behavioral chang-

es necessary to accomplish their goals. Keep in mind that your respon-

sibility is to facilitate the program to their goals, not to just facilitate the

program.



follow the outline.



















the assignment.

3. Most Valuable Idea





- 42 -

NOTESThis way, each week they will come to class with a positive feel-


results they got (or expect to get) from applying the idea and how

the idea will help them achieve their Win/Win goals.

4. 7-Day Goals






















In Lesson Two you start with the Personal Productivity Analysis

Worksheet (form 2.1) Be careful not to invest all you time on one

or two forms. Ask different individuals to respond as you cover

the different forms from the Plan of Action section. Walk around

the room and look at the forms so you can see the extent of detail

each person put into the form and congratulate those who went

the extra mile in completing their assignments. Reinforce that

they will get out of the program what they put into the program.

- 43 -

NOTES7. My-Tyme® Success Planner Review

ReviewReview with the benefits of planning, organizing, and prioritizing

each day using your My-Tyme. Select a few of the following items

for discussion.

1. Benefits of organizing each day around your goals and high

payoff activities. (Following the seven daily organizing steps)

2. Scheduling blocks of time for high payoff activities on the

Monthly Planner.

3. Prioritizing each day. How often this week did your prioritize

your day? What were the benefits?

4. Recording your accomplishments.

5. Using the note page to record all your commitments and

promises in one place.

6. Closing out each day (moving the dayfinder).

7. Tracking your progress using the 1-31 day tracking sheet.

Additional uses of the My-Tyme. Read through each monthly

planning step. Show participants each step in their My-Tyme.

1. Turn to the monthly planning steps in your My-Tyme. Let’s

review how you can start planning each month.

2. Turn to the Goals tab. This is where you can start recording

your affirmations.

3. Under the Communications tab, find the Conference Planners.

You can start recording many of your thoughts, questions,

and ideas you want to discuss with others by grouping them

under a persons name or topic. Recording this mind traffic

on the conference planner can prevent many interruptions

from happening. Set up a conference planner with those

people you frequently interact with and start grouping your

questions.

- 44 -

My-Tyme Assignments

1. Block adequate time this week on your monthly planner to

plan the upcoming or current month. Open your monthly

planners and block some time this week to plan your month

using the monthly planning steps as your checklist.

Remember: All monthly planning should be completed by

the 4th Saturday of the month for the next month.

2. Record in your My-Tyme when you’re going to read and listen

to Lesson Three.

3. Record the action steps you are taking to achieve your

personal and business goals in your My-Tyme.

4. Record in your My-Tyme what days you will be logging

interruptions on the Interruption Analyzer form 3.2.

5. Record in your My-Tyme when you will complete the additional

forms from Lesson 3.

6. Start recording your ideas, thoughts, and questions on the

conference planner this week.

7. Have the participants cut out pictures that represent their

most important goals and place them on the Visualization

Sheet form 2.5 provided at the end of Lesson Two.





Feedback Sheet.

1. Contract Score






NOTES

- 45 -

NOTESProvide the scores for each assignment, have the participant





on a performance graph for review in the Mid-Course and Post-
















3. 7-Day Goals







tion.




- 46 -

NOTESblank spaces on the Participant’s Feedback Sheet. This will

become one of their assignments for the week and provides you

a method of follow-up.





“If you are not making the progress you would like to make and are capable of making, it is merely because your goals are not clearly defined.” PaulJ.Meyer


_____

- 47 -

NOTES LESSON THREE

INCREASING PRODUCTIVITY THROUGH MANAGING PRIORITIES

The objective is to establish work priorities for increasing personal

productivity.



Your EPP Program

Your My-Tyme




Refreshments

Sequence:






Open with a welcoming statement and the “Wheel of Life” exercise using the Wheel of Life printed on the front of the Goals tab in the My-Tyme. Have participants mark each spoke of the wheel with the percentage of development they have achieved in each area of their life. The hub of the wheel would represent zero percent, and the outer rim, one hundred percent developed. Ask them to mark their scores directly on each spoke and then connect the marks.

Take note of any flat spots or extremites, suggest the percentants set a goal for positive change in those areas.

- 48 -


Before each conference, review the goals set during the Kick-off confer-

ence, which should be in your Conference Notebook, and make note

of how this lesson pertains to the goals set by the company and/or the

participants. This will help you in asking the right questions and will

help the participants gain insight into the action and behavioral chang-

es necessary to accomplish their goals. Keep in mind that your respon-

sibility is to facilitate the program to their goals, not to just facilitate the

program.



follow the outline.



















the assignment.

- 49 -










4. 7-Day Goals






















In Lesson Three you start with the Communication Analysis

Worksheet (form 3.1) Be careful not to invest all you time on

one or two forms. Ask different individuals to respond as you

- 50 -

NOTEScover the different forms from the Plan of Action section. Walk

around the room and look at the forms so you can see the extent

of detail each person put into the form and congratulate those

who went the extra mile in completing their assignments. Rein-

force that they will get out of the program what they put into the

program. REMEMBER TO LEAVE TIME FOR THE MID-TERM

EVALUATION.


ReviewReview last week. Discuss new uses of the My-Tyme.

1. Open up your My-Tyme to Monthly Planning Steps. Any

questions on the Monthly Planning Steps? What have been

the benefits of planning your month?

2. What affirmations have you recorded in your My-Tyme?

How have affirmations helped you to stay focused this past

week?

3. Using the 1-31 day tracking sheet, what have been the results

of using this tracking system?

4. What were the results of using the conference planner this

week? Did it help reduce the frequency of interruptions?

Additional uses of the My-Tyme and its forms

1. The Wheel of Life

If you did not do the Wheel of Life exercise for the Icebreaker,

turn to Goals tab, and on the outside of the tab you will find

the Wheel of Life. I would like you to prioritize each area of

life in order of importance to you. Put a number beside each

spoke of the wheel to indicate it’s priority. Next, record some

goals in the space provided on the front of the month at a

glance that you would like to accomplish this month, starting

with your most important area of life.

2. Managing Communication

Another method of managing your communication is to file

your Conference Planners alphabetically behind the blue

A/Z phone directory tabs. If you have a number of people

- 51 -

NOTESto communicate with and projects to complete, filing your

Conference Planners alphabetically will help you find your

notes quickly.

Show participants how they can file their conference planners alphabetically behind the blue A/Z Phone Directory/Tickler File tabs

CONFERENCE PLANNER

Books Bob Bowling

Example -Books to Read -Bob, the person you report to

-Bowling scores

3. Index Pages

If you are recording a lot of information on note pages each

day and it comes time to close out your notes, you may have

a need to use the index page. Lets say you’re on the phone

with a customer. You give out some important information to

the customer and you documented it on the note page. At

the end of your phone conversation, you decide to close out

your notes. However, there is no further action to be taken

with the customer -- but you decide that you would like to find

this conversation if necessary again in the future. Where do

you record it so you can find it in the future?

Answer: Index Page. You would record the date of the meeting,

the event, and where the information is located.

Example:

Date INDEX Location

Notes2/14 Gave prices to ABC Company to complete programming

- 52 -

NOTES4. Think of your My-Tyme as a commitment book. Make a

commitment to handle each piece of paper once. If it needs to

be delayed because its not the most valuable use of your time

now, remove the paper from your desk and place it into a file.

Then record in your My-Tyme when you intend to complete it.

Beside the task you would also record in parenthesis where it

is located.

Example:RespondtoJoe’sMemo(P.F.)

It can be found in your Pending File.

If anything comes across your desk that will require a large block

of time to complete, file it and then schedule a block of time for it

on the monthly planner.

My-Tyme Assignments

1. Schedule a block of time to work on the Wheel of Life this

week. Make a list of Goals for the most important areas of life

and prioritize them in order of importance to you.

2. Set up your Conference Planners alphabetically for easy ref-

erence.

3. Use the Index pages to index important information and

events when your closing out each day.

4. Record the action steps to achieve your 7-day goals in your

My-Tyme.

5. Complete a Goal Planning System form on an important

communication goal this week and start scheduling the ac-

tion steps in your My-Tyme.

6. Handle each piece of paper only once. Remove from your

desk all paperwork you are not working on and record in your

My-Tyme when you will complete it. Keep your desk free for

only the tasks you are currently working on.

7. Use the Imperative and Important Project List to record proj-

ects you want to complete in the upcoming months. This can

be found on the back side of the Monthly Planner for each

month.

- 53 -

NOTESSummary & Assignments (15 minutes)




Feedback Sheet.

1. Contract Score






Provide the scores for each assignment, have the participant





















- 54 -

NOTES3. 7-Day Goals







tion.




blank spaces on the Participant’s Feedback Sheet. This will be-







“I recommend you take care of the minutes, for the hours will take core of themsleves.” -PaulJ.Meyer


_____

- 55 -

NOTES LESSON FOUR

IMPROVING PRODUCTIVITY THROUGH COMMUNICATION

The objective is to improve Personal Productivity through the use of

Communication Techniques.



Your EPP Program

Your My-Tyme




Refreshments

Sequence:






Open with a welcoming statement and then tell the participants you are going to demonstrate to them how to improve their memory through “Experiential Learning.” The scripts and worksheets for this exercise are found behind the “Icebreakers and Point Makers” guide.



conference, which should be in your Conference Notebook, and make

note of how this lesson pertains to the goals set by the company and/

or the participants. This will help you in asking the right questions and

- 56 -

NOTESwill help the participants gain insight into the action and behavioral

changes necessary to accomplish their goals. Keep in mind that your

responsibility is to facilitate the program to their goals, not to just facilitate

the program.



follow the outline.



questions is to get the participant immediately engaged in

discussion and not putting participants in a potentially negative

mode if they didn’t read and listen as instructed. Get everyone off

on a very positive note and ensure each participant is experiencing

positive results and discussion.












the assignment.






This way, each week they will come to class with a positive

- 57 -

NOTESfeeling regarding setting and accomplishing goals. Ask them

what results they got (or expect to get) from applying the idea

and how the idea will help them achieve their Win/Win goals.

4. 7-Day Goals






















In Lesson Four you start with the Communication Self-Evalua-

tion (form 4.1) Be careful not to invest all you time on one or

two forms. Ask different individuals to respond as you cover the

different forms from the Plan of Action section. Walk around the

room and look at the forms so you can see the extent of detail




- 58 -

NOTES7. My-Tyme® Success Planner Review

ReviewReview last weeks new uses of the My-Tyme.

1. What benefits have you gained as a result of listing some

goals in each area of life.

2. How have you reduced the frequency of interrupting people

using the conference planners?

3. What are some examples of things you indexed this past

week?

4. Are you using the My-Tyme as a commitment book to keep

your desk clean?

5. How are you using the imperative and important project list?

Additional uses of the My-Tyme

1. The Communication Plan

Set up a communication plan with the people you communicate

with on an on-going basis. Each time you meet with them,

record topics to be discussed and all actions as a result of

your meeting. Communication plans are effective for people

that are working on projects. When the team has a meeting

on the project, the topics of the project and actions to be

taken as a result of the meeting can be recorded. If you are in

sales, this form is a great way to keep track of sales interviews

and results over a long period of time.

2. Future Planning

If you are not carrying all the monthly planning and daily

organizing pages with you, you can use the Future Planner

to record long-range commitments, schedules, and events

in the future if you don’t have the current month with you. If

you completed the Wheel of Life exercise you probably have

set some long-range goals that you can start scheduling and

planning for in the future.

- 59 -

NOTESExample:

Trips with family

Birthdays

Anniversaries

Annual events

Convention dates

You can use the Future Planner to track goals and target dates

you want to accomplish by a certain day or month in the future.

My-Tyme Assignments

1. Complete a Goal Planning System form on your most impor-

tant goal from the goals you listed from the Wheel of Life.

2. Begin using the daily organizing, monthly planning, and fu-

ture planning pages for when you are going to accomplish

your most important goal you identified on the Wheel of Life.

This goal should be on a Goal Planning System form.

3. Block some time this week on your monthly planner for goal

planning.

4. Using the communication plan begin recording your com-

munication actions for an important project or with an indi-

vidual you are working with to achieve a specific goal.

5. Track the number of times you listen and read Lesson Five in

your My-Tyme.

6. Record your personal and business 7-day goals in your My-

Tyme.





Feedback Sheet.

1. Contract Score

- 60 -

NOTESThe Participant’s Feedback Sheets are scored on a weighted rat-


























3. 7-Day Goals







tion.

- 61 -

NOTESIf at any time during the conference a participant says they want










“When I tell you, you’ll forget; when I show you, you’ll remember; and when I involve you, you’ll understand.” [Anonymous]


_____

- 62 -

LESSON FIVE

EMPOWERING THE TEAMFOR PEAK PERFORMANCE

The objective is to delegate tasks to work teams as a means of improving

productivity.



Your EPP Program

Your My-Tyme




Refreshments

Sequence:






Open with a welcoming statement and use the script entitled, “There Is Never Enough Time!” found in the “Icebreakers and Point Makers” guide.






will help the participants gain insight into the action and behavioral


NOTES

- 63 -

NOTES NOTESresponsibility is to facilitate the program to their goals, not to just

facilitate the program.



follow the outline.



















the assignment.










- 64 -

NOTES4. 7-Day Goals

















Ask participants to share their insights and what they learned

from each of the exercises.

In Lesson Five you start with the Empowerment Commitment

(form 5.1) Be careful not to invest all you time on one or two

forms. Ask different individuals to respond as you cover the dif-

ferent forms from the Plan of Action section. Walk around the

room and look at the forms so you can see the extent of detail





ReviewReview last weeks My-Tyme assignment.

1. What have been the benefits of completing a Goal Planning

System form from a goal from the Wheel of Life and then

scheduling the time in your My-Tyme to accomplish it?

- 65 -

NOTESNOTES 2. How are you using the future planner?

3. What benefits have you seen using the communication plan

to keep track of conversations on projects and people you

are working with to achieve a specific goal.

Additional uses of the My-Tyme

1. The Delegation Plan

Identify a task that you are currently doing now that you would

like to delegate. Complete a delegation plan on it this week.

Insert the action steps for the delegation plan on the day(s)

you intend to implement the plan.

2. Set up a communication plan for all of your team members.

Keep track of their accomplishments, successes, and areas

for improvement. Keep track of new responsibilities you have

given to them.

My-Tyme Assignments

1. Identify additional tasks you want to simplify or delegate this

week using the Delegation Plan. Insert action steps on the

days you will complete them.

2. Complete the Communication Plans on team members and

begin recording their:

Accomplishments

Things you have delegated to them

Follow-up

New responsibilities

3. Block some time this week to complete the Plan of Action

exercises at the end of Lesson Six and complete the program

review.

4. Block some time to complete the Meeting Planner this week to

plan one of your meetings regardless of the length or number

of people attending and send it out 2 days before the meeting

date.

- 66 -

NOTES5. Track in your My-Tyme the number of times you listen and

read Lesson Six.

6. Record your personal and business 7-day goals in your My-

Tyme.

7. Write us a letter on your company stationery about the benefits

you have gained as a result of using the Effective Personal

Productivity program and the My-Tyme Success Planner.





Feedback Sheet.

1. Contract Score





















- 67 -

NOTES2. Next Lesson Preview





duced in the lesson. Put special emphasis on the Final Evalua-

tion and Program Review.

3. 7-Day Goals







tion.











“Empowerment extends productivity beyond the organizational skill and knowledge of one person; it is the art of enabling others to take action.” -PaulJ.Meyer


_____

- 68 -

NOTES LESSON SIX

INCREASING PRODUCTIVITY OF THE TEAM

The objective is to implement strategies for increasing the productivity

of the team.



Your EPP Program

Your My-Tyme




Refreshments

Sequence:




4. Closing Session (15 minutes)

5. Graduation (15 minutes)


Open with a welcoming statement. If you are having your graduation

and have any special guests attending, open the session by introducing

the guests. Begin the session with this quote.

“This is the beginning of a new day. God has given me this day to use as I will. I can waste it or use it for some good purpose. But what I do with this day is important because I have exchanged a day of my life for it. When tomorrow comes, today will be gone forever. I hope I will not regret the price I paid for it.”

Ask participants to answer this question.

If you can give advice on how to live life, what would it be?

- 69 -






will help the participants gain insight into the action and behavioral


responsibility is to facilitate the program to their goals, not to just facilitate

the program.



follow the outline.



















the assignment.

NOTE: You can group times listened and read with most important

idea and 7-day goals to compress time.

- 70 -




apply the most valuable idea between classes and to schedule

in their planner the day and time the assignment will be com-

pleted. This way, each week they will come to class with a posi-

tive feeling regarding setting and accomplishing goals. Ask them

what results they got (or expect to get) from applying the idea

and how the idea will help them achieve their Win/Win goals.

4. 7-Day Goals






















In Lesson Six you start with the Team Commitment (form 6.1)

Be careful not to invest all you time on one or two forms. Ask

- 71 -

NOTES NOTESdifferent individuals to respond as you cover the different forms

from the Plan of Action section. Walk around the room and look

at the forms so you can see the extent of detail each person put

into the form and congratulate those who went the extra mile in

completing their assignments. Reinforce that they will get out of

the program what they put into the program.


ReviewReview the last weeks new uses of the My-Tyme

1. What have been the results of using these three planning

forms?

Delegation Plan

Communication Plan

Meeting Planner

Ongoing use of the My-Tyme

1. Review each of the 10 commitments and turn them into

habits.

2. Plan and set goals each month.

3. Schedule time for your goals and high payoff activities.

4. Plan, organize, and close out each day

5. Track and measure your progress.

Where would you record these five assignments in your

My-Tyme to continue the habit?

My-Tyme Assignments

1. Explain to participants the Future Planning page and its

benefits.

2. Assign participants the project of transferring all addresses

and phone numbers into the Phone Directory.

- 72 -

NOTESSummary & Assignments (10 minutes)


lesson and review with the participants the information behind the

Follow Up / Review tab.

1. Contract Score






NOTE: Participant Feedback’s Sheet Point Values can be found



Review the Plan of Action items behind the Follow Up / Review tab. Suggest the complete the My Personal Development Plan

form and become a practioners of continuous development.

3. 7-Day Goals

Suggest the participants continue to set 7-day goals and share

them with their mentor as a means of support and accountability

in accomplishing them.



Closing Session (15 minutes)

This is where they get to brag about their accomplishments and

changes they have made during and as a result of the program.

Have participants read and then collect letters from the participants

that you asked them to write last week.

- 73 -

NOTESGRADUATION (15 minutes)

1. Have the special guests attending come to the front of the con-

ference room to help you in the presentation of the completion

certificates.

2. If possible, have someone take pictures of each individual re-

ceiving a certificate, and a picture of the group as well.

3. End your session with the following power thought:

“The most successful leaders are those who recognize the creative potential of every person on their team and make productive use of it.”

- Anonymous

_____

- 74 -

EPP StandardizationAssigned Participant’s Feedback Sheet Point Values

Scored on a weighted rating system. Each item on the Feedback Sheet has an assigned

value which varies based on the importance and/or effort it takes to complete an assignment.

Participants are allowed to score the item on the “honor system”. Each section’s number of

points will be identified in this facilitation guide.

Lesson One through Six: (These remain the same for all Lessons)

1. 10 pts (Application and Action)

2. 10 pts (for total number of 6 repetitions - combination of reading & listening)

3. 10 pts (5 points for having the idea and 5 points of applying the idea)

4. 10 pts (5 points for Business and 5 points for Personal goals attainment)

5. 10 pts (Minutes Redirected)

Lesson One: Plan of Action Point Values1. 10 pts (Definition of Productivity)

2. 10 pts (Productivity Self-Evaluation)

3. 15 pts (HPA’s -5 points completing; 5 points discussing; 5 points actions)

4. 5 pts (Adding to Master List of Goals)

5. 5 pts (Using My-Tyme Planner)

6. 5 pts (Additional Results)

Lesson Two: Plan of Action Point Values1. 15 pts (Personal Productivity Analysis Worksheet – 5 points each day; max 15 pts)

2. 5 pts (Personal Productivity Summary)

3. 5 pts (Time Picture)

4. 5 pts (Using Goal Setting to Improve Productivity)

5. 5 pts (Affirmations/Visualization)


7. 5 pts (Using the My-Tyme)


Lesson Three: Plan of Action Point Values1. 10 pts (Communication Analysis – In and Out)

2. 5 pts (Interruption Analyzer)

3. 5 pts (Low Payoff Activities)

4. 5 pts (Conference Planner)

5. 5 pts (Total Person/Wheel of Life Time Use Evaluation)

- 75 -

NOTES6. 5 pts (Prioritizing Personal Goals)



9. 5 pts (Additional Results & Completion of Mid-Course Review)

Lesson Four: Plan of Action Point Values1. 5 pts (Communication Self-Evaluation)

2. 5 pts (Opportunities for Growth)

3. 5 pts (Goal Planning System)

4. 10 pts (Team Member Communication Styles)

5. 5 pts (Time Managers, Inc.)

6. 5 pts (Communication Affirmations)

7. 5 pts (Improvements in Communications)



Lesson Five: Plan of Action Point Values1. 5 pts (Empowerment Commitment)

2. 30 pts (5 points for Success Attitudes for Delegation; 10 points

for Delegation Chart; 5 points for Levels of Delegation;

and 10 points for Delegation Plan)

3. 5 pts Adding to Master List of Goals)

4. 5 pts (Using My-Tyme Planner)


Lesson Six: Plan of Action Point Values1. 10 pts (Final Evaluation)

2. 5 pts (Team Commitment)

3. 5 pts (Position Description)

4. 5 pts (Development Plan)

5. 5 pts (Meeting Planner)


7. 5 pts (Program Review)


9. 5 pts (Additional Results & Written Testimonial Letter on the

Value of the Course)

** Graph individual scores each week and share with the group. Scores can change from week-to-week if someone goes back and completes something they didn’t initially do. **

- 76 -

NOTES

EFFECTIVE PERSONAL PRODUCTIVITY FacGuide 2014.pdfand/or organizations to participate in a 6-lesson...

Documents

Transcript of EFFECTIVE PERSONAL PRODUCTIVITY FacGuide 2014.pdfand/or organizations to participate in a 6-lesson...