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Download
the complete Virtual TBYL Overview.
This course enhances the productivity of Microsoft ™Office Outlook users by teaching them to create and maintain an Integrated Management System. This system uses Microsoft Outlook and MPS methods and protocols to process a constant stream of incoming electronic and voice mail communications, objectives, next actions and projects.
Participants learn how to focus effectively on the job despite
the non-stop pressure of required--but not necessarily urgent--input,
decisions and actions. Learning a three-phase workflow method,
participants immediately apply the concepts taught to current
work at hand. The flexible system adapts to each participant's
work style and workload.
By the end of the four hour virtual seminar, participants will experience
a sense of relaxed, focused control, with all objectives, projects,
plans, action steps, and information organized in Outlook. Key
issues addressed include: e-mail overload, e-mail protocol, digital
communications, filing, managing multiple objectives and projects,
dealing with interruptions, tracking delegated items, reading
material and integrating personal and professional priorities.
A pre-call and productivity assessment are conducted prior to the four-hour virtual seminar to create appropriate customizations and establish a baseline for measuring results. The seminar takes place online in real time using client's own web conferencing software on laptops and PC's. Following the seminar, participants are provided three one-hour refresher tutorials and MPS TBYL 4Outlook Add-in to reinforce and sustain learning. The post-survey is conducted 4-6 weeks laster to evaluate results and create next actions.
Course Outline
Introduction
- Program overview
- Assessment of current objectives
and challenges
- Review the MPS Workflow Model
Collecting
- Setting up an effective Collecting System
- Collecting commitments and agreements into the Outlook TaskPad
Processing and Organizing
- Setting up an effective Action
System
- Creating Planning & Action categories
- Review the MPS Workflow Model
- Processing e-mail, voice mail, papers
and the Outlook TaskPad using the MPS Workflow Model
- Creating a Total Life To Do list
in the Outlook TaskPad
- Setting up an effective Reference
System using the Outlook Personal Folder list and My Documents
- Use the MPS Four D's to process
e-mail:
• Delete It
• Do It
• Delegate It
• Defer It
- Establish an e-mail protocol:
• Define the To, Cc, and Subject lines
• Create meaningful e-mails
Prioritizing & Planning
- Set up an effective baseline calendar
- Prioritize and plan the Outlook TaskPad
- Plan the week against objectives
and priorities
- Maintain an Integrated Management
System
- Establish boundaries and routines
that support productivity
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