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Personal Productivity
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Corporate Training Materials All of our training products are fully customizable and are perfect for one day and half day workshops. You can easily update or insert your own content to make the training more relevant to participants. Our material is completely customizable and is backed up by a 90 day 100% no questions asked money back guarantee!
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TABLE OF CONTENTS Preface .............................................................................................................................................. 3
What is Courseware? ................................................................................................................................ 3
How Do I Customize My Course? .............................................................................................................. 3
Materials Required ................................................................................................................................... 4
Maximizing Your Training Power .............................................................................................................. 5
Icebreakers ........................................................................................................................................ 6
Icebreaker: Friends Indeed ........................................................................................................................ 7
Training Manual Sample ..................................................................................................................... 8
Sample Module: Setting SMART Goals ..................................................................................................... 9
Instructor Guide Sample ................................................................................................................... 14
Sample Module: Setting SMART Goals ................................................................................................... 15
Activities ......................................................................................................................................... 22
Quick Reference Sheets .................................................................................................................... 25
Certificate of Completion ................................................................................................................. 27
PowerPoint Sample .......................................................................................................................... 29
Full Course Table of Contents ........................................................................................................... 33
Preface
What is Courseware? Welcome to Corporate Training Materials, a completely new training experience!
Our courseware packages offer you top-quality training materials that are customizable, user-friendly, educational, and fun. We provide your materials, materials for the student, PowerPoint slides, and a take-home reference sheet for the student. You simply need to prepare and train!
Best of all, our courseware packages are created in Microsoft Office and can be opened using any version of Word and PowerPoint. (Most other word processing and presentation programs support these formats, too.) This means that you can customize the content, add your logo, change the color scheme, and easily print and e-mail training materials.
How Do I Customize My Course? Customizing your course is easy. To edit text, just click and type as you would with any document. This is particularly convenient if you want to add customized statistics for your region, special examples for your participants’ industry, or additional information. You can, of course, also use all of your word processor’s other features, including text formatting and editing tools (such as cutting and pasting).
To remove modules, simply select the text and press Delete on your keyboard. Then, navigate to the Table of Contents, right-click, and click Update Field. You may see a dialog box; if so, click “Update entire table” and press OK.
(You will also want to perform this step if you add modules or move them around.)
If you want to change the way text looks, you can format any piece of text any way you want. However, to make it easy, we have used styles so that you can update all the text at once.
If you are using Word 97 to 2003, start by clicking the Format menu followed by Styles and Formatting. In Word 2007 and 2010 under the Home tab, right-click on your chosen style and click Modify. That will then produce the Modify Style options window where you can set your preferred style options.
For example, if we wanted to change our Heading 1 style, used for Module Titles, this is what we would do:
Now, we can change our formatting and it will apply to all the headings in the document.
For more information on making Word work for you, please refer to Word 2007 or 2010 Essentials by Corporate Training Materials.
Materials Required All of our courses use flip chart paper and markers extensively. (If you prefer, you can use a whiteboard or chalkboard instead.)
We recommend that each participant have a copy of the Training Manual, and that you review each module before training to ensure you have any special materials required. Worksheets and handouts are included within a separate activities folder and can be reproduced and used where indicated. If you would like to save paper, these worksheets are easily transferrable to a flip chart paper format, instead of having individual worksheets.
We recommend these additional materials for all workshops:
• Laptop with projector, for PowerPoint slides
• Quick Reference Sheets for students to take home
• Timer or watch (separate from your laptop)
• Masking tape
• Blank paper
Maximizing Your Training Power We have just one more thing for you before you get started. Our company is built for trainers, by trainers, so we thought we would share some of our tips with you, to help you create an engaging, unforgettable experience for your participants.
• Make it customized. By tailoring each course to your participants, you will find that your results will increase a thousand-fold.
o Use examples, case studies, and stories that are relevant to the group.
o Identify whether your participants are strangers or whether they work together. Tailor your approach appropriately.
o Different people learn in different ways, so use different types of activities to balance it all out. (For example, some people learn by reading, while others learn by talking about it, while still others need a hands-on approach. For more information, we suggest Experiential Learning by David Kolb.)
• Make it fun and interactive. Most people do not enjoy sitting and listening to someone else talk for hours at a time. Make use of the tips in this book and your own experience to keep your participants engaged. Mix up the activities to include individual work, small group work, large group discussions, and mini-lectures.
• Make it relevant. Participants are much more receptive to learning if they understand why they are learning it and how they can apply it in their daily lives. Most importantly, they want to know how it will benefit them and make their lives easier. Take every opportunity to tie what you are teaching back to real life.
• Keep an open mind. Many trainers find that they learn something each time they teach a workshop. If you go into a training session with that attitude, you will find that there can be an amazing two-way flow of information between the trainer and trainees. Enjoy it, learn from it, and make the most of it in your workshops.
And now, time for the training!
Icebreakers
Each course is provided with a wide range of interactive Icebreakers. The trainer can utilize an Icebreaker to help facilitate the beginning of the course, as it helps “break the ice” with the participants. If the participants are new to each other, an icebreaker is a great way to introduce everyone to each other. If the participants all know each other it can still help loosen up the room and begin the training session on positive note. Below you will see one of the icebreakers that can be utilized from the Icebreakers folder.
Icebreaker: Friends Indeed
Purpose
Have the participants moving around and help to make introductions to each other.
Materials Required
• Name card for each person • Markers
Preparation
Have participants fill out their name card. Then, ask participants to stand in a circle, shoulder to shoulder. They should place their name card at their feet. Then they can take a step back. You as the facilitator should take the place in the center of the circle.
Activity
Explain that there is one less place than people in the group, as you are in the middle and will be participating. You will call out a statement that applies to you, and anyone to whom that statement applies must find another place in the circle.
Examples:
• Friends who have cats at home • Friends who are wearing blue • Friends who don’t like ice cream
The odd person out must stand in the center and make a statement.
The rules:
• You cannot move immediately to your left or right, or back to your place. • Let’s be adults: no kicking, punching, body-checking, etc.
Play a few rounds until everyone has had a chance to move around.
Training Manual Sample
On the following pages is a sample module from our Training Manual. Each of our courses contains twelve modules with three to five lessons per module. It is in the same format and contains the same material as the Instructor Guide, which is then shown after the Training Manual sample, but does not contain the Lesson Plans box which assists the trainer during facilitation.
The Training Manual can be easily updated, edited, or customized to add your business name and company logo or that of your clients. It provides each participant with a copy of the material where they can follow along with the instructor.
Sample Module: Setting SMART Goals Goal setting is critical to your personal productivity. It is the single most important life skill that, unfortunately, most people never learn how to do properly. Goal setting can be used in every single area of your life, including financial, physical, personal development, relationships, or even spiritual. According to Brian Tracy’s book Goals, fewer than 3% of people have clear, written goals, and a plan for getting there. Setting goals puts you ahead of the pack!
Some people blame everything that goes wrong in their life on something or someone else. They take the role of a victim and
they give all their power and control away. Successful people instead dedicate themselves towards taking responsibility for their lives, no matter what the unforeseen or uncontrollable events. Live in the present: the past cannot be changed, and the future is the direct result of what you do right now!
Time is the stuff that life is made of.
Benjamin Franklin
The Three P’s
Setting meaningful, long-term goals is a giant step toward achieving your dreams. In turn, setting and achieving short-term goals can help you accomplish the tasks you'll need to achieve the long-term ones. It is also important to make sure that all of your goals unleash the power of the three P's:
• Positive: Who could get fired up about a goal such as "Find a career that's not boring"? Goals should be phrased positively, so they help you feel good about yourself and what you're trying to accomplish. A better alternative might be this: "Enroll in pre-law classes so I can help people with legal problems someday."
• Personal: Goals must be personal. They must reflect your own dreams and values, not those of friends, family, or the media. When crafting your goal statement, always use the word “I” in the sentence to brand it as your own. When your goals are personal, you'll be more motivated to succeed and take greater pride in your accomplishments.
• Possible: When setting goals, be sure to consider what's possible and within your control. Getting into an Ivy League university may be possible if you are earning good grades but unrealistic if you're struggling. In the latter case, a more reasonable goal might be to attend a university or trade school that offers courses related to your chosen career. You might also pursue volunteer work that would strengthen your college applications.
The SMART Way
SMART is a convenient acronym for the set of criteria that a goal must have in order for it to be realized by the goal achiever.
• Specific: Success coach Jack Canfield states in his book The Success Principles that, “Vague goals produce vague results.” In order for you to achieve a goal, you must be very clear about what exactly you want. Often, creating a list of benefits that the accomplishment of your goal will bring to your life, will you give your mind a compelling reason to pursue that goal.
• Measurable: It’s crucial for goal achievement that you are able to track your progress towards your goal. That’s why all goals need some form of objective measuring system so that you can stay on track and become motivated when you enjoy the sweet taste of quantifiable progress.
• Achievable: Setting big goals is great, but setting unrealistic goals will just de-motivate you. A good goal is one that challenges, but is not so unrealistic that you have virtually no chance of accomplishing it.
• Relevant: Before you even set goals, it’s a good idea to sit down and define your core values and your life purpose because it’s these tools which ultimately decide how and what goals you choose for your life. Goals, in and of themselves, do not provide any happiness. Goals that are in harmony with our life purpose do have the power to make us happy.
• Timed: Without setting deadlines for your goals, you have no real compelling reason or motivation to start working on them. By setting a deadline, your subconscious mind begins to work on that goal, night and day, to bring you closer to achievement.
Prioritizing Your Goals
Achieving challenging goals requires a lot of mental energy. Instead of spreading yourself thin by focusing on several goals at once, invest your mental focus on one goal, the most important goal right now. When you are prioritizing, choose a goal that will have the greatest impact on your life compared to how long it will take to achieve. A large part of goal setting is not just identifying what you want, but also identifying what you must give
up in your life in order to get it. Most people are unwilling to make a conscious decision to give up the things in their life necessary to achieve their goals.
Evaluating and Adapting
As we change and grow, our goals should change too. When you reach the target date set out in your goal, look at what you have achieved. Here is a checklist to help you out.
• What percentage of my goal did I achieve?
• Why did I achieve that percentage?
• What would I do differently next time?
• What is my next step?
• What other goals might need to change now?
In addition, keep an eye on new trends and ideas around you – you might just find one that will change your life.
Instructor Guide Sample
On the following pages is a sample module from our Instructor Guide. It provides the instructor with a copy of the material and a Lesson Plans box. Each Instructor Guide and Training Manual mirrors each other in terms of the content. They differ in that the Instructor Guide is customized towards the trainer, and Training Manual is customized for the participant.
The key benefit for the trainer is the Lesson Plan box. It provides a standardized set of tools to assist the instructor train that particular lesson. The Lesson Plan box gives an estimated time to complete the lesson, any materials that are needed for the lesson, recommended activities, and additional points to assist in delivering the lessons such as Stories to Share and Delivery Tips.
Sample Module: Setting SMART Goals Goal setting is critical to your personal productivity. It is the single most important life skill that, unfortunately, most people never learn how to do properly. Goal setting can be used in every single area of your life, including financial, physical, personal development, relationships, or even spiritual. According to Brian Tracy’s book Goals, fewer than 3% of people have clear, written goals, and a plan for getting there. Setting goals puts you ahead of the pack!
Some people blame everything that goes wrong in their life on something or someone else. They take the role of a victim and they give all their power and control away. Successful people instead dedicate themselves towards taking responsibility for their lives, no matter what the unforeseen or uncontrollable events. Live in the present: the past cannot be changed, and the future is the direct result of what you do right now!
Time is the stuff that life is made of.
Benjamin Franklin
The Three P’s
Estimated Time 10 minutes
Topic Objective To understand how goals, in general, should be framed.
Topic Summary Goals should be positive, personal, and possible.
Materials Required Worksheet: The Three P’s
Planning Checklist Print one worksheet per participant
Recommended Activity Ask participants to identify which of the three P’s is missing from each goal.
Hint: There might be more than one P missing!
Stories to Share
Long ago, King Robert the Bruce ruled over Scotland. One day, he was badly defeated in battle. His only option was to escape and hide. He found refuge in a small cave and waited there for months.
One day, he watched a spider try to build a web across the cave’s entrance. Time and time again, the spider fell down and got back up again. After many times, the spider succeeded, proving that with persistence and a plan, anything is possible.
Delivery Tips This activity is best done in small groups. Once groups have had a few minutes to complete the worksheet, bring the groups back together, and review.
Setting meaningful, long-term goals is a giant step toward achieving your dreams. In turn, setting and achieving short-term goals can help you accomplish the tasks you'll need to achieve the long-term ones. It is also important to make sure that all of your goals unleash the power of the three P's:
• Positive: Who could get fired up about a goal such as "Find a career that's not boring"? Goals should be phrased positively, so they help you feel good about yourself and what you're trying to accomplish. A better alternative might be this: "Enroll in pre-law classes so I can help people with legal problems someday."
• Personal: Goals must be personal. They must reflect your own dreams and values, not those of friends, family, or the media. When crafting your goal statement, always use the word “I” in the sentence to brand it as your own. When your goals are personal, you'll be more motivated to succeed and take greater pride in your accomplishments.
• Possible: When setting goals, be sure to consider what's possible and within your control. Getting into an Ivy League university may be possible if you are earning good grades but unrealistic if you're struggling. In the latter case, a more reasonable goal might be to attend a university or trade school that offers courses related to your chosen career. You might also pursue volunteer work that would strengthen your college applications.
The SMART Way
Estimated Time 10 minutes
Topic Objective To understand the specific parts of a good goal.
Topic Summary Good goals should be specific, measurable, achievable, relevant, and timed.
Materials Required Action Plan
Planning Checklist Print one action plan per participant
Recommended Activity Ask participants to write a SMART goal for the first two modules of this workshop. They may want to use scrap paper at first, and then record their final goal in their action plan.
Delivery Tips If action plans were handed out at the beginning of the workshop, transition into this activity should be fairly seamless.
Review Activity If participants are comfortable with each other, divide participants into pairs so that they can review each other’s goals and provide feedback.
SMART is a convenient acronym for the set of criteria that a goal must have in order for it to be realized by the goal achiever.
• Specific: Success coach Jack Canfield states in his book The Success Principles that, “Vague goals produce vague results.” In order for you to achieve a goal, you must be very clear about what exactly you want. Often, creating a list of benefits that the accomplishment of your goal will bring to your life, will you give your mind a compelling reason to pursue that goal.
• Measurable: It’s crucial for goal achievement that you are able to track your progress towards your goal. That’s why all goals need some form of objective measuring system so that you can stay on track and become motivated when you enjoy the sweet taste of quantifiable progress.
• Achievable: Setting big goals is great, but setting unrealistic goals will just de-motivate you. A good goal is one that challenges, but is not so unrealistic that you have virtually no chance of accomplishing it.
• Relevant: Before you even set goals, it’s a good idea to sit down and define your core values and your life purpose because it’s these tools which ultimately decide how and what goals you choose for your life. Goals, in and of themselves, do not provide any happiness. Goals that are in harmony with our life purpose do have the power to make us happy.
• Timed: Without setting deadlines for your goals, you have no real compelling reason or motivation to start working on them. By setting a deadline, your subconscious mind begins to work on that goal, night and day, to bring you closer to achievement.
Prioritizing Your Goals
Estimated Time 5 minutes
Topic Objective To understand how to make the most of your mental energy.
Topic Summary When you are prioritizing, choose a goal that will have the greatest impact on your life compared to how long it will take to achieve.
Materials Required Task list from “The 10 Minute Challenge”
Planning Checklist Make sure you have the task list from the “10 Minute Challenge” on flip chart paper.
Recommended Activity Bring out the task list from this morning’s icebreaker. Ask participants to prioritize the tasks based on what we just discussed.
Delivery Tips This activity can be done in a large group or small groups. It can be interesting to put participants back in their icebreaker groups and see how they would have done things differently.
Achieving challenging goals requires a lot of mental energy. Instead of spreading yourself thin by focusing on several goals at once, invest your mental focus on one goal, the most important goal right now. When you are prioritizing, choose a goal that will have the greatest impact on your life compared to how long it will take to achieve. A large part of goal setting is
not just identifying what you want, but also identifying what you must give up in your life in order to get it. Most people are unwilling to make a conscious decision to give up the things in their life necessary to achieve their goals.
Evaluating and Adapting
Estimated Time 5 minutes
Topic Objective To understand how to make your goals grow with you.
Topic Summary As we grow, our goals and dreams should grow too.
Materials Required None
Recommended Activity In a large group, discuss ways that goals might need to change. Encourage ideas on how participants could evaluate goals.
Stories to Share It takes approximately 30 days to establish a new physical or emotional habit.
Delivery Tips This activity can be performed in small or large groups.
As we change and grow, our goals should change too. When you reach the target date set out in your goal, look at what you have achieved. Here is a checklist to help you out.
• What percentage of my goal did I achieve?
• Why did I achieve that percentage?
• What would I do differently next time?
• What is my next step?
• What other goals might need to change now?
In addition, keep an eye on new trends and ideas around you – you might just find one that will change your life.
Activities
During the facilitation of a lesson Worksheet or Handout may be utilized to help present the material. If a lesson calls for a Worksheet or Handout it will be listed in the Lesson Plan box under Materials Required. The trainer can then utilize the Activities folder for the corresponding material and then provide it to the participants. They are all on separate Word documents, and are easily edited and customized.
Below you will see the Worksheets or Handouts that are utilized during the training of the above lesson. They are located in the Activities folder and can be easily printed and edited for the participants.
Sample Worksheet: The Three P’s
Identify the “P” that is missing from each of these goals.
STOP EATING SO MUCH JUNK FOOD.
GET MY WRITING UP TO MY MANAGER’S STANDARDS.
LEARN TO BE A ROCKET SCIENTIST IN THE NEXT YEAR.
STOP MY DOG FROM CHEWING UP MY SLIPPERS.
Action Plan
Module Goal
Sample Module
Specific
Measurable
Achievable
Relevant
Timed
Next Step
Quick Reference Sheets
Below is an example of our Quick reference Sheets. They are used to provide the participants with a quick way to reference the material after the course has been completed. They can be customized by the trainer to provide the material deemed the most important. They are a way the participants can look back and reference the material at a later date.
They are also very useful as a take-away from the workshop when branded. When a participant leaves with a Quick Reference Sheet it provides a great way to promote future business.
What is a Routine?
1. Identify the Task. Let’s say you want to build an exercise routine.
2. Identify the Time and/or Trigger. For example, perhaps you normally exercise right after work.
3. Identify the Sub-Tasks. For you, perhaps your routine involves going to the gym, getting changed, stretching, doing 45 minutes on the treadmill, performing three reps of weights, and doing a lap around the pool to finish things off. Then, you shower and go home.
Remember, a routine shouldn’t be set in stone. Once you establish a routine, it can be modified at any point in time, depending on what works for you. With our exercise example, you could easily decide to exercise before work or even at lunch and still use the basic task and sub-tasks.
Professional Routines
Here are some routines that many people find helpful in maximizing their time in the office:
• Instead of checking e-mail, news, and Web sites throughout the day, set aside one or several periods (for example, morning, noon, and at the end of the day). Then, batch and sequence your activities (for example, e-mail, news, and industry journals). You can batch many types of tasks in this way for maximum efficiency.
• Set up a system for maintaining your task tracking system. This can be as simple as five minutes in the morning to update the day’s list, five minutes at noon to update what you have done already, and five minutes at day’s end to evaluate today and create a starting list for tomorrow.
• In the morning, perform your tasks in an organized, routine manner. You can also lay out your clothes and prepare your lunch the night before for maximum efficiency.
Scheduling Tasks
• Instead of being overwhelmed by a large project, deconstruct it into smaller, bite-sized projects.
• Delegate effectively by matching up individual strengths with project tasks. • Be strict with deadlines, but be flexible enough to accommodate individual situations. • Always have a backup plan! • Allow for extra time when dealing with external parties.
Personal Productivity
www.corporatetrainingmaterials.com © Corporate Training Materials
Certificate of Completion
Every course comes with a Certificate of Completion where the participants can be recognized for completing the course. It provides a record of their attendance and to be recognized for their participation in the workshop.
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PowerPoint Sample
Below you will find the PowerPoint sample. The slides are based on and created from the Training Manual. PowerPoint slides are a great tool to use during the facilitation of the material; they help to focus on the important points of information presented during the training.
Full Course Table of Contents
Preface ..............................................................................................................................................5
What is Courseware? ................................................................................................................................ 5
How Do I Customize My Course? .............................................................................................................. 5
Materials Required ................................................................................................................................... 7
Maximizing Your Training Power .............................................................................................................. 7
Module One: Getting Started .............................................................................................................9
Housekeeping Items.................................................................................................................................. 9
The Parking Lot ....................................................................................................................................... 10
Workshop Objectives .............................................................................................................................. 10
Pre-Assignment Review .......................................................................................................................... 11
Action Plans and Evaluations .................................................................................................................. 11
Module Two: Setting SMART Goals ................................................................................................... 12
The Three P’s ........................................................................................................................................... 12
The SMART Way ..................................................................................................................................... 14
Prioritizing Your Goals ............................................................................................................................ 15
Evaluating and Adapting ........................................................................................................................ 16
Module Three: The Power of Routines .............................................................................................. 17
What is a Routine? .................................................................................................................................. 17
Personal Routines ................................................................................................................................... 19
Professional Routines.............................................................................................................................. 20
Six Easy Ways to Simplify Your Life ......................................................................................................... 21
Module Four: Scheduling Yourself .................................................................................................... 23
The Simple Secret of Successful Time Management ............................................................................... 23
Developing a Tracking System ................................................................................................................ 24
Scheduling Appointments ....................................................................................................................... 27
Scheduling Tasks ..................................................................................................................................... 28
Module Five: Keeping Yourself on Top of Tasks ................................................................................. 29
The One-Minute Rule .............................................................................................................................. 29
The Five-Minute Rule .............................................................................................................................. 30
What to do When You Feel like You’re Sinking ....................................................................................... 31
Module Six: Tackling New Tasks and Projects .................................................................................... 32
The Sliding Scale ..................................................................................................................................... 32
A Checklist for Getting Started ............................................................................................................... 34
Evaluating and Adapting ........................................................................................................................ 36
Module Seven: Using Project Management Techniques .................................................................... 37
The Triple Constraint............................................................................................................................... 37
Creating the Schedule ............................................................................................................................. 39
Using a RACI Chart .................................................................................................................................. 41
Module Eight: Creating a Workspace ................................................................................................ 43
Setting Up the Physical Layout ............................................................................................................... 43
Ergonomics 101 ...................................................................................................................................... 44
Using Your Computer Efficiently ............................................................................................................. 47
Module Nine: Organizing Files and Folders ....................................................................................... 48
Organizing Paper Files ............................................................................................................................ 48
Organizing Electronic Files ...................................................................................................................... 49
Scheduling Archive and Clean-Up ........................................................................................................... 50
Module Ten: Managing E-Mail .......................................................................................................... 51
Using E-mail Time Wisely........................................................................................................................ 51
Taking Action! ......................................................................................................................................... 52
Making the Most of Your E-mail Program .............................................................................................. 53
Taking Time Back from Handheld Devices .............................................................................................. 54
Module Eleven: Tackling Procrastination .......................................................................................... 56
Why We Procrastinate ............................................................................................................................ 56
Nine Ways to Overcome Procrastination ................................................................................................ 57
Eat That Frog! ......................................................................................................................................... 59
Module Twelve: Wrapping Up .......................................................................................................... 61
Words from the Wise .............................................................................................................................. 61
Parking Lot .............................................................................................................................................. 61
Action Plans and Evaluations .................................................................................................................. 61
