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© Corporate Training Material www.corporatetrainingmaterials.com
Goal Setting and Getting Things Done Sample
Corporate Training Materials
All of our training products are fully customizable and are perfect for one day and half day workshops.
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and case studies from within your organization or city)
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TABLE OF CONTENTS
Preface .................................................................................................................................................... 3
What is Courseware?........................................................................................................................... 3
How Do I Customize My Course?.......................................................................................................... 3
Materials Required .............................................................................................................................. 5
Maximizing Your Training Power ......................................................................................................... 5
Icebreakers.............................................................................................................................................. 7
Icebreaker: Hello, My Name Is… .......................................................................................................... 8
Instructor Guide Sample ........................................................................................................................ 10
Module Two: Overcoming Procrastination (I)......................................................................................... 11
Eat That Frog! ................................................................................................................................... 11
Just Do It ........................................................................................................................................... 12
The 15 Minute Rule ........................................................................................................................... 13
Chop It Up ......................................................................................................................................... 14
Practical Illustration .......................................................................................................................... 14
Module Two: Review Questions ......................................................................................................... 16
Appendix ............................................................................................................................................... 19
Sample Worksheet 1.......................................................................................................................... 20
Sample Worksheet 2.......................................................................................................................... 21
Quick Reference Sheets ......................................................................................................................... 22
Certificate of Completion ...................................................................................................................... 25
PowerPoint Sample ............................................................................................................................... 27
Full Table of Contents ............................................................................................................................ 32
© Corporate Training Material www.corporatetrainingmaterials.com
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.
© Corporate Training Material www.corporatetrainingmaterials.com
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.
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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 are included
within the Appendix of the Instructor Guide and the participant’s Training Manual, 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
© Corporate Training Material www.corporatetrainingmaterials.com
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!
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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 a positive note. Below you will see one of the
icebreakers that can be utilized from the Icebreakers folder.
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Icebreaker: Hello, My Name Is…
Option 1:
Method: Perhaps the easiest, most obvious and often overlooked icebreaker.
Ask each member of the training event to introduce themselves by saying Hello – My Name Is…
Then encourage the rest of the group to ask the trainee questions. To illustrate,
• Where do you live?
• What is your job?
• Where did you go to school?
etc.
This exercise also encourages questioning and listening skills within the group.
Discussion Questions
1. Did anyone feel uncomfortable doing this exercise? Is so, why?
2. How can this exercise help us during today’s training event?
Time: Maximum time 15 minutes
Option 2:
1. Ask the participants at each table to answer the following questions:
a. Why are they here?
b. What is their level of experience with goal setting?
c. What do they hope to get from this class?
d. What is the most interesting thing they have ever done?
2. Have someone be designated a scribe and have them jot down the answers to question C above.
3. On a separate piece of paper, have them write down the most interesting thing done from only
one table member.
4. Have the scribe hand the note with the answers to question C to you.
5. Have the scribe stand and introduce the table to the class.
6. Then have the scribe share the most interesting thing from their group.
© Corporate Training Material www.corporatetrainingmaterials.com
7. Have the class guess who that person is, which did the most interesting thing.
8. Go around to each table until all have given their answers to question C and shared their most
interesting thing.
9. Debrief by sharing all the answers to question C with the class.
Thank participants for sharing.
© Corporate Training Material www.corporatetrainingmaterials.com
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.
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.
© Corporate Training Material www.corporatetrainingmaterials.com
Module Two: Overcoming Procrastination (I)
We all procrastinate from time to time. Procrastination occurs when
we avoid tasks that we find unpleasant. Even if we perform other
work-related tasks instead of the ones we dislike, we are guilty of
procrastination. Unfortunately, procrastination will hinder our long-
term success. With the proper skills, you can overcome
procrastination.
Eat That Frog!
Mark Twain has a saying that applies to procrastination:
If the first thing you do each morning is to eat a live frog, you can go through
the day with the satisfaction of knowing that that is probably the worst thing
that is going to happen to you all day long!
Brian Tracy named his course on time management “Eat that Frog” because of this saying. The frog is
anything that you do not want to do. You should complete your dreaded tasks first. Getting them out of
the way will provide you with a sense of accomplishment and keep you from procrastinating. Always
begin with the task that is the hardest and most significant, and you will be less tempted to
procrastinate on other activities.
Estimated Time 10 minutes
Topic Objective Introduce the concept of eating the frog.
Topic Summary Eat That Frog
Procrastination is the art of keeping up with
yesterday.
Don Marquis
© Corporate Training Material www.corporatetrainingmaterials.com
Consider frogs that should be eaten.
Materials Required Flipchart/board and marker
Planning Checklist None
Recommended Activity Ask volunteers to share their frogs. List these on the flipchart/board.
Discuss why these tasks are frogs.
Stories to Share Share any personal or relevant stories.
Delivery Tips Encourage everyone to participate.
Review Questions Where does the saying eat the frog come from?
Just Do It
When you dislike a particular task, it is easy to procrastinate. Whether you spend
time checking email or looking at Instagram, you are procrastinating. You need to
do more than identify when you procrastinate. You need to discover why.
• Discover your obstacles: What do you choose over your tasks?
• Discover ways to remove obstacles: Ask for support, and take action. For example, you could
turn off the Internet and your phone.
• Reward yourself: Make the task fun, and use small rewards as incentive.
Once you have identified your frogs and obstacles, the only answer is to take action. Make the tasks that
you want to avoid part of your daily routine. Schedule the tasks into your calendar. Once they become
habit, you will find them easier to accomplish. Once you have scheduled the time to accomplish your
tasks, you must follow through. Resist the temptation to procrastinate with your favorite time waster.
Just do it.
Estimated Time 10 minutes
Topic Objective Introduce ways to stop procrastination.
Topic Summary Just Do It
Discuss how to remove obstacles and end procrastination.
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Materials Required Worksheet 1-Just Do It
Planning Checklist None
Recommended Activity Complete the worksheet individually. Share your answers with the rest of
the class.
Stories to Share Share any personal relevant stories.
Delivery Tips Encourage everyone to participate.
Review Questions What action can you take to stop procrastinating?
The 15 Minute Rule
Lack of time is a common excuse for not completing a task. We often overestimate
the time that it takes to complete tasks, but the 15-minute rule allows you to
accurately time your tasks. When you follow the 15-minute rule, you set a timer
for 15 minutes and work on a task. You should stop working on the task when the
time is up. You will be surprised by how many tasks you complete within the 15
minutes. When you are not able to complete a task within 15 minutes, schedule 15
minutes the next day for the same task. This allows you to make consistent progress. You will also be
able to better estimate how long a similar task will take.
Estimated Time 5 minutes
Topic Objective Introduce the 15-minute rule.
Topic Summary 15 Minute Rule
Discuss the 15-minute rule.
Materials Required Flipchart/board and marker
Planning Checklist None
Recommended Activity
Ask the class to share tasks that they avoid because they fear there is not
enough time. List these tasks on the flipchart/board. Discuss your
experiences with these tasks.
Stories to Share Share any personal, relevant stories.
Delivery Tips Encourage everyone to participate.
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Review Questions What is the 15-minute rule?
Chop It Up
The size of a project can also contribute to procrastination. It is easy to become
overwhelmed by a large project. The key to overcoming procrastination is to chop
up the large project into smaller tasks. Rather than looking at the entire project,
focus on the single task. This will prevent you from becoming overwhelmed by the
enormity of the work you must complete. For example, you could break a large
report into different tasks such as brainstorming, outlining, writing, etc. This
technique will create a sense of achievement with each step and improve motivation, allowing you to
stay focused as you reach the end of the entire project.
Estimated Time 5 minutes
Topic Objective Introduce chopping up tasks.
Topic Summary Chop It Up
Practice chopping up tasks.
Materials Required Worksheet 2-Chop It Up
Planning Checklist None
Recommended Activity Complete the worksheet individually. Share your answers with the rest of the
class.
Stories to Share Share any personal, relevant stories.
Delivery Tips Encourage everyone to participate.
Review Questions Why chop up projects?
Practical Illustration
Carl’s manager assigned him the task of running a self-audit on the department. Carl was
overwhelmed by the task. Every time he requested information from someone, he would
spend 20 minutes chatting. He constantly checked email and immediately replied to all
messages. Carl knew that he was falling behind, but it did little to motivate him. After an
interesting exchange with his manager, Carl realized that he needed to take action. He
broke the audit down into smaller segments, and avoided chatting with people. He even
© Corporate Training Material www.corporatetrainingmaterials.com
established set times to check email. After a few days, Carl began to see progress. This motivated him to
continue the work. Despite the setback, Carl managed to finish on time.
Estimated Time 5 minutes
Topic Objective Outline the Overcoming Procrastination I Practical Illustration.
Topic Summary Practical Illustration
Discuss the importance of understanding what causes procrastination.
Materials Required None
Planning Checklist None
Recommended Activity Discuss the outcome of the Practical Illustration. What were Carl’s obstacles?
Stories to Share Share any personal, relevant stories.
Delivery Tips Encourage everyone to participate.
Review Questions What made Carl attempt to stop procrastination?
© Corporate Training Material www.corporatetrainingmaterials.com
Module Two: Review Questions
1.) What is the Frog?
a) Boring task
b) Dreaded task
c) Important task
d) Unimportant task
The frog is the dreaded task. The dreaded task should be tackled first.
2.) The frog you begin with should be the hardest and _____.
a) Most complicated
b) Least complicated
c) Most boring
d) Most significant
The frogs you begin with should be the hardest and most significant. These tasks lend
themselves to procrastination.
3.) What is the action that you take when procrastinating?
a) Obstacle
b) Frog
c) Reward
d) Incentive
Obstacles are choices that we make to avoid tasks. Identifying obstacles will help you avoid
falling into their trap.
4.) What will rewards provide?
a) Obstacles
b) Identification of needs
c) Incentive
d) Action
Rewards provide incentive. Rewarding yourself will help you overcome procrastination.
© Corporate Training Material www.corporatetrainingmaterials.com
5.) What should you do if you have not completed the task within 15 minutes?
a) Cease the task
b) Continue working
c) Start over the next day
d) Time how much longer the task takes
Once the 15 minutes are up, you stop working on the task. The task may be continued the next
day.
6.) What is a common excuse for not completing a task?
a) Disinterest
b) Not in job description
c) Lack of time
d) Too complicated
Lack of time is a common excuse for not completing a task. The 15-minute rule addresses this
excuse and improves progress.
7.) What can happen when you are assigned large projects?
a) Feel motivated
b) Feel overwhelmed
c) Avoid procrastination
d) Planning is easy
Large projects can be overwhelming. Being overwhelmed can lead to procrastination.
8.) What does completing small parts of a project create?
a) Feeling overwhelmed
b) Motivation
c) Interest
d) Sense of achievement
Project that are broken down are easier to complete. As each stage is completed, a sense of
achievement is created.
© Corporate Training Material www.corporatetrainingmaterials.com
9.) Procrastination occurs when we avoid tasks that we find __________.
a) Work-related
b) Unpleasant
c) Too easy
d) Repetitive
Procrastination occurs when we avoid tasks that we find unpleasant.
10.) How can you overcome obstacles?
a) Ask for help
b) Take action
c) A and B
d) Neither A nor B
Discover ways to remove obstacles: Ask for support, and take action.
© Corporate Training Material www.corporatetrainingmaterials.com
Appendix
During the facilitation of a lesson, Worksheets may be utilized to help present the material. If a
lesson calls for a Worksheet it will be listed in the Lesson Plan box under Materials Required.
The trainer can then utilize the Appendix of either the Instructor Guide or the participant’s
Training Manual for the corresponding material and then provide it to the participants.
© Corporate Training Material www.corporatetrainingmaterials.com
Sample Worksheet 1
Just Do It
Consider the ways you procrastinate, and then answer the following questions.
What are your obstacles?
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
What steps can you take to overcome your obstacles?
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
How can you reward yourself for completing tasks?
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
© Corporate Training Material www.corporatetrainingmaterials.com
Sample Worksheet 2
Chop It Up
Think of a task that you find overwhelming. In the space below, break it into smaller, more manageable
tasks.
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
© Corporate Training Material www.corporatetrainingmaterials.com
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.
© Corporate Training Material www.corporatetrainingmaterials.com
© Corporate Training Material www.corporatetrainingmaterials.com
© Corporate Training Material www.corporatetrainingmaterials.com
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.
© Corporate Training Material www.corporatetrainingmaterials.com
[Nam
e]
Has m
astered the course G
oal Setting and Getting T
hings Done
Aw
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this _
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Title
© Corporate Training Material www.corporatetrainingmaterials.com
PowerPoint Sample
Below you will find the PowerPoint sample. The slides are based on, and created from, the
Instructor Guide. 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.
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© Corporate Training Material www.corporatetrainingmaterials.com
© Corporate Training Material www.corporatetrainingmaterials.com
© Corporate Training Material www.corporatetrainingmaterials.com
© Corporate Training Material www.corporatetrainingmaterials.com
Full Table of Contents
Preface .................................................................................................................................................... 7
What is Courseware?........................................................................................................................... 7
How Do I Customize My Course?.......................................................................................................... 7
Materials Required .............................................................................................................................. 9
Maximizing Your Training Power ......................................................................................................... 9
Module One: Getting Started ................................................................................................................ 11
Housekeeping Items .......................................................................................................................... 11
The Parking Lot ................................................................................................................................. 12
Workshop Objectives ......................................................................................................................... 12
Action Plans and Evaluation Forms .................................................................................................... 13
Action Plan ........................................................................................................................................ 14
Evaluation Form ................................................................................................................................ 15
Pre-Assignment ................................................................................................................................. 16
Pre-Test ............................................................................................................................................. 17
Pre-Test Answers ............................................................................................................................... 21
Module Two: Overcoming Procrastination (I)......................................................................................... 26
Eat That Frog! ................................................................................................................................... 26
Just Do It ........................................................................................................................................... 27
The 15 Minute Rule ........................................................................................................................... 28
Chop It Up ......................................................................................................................................... 29
Practical Illustration .......................................................................................................................... 29
Module Two: Review Questions ......................................................................................................... 31
Module Three: Overcoming Procrastination (II) ..................................................................................... 34
Remove Distractions .......................................................................................................................... 34
Start Small and Build ......................................................................................................................... 35
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Reward Yourself ................................................................................................................................ 36
Set Realistic Deadlines ....................................................................................................................... 37
Practical Illustration .......................................................................................................................... 38
Module Three: Review Questions ....................................................................................................... 39
Module Four: Four P’s of Goal Setting ................................................................................................... 42
They Need to Be Positive ................................................................................................................... 42
They Need to Be Personal .................................................................................................................. 43
They Need to Be Possible ................................................................................................................... 44
They Need to Be Prioritized ................................................................................................................ 45
Practical Illustration .......................................................................................................................... 46
Module Four: Review Questions......................................................................................................... 47
Module Five: Improving Motivation ....................................................................................................... 50
Remember Peak Moments ................................................................................................................ 50
Write Down Your Goals ..................................................................................................................... 51
Use Gamification ............................................................................................................................... 52
Track Your Progress ........................................................................................................................... 53
Practical Illustration .......................................................................................................................... 54
Module Five: Review Questions ......................................................................................................... 55
Module Six: Wise Time Management .................................................................................................... 58
Urgent/Important Matrix .................................................................................................................. 58
The 80/20 Rule .................................................................................................................................. 60
Utilize a Calendar .............................................................................................................................. 61
Create a Ritual .................................................................................................................................. 62
Practical Illustration .......................................................................................................................... 63
Module Six: Review Questions ........................................................................................................... 64
Module Seven: Tips for Completing Tasks .............................................................................................. 67
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One Minute Rule ............................................................................................................................... 67
Five Minute Rule................................................................................................................................ 68
Break Up Large Tasks ........................................................................................................................ 69
Utilize Technology ............................................................................................................................. 70
Practical Illustration .......................................................................................................................... 71
Module Seven: Review Questions ...................................................................................................... 72
Module Eight: Increase Your Productivity .............................................................................................. 75
Repeat What Works .......................................................................................................................... 75
Get Faster ......................................................................................................................................... 76
Remove “Should” from Your Dictionary ............................................................................................. 77
Build on Your Successes ..................................................................................................................... 78
Practical Illustration .......................................................................................................................... 79
Module Eight: Review Questions........................................................................................................ 80
Module Nine: “To Do” List Characteristics ............................................................................................. 83
Focus on the Important ..................................................................................................................... 83
Chunk, Block, Tackle .......................................................................................................................... 84
Make It a Habit ................................................................................................................................. 85
Plan Ahead ........................................................................................................................................ 86
Practical Illustration .......................................................................................................................... 87
Module Nine: Review Questions ........................................................................................................ 88
Module Ten: Smart Goals ...................................................................................................................... 91
Specific .............................................................................................................................................. 91
Measurable ....................................................................................................................................... 92
Attainable ......................................................................................................................................... 93
Realistic............................................................................................................................................. 94
Timely ............................................................................................................................................... 95
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Practical Illustration .......................................................................................................................... 96
Module Ten: Review Questions .......................................................................................................... 97
Module Eleven: Mistakes Will Happen ................................................................................................. 100
Accept It .......................................................................................................................................... 100
Bouncing Back ................................................................................................................................. 101
Adapt and Learn .............................................................................................................................. 102
Ask for Help ..................................................................................................................................... 103
Practical Illustration ........................................................................................................................ 104
Module Eleven: Review Questions ................................................................................................... 106
Module Twelve: Wrapping Up ............................................................................................................. 109
Words from the Wise....................................................................................................................... 109
Review of Parking Lot ...................................................................................................................... 109
Lessons Learned .............................................................................................................................. 109
Completion of Action Plans and Evaluations .................................................................................... 110
Appendix ............................................................................................................................................. 111
Worksheet 1 .................................................................................................................................... 111
Worksheet 2 .................................................................................................................................... 112
Worksheet 3 .................................................................................................................................... 113
Worksheet 4 ................................................................................................................................... 114
Worksheet 5 .................................................................................................................................... 115
Worksheet 6 .................................................................................................................................... 116
Worksheet 7 .................................................................................................................................... 117
Worksheet 8 .................................................................................................................................... 118
Worksheet 9 .................................................................................................................................... 119
Worksheet 10 .................................................................................................................................. 120
Worksheet 11 .................................................................................................................................. 121
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Worksheet 12 .................................................................................................................................. 122
Worksheet 13 .................................................................................................................................. 123
Worksheet 14 .................................................................................................................................. 124
Worksheet 15 .................................................................................................................................. 125
Worksheet 16 .................................................................................................................................. 126
Worksheet 17 .................................................................................................................................. 127
Post-Assessment ............................................................................................................................. 128
Post-Assessment Answers................................................................................................................ 132
Recommended Reading List ............................................................................................................. 136