Work Planning
Upcoming Courses
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Individual Work Planning
Series Description:
Lesson 1: Introduction (7 minutes)
Overview of the external instructor, their system, and methods for work planning.
Lesson 2: Defining Productivity (7 minutes)
Instructor helps staff understand the definition of the components of productivity.
Lesson 3: The Reality and the Results (4 minutes)
Instructor covers the research on planning, productivity, engagement, balance, and likelihood to stay with an organization.
Lesson 4: Blueprint (9 minutes)
Instructor introduces the first component of work planning – the blueprint – to know where you are going.
Lesson 5: Building Blocks (14 minutes)
Instructor reviews the building blocks template for planning project tasks associated with the blueprint created with Lesson 4.
Lesson 6: Weekly Planning Methodology Overview (7 minutes)
Instructor introduces the five steps associated with the work planning methodology. Each step is covered independently in the following videos.
Lesson 7: Weekly Planning, Step 1 (5 minutes)
Instructor reviews how to cross off time where you have meetings and commitments.
Lesson 8: Weekly Planning, Step 2 (8 minutes)
Instructor reviews how to calculate available time for getting things done.
Lesson 9: Weekly Planning, Step 3 (5 minutes)
Instructor reviews how to brain dump all action items (career and whole life).
Lesson 10: Weekly Planning, Step 4 (4 minutes)
Instructor reviews how to categorize your tasks in your blueprint.
Lesson 11: Weekly Planning, Step 5 (18 minutes)
Instructor reviews documentation, in your calendar and/or planner, knowing your productivity zones, and communicating your plan for accountability.
Lesson 12: Weekly Planning Practice (10 minutes)
Instructor reviews how to use the brain dump (Lesson 9) to practice the planning methodology. Do NOT skip this step.
Lesson 13: Conclusion and Next Steps (2 minutes)
Instructor reviews the action items coming out of this training series.
Course Facilitator: Nina Ferraro, Boldly & Co.
Course Resources
Start Here - Work Planning Workbooks:
- Individual Work Planning Guide - Employee Workbook
- Individual Work Planning Guide - Supervisor Workbook
Resources Referenced in the Guidebooks & Videos:
Access the Recordings: Click on the hyperlinked lesson name buttons under the "Series Description" header or the Lesson Headings in the guide workbooks.
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Lesson 1: Team Work Planning (19 minutes)
This session is intended for Supervisors and Team Leaders who need to collect and monitor a number of individual work plans on behalf of a team. Instructor provides an overview of the Team Work Planning template. This template and video builds on the Individual Work Planning materials. Please review the Individual Work Planning lessons before proceeding through this lesson.
Course Resource
