A curated training series for your team to better communicate, collaborate, and prioritize with measurable results.
Who should attend:
Workgroups and teams including those who work in a Microsoft 365 environment.
Format:
- Full-day or two half-day instructor-led sessions, in-class or online
- Coaching session to reinforce learning
Tools provided:
- Comprehensive Learning Guide and Resource Manual
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Related training:
Your business environment is always changing, but the one constant is the need for improved efficiency and productivity across your organization.
The WorkingSm@rt method delivers this by unleashing the full potential of software your team already uses with a program tailored to your workplace.
This program builds skills and team efficiencies in three core Microsoft programs: Teams, Outlook and OneNote. But this program does more than simply develop software aptitude; it focuses on real-world applications.
The goal is to develop a roadmap for your team to achieve sustainable, productivity-minded behaviours in your unique working environment. In other words, your team enhances their skills and applies this to your specific workflow for instant and enduring measurable outcomes. This course will help you achieve:
- Consolidated workflows and clearer communications.
- Improved time management capabilities.
- Best practices in organizing and sharing information.
- Enhanced abilities to juggle and respond to shifting priorities.
- Increased time and deepened focus on important tasks, while minimizing distractions.
- Productivity tracking to measure individual and team performance.
What is WorkingSm@rt Journey?
WorkingSm@rt Journey was developed to meet the shifting demands of a modern and complex business world, adapting to the challenges of the industry, and providing the solutions organizations need to succeed.
Receive hands-on instruction to develop skills in proven comprehensive time management techniques.
Integrate communications, tasks, activities, and planning while applying the WorkingSm@rt® method using Microsoft Outlook.
Effective teamwork, collaboration, and communication.
At some point, every team faces a breakdown in collaboration and communication. If this happens often, you and your team need a clear plan to enhance the process and achieve better outcomes.
Make collaborating with your team as simple as 1-2-3.
The key to success lies in the ability of teams to work together without the constraint of being physically in the same location. This applies to virtual challenges, where geography is a factor, as well as to the misalignment of team schedules.
Conduct meetings that are effective, timely, and purposeful.
This training will teach you how to plan, organize, and lead successful meetings, as well as maximize the benefits of those you attend. You will gain a business planning approach, enhancing effectiveness, saving time, and improving meeting outcomes.
After completing this training, you will be able to:
- Apply a proven planning process for meetings.
- Design an effective agenda to enhance accountability.
- Lead action-oriented meetings.
- Prepare accurately to attend a meeting.
- Maintain focus and order during a meeting.
- Avoid common mistakes that cause frustration in meetings.
- Implement a quick and efficient process to evaluate meetings.
- Identify best practices for virtual and hybrid meetings.
Application & Implementation
Putting the Plan into Action
This half-day session includes a facilitated discussion on the skills learned during the training, and team decision-making on how those skills will be applied to create a shared common process.Those decisions will be recorded, and Priority Management will create a protocol document (A Playbook) that will be provided to the team as a reference guide to ensure sustainable behavioural change, maximizing productivity and efficiency, and as a handy onboarding tool for new team members. If this session is completed prior to the participants’ coaching sessions, we can coach to your custom Playbook to ensure consistency across the team.
Key outcomes
- Define the major objectives coming out of the WorkingSm@rt program
- Mind map all the functionality the team needs to meet the daily and project objectives.
- Review initial draft and adjust to create a finalized document.
- Establish order and timeframe with the client to put in place the standards, expectations, and protocols.