Do you want more time each week?

Calendaring Tools

Execution Management

Review Reflection

Focus Delivery

Legacy

Source

Coach

Client

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Calendaring Tools

Available values for Topic 1

Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score.

When do you review your calendar and scheduled meetings?*

I don’t - it’s in my head
Everyone else is in charge of my calendar - just go with flow
At least weekly, I review what’s ahead so that I am prepared
I review my calendar the night before and make sure I have set expectations for my meetings

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How do you set your calendar?*

I don’t have a calendar
I have some meetings on it
I use it for all my meetings
I block out all my time - from meetings to what I’m working on

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How do you approach repetitive, scheduled activities?*

I complete many tasks after the due date
I miss completing some activities - they slip through the cracks
I know what I need to complete each week, and make sure I get it done
I have a default calendar with repetitive activities pre-loaded each week

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Execution Management

Available values for Topic 2

Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score.

How would you describe your approach to tasks?*

I work on multiple tasks simultaneously (bouncing from one to another)
I am often distracted and have to redirect my focus
A majority of each day, I stay focused on the task at hand
I focus completely on one task at a time

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How would you describe your goal setting / execution process?*

No formal goal-setting process
I have too many or too aggressive goals
I reset dates / expectations for a few goals each quarter
Clear goals, known expectations, weekly progress reports

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How do you handle a new email that has come into your inbox?*

My inbox is full of old emails that I review constantly
I look over it - probably a few times, waiting until I have time to handle
I end most days with a few emails that I need to address in the future
Touch only once - I either delete, do it, delegate it, or defer it for a set time

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Focus / Delivery

Available values for Topic 4

Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score.

How well do you feel that you maintain balance in your life each day?*

Terribly! I get sucked into everything left, right and center
Can go days or weeks without addressing certain areas of need (physical, mental, spiritual, financial)
I maintain balance in key areas, but let some things slip
I balance my physical, mental, and spiritual self calmly

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How would you describe your typical day?*

Every day is dedicated to fire-fighting
Many days I look up and ask “Where has the day gone?”
I stick to my schedule most days but do have occasional crisis
I spend up to 20% of my day working on my business (marketing / systems / training)

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How well do you feel you delegate?*

I pretty much never delegate
I delegate but don’t do it very well
I do it, but could be better at what I delegate
I delegate all the time with ease

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Review / Reflection / Gratitude

Available values for Topic 3

Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score.

How do you start your day?*

I jump in
I review carryover emails, start fighting fires
I review calendar and create a prioritized to-do list
I review daily “I AM” statements, gratitude journal, and top priority for day

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How do you end your day?*

I quickly leave the office without doing anything
I write some todos for tomorrow
I review my calendar for tomorrow and set a plan
I review my goals for the day, celebrate my wins, and plan for tomorrow

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Segmentation

Why do you want to save time? (select all that apply)*

More time with family/friends
Be more productive
Donate my time (charity / church etc)
Work on growing the business more

What is the size of your team (including employees and full-time contractors):*

Solo
1-5
5-20
20+

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Final Details

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Your total time gained
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Topic 1 Key Area of Improvement

Calendaring Tools

We estimate you could save X hours per week by improving the way you use a calendar.

There are 3 key techniques that will dramatically improve your productivity related to calendar management and execution:

<ul> 
	<li>Default diary - blocking out time on your weekly calendar for consistent, repeatable activities. Block out time to work ON your business - systems, training, marketing, personal growth.</li>
	 
	<li>17-minute sprints - We can get paralyzed by the size and scope of a project or work effort - and therefore fail to act. Sometimes we simply need to start. Michael Heppell presents a very effective technique in his Book “17” - setting aside time for a short 17-minute sprint dedicated to focused delivery on a small piece of the work effort.</li>
	 
	<li>Calendar review - taking 5-10 minutes reviewing and planning for tomorrow at the end of the day before you leave will add significantly to your productivity. How do we know? Think back to the last time you took a vacation - did you build a list of things that you needed to get done prior to taking time off? Were you more productive that day than the average day? What would happen if that were every day?</li>
</ul>

Topic 2 Key Area of Improvement

Execution Management

We estimate you could save X hours per week by improving the way you handle tasks on a daily basis.

Below are some of the most effective methods to help:

- 4 D’s – Delete, Do, Delegate, Defer 
-Eliminate multi-tasking 
-Goals  Objectives (Key Results)  Strategies  Priorities  Daily Actions (GOSPA) 
-Frog I have to eat today

Execution management:

<ul>
	<li>Email Management - handle new email effectively and efficiently by touching only once. From her book “Take Back Your Life”, Sally McGhee encourages us to take one of 4 actions with every new inbound email: 
	Delete It - junk mail, spam, distractions 
	Do It - if it will take less than 1-2 minutes, do it immediately 
	Delegate It- is this a task that it better handled by someone on my team? 
	Defer It - is this a bigger task than I can address immediately? Schedule an appropriate time block on your calendar to complete that work.</li>
	 
	<li>Eliminate multi-tasking - the effectiveness of multi-tasking is a fallacy. Every time you switch between tasks, you lose time and focus. Dedicate time to executing and completing a single task before moving on to another.</li>
	 
	<li>Goal setting and execution - without a clear set of goals with defined plans for the year and quarter, you are destined to continue to relive the same year - year after year. Know your baseline, set a target, and measure progress against those goals.</li>
	 
	<li>Top priority for the day - What is that one thing that you must get done today? Can you complete it to start the day? From his book, “Eat That Frog”, Brian Tracy encourages you to do that least desirable item first - so that you can enjoy the rest of the day instead of dreading that activity for the entire day.</li>
</ul>

Topic 4 Key Area of Improvement

Focus / Delivery

We estimate you could save X hours per week by improving the way you focus on tasks at hand.

Below are some of the most effective methods to help:

-Understanding / Prioritization of tasks

<ul> 
	<li>Not Urgent / Important – (20%) Working on Your Business</li>
	 
	<li>Important / Urgent – (60%) Demand</li>
	 
	<li>Urgent / Not Important – (10%) Delusion</li>
	 
	<li>Not Important / Not Urgent – (10%) Distraction</li>
	 
	 
	 
	 
	 
	 
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-Delegation / effective training of team 
 
-Completion of daily work

Focus / Delivery:

<ul> 
	<li>Task Prioritization - from book “First Things First” by Stephen R. Covey, we get the decision matrix of Urgent vs. Important. The goal is to focus your priority and efforts on those two quadrants of Not Urgent, but Important and Urgent and Important. Reduce your time on those tasks that are Not Important.</li>
	 
	<li>Delegation - delegation is not only a time management technique, but should be used for both training and rewards of strong performance. There are many tasks that can be delegated - not because you don’t like doing them, but because it will build a stronger team when you’re not the person completing them.</li>
	 
	<li>Daily work - your task list for a given day will always be plenty long - make sure that you complete today what is needed for today. Carrying tasks over to tomorrow is not efficient and can be demoralizing. Stay on top of your list.</li>
	 
	<li>Balance - maintaining a well-balanced lifestyle will benefit you in both the short and long term. You may feel more comfortable with the word “harmony” over “balance” - there will be days when you are not able to be balanced, but over a series of days or weeks you should have harmony across all aspects of your life: physical, mental/emotional , spiritual, financial, family, social, community, etc.</li>
	 
	 
	 
	 
	 
	 
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Topic 3 Key Area of Improvement

Review / Reflection / GratitudeWe estimate you could save X hours per week by taking some time to reflect and review each day.  Below are some of the most effective methods to help:    -Top Learnings, I was at my best, Top Challenge, Top Focus for tomorrow -Daily affirmation statements – I AM -Gratitude journaling    Reflection and review:    <ul> <li>Daily review - how was your day? To improve an activity, you need to review and reflect on what worked well, what didn’t work well, and how you will improve next time (think sports game film review). The same is true for your daily activities. Take 5 minutes to evaluate your focus, your top learning from the day, when you were at your best, top challenge from the day, and your top focus for tomorrow.</li> <li>Daily affirmations - starting and ending your day with daily “I AM” statements will radically change your mindset and approach. Start each day with the top five affirmations for the work you must get done - “I AM a great leader”, “I AM focused and deliberate”, “I AM flexible and open to new ideas”. End each day with longer term aspirational statements “I AM building a world-class organization”, “I AM seen and respected as a leader in my community”, “I AM an entrepreneur that offers my opportunities for others to grow and develop”</li> <li>Gratitude Journaling - start each day capturing those things which you are grateful for that day - family, faith, team, etc. Gratitude promotes humility, humility promotes gratitude.</li>  <li> </li><li> </li></ul>

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