Spend more time on the right things
While none of us can "get," "have," or "make" more time, we can learn to manage our environment, routines, boundaries and choices more wisely as we move through our day. Take away practical tips on how to prioritize, organize, delegate and minimize interruptions so you can devote more time to serving clients and developing new ones - while being less stressed and more effective in the process.
Manage the relentless flow of electronic communication
You will learn specific strategies, tactics and tools that will help you get far greater control of your email inbox and to avoid shoddy record keeping, missed deadlines and angry clients.
Take away practical tips on how to
Take control of your schedule - including hourly and daily planning, effective calendaring and using do-not-disturb project time
Minimize interruptions of all types
Prioritize and delegate more effectively
Optimize your case and information flow systems
Conduct efficient meetings
Organize your physical space and paper files
Organize email and other electronic information, including how to use inbox sub-folders and automatic rules properly
Comply with relevant Ethics/RPC requirements
Program Schedule
Taking Control of Your Schedule and Capturing Tasks
Effective calendaring
Hourly and daily planning
Using do-not-disturb project time
Significantly reduce interruptions during the day
RPC 1.1 and 1.3 - Competence and Diligence
Prioritizing and Delegating Effectively; Organizing Information
Managing conflicting priorities
Steps of Successful Delegation
Naming conventions and search
RPC 5.1 - Supervision
Optimizing Procedures; Setting Boundaries
Design case flow systems so you have prompt access to files, status, deadlines and benchmarks
How and when to say NO
Reducing interruptions
Knowing and applying your work style preferences
RPC 1.7/8 - Conflict of Interest
Technology and Email
Manage your email systems
Using appropriately
RPC 1.4 - Communication
RPC 1.6 - Confidentiality
Tuition includes a digital copy of the speaker's materials. Course materials are not available for separate purchase.
Recorded in August 2021.