Training Modules for You

This page gives an overview of our library of modules.

After your initial assessment, I’ll help you select from these, creating a personalized training roadmap customized to your needs and interests.

Note: Though my team and I have arranged these modules in a logical sequence, the numbering is only for convenient reference. We create a customized training plan for each client.

Module #	Title	Key Takeaways
1	How to Recover from Overwhelm	Build/tighten your personal system Process your inputs effectively Control what has your attention Recognize unconscious resistance that holds you back
2	Productivity Essentials	The power of our approach Refresher: everyday productivity practices Sharpen your personal organization (of reference, lists, etc.) Accomplish more through clear Intention
3	Which Tools to Use for What	Shift your perspective: software doesn’t automatically make you more productive The power of V=KMT: personalizing your tools Which tool to use and when It’s not what you have, it’s how you use it Gain confidence using the tools in your toolkit
4	Which Tools Do What	Key capabilities of your tools “Me” vs. “we” uses Understand unfamiliar tools in your suite Which tool to use and when
5	Managing Your Information	Recognize what kinds of information you have Sharpen your reference and sharing systems Separate shared from personal Organize so you can easily find and file whatever you need
6	Managing Your Projects and Tasks	Recognize and distinguish your types of commitments Tighten your trusted system Align your tools with your methods Accomplish more through intentional planning
7	Communication Methods and Tools	Shift your perspective: who is communication really about? Which communication methods to use and when Learn your communication toolkit Clarify your messages: our know/think/do method
8	Effective Meetings and Shared Decision-Making	There’s a better way to do meetings Keep meetings focused and productive How to make decisions together and stick with them Politely get out of time-wasting meetings
9	Information-Management with Your Team	Distinguish what kinds of information you share and how Separate shared from personal Ask the right questions re: your shared information How to make and keep agreements re: your shared information
10	Team Project-Management	Ask the right questions re: your shared projects How to make and keep agreements with your team
11	Your Knowledge Worker Toolkit and How to Use It	Identify and organize the “tools” in your knowledge worker toolkit Keep track of useful questions, exercises, and other tools When to use the tools in your kit Diversify how you think about information and decisions
12	Execution: Managing Your Work	The difference between doing your work and managing your work Reviewing to support greater accomplishment
13	Productive Habits: How to Form and Keep Them	Make your best behaviors into consistent habits Use both goals and systems to succeed
14	Tying It All Together: V=KMT and the 8 Practices	Consistently implement all the 8 Practices for your calm and clarity Change your mindset from means-focus to ends-focus Consciously integrate your K, M, and T for effective work

Not sure which modules are right for you?

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We start with a Workflow Assessment to help you determine this. Once I’ve observed how you work, I’ll create a customized training roadmap for you.

Click here to get started with personalized training.

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Which of our modules will meet your needs?

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Click here to see which training modules we generally recommend for what kinds of needs.