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 we’ve arranged these modules in a logical sequence, the numbering is only for convenient reference. We create a customized training plan for each client.

Module #TitleKey Takeaways
1How 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
2Productivity Essentials
  • The power of our approach
  • Refresher: everyday productivity practices
  • Sharpen your personal organization (of reference, lists, etc.)
  • Accomplish more through clear Intention
3Which 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
4Which Tools Do What
  • Key capabilities of your tools
  • “Me” vs. “we” uses
  • Understand unfamiliar tools in your suite
  • Which tool to use and when
5Managing 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
6Managing 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
7Communication Methods and Tools
  • Perspective shift: who communication is about
  • Which communication methods to use and when
  • Learn your communication toolkit
  • Clarify your messages: our know/think/do method
8Effective 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
9Information-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
10Team Project-Management
  • Ask the right questions re: your shared projects
  • How to make and keep agreements with your team
11Your 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
12Execution: Managing Your Work
  • The difference between doing your work and managing your work
  • Reviewing to support greater accomplishment
13Productive Habits: How to Form and Keep Them
  • Make your best behaviors into consistent habits
  • Use both goals and systems to succeed
14Tying It All Together: V=KMT and the 8 Practices
  • Consistently implement all our 8 Practices to take control of your work

Not sure which modules are right for you?

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.

Which of our modules will meet your needs?

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