Personalized Training Services

Ready for training?

Here’s what you get:

Session 1Part 1 of our Workflow Assessment, focused on uncovering your needs, hearing your concerns, and seeing how you work (and giving you practical help along the way).
Session 2Part 2 of our Workflow Assessment. Once I’ve analyzed what we uncovered in our first session and created a personalized training plan for you, we’ll meet to review my recommendations. From there, we’ll decide together on goals and structure for your training program.

Once we agree where we’re going, we can use the rest of this session to jump right in.
Remaining sessionsWe will implement your personal training roadmap to cover your selected topics (at a pace that works for you).

Click here to get started.

In our personal training program (which is more structured than our 1:1 coaching), we walk you through selected modules from our library, with an instructional style focused on your needs and ideal pace.

Your individualized training program may include any or all of the following from our library of training modules:

  • How to Recover from Overwhelm
  • Productivity Essentials
  • Which Tools to Use for What
  • Which Tools Do What
  • Managing Your Information
  • Managing Your Projects and Tasks
  • Communication Methods and Tools
  • Effective Meetings and Shared Decision-Making
  • Team Information-Management
  • Team Project-Management
  • Your Toolkit and How It Works
  • Execution: Managing Your Work
  • Productive Habits: How to Form and Keep Them
  • V=KMT™ and the 8 Practices™

Once you get started, here’s what will happen next:

  • I’ll send you links to complete our preliminary web survey and schedule your preferred time for your Workflow Assessment
  • We’ll meet to conduct your Workflow Assessment
  • We’ll decide together which training modules are best for you
  • I’ll train you in your selected modules*

*Note: We may or may not cover all contents of all chosen modules in the time available; it depends on your needs and interests (e.g., whether you want to take more time to explore certain topics).

Click here to start your personal training.

Money-back guarantee: no risk to you

We start all training engagements with a Workflow Assessment to give you a personal training plan. If you’re less than completely satisfied with this session (even after talking with us to see how we can make it right), let us know within 7 days of your first session, and we’ll refund 100% of your fees paid.

Want more information on the modules we offer?

Click here for more details on what our training modules cover.

What about training for teams?

We can also present our training modules as webinars or seminars for teams. Contact us for details.