Please

print this
workbook to
single-sided
pages

Productivity
MASTERY
workbook

Please Note
Success Skills offers 2 time management courses.
The same techniques are found in both courses.
Each course offers specific tools and examples for
either professionals or students.
Please make sure to take the course suitable to your needs.

Specific for:
professionals, business
owners, managers and
executives

Specific for:

high school, university

and college students

Productivity
Mastery & Time
Management

Study Skills &

Time Management

How to Transform
Yourself and Become
Super Productive

Become Super
Organized &
Get Better Grades

FOR STUDENTS

If you would like to switch courses, please send us an email at productivitymastery@gmail.com

and well be happy to transfer you

Video 1

The Everything List

Please take pages 3 and 4, and tape them together.

E V E RY T H I N G L I S T
Home
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Work
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Money Matters
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Entertainment
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People
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Health
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Fitness
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Travel
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As soon as you complete your list continue to video #2.

4

Video 2
Behavioural Characteristics & Communication Style Inventory

Personality Style Test

This list of questions will give you a glimpse of your personality style. Choose answer A or B for each question.
When you have completed the list, transfer your answers to the scoring grid on the next page.
1 A) I like to get to know people personally, and Im quick to establish a connection
B) Im reserved when it comes to meeting new people
2 A) I am usually methodical about what I do, considering the options carefully before acting
B) I usually jump into action and fix problems as they arise
3 A) I like to control my time and dont care for people trying to manage it
B) Im happy to have people manage my time
4 A) When I get together with people I dont know, I usually introduce myself first
B) I usually wait for someone to introduce themselves before I give my name
5 A) Im usually interested in whats going on with the other people in a group
B) I tend to get down to business right away in a group situation
6 A) I am patient with people and dont generally try to push things along
B) I am usually driving the action in a group
7 A) I like to have the facts in front of me when I make a decision
B) I like to make sure everyone is happy with the decision before I move forward
8 A) I usually talk a lot in group conversations
B) I usually let other people do the talking in group conversations
9 A) I prefer to work with others and give support as they need it
B) I prefer to work alone and have control of how I proceed
10 A) When I speak, I usually ask questions or hint around a subject
B) W
 hen I speak, I usually make statements and express my opinion
11 A) I usually focus on the big idea or concept
B) I usually focus on people, relationships, and feelings
12 A) I talk with my hands and often change my intonation to make my point
B) I generally talk evenly and dont gesture when I speak
13 A) Im happy to accept other peoples points of view and include them in my considerations
B) I usually know best
14 A) I dont care for change or risky behavior.
B) I like taking risks and get bored if things dont change often
15 A) I keep my thoughts and feelings to myself if they dont relate to the work at hand
B) I am open with my thoughts and feelings
16 A) I love to try new things and meet new people
B) I prefer a routine and familiar people
17 A) Im willing to change my plans for other people
B) I keep focused on my plans and dont generally change them without good reason
18 A) I dont like conflict and will avoid it or try to end it
B) I deal with conflict head on
5

Video 2

Personality Style Test Analysis

Transfer your results by circling the answers to your questions
on the grid. Then add the circles from each column and write
the totals at the bottom of each column.

To find your personality style:

1. Circle the letter with the highest score between T & M,
2. then circle the letter with the highest score between L & K.

If you circled M & L, your style is mainly Controller/Director

If you circled T & L, your style is mainly Promoter/Socializer

1A

1B

2B

2A

3B

3A

4A

4B

5A

5B

6B

6A

7B

7A

8A

8B

9A

9B

10B

10A

11B

11A

12A

12B

13A

13B

14B

14A

15B

15A

16A

16B

17A

17B

18B

18A

If you circled T & K, your style is mainly Supporter/Relater

If you circled M & K, your style is mainly Analyzer/Thinker

TOTAL

Learn the Details

Find your style on page 7 and read the details that apply to you. If your score is between 2 styles, read
them both and decide on the one that resonates with you the most.
Keep in mind that your style will develop over time and you may want to periodically take a new test,
there are many on the internet to choose from, if you want a little variety.
Now that you know a little more about your style, review pages 8 to 11 for tips on how your
communication works and how you can work well with other styles.

Fill in your style on page 7 and continue to video #3.

Video 2

Personality Styles Definitions

My style is _________________________________________________
SUPPORTER/RELATER

PROMOTER/SOCIALIZER

Harmonizer
Values acceptance and stability in circumstances
Slow with big decisions; dislikes change
Builds networks of friends to help do work
Good listener; timid about voicing contrary opinions;
concerned for others feelings
Easy-going; likes slow, steady pace
Friendly & sensitive; no person in unlovable
Relationship Oriented

Entertainer
Values enjoyment and helping others with the same
Full of ideas and impulsive in trying them
Wants to work to be fun for everyone
Talkative and open about self; asks others opinions;
loves to brainstorm
Flexible; easily bored with routine
Intuitive, creative, spontaneous, flamboyant approach
Optimist; nothing is beyond hope
Celebration Oriented

ANALYZER/THINKER

CONTROLLER/DIRECTOR

Assessor
Values accuracy in details & being right
Plans thoroughly before deciding to act
Prefers to work alone
Introverted; quick to think and slow to speak; closed
about personal matters
Highly organized; even plans spontaneity!
Cautious, logical, thrifty approach
Thoughtful; no problem is too big to ponder
Idea Oriented

Commander
Values getting the job done
Decisive risk taker
Good at delegating work to others
Not shy but private about personal matters;
comes on strong in conversation
Likes to be where the action is
Take charge, enterprising, competitive,
efficient approach
Fearless; no obstacle is too big to tackle
Results Oriented

Continue to video #3, listen for the challenges of each

personality and take notes of the recommendations.

__________________________________________________________
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__________________________________________________________
__________________________________________________________
7

Video 2
How Communication Styles Work Together
When you completed the personality exercise, you found yourself in one of these quadrants. Your personality style also
describes your communication style. If you know the way your communication works, and the challenges you might
have with the other styles, you can take action to make your communications more effective. Communication that is
more effective helps you to be more efficient with your time, and gets you to your goal much faster.
Imagine how much easier it will be to get people to work together on a project, or to be effective in a group study
session, if you could recognize the needs of the other people in your group.

Lets review how each personality provides and processes information:

SUPPORTER/RELATER

PROMOTER/SOCIALIZER

Provides information:
Will put the message in terms of relationships
and feelings
Will look for consensus rather than give direction
Will ask questions to gather viewpoints
Will have difficulty with hard messages

Provides information:
Will have fun with a message
Will be spontaneous and potentially impatient
Will always think everything will work out
Will be fast to move onto the next topic

Processes information:
Thinks about the team or community
Wonders how everyone will feel about the message
Needs to take the time to work out the impacts on
the group
Will not ask questions in group setting if they have
a conflicting viewpoint

Processes information:
Quickly, but not always completely
Will trust that everything will work out
Will be ready to agree or approve something
before the group has processed
Will have fun with the process

ANALYZER/THINKER

CONTROLLER/DIRECTOR

Provides information:
Will detail the steps taken to achieve the message
Will be concerned about making errors
Will consider any questions or conflicting ideas
Will provide facts and figures to support the
message

Provides information:
Will provide the message and expect agreement
Will talk in action and results terms
Will make decisions quickly
May be intimidating to others with the directness
of the approach

Processes information:
Slowly and thoroughly
Wants to get all the information before considering
an answer
Needs to know how a decision was reached
Wants to explore alternatives before agreeing to
the idea

Processes information:
Quickly and happy to accept risks of not knowing
every detail
May not consider all the facts before acting
Thinks in terms of actions and will turn idea
messages in to actions
Dismisses obstacles and sees them as challenges
to overcome

Video 2
How Communication Styles Work Together
When you have a hint about peoples styles of communication, you can be more effective in your approach by
managing your delivery to their processing style. This is true when you want to get your employees working toward a
new business strategy, or when you want to talk to investors, or even your peers.
Not only can you tailor your approach, you can manage your own reactions. If you are a promoter/socializer, you
find it most difficult to communicate with the analyzer/thinker; you are excited about the possibilities and they just
need to check one more thing before they agree. Imagine the challenge of a controller/director who needs to get a
supporter/relater to make a significant change. And imaging the supporter/relator trying to get the controller/director
to understand the reason people are resisting change.
There is no right style. In fact, there is no better style either. The best teams include all styles because theres balance
in the risk taking, the engagement of the team, the joy of success, and the lets get going attitudes.

No matter what your native style, here are tips

for communicating.
1. When communicating to an analyzer/thinker, present your research
and be prepared to give them some time to digest the message
2. When communicating to a supporter/relater, keep the
relationships in mind and give them the time to understand the
emotional impacts
3. When communicating to a promoter/socializer, keep the message
dynamic and get their ideas on the table
4. When communicating to a controller/director, keep actions and
results highlighted.
Review the charts in the next two pages to find out what styles get along and where the
challenges are. Keep them in mind if you find yourself struggling to communicate.

Video 2

Tips on Communicating to Other Styles

Get along
Controller

Promoter

Analyzer

Supporter

Big picture
Task

Big picture
People

Details
Task

Details
People

The arrows indicate where styles

complement each other.
For instance, when working together on a project, an Analyzer will provide the Controller with enough information
to make the project rich in detail. The Controller will help the Analyzer finish the research stage and move on to
presentation. When you find yourself frustrated with the way someone is communicating, take a moment to think
about their style, and then ask what you are missing.

10

Video 2

Tips on Communicating to Other Styles

Challenges
Controller

Promoter

Analyzer

Supporter

Big picture
Task

Big picture
People

Details
Task

Details
People

The arrows indicate the relationships

that are challenging.
A challenge looks like this, when a Promoter and an Analyzer try to communicate, they have to work hard to make
progress. The Analyzer will see the Promoter as someone who is all talk and fun. The Promoter will see the Analyzer as
someone who doesnt know how to have fun. When you find yourself dealing with your opposite style, its important to
stand back and remember that they arent trying to make things difficult. They just arent getting what they need out
of the communication.
The support and conflict matrices are based on The Relationship Puzzle, Paul Endress. President of Maximum Advantage.

11

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11

12

13

14

15

16

17

18

19

20

10

30

29

28

27

26

25

24

23

22

21

40

39

38

37

36

35

34

33

32

31

50

49

48

47

46

45

44

43

42

41

60

58

58

57

56

55

54

53

52

51

Per s pec tive

success Skills

70

69

68

67

66

65

64

63

62

61

80

79

78

77

76

75

74

73

72

71

90

89

88

87

86

85

84

83

82

81

100

99

98

97

96

95

94

93

92

91

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

NOTES & INSIGHTS

Video 3

Video 3

Gap Analysis Overview

It can seem overwhelming when you look at the distance between where you are and where you want to be.
Depending on your goal, you may have a lot of activities to complete to get there. The key to get you moving forward is
to understand the gap between where you are and your goal. To make progress toward your goals you need to take one
step at a time. By assessing the gap you will be able to take the first step.

Components of a Gap Analysis

Think about your future, what is your goal? If you can describe it in detail, youll be able to establish how your current
knowledge and skills relate to your goal so that you can begin the process. Then work out the steps in between.

A Gap Analysis Example

Lets use a short-term goal.

I want to increase my sales rate of my add-on product to make low energy efficient cars
burn 50% less gas, to ten per month.

CURRENT SITUATION

Step 1
Start in this box, where
are you now in relation to the goal?
Currently only sell 1 per month
Currently spend time answering
questions and sending details out
to prospective buyers

ACTIVITIES

GOALS

Step 3

Step 2

The last step, list all the

Step two, describe your goal

N
 eed to find a way to provide the

Increase sales to 10 per month

activities to move you from where

you are now to your goal

common answers on-line

Need to capture contact information
for all prospects so I can follow up
N
 eed to make my marketing
material more accessible
N
 eed to make my time more about
the sale than the information

When youve completed the gap analysis exercise, you will have all the steps you need to meet your goal. Dont worry
if they arent in order, you can prioritize them and add them to your schedule when you are ready to get them done.

13

Video 3
Gap Analysis Tool
CURRENT SITUATION

ACTIVITIES

GOALS

Start in this box,

The last step, list all the

Step two, describe your goal

where are you now in relation

to the goal?

activities to move you from where

you are now to your goal

As soon as you complete your analysis continue to video #4.

14

Video 4

Set Smart Goals Overview

The best way to achieve goals is to define the small steps that will take you to the big goal. By using the SMART
methodology, you will become aware of the what, the when, the how, the why and youll discover the
motivation that will take you to meet your goals. You will set steps that will give you a sense of accomplishment and
will keep you reaching for longer-term goals.

Smart Goal Elements

There are 5 elements to explore in order to create a SMART goal:

1. Specific. Setting a specific goal is the way to know if you have achieved it. Example: Instead of I want to

get into University, turn it into I want to become a lawyer. This is your big goal; the one that youll build toward. If
you want to be a lawyer, you know that you need to take certain courses in high school and you need to get certain
grades. So, being a lawyer may be years away, but getting a GPA of 3.8 is only as far as the next grade.

2. Measurable. Finding measurements is how to know you are progressing toward the goal. If your goal
is I want to be a lawyer, your measurements will be based on grades in high school, acceptance at the right
university, at what percentile you need to graduate.

3. Attainable. Setting attainable goals is how you know if the big goal is achievable. By breaking down the

goal into steps, you get a chance to see how much work is involved. Example: Lets go back to the goal of becoming
a lawyer. Lawyers argue cases and research precedent. What about joining a debate club? Putting together an
argument whether or not you agree with the side, will give you great experience at research and persuasion.

4. R
 elevant. Goals that are relevant to your long-term strategy are important. If you want to be a lawyer,

you might be setting relevant goals of, completing the mandatory courses, meeting minimum GPA requirements,
volunteering in a law firm. What might not be a relevant goal (right now) is to buy an expensive briefcase.

5. Time-sensitive. Setting goals you can meet in the near future is a good way to keep your focus. Your
long-term strategy may be to become a partner in a large corporate law firm in New York. Setting time sensitive
goals means asking yourself what do you need to do this school year, this term, this month, so you will get a job
in the right kind of law firm?

15

Video 4
Smart Goal Tool
My Goal Statement Is:
I want to ______________________________________ by _____________________________________
because ________________________________________________________________________________
Example: I want to become a lawyer within 6 years because I love helping people and I enjoy public speaking.

SPECIFIC
Example: I want to become a lawyer

Measurable
Example: I need 3.8 GPA, I will apply to 5 universities

Attainable
Example: Begin to build your skills: join a debate club, join a public speaking club

Relevant
Example: Complete mandatory courses, volunteer at law firm

Time-sensitive
Example: Research application deadlines, book volunteer opportunities, sign up for clubs,
decide when your goal needs to be completed by

As soon as you complete your goals (or strategic plan) continue to video #5.
16

Video 4

How to Build a Strategic Plan

Strategic plans are what drive your business to the future you want. The building blocks of a strategic plan are the tactics
youll employ to meet your strategies. The strategies are aligned to the goals you set which are focused on your mission.
When it comes to developing a strategic plan, many organizations struggle with the concept of creating a plan that
looks 3 to 5 years into the future. Our world changes so rapidly that the longer the timeline, the more risky the venture.
Not having a strategic goal, or a mission, can leave you with no direction. If you dont know where you want to be, how
can you prioritize the activities day-to-day so that you dont fritter your time?
Developing a strategic plan aligned with your mission is important for giving you direction. Trying to predict the exact
details of that future is the obstacle many people find in their way. This tool will provide you with the steps to develop
a plan flexible enough to change and clear enough to provide direction.

The Strategic Planning Process

The key is to start from the top of the chart, the mission. Why are you in business? Why are you in your particular
business? Why are you different from your competitors? In 2 or 3 years what do you want your clients to think of you?
When you have your mission stated, you articulate three goals you can meet that are aligned to that mission. The
goals can be as short as a few months, or as long as a couple of years. They are designed to help you move closer to
your mission.
The goals lead to strategies, which you can implement that will drive to your goals, which leads to your mission.
Strategies can be short term to meet some current change, or a year in the future. If you have three goals, make a
couple of strategies for each one. Too many strategies can overwhelm your ability to develop the tactics.
The tactics are the short-term activities that will fulfill your strategies that build to your goals. Tactics can be daily
or weekly activities that clearly point to your strategies. Some tactics will serve more than one strategy, and you may
have a list of tactics that range from get this one thing done to build a foundational process for X. If you find the list
of tactics growing, put some priority on them.
When you have finished the process of developing your tactics, you will have a roadmap that leads to your vision of
your business. If you have employees, or plan to have them, having a clear roadmap will be invaluable to engaging
them in the future of your business.
By using the power and simplicity of the Debrief Tool, you will be better equipped to move forward with your goals and
commit to better and bigger ones.

17

Video 4
Strategic Planning Example:
Opening a New Restaurant
What is your mission? To be an affordable location for organic, locally sourced food
To bring your mission to life, what are 3 goals that you need to meet in the next 2 years?
FINANCIAL
Build the business on a low
overhead to allow us to price
the plates at a similar level to a
family restaurant

Service
Provide our diners with table
service, while training young
people in the industry

Efficiency
We will reduce waste by creating
a nose-to-tail menu.

What strategies do you need to implement now to achieve the goal?

FINANCIAL

Service

1. Use local organic suppliers who

provide ingredients to our price
point/will negotiate price for
service exchange
2. Where possible use
reconditioned/used equipment

1. Build a relationship with

local schools to provide work
experience to grade 11/12
2. Identify training approach that
can be used with high turnover
of staff

Efficiency
1. Hire an experienced chef in
nose-to-tail approach
2. Develop seasonal approach to
avoid produce waste

What tactics do you need to have to meet these strategies?

FINANCIAL
Research the local farms for
best quality of product
Develop a service exchange
sales package
Research the availability of
used equipment.
Research restaurant fixtures/
fitting liquidation companies

Service
Contact the local schools/youth
organizations to gauge interest
Build a proposal to attract
students to the team
Research training/onboarding
models

18

Efficiency
Interview chefs for a nose-totail expert who can/will train
team
Identify the common seasonal
products available

Video 4
Strategic Planning Tool
What is your mission? _________________________________________________________________
To bring your mission to life, what are 3 goals that you need to meet in the next 2 years?
FINANCIAL

Service

Efficiency

What strategies do you need to implement now to achieve the goal?

FINANCIAL

Service

Efficiency

What tactics do you need to have to meet these strategies?

FINANCIAL

Service

Efficiency

As soon as you complete your strategic plan continue to video #5.

19

20

To Do This Week

Monday

Tuesday

DATE ___________________________________
Wednesday

Thursday

Get It Done Schedule

Friday

Sunday

Saturday

Video 5

Weekly Debrief 1
The Debrief Overview
The best way to reach goals is to debrief as we go. By learning from what we have just done in a week, we can build on
the actions that helped move us forward. We can also plan to avoid the activities that get in our way.

Debrief Elements
There are 8 elements in the debrief process:
1. Brief overview of the facts. This is not an evaluation, just observations about what is true. Example: Instead of I aced my tests,
turn it into I found time to study and got As on three tests.
2. Key Accomplishments. What have been the key accomplishments so far? The key here is to identify the little accomplishments,
not just the big ones. Sometimes when you analyze the little wins, you will be able to realize that you have accomplished more
than ever before even if you may only be half way to your big goal. By breaking down the accomplishments into smaller wins,
we start noticing the other good things that happened and we build a stronger foundation for what is to come.
3. What worked and/or is working. Be specific here. The accomplishments obviously worked, yet there are invariably other factors
at play, and that do not get acknowledged. If they dont get acknowledged, then they may be overlooked next time. For example,
if the accomplishment was to get an A on a test, the actions you took to prepare might not be considered accomplishments in
themselves. If you analyze those steps, you have a better chance of repeating them and closing more deals in the future.
4. What didnt work and/or Isnt working. Be specific here too. Improvements only occur when you notice things to be improved.
If you are general in your observations, you will have far less access to fine tune things and grow. Clarity allows access to action.
The more specific you can get, the clearer things become, and the more you can do about it. For example, keeping Facebook
active while I studied, didnt work, or preparing for tests at the last minute didnt work. By noting the details, you can do things
differently next week.
5. What is missing. Again, be specific. Ask yourself, What is missing that caused this to be missing? Continue with this until you
get down to a commitment, a priority, or a specific structure. This is the section where youll gain access to action. For example:
What is missing? More time to prepare for tests. What is missing that more time is missing? I dont know how to say no when
someone asks me to go to a party or movie. So, what is missing that makes you unable to say no to this? I feel like my friends
will not ask me again if I say no. Now you are at a place where you can do something. Is the solution to set aside time where
you can socialize?
6. Opportunities. What opportunities are there as you conduct this debrief? Some may be as a result of the ground covered above,
others may have already been present, but you are now clearer about them than you were before. Either way, by listing them, you
are moving toward the next step.
7. Next steps. What you know is nice, but it is what you DO that counts. What are some specific actions that represent the next
steps for you? List the first three to five that you see.
8. Anything else to complete the picture. Sometimes useful observations arise through this process that dont have a natural
place in any of the categories. Heres the place to catch them so they dont get lost.

Debrief Tips
1. Dont change the order of the debrief, and dont skip around. Finish reviewing the accomplishments and what is working
before proceeding to what isnt working. Too often, people want to skip to what didnt work. One problem with this approach is
that you are not working on the shoulders of success. As a result, you may tend to be more critical of the overall progress than
you would had you done the previous steps first. The more miserable you feel about what didnt work, the harder it is to complete
the Accomplishments and Worked sections.
2. Debriefs may be conducted after exams, or projects, or study sessions, or you may complete them at the end of each week,
month, or term. They are a useful tool to get you clear so that you can plan the next steps to move any situation forward.
3. Debrief all the scenarios and situations that you want to learn from, and from which you want to grow. Debrief your week
overall as well as situational debriefs.
By using the power and simplicity of the Debrief Tool, you will be better equipped to move forward with your goals and commit to
better and bigger ones.

21

Weekly Debrief 2
Debrief Tool
The best way to reach goals is to debrief as we go. By learning from what we have just done in a week, we can build on
the actions that helped move us forward. We can also plan to avoid the activities that get in our way.

1. Write down a brief overview of the facts

2. List some key accomplishments

3. Note what worked to move you forward

4. Note what didnt work

5. Note what is missing

6. List some opportunities that you found

7. Make a note of your next steps

8. Is there anything else to complete the picture?

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How to Network 1

Tips and Techniques to Make the Most

of Your Networking Activities
Networking is something that every professional needs to do at some time or other. Whether you run your own business,
or you work for a company, making connections is the way to grow.
For many people, the idea of networking can be intimidating and the stress involved in preparing for the event
overwhelms any benefit that you can gain. Networking happens at events and over coffee and sometimes in the lineup
for a movie. In fact, anywhere you can connect with someone, you can network. Its not always about finding leads and
referrals; its sometimes about helping someone get what they need.
The keys to successful networking:
1. Be prepared have a goal in mind
2. Know thyself choose the right opportunities for you
3. Have a little fun most of the people there are just as nervous as you

Determine Your Purpose

Organized networking events have two different approaches: generating leads, or building relationships. Having a goal
or purpose for networking can help you decide which type of event to attend. If you choose a lead generation style, you
need to be able to generate leads for others, and to follow up on leads you get. If you choose a relationship building
style, you will be able to talk about your business, but asking for leads is frowned upon.
The lead generating events:
Find them through your local chamber, a BNI chapter, or through a colleague.
Generally populated by realtors or other sales people needing a lot of cold or warm leads they can follow.
May have an industry restriction, i.e. one realtor, one accountant
May have a standard for lead generation, i.e. you must generate 6 referrals per month to other members
Highly effective for the type of business that can handle a strong flow of new clients/customers
Relationship building events:
Find them through Meetup, or your local chamber or colleague
Generally less formal and will structure around challenges and successes and opportunities to share experiences
Will generate leads after a trust level is achieved
Highly effective for businesses that build longer term relationships with clients
Casual interactions:
Happen everywhere and anywhere
Generally start with the question, what do you do?
Can result in an introduction to someone who needs your services/product

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How to Network 2

Give It A Try
When you start networking, make sure you have a big supply of business cards, and be willing to give them to everyone.
When someone gives you their card, make a note on it to remind you where you met the person.
Think about networking as an opportunity to help. Taking away the stress to get a lead, or a new client, or a job, can be
the key to relaxing and making a connection rather than just a quick glance at someone as you move around to the next
referral source.
Be clear about what you do. This takes practice, and you get that practice in networking, but eventually you will be able
to explain how you help your clients. By doing that, you leave an impression with the listener that runs deeper than your
professional title ever will. As an example, if you are a realtor, you can assume that people know you sell houses. If you
help your clients find the right home and you connect them with great mortgage brokers, that leaves the impression that
you might be a little different.
Dont worry if your first few events are uncomfortable. Remember everyone in the room is probably just as uncomfortable
as you are. Join in a conversation, most people will welcome you.

Follow Up and Follow Through

Regardless of the type of event, youll go home with business cards. The value of the cards is in the connections you
make after the meeting. If you are in a business that needs to refer clients to accounting professionals, you might have
collected cards from four accountants. Did one of them seem more aligned to your type of client than others? If so, invite
the person for coffee, get to know them a bit better. Business is done on the personal level and the best referrals are
done between people who know each other a little more than the information on a business card.

24

Forms 1

The following pages have the forms that youll

need to continue using this system indefinitely.
On a weekly basis:
Get it Done Schedule PAGE 26
Debrief Tool PAGE 27

When you are ready to plan new goals:

Gap Analysis Tool PAGE 28
Smart Goal Tool PAGE 29
Strategic Planning Tool PAGE 30

One week after you finish the videos:

Self-guided Coaching Modules PAGE 31 - 40

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26

To Do This Week

Monday

Tuesday

DATE ___________________________________
Wednesday

Thursday

Get It Done Schedule

Friday

Sunday

Saturday

success Skills

success Skills

Debrief Tool

1. Brief overview of the facts

2. Key accomplishments

3. What worked / is working

4. What didnt work / isnt working

5. What is missing

6. Opportunities

7. Next steps

8. Anything else

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success Skills

Gap Analysis Tool

CURRENT SITUATION

ACTIVITIES

GOALS

Step 1

Step 3

Step 2

28

success Skills

Smart Goal Tool

My Goal Statement Is:

I want to ______________________________________ by _____________________________________
because ________________________________________________________________________________
SPECIFIC

Measurable

Attainable

Relevant

Time-sensitive

29

success Skills

Strategic Planning Tool

What is your mission? _________________________________________________________________

To bring your mission to life, what are 3 goals that you need to meet in the next 2 years?
FINANCIAL

Service

Efficiency

What strategies do you need to implement now to achieve the goal?

FINANCIAL

Service

Efficiency

What tactics do you need to have to meet these strategies?

FINANCIAL

Service

30

Efficiency

Self- Guided Coaching Module

Week 1
Date _______________________________________________
Successes this week
_____________________________________________________
_____________________________________________________
_____________________________________________________
Focus for next week
_____________________________________________________
_____________________________________________________
_____________________________________________________
Self-Coaching Week 1
Youve had a chance to do all of the exercises and videos. We hope youve had an opportunity
to try some new habits for scheduling your time. Our tip for today is to revisit your Perspective
exercise.
When you first completed the exercise, you may have focused on the things you have to do
now, the items you know are on your to-do lists and things you may not be getting to on a
daily basis. This time, think about the things that you want to do in the future. Knowing where
you want to be in 5 years is a good way to start scheduling the first steps now.
When you have your list as complete as possible, remember to check it regularly to revisit
your priorities.

Have a spectacular week!

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Self- Guided Coaching Module

Week 2
Date _______________________________________________
Successes this week
_____________________________________________________
_____________________________________________________
_____________________________________________________
Focus for next week
_____________________________________________________
_____________________________________________________
_____________________________________________________
Self-Coaching Week 2
This week lets look back at the tips for successful planning. Youve been working on the
program for two weeks and youve probably noticed that you spend time re-scheduling
throughout the week. Youll do this with more control when you do your planning before the
week starts.
Taking time out on Sunday to look at your schedule for the next week, gives you the ability to
be flexible when new things come up. And new things always come up.
Remember its your schedule; you control what happens.

Have a spectacular week!

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Self- Guided Coaching Module

Week 3
Date _______________________________________________
Successes this week
_____________________________________________________
_____________________________________________________
_____________________________________________________
Focus for next week
_____________________________________________________
_____________________________________________________
_____________________________________________________
Self-Coaching Week 3
This week, lets talk about the debrief process. This tool is an important component of
learning to manage your schedule. Remember the 8 aspects:
1. Jot down a brief overview of the facts this helps you to get a grasp on what youve done
2. List some key accomplishments this makes it easier to see that you did accomplish
something even on a bad day
3. Note what worked to move you forward this helps you build on your successes
4. Note what didnt work this gives you an idea of the challenges you need to overcome
5. Note what is missing this gives you the ability to develop action plans
6. List some opportunities that you found this opens you to new possibilities
7. Make a note of your next steps this starts you planning your next week
8. Is there anything else to complete the picture? this helps you think past the obvious
Its a great idea to reflect on last week before you plan next week. The debrief is a great tool
to use after a meeting, presentation, or test.

Have a spectacular week!

33

Self- Guided Coaching Module

Week 4
Date _______________________________________________
Successes this week
_____________________________________________________
_____________________________________________________
_____________________________________________________
Focus for next week
_____________________________________________________
_____________________________________________________
_____________________________________________________
Self-Coaching Week 4
Estimating the time it takes to do a task is tricky and it takes some time to get a handle on
even the most familiar activities. Its important to learn how to estimate so you can schedule
your time and take control.
Tips to improve your estimating skills:
1. Take your best guess. Thats right, it starts with a guess
2. Think about the task in detail and estimate the steps
3. Add up the individual step times and compare to the first guess
4. Decide which estimate looks right and use that to schedule
The next steps are about refining your guessing ability.
When youve completed the task, note how long it actually took. Compare that to your
estimate and debrief the difference. When youve done this a couple of times, youll notice
your estimating will get better.

Have a spectacular week!

34

Self- Guided Coaching Module

Week 5
Date _______________________________________________
Successes this week
_____________________________________________________
_____________________________________________________
_____________________________________________________
Focus for next week
_____________________________________________________
_____________________________________________________
_____________________________________________________
Self-Coaching Week 5
Getting your schedule fine-tuned is important to lowering the stress level of your week. Now
that you have been using the Productivity Mastery skills for 5 weeks, you may be finding your
schedule is getting more manageable. You are able to find time to do what you want, not
just what everyone else needs. You may even have found time in your week to have some
downtime, or social activities.
The tip this week is about making sure you block out the non-negotiable time first. If you use
a paper schedule, take a little time to pencil in the next two or three weeks worth of nonnegotiable time. If you use an electronic calendar, you can set up recurring tasks. Are you in a
sales meeting every Monday at 9 am? Just go ahead and block out that time.
Getting a handle on the time you have available is the first major step toward taking control
of your schedule.

Have a spectacular week!

35

Self- Guided Coaching Module

Week 6
Date _______________________________________________
Successes this week
_____________________________________________________
_____________________________________________________
_____________________________________________________
Focus for next week
_____________________________________________________
_____________________________________________________
_____________________________________________________
Self-Coaching Week 6
The tip for this week is about juggling priorities. In the last six weeks, you probably found that
its hard to pick just a few priorities. Everything is important in its own way. The first step is to
make sure you know why something is a priority. Does it help you make progress toward your
goal? Does it have to be done this week?
When you have your priorities clear, they are ready to juggle. No matter whether you are a
student, entrepreneur, parent, or CEO of a multinational corporation, you will always have
more high priority things to do than time to do them. The tip to juggling your priorities is to
ask these two questions when you plan your week, or make adjustments.
1. Which one of the priorities is more important?
2. What will happen if something isnt done?
When you have your answers, you can juggle the priorities more successfully.

Have a spectacular week!

36

Self- Guided Coaching Module

Week 7
Date _______________________________________________
Successes this week
_____________________________________________________
_____________________________________________________
_____________________________________________________
Focus for next week
_____________________________________________________
_____________________________________________________
_____________________________________________________
Self-Coaching Week 7
Youve been working the system for seven weeks. By now, you might be feeling like youre in
a rut. This is when some people stop using all the steps. If you feel you need a break, or you
think youve got your schedule under control, take a moment to review the tools and remind
yourself how they all contribute to taking control of your schedule.
When you have refreshed yourself on the value of the whole system, do a special debrief. Go
through the debrief process and think about the last seven weeks. This should help you to get
excited about the possibilities that open up when you take control of your time.

Have a spectacular week!

37

Self- Guided Coaching Module

Week 8
Date _______________________________________________
Successes this week
_____________________________________________________
_____________________________________________________
_____________________________________________________
Focus for next week
_____________________________________________________
_____________________________________________________
_____________________________________________________
Self-Coaching Week 8
When you took the course, you set two kinds of goals; long term, or strategic goals which
youll work toward, and SMART goals. You may have already achieved a few of the SMART
goals. Now its time to refresh them.
Look at your existing SMART goals and celebrate your progress. Now think about two or three
new goals to meet in the next month. Do the Gap Analysis and build out your schedule so you
can accomplish your new SMART goals. This is an exercise you can do every time you meet a
goal, or every two or three months.

Have a spectacular week!

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Self- Guided Coaching Module

Week 9
Date _______________________________________________
Successes this week
_____________________________________________________
_____________________________________________________
_____________________________________________________
Focus for next week
_____________________________________________________
_____________________________________________________
_____________________________________________________
Self-Coaching Week 9
By now, you are probably seeing some benefits of taking control of your schedule. You are
achieving your goals and making progress toward your vision for your business. You deliver
on time to your clients, you arrive on time for meetings, and your projects are running more
effectively. Now its time to remember that you need some balance in your life. Time to make
sure you schedule in time with the family, socialize with your friends, and maybe just a little
time for yourself.
When we start taking control of our time, its easy to only focus on the important things and
sometimes relaxing doesnt seem to be important. No matter how productive you are, you
need some down time.

Have a spectacular week!

39

Self- Guided Coaching Module

Week 10
Date _______________________________________________
Successes this week
_____________________________________________________
_____________________________________________________
_____________________________________________________
Focus for next week
_____________________________________________________
_____________________________________________________
_____________________________________________________
Self-Coaching Week 10
This week, lets remember the reason you started this journey. You werent getting what you
wanted out of your time, you were stressed and feeling busy but not productive. Over the
last 10 weeks, youve learned to take control of your schedule and make progress toward your
goals. By now, you are feeling great about your progress and you should be. Youve made
small changes that have given you great benefits.
The final tip is to review your wins and refresh your Everything list. Taking the time to review
and refresh these exercises will keep your goals current and you excited about the future
youre building.

Good luck, not that youll need it.

Now you have a system that you can use for life.

40