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Phoenix TS

Organizational Skills

BONUS! Cyber Phoenix Subscription Included: All Phoenix TS students receive complimentary ninety (90) day access to the Cyber Phoenix learning platform, which hosts hundreds of expert asynchronous training courses in Cybersecurity, IT, Soft Skills, and Management and more!

Course Overview

This one-day, instructor-led course equips professionals with a comprehensive toolkit to assess and enhance their organizational skills. Participants will begin by evaluating their current level of organization, identifying strengths, and pinpointing areas for improvement. The course then focuses on minimizing clutter and recognizing how disorganization can lead to lost time, inefficiency, missed deadlines, and procrastination. Practical strategies will be introduced, including effective methods for creating to-do lists, calendars, schedules, and planners, along with techniques for prioritizing tasks efficiently. By the end of the course, participants will explore ways to work smarter, not harder, refining their existing systems for improved accessibility and streamlined processes to boost productivity and effectiveness. At the completion of this course, participants will be able to:

  • Examine current habits and routines and determine how to implement effective changes
  • Manage daily responsibilities and learn how to prioritize important tasks
  • Identify different ways to store information and supplies
  • Organize personal and professional work spaces
  • Resist procrastination
  • Make lasting changes

Schedule

Currently, there are no public classes scheduled. Please contact a Phoenix TS Training Consultant to discuss hosting a private class at 301-258-8200.

Course Outline

Module One: Getting Started

Module Two: Remove the Clutter

  • Just Do It
  • You Don”t Have to Keep Everything
  • Activity: Three Boxes – Keep, Donate, and Trash
  • A Place For Everything And Everything In Its Place
  • Case Study
  • Module Two: Review Questions

Module Three: Prioritize

  • Write It Down
  • Urgent/Important Matrix
  • Divide Tasks
  • 80/20 Rule
  • Case Study
  • Module Three: Review Questions

Module Four: Scheduling Your Time

  • Have a Master Calendar
  • Setting Deadlines
  • Remove or Limit the Time Wasters
  • Coping With Things Outside of Our Control
  • Case Study
  • Module Four: Review Questions

Module Five: To Do Lists

  • Use a Day Planner
  • Finish What You Start
  • Focus on the Important
  • Do Quick Tasks Immediately
  • Case Study
  • Module Five: Review Questions

Module Six: Paper and Paperless Storage

  • Find a System that Works for You
  • Make it Consistent
  • Make it Time Sensitive
  • Setting up Archives
  • Case Study
  • Module Six: Review Questions

Module Seven: Organization Your Work Area

  • Keeping Items Within Arm’s Reach
  • Only Have Current Projects on Your Desk
  • Arranging Your Drawers
  • Organize to Match Your Workflow
  • Case Study
  • Module Seven: Review Questions

Module Eight: Tools to Fight Procrastination

  • Activity: Eat That Frog!
  • Remove Distractions
  • Give Yourself a Reward
  • Break Up Large Tasks
  • Case Study
  • Module Eight: Review Questions

Module Nine: Organizing your Inbox

  • Setting up Delivery Rules
  • Folder and Message Hierarchy
  • Deal with Email Right Away
  • Flag and Highlight Important Items
  • Case Study
  • Module Nine: Review Questions

Module Ten: Avoid the Causes of Disorganization

  • Keeping Everything
  • Not Being Consistent
  • Not Following a Schedule
  • Bad Habits
  • Case Study
  • Module Ten: Review Questions

Module Eleven: Discipline is the Key to Stay Organized

  • Stay Within Your Systems
  • Learn to Say No
  • Have Organization Be Part of Your Life
  • Plan for Tomorrow, Today
  • Case Study
  • Module Eleven: Review Questions

Module Twelve: Wrapping Up

BONUS! Cyber Phoenix Subscription Included: All Phoenix TS students receive complimentary ninety (90) day access to the Cyber Phoenix learning platform, which hosts hundreds of expert asynchronous training courses in Cybersecurity, IT, Soft Skills, and Management and more!

Phoenix TS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints re-garding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

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