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The Workshop Training Library includes all of our courses for workshop training. Scroll down to see all of the courses included, plus other bulk pricing options. All of these workshop resources can be easily customized: mix and match training topics between courses, add new content, and even re-brand as your own.  Here's what's included with each course:

INSTRUCTOR GUIDE

TRAINING MANUAL

POWER POINT SLIDES

FLIP CHART NOTES
ACTIVITIES AND EXERCISE FILES

QUIZZES AND TESTING

 

Module One: Getting Started

Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line.

Workshop Objectives

Research has consistently demonstrated that when clear goals are associated with learning, it occurs more easily and rapidly. With that in mind, let’s review our goals for today.

At the end of this workshop, participants should be able to:

Define records and archives

Analyze records in context

Classify records

Understand different systems

Maintain and convert records

 

ORGANIZATIONAL SKILLS OUTLINE:

Module One: Getting Started
  • Icebreaker
  • Housekeeping Items
  • The Parking Lot
  • Workshop Objectives
Module Two: Remove the Clutter
  • Just Do It
  • You Don"t Have to Keep Everything
  • 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 Four: 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
  • 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
  • Words from the Wise
  • Review of Parking Lot
  • Lessons Learned
  • Completion of Action Plans and Evaluations