Purpose: This template serves to help you list, prioritize, and describe the high value roles on which you and/or your protégé need to focus. Once written, these roles and their related descriptions can be discussed and negotiated with others.

 Entry descriptions/ actions: Think of and list all your important roles. Try to group them into Leadership roles, Project roles, and Operational roles.  Further, you may wish to consider them in light of personal, family, business, and community related roles. If you find that you have too many roles listed, identify the most important five in each category. Describe each role using the most appropriate adjectives. If you have too many adjectives, highlight the most important adjectives. Your important peoplewill help you to define your roles. Take time seeking their input or comparing their perception of your roles and how they describe them. Negotiate with them for the most appropriate description.

Go Back to List é

Purpose: This template is to help you prioritize the people in your life. The outcome is a prioritized list of names that should relate to your roles and to your time investment.

 Entry descriptions/ actions: Using whatever sources you choose, examine your contact list. Code these names as I = Important, T = Teachable, and D = Draining. Transcribe these onto your template. In some cases one name may have more than one code (I, T, D). Write your reason for that assessment or importance. Relate these names to the important roles they play in your life or the important roles you play in their lives.

Go Back to List é

Purpose:  The objective is to develop a filing index of the information subjectsthat are important to the fulfillment of your roles. This should help reduce information clutter as well as facilitating filing and information retrieval.

Entry descriptions/ actions: List subjects and sub subjects. Where appropriate, relate each entry to the role or roles they impact.

Go Back to List é

Purpose: The objective is to provide a single planning view that captures roles, goals, and related activities in a single weekly view.

Use; Entry descriptions/ actions: Modify this Excel template by changing the roles to reflect the highest value roles on which you want to focus. At the beginning of every week plan your goals and their related activities. By allocating appropriate time such activities will become your priority.

Go Back to List é

Purpose: The objective  is to provide an easy to use exercise to help you start using IBM Lotus Notes to set e-mail receiving priorities.

Use: This is based on the Help file in Notes 5.  Instruction may vary based on the Notes version you are using.

Go Back to List é

Purpose: The objective is to provide a simple sign to reduce distractions and interruptions when you need to focus and concentrate.

Use: Print this sign and place outside your office or at the entrance to your work space.

Go Back to List é

Purpose: Provide a simple spread sheet to be used in planning, estimating and managing project progress.

Use: Each heading field has a note that explains the input or the use of this field..

Go Back to List é

Purpose: Provide a simple tool for accountability and support

Use: Management by objectives is a critical skill for those who wish to lead or coach their teams. This is a discussion and progress review tool to be completed by your team member in preparation for a regular one on one coaching session.

Purpose: Provide a simple tool to manage issues without becoming involved in solving them

Use: This tool is helpful to ensure that leaders stay on top of critical issues that are managed by those who report to them. This log is to be maintained by the leader.

Go Back to List é

Purpose: Provide a tool to help define high value roles.

Use: For direction on the use of this tool we recommend that your read the paper, "Overcoming Title Imposed Roles".

Go Back to List é

Purpose: Provide a simple meeting notification and confirmation tool

Use: Starting with a active verb, state the objective of the meeting which should be supported by the agenda items as the goals of the meeting.  Each agenda item should have a start and end time. The role of each participant should be clearly stated as confirmed.

Go Back to List é