Bachelor of Commerce. Business Management. Module. Time Management. National Qualification Framework HRM100

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1 National Qualification Framework Bachelor of Commerce Business Management Accredited and offered by The Da Vinci Institute for Technology Management Module HRM100 Time Management

2 2013 The material within this document is the intellectual property of Quintave Managerial Leadership System, a Research associate of DMC Process & The Da Vinci Institute for Technology Management. This Module was exclusively developed and forms part of BCom Business Management. Dissemination of this material to a third party or use of this material outside of the scope of the qualification, will constitute a violation of the intellectual property rights of The Da Vinci Institute for Technology Management (Pty) Ltd and DMC Process Management (Pty) Ltd and Quintave Managerial Leadership System. The Collective owns all compilation copyrights in these materials. Each portion of the compilation material is subject to pre-existing copyright owned separately by the respective member of the Collective.

3 BACHELORS OF COMMERCE NQF Level 5 BMG100 HUMAN RESOURCE MANAGEMENT TIME MANAGEMENT The Da Vinci Institute for Technology Management (Pty) Ltd Registered with the Department of Education as a private higher education institution under the Higher Education Act, Registration No. 2004/HE07/003

4 A distracted employee is a less effective employee. Employees who do not pay attention to their work can waste valuable time and make careless mistakes. Your participants will be more efficient at their job, make fewer mistakes, and overall be more productive. Attention Management is a useful skill that allows managers to connect with their employees on an emotional level and motivate them to focus on their work and how to reach their personal and organizational goals. Setting realistic goals is not only crucial in one s personal life, the manager now needs to become capable in bringing members of their teams focussed around common goals inspiring them to become a high performing team. (some refer to the success in aligning personal and organisational goals within an overarching synergy as finding soul and Covey says that where two souls come together, greatness follows). This module further looks at time & future planning and addresses issues such as effective time management, determining priorities, procrastination, lack of drive, concentration and connects closely with other related topics within Theme II such as work - life balance, burnout, and safe work place, motivational levels and the manager s ability to be able not only to identify any behaviour or factors preventing each team member to be able to excel within their current capability in order for the team to be able to reach organisational goals. On completion of this module the student should be able to: 1. Explain what might interfere with your attention and how you could address it in order to stay focussed and goal directed. 2. Discuss your personal goal in attending this programme. In your discussion identify the factors that may prevent you form achieving your goals and the support and interventions you need to achieve your goals. 3. Explain the relevance and importance of emotional intelligent leaders and employees in an organisation. 4 MANAGERIAL LEADERSHIP ODYSSEY THE DA VINCI INSTITUTE BUSINESS MANAGEMENT

5 BMG BUSINESS MANAGEMENT Reading Self-Reflection You will be provided with a series of national and international articles and literature to read that will help you broaden the subject at hand. All articles can be found in the Module Libraries. Research As you work through the module you will be required to do your own research. Activity Take Note A useful tip or essential element regarding the concept under discussion. Post Module Assignment (PMA) You will be given a number of activities to complete to prepare you for your post-module assignment. These need to be submitted as they will count towards your final mark. Ratiocination Submission Date Ratiocination is the logic reasoning that considers all alternatives and possible impacts that may result from a decision or a possibility. Group Work Learning Outcomes You will be required to do group work both in the class room and as syndicate study groups. Group Discussion iassess Talking to others while you learn will often illuminate a topic for you. My Notes BUSINESS MANAGEMENT THE DA VINCI INSTITUTE MANAGERIAL LEADERSHIP ODYSSEY 5

6 Getting Started Time management training most often begins with setting goals. These goals are recorded and may be broken down into a project, an action plan, or a simple task list. Activities are then rated based on urgency and importance, priorities assigned, and deadlines set. This process results in a plan with a task list or calendar of activities. Routine and recurring tasks are often given less focus to free time to work on tasks that contribute to important goals. This entire process is supported by a skill set that should include personal motivation, delegation skills, organization tools, and crisis management. We ll cover all this and more during this workshop. Setting SMART Goals Goal setting is critical to effective time management strategies. It is the single most important life skill that, unfortunately, most people never learn how to do properly. Goal setting can be used in every single area of your life, including financial, physical, personal development, relationships, or even spiritual. According to Brian Tracy s book Goals, fewer than 3% of people have clear, written goals, and a plan for getting there. Setting goals puts you ahead of the pack! Some people blame everything that goes wrong in their life on something or someone else. They take the role of a victim and they give all their power and control away. Successful people instead dedicate themselves towards taking responsibility for their lives, no matter what the unforeseen or uncontrollable events. Live in the present: the past cannot be changed, and the future is the direct result of what you do right now! The Three P s Setting meaningful, long-term goals is a giant step toward achieving your dreams. In turn, setting and achieving short-term goals can help you accomplish the tasks you'll need to achieve the long-term ones. It is also important to make sure that all of your goals unleash the power of the three P's: POSITIVE: Who could get fired up about a goal such as "Find a career that's not boring"? Goals should be phrased positively, so they help you feel good about yourself and what you're trying to accomplish. A better alternative might be this: "Enroll in pre-law classes so I can help people with legal problems someday." 6 MANAGERIAL LEADERSHIP ODYSSEY THE DA VINCI INSTITUTE BUSINESS MANAGEMENT

7 BMG BUSINESS MANAGEMENT PERSONAL: Goals must be personal. They must reflect your own dreams and values, not those of friends, family, or the media. When crafting your goal statement, always use the word I in the sentence to brand it as your own. When your goals are personal, you'll be more motivated to succeed and take greater pride in your accomplishments. POSSIBLE: When setting goals, be sure to consider what's possible and within your control. Getting into an Ivy League university may be possible if you are earning good grades but unrealistic if you're struggling. In the latter case, a more reasonable goal might be to attend a university or trade school that offers courses related to your chosen career. You might also pursue volunteer work that would strengthen your college applications. The SMART Way SMART is a convenient acronym for the set of criteria that a goal must have in order for it to be realized by the goal achiever. SPECIFIC: Success coach Jack Canfield states in his book The Success Principles that, Vague goals produce vague results. In order for you to achieve a goal, you must be very clear about what exactly you want. Often creating a list of benefits that the accomplishment of your goal will bring to your life, will you give your mind a compelling reason to pursue that goal. MEASURABLE: It s crucial for goal achievement that you are able to track your progress towards your goal. That s why all goals need some form of objective measuring system so that you can stay on track and become motivated when you enjoy the sweet taste of quantifiable progress. ACHIEVABLE: Setting big goals is great, but setting unrealistic goals will just de-motivate you. A good goal is one that challenges, but is not so unrealistic that you have virtually no chance of accomplishing it. RELEVANT: Before you even set goals, it s a good idea to sit down and define your core values and your life purpose because it s these tools which ultimately decide how and what goals you choose for your life. Goals, in and of themselves, do not provide any happiness. Goals that are in harmony with our life purpose do have the power to make us happy. TIMED: Without setting deadlines for your goals, you have no real compelling reason or motivation to start working on them. By setting a deadline, your subconscious mind begins to work on that goal, night and day, to bring you closer to achievement. Prioritizing Your Goals BUSINESS MANAGEMENT THE DA VINCI INSTITUTE MANAGERIAL LEADERSHIP ODYSSEY 7

8 Achieving challenging goals requires a lot of mental energy. Instead of spreading yourself thin by focusing on several goals at once, invest your mental focus on one goal, the most important goal right now. When you are prioritizing, choose a goal that will have the greatest impact on your life compared to how long it will take to achieve. A large part of goal setting is not just identifying what you want, but also identifying what you must give up in your life in order to get it. Most people are unwilling to make a conscious decision to give up the things in their life necessary to achieve their goals. Visualization BACHELOR OF COMMERCE Emotionalizing and visualizing your goal will help you create the desire to materialize it into your life. One of the best visualization tools is a vision board. Simply find a magazine, cut out pictures that resonate with the goal that you want to achieve, glue them onto a piece of poster board, and place that board somewhere that you can view it several times a day. In order for visualization to work, it s necessary that you emotionalize your goal as much as possible. Create a list of the benefits you will see when you achieve your goal and concentrate on how that will make you feel. Prioritizing Your Time Time management is about more than just managing our time; it is about managing ourselves, in relation to time. It is about setting priorities and taking charge. It means changing habits or activities that cause us to waste time. It means being willing to experiment with different methods and ideas to enable you to find the best way to make maximum use of time. The 80/20 Rule The 80/20 rule, also known as Pareto s Principle, states that 80% of your results come from only 20% of your actions. Across the board, you will find that the 80/20 principle is pretty much right on with most things in your life. For most people, it really comes down to analyzing what you are spending your time on. Are you focusing in on the 20% of activities that produce 80% of the results in your life? The Urgent/Important Matrix Great time management means being effective as well as efficient. Managing time effectively, and achieving the things that you want to achieve, means spending your time on things that are important and not just urgent. To do this, you need to distinguish clearly between what is urgent and what is important: 8 MANAGERIAL LEADERSHIP ODYSSEY THE DA VINCI INSTITUTE BUSINESS MANAGEMENT

9 BMG BUSINESS MANAGEMENT IMPORTANT: These are activities that lead to the achieving your goals and have the greatest impact on your life. URGENT: These activities demand immediate attention, but are often associated with someone else s goals rather than our own. This concept, coined the Eisenhower Principle, is said to be how former US President Dwight Eisenhower organized his tasks. It was rediscovered and brought into the mainstream as the Urgent/Important Matrix by Stephen Covey in his 1994 business classic, The Seven Habits of Highly Effective People. The Urgent/Important Matrix is a powerful way of organizing tasks based on priorities. Using it helps you overcome the natural tendency to focus on urgent activities, so that you can have time to focus on what's truly important. Urgent and Important Not Urgent and Not Important Important, But Not Urgent Urgent, But Not Important The Urgent/Important Matrix: URGENT AND IMPORTANT: Activities in this area relate to dealing with critical issues as they arise and meeting significant commitments. Perform these duties now. IMPORTANT, BUT NOT URGENT: These success-oriented tasks are critical to achieving goals. Plan to do these tasks next. URGENT, BUT NOT IMPORTANT: These chores do not move you forward toward your own goals. Manage by delaying them, cutting them short, and rejecting requests from others. Postpone these chores. NOT URGENT AND NOT IMPORTANT: These trivial interruptions are just a distraction, and should be avoided if possible. However, be careful not to mislabel things like time with family and recreational activities as not important. Avoid these distractions altogether. Being Assertive At times, requests from others may be important and need immediate attention. Often, however, these requests conflict with our values and take time away from working toward your goals. Even if it is something we would like to do but simply don t have the time for, it can be very difficult BUSINESS MANAGEMENT THE DA VINCI INSTITUTE MANAGERIAL LEADERSHIP ODYSSEY 9

10 to say no. One approach in dealing with these types of interruptions is to use a Positive No, which comes in several forms. Say no, followed by an honest explanation, such as, I am uncomfortable doing that because Say no and then briefly clarify your reasoning without making excuses. This helps the listener to better understand your position. Example: I can t right now because I have another project that is due by 5 pm today. Say no, and then give an alternative. Example: I don t have time today, but I could schedule it in for tomorrow morning. Empathetically repeat the request in your own words, and then say no. Example: I understand that you need to have this paperwork filed immediately, but I will not be able to file it for you. Say yes, give your reasoning for not doing it, and provide an alternative solution. Example: Yes, I would love to help you by filing this paperwork, but I do not have time until tomorrow morning. Provide an assertive refusal and repeat it no matter what the person says. This approach may be most appropriate with aggressive or manipulative people and can be an effective strategy to control your emotions. Example: I understand how you feel, but I will not [or cannot] Remember to stay focused and not become sidetracked into responding to other issues. 10 MANAGERIAL LEADERSHIP ODYSSEY THE DA VINCI INSTITUTE BUSINESS MANAGEMENT

11 BMG BUSINESS MANAGEMENT Planning Wisely The hallmark of successful time management is being consistently productive each day. Many people use a daily plan to motivate themselves. Having a daily plan and committing to it can help you stay focused on the priorities of that particular day. As well, you are more likely to get things accomplished if you write down your plans for the day. Creating Your Productivity Journal Essentially, planning is nothing more than taking a piece of paper and a pen and writing down the tasks and associated steps that you need to take throughout the day to ensure that your goal is completed. To start, get yourself a spiral notebook and label it as your Personal Productivity Journal or your Professional Productivity Journal. (We recommend keeping a separate journal for work and for your personal life, so you can focus on them at separate times, thus maintaining your optimal work/life balance.) Label each page with the day and the date and what needs to be done that particular day. Next, prioritize each task in order of importance. Highlight the top three items and focus on those first. Cross off items as you complete them. Items that are not completed should be carried over to the next page. Maximizing the Power of Your Productivity Journal Personal development expert Brian Tracy believes that when you write down your action list the night before, your subconscious mind focuses on that plan while you sleep. By planning the night before, you will also start fresh and focused on the most important tasks for the day. Of course, you will want to review your list in the morning, but you will have a head start on your day. Always have your productivity journal with you during the day to avoid becoming sidetracked. Crossing off completed tasks will give your subconscious mind a tremendous amount of satisfaction. This will also help to maintain your motivation to complete the remaining items on your action list. If you find yourself moving uncompleted tasks over into the following day, and the day after that, then you need to ask yourself why that task is on your list in the first place and what value it has in your life. If you postpone a task three times, it does not belong on your action list. The Glass Jar: Rocks, Pebbles, Sand, and Water BUSINESS MANAGEMENT THE DA VINCI INSTITUTE MANAGERIAL LEADERSHIP ODYSSEY 11

12 There is a story about time management that uses a glass jar, rocks, stones, pebbles, sand, and water to illustrate how to plan your day. The glass jar represents the time you have each day, and each item that goes into it represents an activity with a priority relative to its size. ROCKS: The general idea is to fill your glass jar first with rocks. Plan each day around your most important tasks that will propel you toward achieving your goals. These represent your highest priority projects and deadlines with the greatest value, often important, but not urgent tasks that move you toward your goals. PEBBLES: Next, fill in the space between the rocks with pebbles. These represent tasks that are urgent, and important, but contribute less to important goals. Without proper planning, these tasks are often unexpected, and left unmanaged, can quickly fill your day. Working to reduce these tasks will give you more time to work toward your goals. SAND: Now add sand to fill your jar. In other words, schedule urgent, but not important tasks, only after important tasks. These activities are usually routine or maintenance tasks that do not directly contribute to your goals. WATER: Finally, pour water into your jar. These trivial time-wasters are neither important nor urgent and take you away from working toward high return activities and your goals. If you commit to this approach to planning your days, you will see as time goes on that you are able to achieve more in less time. Instead of finishing things in a mad rush to meet deadlines, each day will be organized and become more productive and profitable. You will also notice yourself spending less time on activities that are of little to no value. And because you have a clear vision for dealing with competing priorities, the level of stress in your life will diminish, which will allow you to become even more focused and productive. Chunk, Block, and Tackle Large projects can sometimes be so overwhelming it is difficult to even plan to start them. This time management technique is ideal for taking on these jobs. Simply break down the project into manageable chunks, block off time to work on the project, and then tackle it with a singleminded focus. CHUNK: Break large projects into specific tasks that can be completed in less than 15 minutes. BLOCK: Rather than scheduling the entire project all at once, block out set times to complete specific chunks as early in the day as possible. This should allow you to ignore most interruptions and focus on just this task. 12 MANAGERIAL LEADERSHIP ODYSSEY THE DA VINCI INSTITUTE BUSINESS MANAGEMENT

13 BMG BUSINESS MANAGEMENT TACKLE: Now tackle the specific task, focusing only on this task rather than the project as a whole. Once completed, you will feel a sense of accomplishment from making progress on the project. Ready, Fire, Aim! We ve all heard the saying, Ready, Aim, Fire! Often in time management planning, it is better to think Ready, Fire, Aim! instead. This is because most people aim for the target, and then they keep aiming at the target, but they never seem to fire. They get so caught up with the planning that they fail to take action. This is just another form of procrastination, which we will discuss in a moment. Better to take a shot and see how close you were to the target. READY! Do not over-plan each of your actions. By the time you fire, the target may have moved. FIRE! Remember the 80/20 rule and just take action. Even if you don t hit the bull s eye, you ll probably still hit the target. AIM! Make new plans based on new information. Readjust your aim based on where you hit the target. BUSINESS MANAGEMENT THE DA VINCI INSTITUTE MANAGERIAL LEADERSHIP ODYSSEY 13

14 Tackling Procrastination Procrastination means delaying a task (or even several tasks) that should be a priority. The ability to overcome procrastination and tackle the important actions that have the biggest positive impact in your life is a hallmark of the most successful people out there. Why We Procrastinate There are many reasons why we tend to procrastinate, including: No clear deadline Inadequate resources available (time, money, information, etc.) Don t know where to begin Task feels overwhelming No passion for doing the work Fear of failure or success Nine Ways to Overcome Procrastination Your ability to select your most important task at any given moment, and then to start on that task and get it done both quickly and well, will probably have greatest impact on your success than any other quality or skill you can develop! If you nurture the habit of setting clear priorities and getting important tasks quickly finished, the majority of your time management issues will simply fade away. Here are some ways to get moving on those tough tasks. DELETE IT. What are the consequences of not doing the task at all? Consider the 80/20 rule; maybe it doesn t need to be done in the first place. DELEGATE. If the task is important, ask yourself if it s really something that you are responsible for doing in the first place. Know your job description and ask if the task is part of your responsibilities. Can the task be given to someone else? 14 MANAGERIAL LEADERSHIP ODYSSEY THE DA VINCI INSTITUTE BUSINESS MANAGEMENT

15 MODULE OVERVIEW DO IT NOW. Postponing an important task that needs to be done only creates feelings of anxiety and stress. Do it as early in the day as you can. ASK FOR ADVICE. Asking for help from a trusted mentor, supervisor, coach, or expert can give you some great insight on where to start and the steps for completing a project. CHOP IT UP. Break large projects into milestones, and then into actionable steps. As Bob Proctor says, Break it down into the ridiculous. Huge things don t look as big when you break it down as small as you can. OBEY THE 15 MINUTE RULE. To reduce the temptation of procrastination, each actionable step on a project should take no more than 15 minutes to complete. HAVE CLEAR DEADLINES. Assign yourself a deadline for projects and milestones and write it down in your day planner or calendar. Make your deadlines known to other people who will hold you accountable. GIVE YOURSELF A REWARD. Celebrate the completion of project milestones and reward yourself for getting projects done on time. It will provide positive reinforcement and motivate you toward your goals. REMOVE DISTRACTIONS. You need to establish a positive working environment that is conducive to getting your work done. Remove any distractions. Eat That Frog! "If the first thing you do each morning is to eat a live frog, you can go through the day with the satisfaction of knowing that that is probably the worst thing that is going to happen to you all day long!" Your frog is the task that will have the greatest impact on achieving your goals, and the task that you are most likely to procrastinate starting. Another version of this saying is, "If you have to eat two frogs, eat the ugliest one first!" This is another way of saying that if you have two important tasks before you, start with the biggest, hardest, and most important task first. Discipline yourself to begin immediately and then to persist until the task is complete before you go on to something else. You must resist the temptation to start with the easier task. You must also continually remind yourself that one of the BACHELOR OF COMMERCE THE DA VINCI INSTITUTE MANAGERIAL LEADERSHIP ODYSSEY 15

16 most important decisions you make each day is your choice of what you will do immediately and what you will do later, or postpone indefinitely. Finally, "If you have to eat a live frog, it does not pay to sit and look at it for a very long time!" The key to reaching high levels of performance and productivity is for you to develop the lifelong habit of tackling your major task first thing each morning. Don t spend excessive time planning what you will do. You must develop the routine of "eating your frog" before you do anything else and without taking too much time to think about it. Successful, effective people are those who launch directly into their major tasks and then discipline themselves to work steadily and single-mindedly until those tasks are complete. In the business world, you are paid and promoted for achieving specific, measurable results. You are paid for making a valuable contribution that is expected of you. But many employees confuse activity with accomplishment and this causes one of the biggest problems in organizations today, which is failure to execute 16 MANAGERIAL LEADERSHIP ODYSSEY THE DA VINCI INSTITUTE BUSINESS MANAGEMENT

17 BMG BUSINESS MANAGEMENT Crisis Management With better planning, improved efficiency, and increased productivity, the number of crises you encounter should decline. However, you can t plan for everything, so in this module we ll look at what to do when a crisis does occur. When the Storm Hits The key to successfully handling a crisis is to move quickly and decisively, but carefully. The first thing to do when a crisis hits is to identify the point of contact and make them aware of the situation. (For this module, we ll assume that point of contact is you.) Then, you will want to gather and analyze the data. What happened? What were the direct causes? What were the indirect causes? What will happen next? What could happen next? What events will this impact? Who else needs to know about this? Above all, take the time to do thorough, proper research. You don t want to jump into action based on erroneous information and make the crisis worse. You will also want to identify the threshold time: the time that you have before the situation moves out of your control, or becomes exponentially worse. You may also find that the crisis will resolve itself after a certain point of time. BUSINESS MANAGEMENT THE DA VINCI INSTITUTE MANAGERIAL LEADERSHIP ODYSSEY 17

18 Hours 36 Hours 48 Hours 72 Hours Creating a Plan Once you have gathered the data, it s time to create a plan. The best approach is to identify the problem, decide on a solution, break it down into parts, and create a timeline. Executing the Plan As you execute the plan, make sure that you continue evaluating if the plan is working. In the example we just looked at, perhaps after gathering project information, you realize you need more details on a particular item. It would then be appropriate to add that step and make sure you are still on track to meet your timeline. During execution, it is important to stay organized and on top of events to make sure that your plan is still applicable. This will also help you deliver accurate, effective communication to others affected by the crisis. (In this example, your manager is probably pretty anxious to get that report!) Lessons Learned After the crisis is over, take a moment to look at why it happened and how to prevent it in the future. In the example we used, our Quarter One Status Report was not completed on time. (In fact, it sounds like we forgot to start it altogether!) The planning and prioritizing tools that we are discussing in this workshop should help prevent those kinds of emergencies. However, you will likely find that you re always adjusting and perfecting your approach, so it is important to learn from the times where those tools don t work. You can even be prepared for disasters that can t be predicted, such as illness, fire, or theft. In the case of illness, for example, you could prepare a short contingency plan indicating who will be 18 MANAGERIAL LEADERSHIP ODYSSEY THE DA VINCI INSTITUTE BUSINESS MANAGEMENT

19 responsible for your correspondence, projects, and general responsibilities in case you are ill for an extended period. Make sure you share these plans with the appropriate people so that they can be prepared as well. Organizing Your Workspace BACHELOR OF COMMERCE BMG BUSINESS MANAGEMENT In order to effectively manage your time and to be productive each day, you must create an appropriate environment. By eliminating clutter, setting up an effective filing system, gathering essential tools, and managing workflow, you will be well on your way to creating an effective workspace. De- Clutter Removing clutter is itself a time-consuming task, but a cluttered workspace significantly impairs your ability to find things, and you will get the time back that you invest and more! To retrieve materials quickly, you ll need an effective filing system that includes three basic kinds of files: WORKING FILES: Materials used frequently and needed close at hand. REFERENCE FILES: Information needed only occasionally. ARCHIVAL FILES: Materials seldom retrieved but that must be kept. For ease of retrieval, organize files in the simplest way possible. For example, you could label files with a one or two word tag and arrange the files alphabetically. Once clutter has been eliminated and other materials have been filed, the effective workspace includes only what is essential: a set of three trays to control the workflow on your desk (see the next topic), standard office supplies, a computer, and a telephone. Everything else, except for what you are working on at the moment, can and should be filed where it can be retrieved as needed. Managing Workflow How do you process the mountain of material that collects in your paper and electronic inbaskets? The answer is one piece of paper, one electronic message at a time. Many time management experts agree that the most effective people act on an item the first time it is touched. Although difficult at first, the practice can become habitual, and is made easier with the four Ds: BUSINESS MANAGEMENT THE DA VINCI INSTITUTE MANAGERIAL LEADERSHIP ODYSSEY 19

20 DO: If a task can be completed in two minutes or less, do it immediately. DELETE: If the material is trash or junk, delete it. Or, if it s something that you might use later on, file it, and move on. DEFER: If the task is one that can t be completed quickly and is not a high priority item, simply defer it. DELEGATE: If a task is not yours to do, then delegate it. Remember, to take the S.T.I.N.G. out of feeling overwhelmed about a task, follow these steps: Select one task to do at a time. Time yourself using a clock for no more than one hour. Ignore everything else during that time. No breaks or interruptions should be permitted. Give yourself a reward when the time is up. Dealing with E- mail Electronic communication can be managed just as easily and as quickly as paper with the four D s that we just discussed. However, there are some other key ideas that will help you maximize your time. Like other routine tasks (such as returning phone calls, handling paper mail, and checking voice mail), is best handled in batches at regularly scheduled times of the day. Ask your contacts to use specific subject lines, and make sure to use them yourself. This will help you to determine whether your incoming mail is business or personal, urgent or trivial. Once you know the subject of the message, open and read urgent s, and respond accordingly. Non-urgent s, like jokes, can be read later. Delete advertising-related that you have no interest in, or which you consider spam. 20 MANAGERIAL LEADERSHIP ODYSSEY THE DA VINCI INSTITUTE BUSINESS MANAGEMENT

21 BMG BUSINESS MANAGEMENT Use your system to its fullest potential. Create folders for different topics or projects, or by senders. Most systems also allow you to create folders and add keywords or categories to messages, which makes information retrieval much easier. Many programs allow you to create rules that automatically move messages to the appropriate folder. This can help you follow your plan. Finally, don t forget to delete from your trash can and junk folder on a regular basis. Using Calendars To manage all of the things that you have to do, it s important to organize your reminders into a small number of calendars and lists that can be reviewed regularly. A calendar (paper or electronic) is the obvious place to record meetings, appointments, and due dates. People with multiple responsibilities, an annual calendar organized by areas of responsibility (e.g., budget, personnel, schedule, planning, and miscellaneous) may be especially valuable. For each of these areas, one can list the major responsibilities month by month and thereby see glance what tasks must be completed in a given month of the year. Don t forget the Productivity Journal that we discussed earlier. This can be a valuable tool for organizing tasks, identifying patterns, improving workflow, and recording work completed. Delegating Made Easy If you work on your own, there s only so much you can get done, no matter how hard you work. As well, everyone needs help and support, and there is no shame in asking for assistance. One of the most common ways of overcoming this limitation is to learn how to delegate your work to other people. If you do this well, you can quickly build a strong and successful team of people. At first sight, delegation can feel like more hassle than it s worth. However, by delegating effectively, you can hugely expand the amount of work that you can deliver. When you arrange the workload so that you are working on the tasks that have the highest priority for you, and other people are working on meaningful and challenging assignments, you have a recipe for success. Remember, to delegate effectively, choose the right tasks to delegate, identify the right people to delegate to, and delegate in the right way. There s a lot to this, but you ll achieve so much more once you re delegating effectively! BUSINESS MANAGEMENT THE DA VINCI INSTITUTE MANAGERIAL LEADERSHIP ODYSSEY 21

22 When to Delegate Delegation allows you to make the best use of your time and skills, and it helps other people in the team grow and develop to reach their full potential in the organization. Delegation is a winwin situation for all involved, but only when done correctly. Keep these criteria in mind when deciding if a task should be delegated: The task should provide an opportunity for growth of another person s skills. Weigh the effort to properly train another person against how often the task will reoccur. Delegating certain critical tasks may jeopardize the success of your project. Management tasks, such as performance reviews, and tasks specifically assigned to you should not be delegated. To Whom Should You Delegate? Once you have decided to delegate a task, think about the possible candidates for accepting the task. Things to think about include: What experience, knowledge, skills, and attitude does the person already have? What training or assistance might they need? Do you have the time and resources to provide any training needed? What is the individual s preferred work style? Do they do well on their own or do they require more support and motivation? How independent are they? What does he or she want from his or her job? What are his or her long-term goals and interest, and how do these align with the work proposed? What is the current workload of this person? Does the person have time to take on more work? Will you delegating this task require reshuffling of other responsibilities and workloads? 22 MANAGERIAL LEADERSHIP ODYSSEY THE DA VINCI INSTITUTE BUSINESS MANAGEMENT

23 When you first start to delegate to someone, you may notice that he or she takes longer than you do to complete tasks. This is because you are an expert in the field and the person you have delegated to is still learning. Be patient: if you have chosen the right person to delegate to, and you are delegating correctly, you will find that he or she quickly becomes competent and reliable. Also, try to delegate to the lowest possible organizational level. The people who are closest to the work are best suited for the task because they have the most intimate knowledge of the detail of everyday work. This also increases workplace efficiency, and helps to develop people. How Should You Delegate? BACHELOR OF COMMERCE BMG BUSINESS MANAGEMENT Delegation doesn t have to be all or nothing. There are several different levels of delegation, each with different levels of delegate independence and delegator supervision. THE SPHERES OF INDEPENDENCE Delegate initiates action, and then reports periodically Delegate acts, and then reports results immediately Delegate recommends what should be done, and then acts Delegate asks what to do Delegate waits to be told what to do People often move throughout these spheres during the delegation process. Your goal should be to get the delegate to one of the outer three spheres, depending on the task being performed. Make sure you match the amount of responsibility with the amount of authority. Understand that BUSINESS MANAGEMENT THE DA VINCI INSTITUTE MANAGERIAL LEADERSHIP ODYSSEY 23

24 you can delegate some responsibility, but you can t delegate away ultimate accountability. The buck stops with you! Keeping Control Now, once you have worked through the above steps, make sure you brief your team member appropriately. Take time to explain why they were chosen for the job, what s expected from them during the project, the goals you have for the project, all timelines and deadlines, and the resources on which they can draw. Work together to develop a schedule for progress updates, milestones, and other key project points. You will want to make sure that the team member knows that you want to know if any problems occur, and that you are available for any questions or guidance needed as the work progresses. We all know that as managers, we shouldn t micro-manage. However, this doesn t mean we must abdicate control altogether. In delegating effectively, we have to find the difficult balance between giving enough space for people to use their abilities, while still monitoring and supporting closely enough to ensure that the job is done correctly and effectively. One way to encourage growth is to ask for recommended solutions when delegates come to you with a problem, and then help them explore those solutions and reach a decision. The Importance of Full Acceptance Set aside enough time to thoroughly review any delegated work that delivered to you. If possible, only accept good quality, fully complete work. If you accept work that you are not satisfied with, your team member does not learn to do the job properly. Worse than this, you accept a new project that you will probably need to complete yourself. Not only does this overload you, it means that you don t have the time to do your own job properly. Of course, when good work is returned to you, make sure to both recognize and reward the effort. As a leader, you should get in the practice of complimenting members of your team every time you are impressed by what they have done. This effort on your part will go a long way toward building team members self-confidence and efficiency now and in the future. 24 MANAGERIAL LEADERSHIP ODYSSEY THE DA VINCI INSTITUTE BUSINESS MANAGEMENT

25 BMG BUSINESS MANAGEMENT Setting a Ritual For most people, the word ritual typically conjures up an image of a boring, repetitive life, with every moment controlled and managed, and no room for spontaneity. Rituals and routines, however, can actually help increase the spontaneity and fun in your life. Because routine tasks are already planned for, you have more energy to spend on the tasks that will bring you closer to your goals and bring more joy to your life. What is a Ritual? The Random House Dictionary defines a ritual as, any practice or pattern of behavior regularly performed in a set manner. In fact, you can build any type of ritual in three easy steps. IDENTIFY THE TASK. Let s say you want to build an exercise ritual. IDENTIFY THE TIME AND/OR TRIGGER. For example, perhaps you normally exercise right after work. IDENTIFY THE SUB-TASKS. For you, perhaps your ritual involves going to the gym, getting changed, stretching, doing 45 minutes on the treadmill, performing three reps of weights, and doing a lap around the pool to finish things off. Then, you shower and go home. Remember, a ritual shouldn t be set in stone. Once you establish a ritual, it can be modified at any point in time, depending on what works for you. With our exercise example, you could easily decide to exercise before work or even at lunch and still use the basic task and sub-tasks. Ritualizing Sleep, Meals, and Exercise These three items are essential to ritualize. Here are some ideas. SLEEP: Establish a ritual for half an hour before you sleep. This might include filling out your Productivity Journal for the next day, enjoying a cup of tea, taking a warm bath, and/or performing some stretches. All of these activities will help you wind down and sleep better. It is best to try to go to bed at around the same time every night, too. BUSINESS MANAGEMENT THE DA VINCI INSTITUTE MANAGERIAL LEADERSHIP ODYSSEY 25

26 MEALS: Take a half hour each weekend to plan meals for the next week, including lunches and suppers. Then, make a grocery list and get everything you will need. Appliances like slow cookers and delayed-start ovens can also help you make sure supper is ready when you are. EXERCISE: Try to exercise for one hour three times a week, or half an hour each day. One easy way is to go for a brisk walk at lunch, or do yoga in the morning before work. Example Rituals Here are some rituals that many people find helpful in maximizing their time: Instead of checking , news, and Web sites throughout the day, set aside one or several periods (for example, morning, noon, and at the end of the day). Then, batch and sequence your activities (for example, , news, and Facebook). You can batch many types of tasks in this way for maximum efficiency. Set up a system for maintaining your Productivity Journal. This can be as simple as ten minutes in the morning to update the day s list, ten minutes at noon to update what you have done already, and ten minutes at day s end to evaluate today and create a starting list for tomorrow. In the morning, perform your tasks in an organized, routine manner. You can also lay out your clothes and prepare your lunch the night before for maximum efficiency. Using Rituals to Maximize Time Once you have been using a ritual for a while, you may find that you have bits of extra time here and there. For example, you may find that by establishing an exercise ritual, you finish five or ten minutes earlier because you know exactly what you re going to do at the gym. At the end of the day, you may find that you have a half hour or more of unexpected time. This is where the Trigger part of rituals can come into play. Instead of setting a specific time of day, you choose a situation or an event that will cause a ritual to come into play. Some examples: During a break at work or at home, read for ten minutes. Take one minute to do some deep breathing and stretches. Take five minutes to clean off your desk or some other small area. 26 MANAGERIAL LEADERSHIP ODYSSEY THE DA VINCI INSTITUTE BUSINESS MANAGEMENT

27 BMG BUSINESS MANAGEMENT Take ten minutes to update your Personal Productivity Journal. Set aside one lunch hour a week to do personal errands. Or, make a list at the beginning of each week, and do one a day. Meeting Management Meetings are often seen as a necessary evil of office life. Few people look forward to meetings, and with good reason. Too many meetings lack purpose and structure. However, with just a few tools, you can make any meeting a much better use of everyone s time. Deciding if a Meeting is Necessary The first thing you need to decide is if a formal meeting is necessary. Perhaps those morning staff meetings could be reduced to a few times a week instead of every day, or maybe they could take place over morning coffee and be more informal. (In the next module, we ll talk about some alternatives to meetings, too.) If a formal meeting is necessary, divide your attendees into two groups: participants and observers. Let people know what group they belong in so that they can decide whether they want to attend. If you send out a report after the meeting, that may be enough for some people. Using the PAT Approach We use the PAT approach to prepare for and schedule meetings. PURPOSE: What is the purpose of the meeting? We usually state this in one short sentence. Example: This meeting is to review the new invoice signing policy. This helps people evaluate if they need to be there. It will also help you build the agenda and determine if the meeting was successful. AGENDA: This is the backbone of the meeting. It should be created well in advance of the meeting, sent to all participants and observers, and be used during the meeting to keep things on track. TIME FRAME: How long will the meeting be? Typically, meetings should not exceed one hour. (In fact, we recommend a fifty minute meeting, starting at five past the hour and ending five minutes before the hour.) If the meeting needs to be longer, make sure you include breaks, or divide it into two or more sessions. BUSINESS MANAGEMENT THE DA VINCI INSTITUTE MANAGERIAL LEADERSHIP ODYSSEY 27

28 Building the Agenda Before the meeting, make a list of what needs to be discussed, how long you believe it will take, and the person who will be presenting the item. Here is an example. Once the agenda is complete, send it to all participants and observers, preferably with the meeting request, and preferably two to three days before the meeting. Make sure you ask for everyone s approval, including additions or deletions. If you do make changes, send out a single updated copy 24 hours before the meeting. Keeping Things on Track Before the meeting, post the agenda on a flip chart, whiteboard, or PowerPoint slide. Spend the first five minutes of the meeting going over the agenda and getting approval. During the meeting, take minutes with the agenda as a framework. (Although this informal structure will be sufficient for most meetings, more formal meetings may require more formal minutes.) Your job as chairperson is to keep the meeting running according to the agenda. If an item runs past its scheduled time, ask the group if they think more time is needed to discuss the item. If so, how do they want to handle it? They can reduce the time for other items, remove other items altogether, schedule an offline follow-up session, or schedule another meeting. No matter what the group agrees to, make sure that they stick to their decision. At the end of the meeting, get agreement that all items on the agenda were sufficiently covered. This will identify any gaps that may require follow-up and it will give people a positive sense of accomplishment about the meeting. Making Sure the Meeting Was Worthwhile After the meeting, send out a summary of the meeting, including action items, to all participants and observers, and anyone else who requires a copy. Action items should be clearly indicated, with start and end dates, and progress dates if applicable. If follow-up meetings were scheduled, these should also be communicated. 28 MANAGERIAL LEADERSHIP ODYSSEY THE DA VINCI INSTITUTE BUSINESS MANAGEMENT

29 BMG BUSINESS MANAGEMENT Alternatives to Meetings Sometimes, a face-to-face meeting isn t the best solution. In this module, we will explore alternatives to meetings that can help you and your team save time and be more productive. Don t forget that even if you use a meeting alternative, you should still use the PAT approach that we discussed in the last module, take minutes, and distribute post-meeting notes and action items. Instant Messaging and Chat Rooms Instant message applications and chat rooms can be a great alternative to meetings, especially if meeting members are separated by distance. Some things to remember: Make sure you have an agenda and stick to it. The chairperson s role in keeping things on track is more important than ever. Set some ground rules at the beginning of the meeting to eliminate distractions such as emoticons, sounds, and acronyms. Make sure you keep a record of the meeting. Some applications to try: Campfire Meeting Pal Microsoft Office Communicator Windows Live Messenger Teleconferencing If more personal contact and real-time sharing is needed, try a teleconferencing system like Adobe s Acrobat.com, Microsoft Live Meeting, or Citrix s GoToMeeting. BUSINESS MANAGEMENT THE DA VINCI INSTITUTE MANAGERIAL LEADERSHIP ODYSSEY 29

30 Most teleconferencing applications feature: Screen sharing Collaboration tools Interactive whiteboards Voice and text chat support Meeting recording capabilities (which can serve as minutes) Again, remember the PAT approach, and remember to keep minutes and action lists. E- Mail Lists and Online Groups If your meeting group requires ongoing, interactive communication, rather than periodic face-toface gatherings, an list, forum, or online group can be an effective tool. There are a few options for these online tools. If your organization has the infrastructure in place, you may be able to set up something on site. If your organization doesn t have such an infrastructure, there are many free tools out there, including Google Groups, Yahoo Groups, and Convos. A few things to keep in mind if you are going to use this sort of solution: Having a moderator is essential. These types of tools can quickly get out of control without proper supervision. You ll want to make sure members stay on topic and stay professional. Make sure you monitor the time spent on these tools. Setting a daily or weekly update or delivery time might be a good idea. Just like a meeting, an online list or group should have a purpose and stick to it. Collaboration Applications A more sophisticated electronic tool that can reduce the need for meetings is collaboration applications. Systems like Microsoft SharePoint, Wrike, Pelotonics, Google Docs, and Basecamp can give users interaction and collaboration tools from any location. 30 MANAGERIAL LEADERSHIP ODYSSEY THE DA VINCI INSTITUTE BUSINESS MANAGEMENT

31 BMG BUSINESS MANAGEMENT These sorts of tools may be most beneficial for project meetings, or situations where users need to peer review each other s work. Once again, these tools must have their purpose clearly stated, and participants must make sure that these time-saving tools don t turn into time wasters. Module Twelve: Wrapping Up Although this workshop is coming to a close, we hope that your journey to improve your time management skills is just beginning. Please take a moment to review and update your action plan. This will be a key tool to guide your progress in the days, weeks, months, and years to come. We wish you the best of luck on the rest of your travels! Words from the Wise Here are a few thoughts that we would like to leave you with, to accompany you on your journey. HARVEY MACKAY: Time is free, but it's priceless. You can't own it, but you can use it. You can't keep it, but you can spend it. Once you've lost it, you can never get it back. NAPOLEON BONAPARTE: Take time to deliberate, but when the time for action arrives, stop thinking and go. STEVE JOBS: Your time is limited, so don't waste it living someone else's life. BENJAMIN FRANKLIN: You may delay, but time will not. BUSINESS MANAGEMENT THE DA VINCI INSTITUTE MANAGERIAL LEADERSHIP ODYSSEY 31

32 Time Management How often do we hear people saying that they just don t have time? How often do we say there s no time for exercise, no time for having fun, not enough time to get everything done in a day? But, when someone asks us what we did during the day we often find it difficult to give a rundown of all of the important activities that we believe filled our day. I have two kids and a husband whose work takes him away from home frequently. One can say that for the most part I function as a single parent. I have a full time job and I am oooooa keen hobby-freak. I love reading and I love being involved in various extra-mural activities. Unfortunately juggling all these needs and wants sometimes becomes quite difficult and sometimes I can t help but drop a ball or two... Sometimes I become forgetful and feel overwhelmed by too much to do in too little time. Other times I feel like I m being pulled in so many directions that I will most certainly just fall apart. It is at these times that I undoubtedly know: MY TIME MANAGEMENT SUCKS! I can look back at different times in my life and assess each of these chaotic phases with one communal answer: when I let go of planning, when I allow too much on my plate with too little structure my stress levels skyrocket and I actually get far less done in a day. Luckily time is also a great teacher and over the past four decades on earth I have learnt a thing or two about myself. Probably one of the most important things I have been fortunate to learn, is that my effectiveness, my ability to reach my goals, big and small, as well as my ability to maintain healthy stress levels depend on my ability to manage my time. I have undoubtedly realised my own responsibility to plan my daily tasks, to prioritise my life and to take care of myself. The secret I have uncovered is that time management allows me to be MORE spontaneous, it allows me to get MORE done and it certainly allows me to feel in control of who I am and who I strive to become. So what is time management? I was raised in a home where it was important to consider others, to help others when they are in need and to be mindful of those around me. So putting myself first initially sounded selfish to me. Attending to my own needs above those around me initially felt like a selfish distraction. Most of my friends and family members shared my sentiments and also deemed it an important quality to put others needs first. So when some of those around me started falling apart and overcome with stress and illness, it eventually dawned on me. If I don t take care of myself first and my needs are not satisfied, I inevitably feel overwhelmed, tired, stressed leading to feeling 32 MANAGERIAL LEADERSHIP ODYSSEY THE DA VINCI INSTITUTE BUSINESS MANAGEMENT

33 frustrated, snappy and ultimately resentful. And if I m ill of what value am I then to those around me? How will I then be able to play with my kids, cart them around from place to place and how will I manage my work? This realisation made me understand that attending to one s own needs and care is not selfishness at all, it is enlightened self-interest. The selfish person seeks instant enjoyment and is preoccupied with him- or herself to the point of being insensitive to the needs of others. Enlightened self-interest is acting in accordance with one s own interests, while being sensitive to the needs of others. It allows one to be well enough and satisfied enough within to be of value to others. Taking care of ourselves means different things to different people. To one person it means getting exercise several days a week and eating healthy foods. It can mean getting lots of down time, to be alone and to read and write. To another, it means getting to spend time laughing and playing with their children and reading or drawing with them. It can mean connecting with a spouse and getting to hear about his/her daily events. It also means, connecting with family and friends via phone or in person. It can also mean having prayer time, and complete quiet time where one can just listen. Why is it important to focus on your own self-care? MODULE OVERVIEW By meeting my own needs I have more energy for others and I am more productive I will not need to depend on others (or on doing things for others!) for my own good feelings It reduces my stress- and anxiety levels It improves my feelings of competence and achievement, my creativity and my happiness It prevents burnout! It takes some people years to find the formula that works for them. In time, with the help of a good time management strategy, we will immediately know when we are out of balanced. When we finally get this lesson about taking good care of ourselves, we have usually already done it wrong for a good many years. So to challenge yourself, just review for yourself what YOU need to do to feel good about yourself. Do you need exercise? Do you need to share a special meal with someone special in your life? Do you need to bask in the sunlight or get a massage? Can you identify areas that need to be addressed to ensure a healthy, balanced lifestyle? BACHELOR OF COMMERCE THE DA VINCI INSTITUTE MANAGERIAL LEADERSHIP ODYSSEY 33

34 Look at the self-care wheel and decide for yourself. The Self Care Wheel is a representation of a person s overall health using spokes to convey a number of important aspects of wellness. Individuals can use these aspects and their extensions to help evaluate and improve their overall health and wellness. It encompasses the five important categories of social, mental, physical, cultural, and spiritual health. These categories often overlap with one another, but can also be seen as exclusive in the overall picture of our well-being. The Self Care Wheel is primarily used as a tool to evaluate and improve health. It reminds us that wellness is an overall balance between many different aspects which make up our lives. If one feels that their overall health is lacking, looking at the Self Care Wheel can help them find an area which may need to be targeted for change to restore the balance in their life. Physical BACHELOR OF COMMERCE Individuals who are physically well apply knowledge of nutrition, fitness, personal hygiene and self medical care (such as taking ones temperature or using over the counter medicine) into their daily living. They work at maintaining a high level of energy and lead a lifestyle that enables them to stay healthy. They are aware of the effects that physical stresses and personal needs have on their bodies and do not place unnecessary demands on themselves. They are able to recognize risky behaviors and situations which could endanger their physical health. They get regular checkups from their doctor and are conscious of their body s needs. Traits of a Physically Healthy Individual Exercises safely and regularly Understands basic nutrition information Eats a balanced diet Gets regular physical check-ups Performs self-medical exams Avoids drugs, such as tobacco, that hinder physical health Washes one s hands after using the restroom Takes medication properly Evaluates physically risky situations 34 MANAGERIAL LEADERSHIP ODYSSEY THE DA VINCI INSTITUTE BUSINESS MANAGEMENT

35 MODULE OVERVIEW Has strategies for managing stress Gets an adequate amount of sleep Cultural Individuals who are culturally well suspend judgment of other individuals. They strive to recognize, understand, and accept differences among people. They advocate and affirm cultural diversity including sexual orientation, religion, gender, racial and ethnic backgrounds, age groups, and disabilities, and appreciate the uniqueness of each culture. They are aware of all the cultures in their life and integrate them into it including micro-cultures such as family, work, school, and various affiliations. Traits of a Culturally Healthy Individual Is conscious of their personal cultural affiliations Understands that each person s cultural identity is unique and can be made up of many subcultures Recognizes the legitimacy and contributions of varying cultures Is able to effectively communicate to members of different cultures Is willing to learn about, interact with, and co-exist with persons of cultures they are unfamiliar with Social People who are socially well have the ability to interact with others. They develop and cultivate close friendships and can interact with people of different backgrounds, lifestyles, and abilities. They recognize the necessity for personal time, and budget this into their schedule accordingly. Traits of a Socially Healthy Individual Is able to communicate with people of different ages, backgrounds, races, and lifestyles Has a network of friends, family, or others for support Is able to effectively communicate their feelings BACHELOR OF COMMERCE THE DA VINCI INSTITUTE MANAGERIAL LEADERSHIP ODYSSEY 35

36 Balances their time to incorporate social, or fun, activities along with obligations Plays an active role in their culture and community Spiritual Individuals who are spiritually well strive for a sense of satisfaction and confidence with personal spiritual beliefs. They encourage individuals to increase their understanding of the values, ethics and beliefs, which can add direction to their lives. They have a growing set of beliefs that can help support them mentally and emotionally. They have an overall sense of wellbeing, peace and connectedness that helps them find meaning in life. Periodically they may choose to re-think their values and act on changes in beliefs. Traits of a Spiritually Healthy Individual Spends time reflecting on themselves as a person Spends time defining personal values and re-evaluating them over time Is open to those of other religions and belief systems Mental Individuals who are mentally well seek to reflect upon their own actions and accept themselves for who they really are. They encourage self exploration and improvement. They have a strong desire to learn and maintain intellectual curiosity. They value shared experiences and are stimulated by new ideas, sharing knowledge and pursuing learning. Traits of a Mentally Healthy Individual Keeps a generally positive attitude Has methods to reduce stress before and after it arises Knows their personal limits and acts accordingly by not overextending themselves Is aware of common mental health problems, issues, and signs of detection Is willing to ask for help in warranting situations 36 MANAGERIAL LEADERSHIP ODYSSEY THE DA VINCI INSTITUTE BUSINESS MANAGEMENT

37 MODULE OVERVIEW How are you spending your time? For one week, list everything you do and the approximate time it takes. At the end of the week, you will see how you spent your time. Now you re ready to begin planning. Humans are creatures of habit and chances are you ll find you adhere to some sort of daily routine. Becoming More Productive Find a regular quiet time and a lonely place with no distractions. Some people do their personal planning late at night when everyone else is asleep (and cannot disturb them). Additionally, set aside one morning every month to adjust your plan. Most organizations have an annual meeting or retreat when they spend an entire day each year to re-evaluate where they have been and where they are going. We need to do the same for our personal life. Review the values behind each role in your life. Values are what we live for, what gives our lives meaning and fulfillment. Examples: Be an effective parent. Be a benefit to my clients/patients. Be a contributor to my community. What happens when the demands of one role (being a breadwinner) inevitably conflicts with the needs of another role (being a parent)? I can honestly say that I battled with that question for years. When my kids were little and I was building a practice, I really found it difficult to grasp that me-time was important, until a patient s mother put it into perspective for me. I wanted to make an appointment with her to give her feedback about her child s assessment and suggested a Wednesday afternoon just after lunch. BACHELOR OF COMMERCE THE DA VINCI INSTITUTE MANAGERIAL LEADERSHIP ODYSSEY 37

38 She replied that she would not be able to make that time as that was her me-time. Shocked and, I might add, a little in awe I hesitantly enquired what that was all about. She calmly and confidently explained that she allows herself one hour per week, a Wednesday between 13h00 and 14h00, to do whatever she feels like doing, where she comes first. It is an appointment she honors and values just like any other appointment with a dentist, a doctor or a teacher. Whether she chooses to read a book, do window shopping, have her nails done, exercise, or simply sit on the beach, it is one hour per week when she is not accountable to anyone other than herself, when she gets to feel most important. She explained that it prevents her from feelings unimportant, from feeling like she only exists to be of service to others. It took me a while to find my own me-time hour and even longer to feel comfortable with that magical hour, but I can truly vouch for the difference it makes when we allow ourselves to feel important too. Most people have a lot of balls to keep in the air as they juggle their lives. If we under- or overspend in one area, it is usually at the expense of something else. How can you to balance the various roles in your life? Review the Purpose for your life. Not just goals. Purpose defines what contribution we hope to make from our life's work. Examples: BACHELOR OF COMMERCE Raise a child to maturity. Create good jobs in the community where I live. One person who took the time to write down what he wanted out of life said I feel so much more joy in my life when I remember what I'm living for. Putting my desires on paper focused me toward solutions rather than complaints. People often mistake having a purpose with achieving goals and objectives. Objectives are subjective situations. Eg: 38 MANAGERIAL LEADERSHIP ODYSSEY THE DA VINCI INSTITUTE BUSINESS MANAGEMENT

39 Feel safe in my home. Find a well-paying job. Provide for my own retirement income. Provide college education for children in foster care. Goals are numerical measures desired. Eg: Spend at least one night a week with. Accumulate R for a deposit on a house within 5 years. Motivational experts recommend posting reminders of what we want to achieve on our mirror or refrigerator door so we will be sure to look at it throughout each day. 1. Review the prior day's Notes for any follow-up actions needed. MODULE OVERVIEW At first, writing down what we actually accomplished throughout the day, may seem like a waste of time, but eventually you will treasure the notes as a source of encouragement. Days will not simply become a blur. Without a written record, you cannot objectively evaluate how wisely your resources were spent and what you can realistically expect to accomplish over future weeks and months. 2. Block out time for performing on-going Activities. You will not worry about missing out on celebrations and other special events now because you have a checklist of what needs to be done every Day, Week, Month, Quarterly, and same day each Year. This allows you to anticipate the special moments in life. Looking at your calendar may just give you a boost of hope and optimism. There is little more satisfying than being able to tick off things we have completed! The sense of accomplishment can easily become intoxicating and addictive! 3. Stick to and honour Promises. Milestones are important events associated with a specific point in time. Writing down every promise you make helps to build a reputation for reliability. Protect your own time on vital projects by making appointments with yourself and those important to you. To earn the trust of others, only make promises you can deliver. Do not accept a commitment until you have written it down. Writing down everything you want to do helps you clearly see BACHELOR OF COMMERCE THE DA VINCI INSTITUTE MANAGERIAL LEADERSHIP ODYSSEY 39

40 any dilemmas. It becomes very clear where help will be needed. That is how we overcome being overwhelmed. Some people often tease me about my diary. For the past couple of years I have been writing little notes and summaries of things that I need to do and things that I have done that need follow up and I take great pleasure in ticking the completed tasks off with a bright highlighter or a red pen. But, not only is this a gratifying and satisfying exercise for me but it also allows me to keep an accurate record to refer back to when necessary without needing to rack my brain to try and recall the details. Far less stressful in the end! 4. Prepare a Prioritized Task List to guide your day. Re-writing a list of what needs to be done every day may seems tedious and repetitive, but this step really helps you improve your skill at estimating. Knowing how much can realistically be handled in a day may keeps you from over-committing yourself. We can better recognize when we are wasting time if we force ourselves to identify the priority of each task to be done. The really important things (such as planning and development time) are usually not urgent. Purposely evaluating the importance and urgency of everything forces us to invest our time on what will pay off most. 5. Roll with the punches. Cie la vie French saying for "that is life". When things go wrong - reassess and re-prioritize! Learn to say no - think before acting. How many times have you said yes to something you later regretted? Before committing to a new task, stop to think about it before you give your answer. This will prevent you from taking on too much work. Some people become overloaded with too much work because they over commit; they say yes when they really should be saying no. Learn to say no to low priority requests and you will free up time to spend on things that are more important. It took me many years to realize that I have the right and the responsibility to say no to someone if I felt that doing something would interfere with other activities in my life that were more important. I felt so much more empowered (and relieved) when I realised saying no to someone today does not suggest that it remains an outright no! But when the yes is shared I feel confident and comfortable that I 40 MANAGERIAL LEADERSHIP ODYSSEY THE DA VINCI INSTITUTE BUSINESS MANAGEMENT

41 can do whatever it is I have committed myself to, without feeling frustrated and eventually resentful. 6. Continuously improve yourself MODULE OVERVIEW Make time in your schedule to learn new things and develop your natural talents and abilities. For example, you could take a class, attend a training program, or read a book. Continuously improving your knowledge and skills increases your self-confidence, your marketability, can help boost your career and is the most reliable path to financial independence. 7. Think about what you are giving up to do your regular activities It is a good idea to evaluate regularly how you are spending your time. In some cases, the best thing you can do is to stop doing an activity that is no longer serving you so you can spend the time doing something more valuable. Consider what you are giving up in order to maintain your current activities. 8. Identify bad habits Make a list of bad habits that are stealing your time, sabotaging your goals, and blocking your success. After you do, work on them one at a time and systematically remove them from your life. Remember that the easiest way to eliminate a bad habit, it to replace it with a better habit. 9. Don t do other people s work Are you in the habit of doing other people s work because of a hero mentality? Doing this takes up time that you may not have. Instead, focus on your own projects and goals, learn to delegate effectively and rather teach others how to do their own work. 10.Don t be a perfectionist Some tasks do not require your best effort. Sending a short to a colleague, for example, should not take any more than a few minutes. Learn to distinguish between tasks that deserve to be done excellently and tasks that just need to be done. 11.Beware of filler tasks BACHELOR OF COMMERCE THE DA VINCI INSTITUTE MANAGERIAL LEADERSHIP ODYSSEY 41

42 When you have a to-do list filled with important tasks, be careful not to get distracted by filler tasks. Things such as organizing your bookcase or filing papers can wait until you have tackled the items that have the highest priority. 12.Avoid efficiency traps Being efficient does not necessarily mean that you are being productive. Avoid taking on tasks that you can do with efficiency that do not need to be done at all. Just because you are busy and getting things done does not mean you are actually accomplishing anything significant. Time management is a skill that takes time to development and to perfect. It also is a skill that is different for everyone. Your best bet is to try a variety of different approaches until something clicks in your brain and sticks in your routine. The most important step to take is to realise that you are important and that enlighted self interest sets you free to be the person you want to be for you and for those you love and surround yourself with. 42 MANAGERIAL LEADERSHIP ODYSSEY THE DA VINCI INSTITUTE BUSINESS MANAGEMENT

43 BMG BUSINESS MANAGEMENT Index A 1. Aiken, Howard 1.3 Allen, David Altair American Association of Community Colleges (AACC) American Association of Retired People (AARP) American Council on Education, Solutions for Our Future program American Library Association (ALA) American Management Association American Society for Training and Development (ASTD) Ames-Oliver, Kathleen Apple computers Arizona State University ARPANET Association for Communications Technology Professionals in Higher Education (ACUTA) Association for Computing Machinery (ACM) 6.6, Atrill, P., & McLaney, E Accounting and finance for non-specialists. 7 th ed. Essex: Financial Times Prentice Hall. B 14. Battin, Patricia 5.9, 5.11 Bennis, Warren 8.2, 8.3 Berners-Lee, Tim 1.2 Bleed, Ron 9.2, 9.7 Blur (Davis and Meyer) Brandeis University, Library and Technology Services, Bruce, James 9.2, 9.4, 9.6 BUSINESS MANAGEMENT THE DA VINCI INSTITUTE MANAGERIAL LEADERSHIP ODYSSEY 43

44 17. Buckingham, Marcus 3.1, Bucknell University 2.1, , 6.5, 9.4 Department of Information Services and Resources (ISR) 2.5, Organizational Development Team (ODT) Burnout, dealing with Business Officer Blignaut, J The big five: an introduction to accounting. Johannesburg: Rorisa Training. C 22. Career (IT) development , 9.3 opportunities , 6.7, 9.6 planning , 4.10 skills and experience taking control of CAUSE x Center for Creative Leadership 1.10 (n3) CERN 1.2 Change 8.3 Chronicle of Higher Education 4.3, Coalition for Networked Information (CNI) 6.8 Communications of the ACM 7.1 Cultivating Careers 25. Communication skills Community service Competencies, of IT leaders Corbató, Fernando 1.3 Cornell University viii Council of Independent Colleges (CIC) 6.6 CVS/pharmacy 9.10 D 26. Davis, Stanley 9.6 De Pree, Max 1.9, 1.10 (n4) Dickson, Bill 1.1 Dodd, David 9.3 Dylan, Bob 9.1 E BACHELOR OF COMMERCE 27. ECAR. See EDUCAUSE Center for Applied Research 28. Eckert, Presper EDUCAUSE iv, xiv, , 5.2, 5.7, 6.4, 6.6, 6.8 Core Data Service ix, x Professional Development Committee iv v, xiv 30. EDUCAUSE Center for Applied Research (ECAR) iv, xi, 3.15, 5.2, 7.1, 9.3, MANAGERIAL LEADERSHIP ODYSSEY THE DA VINCI INSTITUTE BUSINESS MANAGEMENT

45 BMG BUSINESS MANAGEMENT 31. EDUCAUSE Management Institute EDUCAUSE Quarterly (EQ) 3.12, EDUCAUSE Resource Center EDUCAUSE Review EDUCAUSE Web site Eisenhower, Dwight Engagement, professional ENIAC EQ. See EDUCAUSE Quarterly 40. Experience (IT), enhancing F 41. Facilitation Florida LambdaRail 6.5 Forrester, Jay 1.3 FORTRAN 1.2 G 42. Gandel, Paul 3.12, 8.7 General Electric 5.5 Georgia Tech, Master s Series program 9.7 GI Bill 9.2 Golden, Cynthia iv, 3.12, 9.7 Goodyear, Marilu 9.1 Gray, William 5.6 H 43. Harvard Business Review 8.3 Harvard University 1.3 Hawkins, Brian xi, 9.7 Hogue, William 5.3, 9.3 Hopper, Grace 1.3 I 44. IBM Corporation Information Technology Infrastructure Library (ITIL) Information Technology Leaders Program 1.10 BUSINESS MANAGEMENT THE DA VINCI INSTITUTE MANAGERIAL LEADERSHIP ODYSSEY 45

46 47. Information Technology Leadership in Higher Education: The Condition of the Community 9.3 Index 48. Institutional knowledge, harvesting 9.10 Intergovernmental Personnel Act 9.9 ISR. See Bucknell University, Department of 49. Information Services and Resources ITIL. See Information Technology Infrastructure Library K 50. Kiersey (self-assessment tool) 4.2 King, Ken 6.4 Kossuth, Joanne 9.7 Kram, Kathy 5.6 KU. See University of Kansas L 51. Leadership and the New Science: Discovering Order in a Chaotic World (Wheatley) 9.11 Leadership Learning Community Web site Leadership (IT) competencies habits next generation 9.4, roles of xi xii, , 9.2 skills , , 6.5 values LEARN. See Lonestar Education and Research Network Learning, organizational Leger-Hornby, Tracey 9.2, 9.7 Licklider, Joseph Carl Robnett 1.2, 1.9 (n1) 54. Lonestar Education and Research Network (LEARN) 6.5, Louisiana State University 3.11 M BACHELOR OF COMMERCE 56. Macintosh computers 1.2 Marcum, Deanna xi MARK computers 1.3 Massachusetts Institute of Technology (MIT) xii, 1.1, 1.3 Stata Center 6.3 Mauchly, John 1.3 Maximizing Organizational Resources 57. (MOR), Inc., 1.10 (n4) MBTI. See Myers-Briggs Type Indicator McClure, Polley viii McDonald, Brian 9.2, 9.4, 9.6 Mentoring goals group as key to individual learning phases facilitate 5.9 graduate identify negotiate 5.8 politics of reverse 5.5 types MANAGERIAL LEADERSHIP ODYSSEY THE DA VINCI INSTITUTE BUSINESS MANAGEMENT

47 58. Mentors developing IT leaders 5.2, 9.7 goals of relationship organizational responsibilities 5.2 Cultivating Careers types confidante 5.6 inner mentor 5.6 life coach 5.5 peer mentors 5.5 self-help mentor 5.6 teacher 5.5 wise leader Metros, Susan Meyer, Christopher MIT. See Massachusetts Institute of Technology 62. Moore, Gordon Earl 1.9 (n2) 63. Moore s Law MOR, Inc. See Maximizing Organizational Resources 65. Myers-Briggs Type Indicator (MBTI) 2.8, 2.10, 4.2, 9.4 N 66. National Association of College and University Attorneys (NACUA) 6.6 National Association of College and University BusinessOfficers(NACUBO) 4.2, National Consortium for Continuous Improvement in Higher Education (NCCI) National Science Foundation 9.10 Net Generation (Net Gen) viii, 9.6 O 69. OD Group. See University of Kansas, Information Services Organizational Development Group 70. OD. See Organizational development 71. ODT. See BucknellUniversity,Organizational Development Team BACHELOR OF COMMERCE BMG BUSINESS MANAGEMENT 72. Office of Personnel Management (federal government) 4.2 Opportunistic evolution 2.5 Organizational development (OD) Organizational learning facilitation infrastructure 3.2, 3.3, mentoring BUSINESS MANAGEMENT THE DA VINCI INSTITUTE MANAGERIAL LEADERSHIP ODYSSEY 47

48 74. Organizational strategies, for professional development , 9.1 P 75. PD. See Professional development Pennsylvania State University, Information Science and Technology building 6.3 People skills Pocket Guide to U.S. Higher Education Pringle, Ernest 5.3 Priorities, managing Pritchard, William H. 8.8 Process facilitators 3.7 Professional contacts 6.3 Professional development (PD) and careers (IT) , 6.7, 9.6 commitment to viii xiii engagement as , 9.7 and leadership (IT) , , , 9.2, 9.4, 9.6 mentors for , 9.7 organizational strategies for , Index and staff (IT) , , 9.2, 9.4, 9.6, 9.8 and work/life balance , , Professional engagement , 9.7 Professional opportunities, evaluating Professionals (IT), habits of , 9.7. See also Staff (IT); Leadership (IT) Project Athena 1.3 R 77. RAND Corporation 7.7 Reverse mentoring 5.5 Russell, Keith 9.1 S 78. Salomone, Kandice 8.7 Saltzer, Jerry 1.3 Seattle Experience Music Project 6.3 Seminars on Academic Computing 9.10 Senge, Peter 9.1 Skills collaborative enhancing leadership professional sets soft Society for Information Management (SIM) 6.6 (sidebar), 6.9 Spencer, Gene 9.2, 9.4, 9.6, Staff (IT), and professional development , 9.2, 9.4, 9.6, 9.8. See also Professionals (IT) 81. Stanford University, Wallenberg Hall 6.3 Strawn, George O Stretch assignments Suboptimization 8.5 T BACHELOR OF COMMERCE 82. Time management, and productivity Twain, Mark MANAGERIAL LEADERSHIP ODYSSEY THE DA VINCI INSTITUTE BUSINESS MANAGEMENT

49 BMG BUSINESS MANAGEMENT U 83. U.S. Geological Survey (USGS) Office of Employee Development 4.4 University of British Columbia 7.2 University of Kansas (KU) Department of Human Resources Professional Development (KUHRPD) 3.3, 3.7, 3.9, 3.12 Facilitators Network 3.10 Information Services Organizational Development Group (OD Group) , 3.7, 3.13 Mentoring Committee 3.11 Women s Mentoring Program University of Pennsylvania 1.3 University of South Carolina 5.3 University of Texas at Austin (UT Austin) 6.3 Updegrove, Dan 9.7 Cultivating Careers Values organizational personal W 85. Wallenberg Hall, Stanford University 6.3 Watson, Thomas 1.2 Welch, Jack 5.5 Wheatley, Margaret J Why Leaders Can t Lead: The Unconscious Conspiracy Continues (Bennis) Women, in IT careers 5.2, Work/life balance , , Y 89. Y2K viii Yang, Catherine 9.7 Z 90. Zachary, Lois 5.6 Zappe, Jeannie 9.2, 9.4, 9.6, 9.8 BUSINESS MANAGEMENT THE DA VINCI INSTITUTE MANAGERIAL LEADERSHIP ODYSSEY 49

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