goal setting and getting things done sample

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Goal Setting and Getting Things Done Sample

Corporate Training Materials

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TABLE OF CONTENTS

Preface .................................................................................................................................................... 3

What is Courseware?........................................................................................................................... 3

How Do I Customize My Course?.......................................................................................................... 3

Materials Required .............................................................................................................................. 5

Maximizing Your Training Power ......................................................................................................... 5

Icebreakers.............................................................................................................................................. 7

Icebreaker: Hello, My Name Is… .......................................................................................................... 8

Instructor Guide Sample ........................................................................................................................ 10

Module Two: Overcoming Procrastination (I)......................................................................................... 11

Eat That Frog! ................................................................................................................................... 11

Just Do It ........................................................................................................................................... 12

The 15 Minute Rule ........................................................................................................................... 13

Chop It Up ......................................................................................................................................... 14

Practical Illustration .......................................................................................................................... 14

Module Two: Review Questions ......................................................................................................... 16

Appendix ............................................................................................................................................... 19

Sample Worksheet 1.......................................................................................................................... 20

Sample Worksheet 2.......................................................................................................................... 21

Quick Reference Sheets ......................................................................................................................... 22

Certificate of Completion ...................................................................................................................... 25

PowerPoint Sample ............................................................................................................................... 27

Full Table of Contents ............................................................................................................................ 32



Preface

What is Courseware?

Welcome to Corporate Training Materials, a completely new training

experience!

Our courseware packages offer you top-quality training materials that

are customizable, user-friendly, educational, and fun. We provide your

materials, materials for the student, PowerPoint slides, and a take-

home reference sheet for the student. You simply need to prepare and

train!

Best of all, our courseware packages are created in Microsoft Office and can be opened using any

version of Word and PowerPoint. (Most other word processing and presentation programs support

these formats, too.) This means that you can customize the content, add your logo, change the color

scheme, and easily print and e-mail training materials.

How Do I Customize My Course?

Customizing your course is easy. To edit text, just click and type as you would with any document. This is

particularly convenient if you want to add customized statistics for your region, special examples for

your participants’ industry, or additional information. You can, of course, also use all of your word

processor’s other features, including text formatting and editing tools (such as cutting and pasting).

To remove modules, simply select the text and press Delete on your keyboard. Then, navigate to the

Table of Contents, right-click, and click Update Field. You may see a dialog box; if so, click “Update entire

table” and press OK.

(You will also want to perform this step if you add modules or move them around.)

If you want to change the way text looks, you can format any piece of text any way you want. However,

to make it easy, we have used styles so that you can update all the text at once.



If you are using Word 97 to 2003, start by clicking the Format menu followed by Styles and Formatting.

In Word 2007 and 2010 under the Home tab, right-click on your chosen style and click Modify. That will

then produce the Modify Style options window where you can set your preferred style options.

For example, if we wanted to change our Heading 1 style, used for Module Titles, this is what we would

do:

Now, we can change our formatting and it will apply to all the headings in the document.

For more information on making Word work for you, please refer to Word 2007 or 2010 Essentials by

Corporate Training Materials.



Materials Required

All of our courses use flip chart paper and markers extensively. (If you prefer, you can use a whiteboard

or chalkboard instead.)

We recommend that each participant have a copy of the Training Manual, and that you review each

module before training to ensure you have any special materials required. Worksheets are included

within the Appendix of the Instructor Guide and the participant’s Training Manual, and can be

reproduced and used where indicated. If you would like to save paper, these worksheets are easily

transferrable to a flip chart paper format, instead of having individual worksheets.

We recommend these additional materials for all workshops:

• Laptop with projector, for PowerPoint slides

• Quick Reference Sheets for students to take home

• Timer or watch (separate from your laptop)

• Masking tape

• Blank paper

Maximizing Your Training Power

We have just one more thing for you before you get started. Our company is built for trainers, by

trainers, so we thought we would share some of our tips with you, to help you create an engaging,

unforgettable experience for your participants.

• Make it customized. By tailoring each course to your participants, you will find that your results

will increase a thousand-fold.

o Use examples, case studies, and stories that are relevant to the group.

o Identify whether your participants are strangers or whether they work together. Tailor

your approach appropriately.

o Different people learn in different ways, so use different types of activities to balance it

all out. (For example, some people learn by reading, while others learn by talking about

it, while still others need a hands-on approach. For more information, we suggest

Experiential Learning by David Kolb.)

• Make it fun and interactive. Most people do not enjoy sitting and listening to someone else talk

for hours at a time. Make use of the tips in this book and your own experience to keep your



participants engaged. Mix up the activities to include individual work, small group work, large

group discussions, and mini-lectures.

• Make it relevant. Participants are much more receptive to learning if they understand why they

are learning it and how they can apply it in their daily lives. Most importantly, they want to

know how it will benefit them and make their lives easier. Take every opportunity to tie what

you are teaching back to real life.

• Keep an open mind. Many trainers find that they learn something each time they teach a

workshop. If you go into a training session with that attitude, you will find that there can be an

amazing two-way flow of information between the trainer and trainees. Enjoy it, learn from it,

and make the most of it in your workshops.

And now, time for the training!



Icebreakers

Each course is provided with a wide range of interactive Icebreakers. The trainer can utilize an

Icebreaker to help facilitate the beginning of the course, as it helps “break the ice” with the

participants. If the participants are new to each other, an icebreaker is a great way to introduce

everyone to each other. If the participants all know each other it can still help loosen up the

room and begin the training session on a positive note. Below you will see one of the

icebreakers that can be utilized from the Icebreakers folder.



Icebreaker: Hello, My Name Is…

Option 1:

Method: Perhaps the easiest, most obvious and often overlooked icebreaker.

Ask each member of the training event to introduce themselves by saying Hello – My Name Is…

Then encourage the rest of the group to ask the trainee questions. To illustrate,

• Where do you live?

• What is your job?

• Where did you go to school?

etc.

This exercise also encourages questioning and listening skills within the group.

Discussion Questions

1. Did anyone feel uncomfortable doing this exercise? Is so, why?

2. How can this exercise help us during today’s training event?

Time: Maximum time 15 minutes

Option 2:

1. Ask the participants at each table to answer the following questions:

a. Why are they here?

b. What is their level of experience with goal setting?

c. What do they hope to get from this class?

d. What is the most interesting thing they have ever done?

2. Have someone be designated a scribe and have them jot down the answers to question C above.

3. On a separate piece of paper, have them write down the most interesting thing done from only

one table member.

4. Have the scribe hand the note with the answers to question C to you.

5. Have the scribe stand and introduce the table to the class.

6. Then have the scribe share the most interesting thing from their group.



7. Have the class guess who that person is, which did the most interesting thing.

8. Go around to each table until all have given their answers to question C and shared their most

interesting thing.

9. Debrief by sharing all the answers to question C with the class.

Thank participants for sharing.



Instructor Guide Sample

On the following pages is a sample module from our Instructor Guide. It provides the instructor

with a copy of the material and a Lesson Plans box.

The key benefit for the trainer is the Lesson Plan box. It provides a standardized set of tools to

assist the instructor train that particular lesson. The Lesson Plan box gives an estimated time to

complete the lesson, any materials that are needed for the lesson, recommended activities, and

additional points to assist in delivering the lessons such as Stories to Share and Delivery Tips.



Module Two: Overcoming Procrastination (I)

We all procrastinate from time to time. Procrastination occurs when

we avoid tasks that we find unpleasant. Even if we perform other

work-related tasks instead of the ones we dislike, we are guilty of

procrastination. Unfortunately, procrastination will hinder our long-

term success. With the proper skills, you can overcome

procrastination.

Eat That Frog!

Mark Twain has a saying that applies to procrastination:

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!

Brian Tracy named his course on time management “Eat that Frog” because of this saying. The frog is

anything that you do not want to do. You should complete your dreaded tasks first. Getting them out of

the way will provide you with a sense of accomplishment and keep you from procrastinating. Always

begin with the task that is the hardest and most significant, and you will be less tempted to

procrastinate on other activities.

Estimated Time 10 minutes

Topic Objective Introduce the concept of eating the frog.

Topic Summary Eat That Frog

Procrastination is the art of keeping up with

yesterday.

Don Marquis



Consider frogs that should be eaten.

Materials Required Flipchart/board and marker

Planning Checklist None

Recommended Activity Ask volunteers to share their frogs. List these on the flipchart/board.

Discuss why these tasks are frogs.

Stories to Share Share any personal or relevant stories.

Delivery Tips Encourage everyone to participate.

Review Questions Where does the saying eat the frog come from?

Just Do It

When you dislike a particular task, it is easy to procrastinate. Whether you spend

time checking email or looking at Instagram, you are procrastinating. You need to

do more than identify when you procrastinate. You need to discover why.

• Discover your obstacles: What do you choose over your tasks?

• Discover ways to remove obstacles: Ask for support, and take action. For example, you could

turn off the Internet and your phone.

• Reward yourself: Make the task fun, and use small rewards as incentive.

Once you have identified your frogs and obstacles, the only answer is to take action. Make the tasks that

you want to avoid part of your daily routine. Schedule the tasks into your calendar. Once they become

habit, you will find them easier to accomplish. Once you have scheduled the time to accomplish your

tasks, you must follow through. Resist the temptation to procrastinate with your favorite time waster.

Just do it.


Topic Objective Introduce ways to stop procrastination.

Topic Summary Just Do It

Discuss how to remove obstacles and end procrastination.



Materials Required Worksheet 1-Just Do It


Recommended Activity Complete the worksheet individually. Share your answers with the rest of

the class.

Stories to Share Share any personal relevant stories.


Review Questions What action can you take to stop procrastinating?

The 15 Minute Rule

Lack of time is a common excuse for not completing a task. We often overestimate

the time that it takes to complete tasks, but the 15-minute rule allows you to

accurately time your tasks. When you follow the 15-minute rule, you set a timer

for 15 minutes and work on a task. You should stop working on the task when the

time is up. You will be surprised by how many tasks you complete within the 15

minutes. When you are not able to complete a task within 15 minutes, schedule 15

minutes the next day for the same task. This allows you to make consistent progress. You will also be

able to better estimate how long a similar task will take.


Topic Objective Introduce the 15-minute rule.

Topic Summary 15 Minute Rule

Discuss the 15-minute rule.

Materials Required Flipchart/board and marker


Recommended Activity

Ask the class to share tasks that they avoid because they fear there is not

enough time. List these tasks on the flipchart/board. Discuss your

experiences with these tasks.

Stories to Share Share any personal, relevant stories.




Review Questions What is the 15-minute rule?

Chop It Up

The size of a project can also contribute to procrastination. It is easy to become

overwhelmed by a large project. The key to overcoming procrastination is to chop

up the large project into smaller tasks. Rather than looking at the entire project,

focus on the single task. This will prevent you from becoming overwhelmed by the

enormity of the work you must complete. For example, you could break a large

report into different tasks such as brainstorming, outlining, writing, etc. This

technique will create a sense of achievement with each step and improve motivation, allowing you to

stay focused as you reach the end of the entire project.


Topic Objective Introduce chopping up tasks.

Topic Summary Chop It Up

Practice chopping up tasks.

Materials Required Worksheet 2-Chop It Up


Recommended Activity Complete the worksheet individually. Share your answers with the rest of the

class.



Review Questions Why chop up projects?

Practical Illustration

Carl’s manager assigned him the task of running a self-audit on the department. Carl was

overwhelmed by the task. Every time he requested information from someone, he would

spend 20 minutes chatting. He constantly checked email and immediately replied to all

messages. Carl knew that he was falling behind, but it did little to motivate him. After an

interesting exchange with his manager, Carl realized that he needed to take action. He

broke the audit down into smaller segments, and avoided chatting with people. He even



established set times to check email. After a few days, Carl began to see progress. This motivated him to

continue the work. Despite the setback, Carl managed to finish on time.


Topic Objective Outline the Overcoming Procrastination I Practical Illustration.

Topic Summary Practical Illustration

Discuss the importance of understanding what causes procrastination.

Materials Required None


Recommended Activity Discuss the outcome of the Practical Illustration. What were Carl’s obstacles?



Review Questions What made Carl attempt to stop procrastination?



Module Two: Review Questions

1.) What is the Frog?

a) Boring task

b) Dreaded task

c) Important task

d) Unimportant task

The frog is the dreaded task. The dreaded task should be tackled first.

2.) The frog you begin with should be the hardest and _____.

a) Most complicated

b) Least complicated

c) Most boring

d) Most significant

The frogs you begin with should be the hardest and most significant. These tasks lend

themselves to procrastination.

3.) What is the action that you take when procrastinating?

a) Obstacle

b) Frog

c) Reward

d) Incentive

Obstacles are choices that we make to avoid tasks. Identifying obstacles will help you avoid

falling into their trap.

4.) What will rewards provide?

a) Obstacles

b) Identification of needs

c) Incentive

d) Action

Rewards provide incentive. Rewarding yourself will help you overcome procrastination.



5.) What should you do if you have not completed the task within 15 minutes?

a) Cease the task

b) Continue working

c) Start over the next day

d) Time how much longer the task takes

Once the 15 minutes are up, you stop working on the task. The task may be continued the next

day.

6.) What is a common excuse for not completing a task?

a) Disinterest

b) Not in job description

c) Lack of time

d) Too complicated

Lack of time is a common excuse for not completing a task. The 15-minute rule addresses this

excuse and improves progress.

7.) What can happen when you are assigned large projects?

a) Feel motivated

b) Feel overwhelmed

c) Avoid procrastination

d) Planning is easy

Large projects can be overwhelming. Being overwhelmed can lead to procrastination.

8.) What does completing small parts of a project create?

a) Feeling overwhelmed

b) Motivation

c) Interest

d) Sense of achievement

Project that are broken down are easier to complete. As each stage is completed, a sense of

achievement is created.



9.) Procrastination occurs when we avoid tasks that we find __________.

a) Work-related

b) Unpleasant

c) Too easy

d) Repetitive

Procrastination occurs when we avoid tasks that we find unpleasant.

10.) How can you overcome obstacles?

a) Ask for help

b) Take action

c) A and B

d) Neither A nor B

Discover ways to remove obstacles: Ask for support, and take action.



Appendix

During the facilitation of a lesson, Worksheets may be utilized to help present the material. If a

lesson calls for a Worksheet it will be listed in the Lesson Plan box under Materials Required.

The trainer can then utilize the Appendix of either the Instructor Guide or the participant’s

Training Manual for the corresponding material and then provide it to the participants.



Sample Worksheet 1

Just Do It

Consider the ways you procrastinate, and then answer the following questions.

What are your obstacles?

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

What steps can you take to overcome your obstacles?

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

How can you reward yourself for completing tasks?

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________



Sample Worksheet 2

Chop It Up

Think of a task that you find overwhelming. In the space below, break it into smaller, more manageable

tasks.

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________



Quick Reference Sheets

Below is an example of our Quick Reference Sheets. They are used to provide the participants

with a quick way to reference the material after the course has been completed. They can be

customized by the trainer to provide the material deemed the most important. They are a way

the participants can look back and reference the material at a later date.

They are also very useful as a take-away from the workshop when branded. When a participant

leaves with a Quick Reference Sheet it provides a great way to promote future business.



Certificate of Completion

Every course comes with a Certificate of Completion where the participants can be recognized

for completing the course. It provides a record of their attendance and to be recognized for

their participation in the workshop.



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PowerPoint Sample

Below you will find the PowerPoint sample. The slides are based on, and created from, the

Instructor Guide. PowerPoint slides are a great tool to use during the facilitation of the

material; they help to focus on the important points of information presented during the

training.



Full Table of Contents

Preface .................................................................................................................................................... 7

What is Courseware?........................................................................................................................... 7

How Do I Customize My Course?.......................................................................................................... 7

Materials Required .............................................................................................................................. 9

Maximizing Your Training Power ......................................................................................................... 9

Module One: Getting Started ................................................................................................................ 11

Housekeeping Items .......................................................................................................................... 11

The Parking Lot ................................................................................................................................. 12

Workshop Objectives ......................................................................................................................... 12

Action Plans and Evaluation Forms .................................................................................................... 13

Action Plan ........................................................................................................................................ 14

Evaluation Form ................................................................................................................................ 15

Pre-Assignment ................................................................................................................................. 16

Pre-Test ............................................................................................................................................. 17

Pre-Test Answers ............................................................................................................................... 21

Module Two: Overcoming Procrastination (I)......................................................................................... 26

Eat That Frog! ................................................................................................................................... 26

Just Do It ........................................................................................................................................... 27

The 15 Minute Rule ........................................................................................................................... 28

Chop It Up ......................................................................................................................................... 29


Module Two: Review Questions ......................................................................................................... 31

Module Three: Overcoming Procrastination (II) ..................................................................................... 34

Remove Distractions .......................................................................................................................... 34

Start Small and Build ......................................................................................................................... 35



Reward Yourself ................................................................................................................................ 36

Set Realistic Deadlines ....................................................................................................................... 37


Module Three: Review Questions ....................................................................................................... 39

Module Four: Four P’s of Goal Setting ................................................................................................... 42

They Need to Be Positive ................................................................................................................... 42

They Need to Be Personal .................................................................................................................. 43

They Need to Be Possible ................................................................................................................... 44

They Need to Be Prioritized ................................................................................................................ 45


Module Four: Review Questions......................................................................................................... 47

Module Five: Improving Motivation ....................................................................................................... 50

Remember Peak Moments ................................................................................................................ 50

Write Down Your Goals ..................................................................................................................... 51

Use Gamification ............................................................................................................................... 52

Track Your Progress ........................................................................................................................... 53


Module Five: Review Questions ......................................................................................................... 55

Module Six: Wise Time Management .................................................................................................... 58

Urgent/Important Matrix .................................................................................................................. 58

The 80/20 Rule .................................................................................................................................. 60

Utilize a Calendar .............................................................................................................................. 61

Create a Ritual .................................................................................................................................. 62


Module Six: Review Questions ........................................................................................................... 64

Module Seven: Tips for Completing Tasks .............................................................................................. 67



One Minute Rule ............................................................................................................................... 67

Five Minute Rule................................................................................................................................ 68

Break Up Large Tasks ........................................................................................................................ 69

Utilize Technology ............................................................................................................................. 70


Module Seven: Review Questions ...................................................................................................... 72

Module Eight: Increase Your Productivity .............................................................................................. 75

Repeat What Works .......................................................................................................................... 75

Get Faster ......................................................................................................................................... 76

Remove “Should” from Your Dictionary ............................................................................................. 77

Build on Your Successes ..................................................................................................................... 78


Module Eight: Review Questions........................................................................................................ 80

Module Nine: “To Do” List Characteristics ............................................................................................. 83

Focus on the Important ..................................................................................................................... 83

Chunk, Block, Tackle .......................................................................................................................... 84

Make It a Habit ................................................................................................................................. 85

Plan Ahead ........................................................................................................................................ 86


Module Nine: Review Questions ........................................................................................................ 88

Module Ten: Smart Goals ...................................................................................................................... 91

Specific .............................................................................................................................................. 91

Measurable ....................................................................................................................................... 92

Attainable ......................................................................................................................................... 93

Realistic............................................................................................................................................. 94

Timely ............................................................................................................................................... 95




Module Ten: Review Questions .......................................................................................................... 97

Module Eleven: Mistakes Will Happen ................................................................................................. 100

Accept It .......................................................................................................................................... 100

Bouncing Back ................................................................................................................................. 101

Adapt and Learn .............................................................................................................................. 102

Ask for Help ..................................................................................................................................... 103

Practical Illustration ........................................................................................................................ 104

Module Eleven: Review Questions ................................................................................................... 106

Module Twelve: Wrapping Up ............................................................................................................. 109

Words from the Wise....................................................................................................................... 109

Review of Parking Lot ...................................................................................................................... 109

Lessons Learned .............................................................................................................................. 109

Completion of Action Plans and Evaluations .................................................................................... 110

Appendix ............................................................................................................................................. 111

Worksheet 1 .................................................................................................................................... 111

Worksheet 2 .................................................................................................................................... 112

Worksheet 3 .................................................................................................................................... 113

Worksheet 4 ................................................................................................................................... 114

Worksheet 5 .................................................................................................................................... 115

Worksheet 6 .................................................................................................................................... 116

Worksheet 7 .................................................................................................................................... 117

Worksheet 8 .................................................................................................................................... 118

Worksheet 9 .................................................................................................................................... 119

Worksheet 10 .................................................................................................................................. 120

Worksheet 11 .................................................................................................................................. 121



Worksheet 12 .................................................................................................................................. 122

Worksheet 13 .................................................................................................................................. 123

Worksheet 14 .................................................................................................................................. 124

Worksheet 15 .................................................................................................................................. 125

Worksheet 16 .................................................................................................................................. 126

Worksheet 17 .................................................................................................................................. 127

Post-Assessment ............................................................................................................................. 128

Post-Assessment Answers................................................................................................................ 132

Recommended Reading List ............................................................................................................. 136


goal setting and getting things done sample

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