The Organizational Tune-up
Bruce H. Breier
BHB Consulting Services
La Jolla, California
bhbcs@msn.com Landline: 858-551-8860 Cell: 858-354-9691
Agenda
1.
Opening commentary
2.
Assessment
3.
Tips, Tools, & Techniques
4.
Commitments
5.
Closing commentary
#
My Commitment
ORGANIZATIONAL ASSESSMENT
1.
I schedule time every day to be unavailable and uninterrupted to work on my
priorities for the day
2.
I consider myself an excellent delegator
3.
I have scheduled, formalized one-to-one briefings with each of my direct reports
4.
All group meetings that I lead or attend are very well organized
5.
I begin every workday with an organized plan for the day
6.
Unnecessary and unjustified interruptions and distractions are not a problem in
my workday
7.
My office is consistently uncluttered and stack-free with excellent filing systems in
place for quick retrieval
8.
I have an excellent system to organize and manage my email and schedule time
everyday for correspondence
9.
My projects are well organized and I allocate time to manage and work on them
every week
10.
The goals for my position are clearly defined in writing and constantly use those
goals as the foundation for how I spend my time
True
False
Suggested Techniques
Priority Work Time (PWT)
The Diagnosed Interruption
Allocate & schedule time every day to be unavailable,
uninterruptable, and inaccessible to work on your daily
priorities
Always diagnose before you cause or accept
interruptions & disruptions by asking:
Acutely Clear Delegation
The Uncluttered Office
When delegating, always communicate with clarity of
what you want and most importantly when you want it
Purge and organize your office to create a stack-free,
clutter-free work environment
One-to-One Briefings
Email Management
Schedule time every week to meet with each direct
report for coaching, communicating, and collaborating
Keep only active emails in your Inbox and Sent Items
folders and schedule time every day for filing, deleting,
replying, composing, and managing
Organized Group Meetings
Master Project Status Report
Establish and follow a standardized format and template
for meeting agendas
Create a spreadsheet that defines the names of all of
your projects and determine the % that are on/ahead of
schedule every week
“Is it crucial, right now?”
Next Day Planning
Success Description
Schedule time every day for daily planning, a time to
wrap-up today, do personal filing, take care of certain
emails, and plan tomorrow (including advance
delegation)
Establish clearly defined goals and tracking systems for
your position for the current fiscal year
Biographical Information
Bruce Breier is a Business Management Consultant headquartered in La Jolla, California, a
suburb of San Diego. His mission is to inspire, stimulate, educate, and motivate busy people to
become more successful by becoming more organized.
Bruce began his consulting career in 1978 and is currently in his 33rd year as a facilitator,
advisor, strategist and organizational coach. The basic philosophy of Bruce’s work is that busy
people simply do not take nor seem to have sufficient time to step back and tune-up their
organizational and operational systems. He believes that the need for tuning up organizational
systems is greater than ever and his programs are presented to management and leadership
teams throughout the United States.
Bruce H. Breier BHB Consulting Services La Jolla, CA Office: 858-551-8860 Cell: 858-354-9691 bhbcs@msn.com
Bruce H. Breier BHB Consulting Services La Jolla, CA Office: 858-551-8860 Cell: 858-354-9691 bhbcs@msn.com