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TIME WISELY:
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ORLD CLASS TRAINING:
KEYGPETTING
RINCIPLES
OF FTIRM
IME O
MNANAGEMENT
YOUR
TRACK
PRESENTED
SAM
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PRESENTED
BYBY
SAM
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FFOUNDER
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OF
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ACADEMY
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© UAND
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CADEMY O
2010
1
“Nothing else, perhaps, distinguishes
effective executives as much as their tender
loving care of time.”
Peter F. Drucker
© UPSTREAM ACADEMY 2010
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PRESENTATION MAP
1. Overview of Emerging Leaders Academy
2. Observations regarding time management
3. Five principles of effective time
management
4. Questions and answers
© UPSTREAM ACADEMY 2010
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 OVERVIEW OF EMERGING
LEADERS ACADEMY
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1. PERSONAL GUIDES
Each of you has been assigned a guide.
Commit yourself to
be accountable to
your guide.
Self-accountability is
best measured by the
willingness to return
and report.
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Your guide will work with you to help you
set and accomplish goals and complete
assignments.
We will provide guidance
and support for the ELA
guides. The first Guide
Conference Call will be
July 2.
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2. LEADERSHIP DEVELOPMENT GOALS
Leadership skills are best learned by
doing. This year, you will set and
accomplish goals in these areas:
1. Business Development
2. Client Management
3. Personal Development
4. Team Development
5. Leadership Development
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We will provide a list of goals each year.
You will need to complete the mandatory
goals as well as select from a menu of
other goal choices in each area.
Your guide will help you select proper
goals and hold you accountable for
accomplishing those goals.
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3. LEADERSHIP TRAINING FORUMS
During each year of the program, ten onehour conference calls will provide a forum
for discussing key principles of
leadership.
You will receive the
PowerPoint, questions to
consider, and other materials
in advance of each presentation.
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We will record each Leadership Training
Forum and participants will
receive an audio CD after
the conference call.
CPE is available for the
Leadership Training Forums
(you must attend the live presentation)
and for the major UA events.
© UPSTREAM ACADEMY 2010
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At the beginning of each program year you
will choose three Leadership Training
Forums you can commit to attending. On at
least one of these dates, you will be asked to
respond to a “Question to Consider.”
Regardless of whether you were contacted
prior to the call or not, we invite you to
share your thoughts during the live
presentation.
© UPSTREAM ACADEMY 2010
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4. LEADERSHIP PROJECT
Each year, you will
complete a challenging
leadership project that
satisfies one or more goal
requirements and allows
you to further develop
important skills.
© UPSTREAM ACADEMY 2010
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A good project should . . .
• Stretch your abilities
• Be specific
• Be connected to the firm
• Be measurable
• Have a time frame
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A goal will stretch your abilities if . . .
• You haven’t done it before
• It’s something that’s not easy to do
• It’s something that wasn’t already going to
be done in the normal course of things
• It will take your best effort
• It pushes you to the edge of your comfort
zone
© UPSTREAM ACADEMY 2010
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5. OPT PROGRAM
Each participant, guide
and ELA advocate will
be given a unique login ID to the Online
Progress Tracking
program, allowing
access to information
relevant to their role
within the program.
© UPSTREAM ACADEMY 2010
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OPT Program Goal Section
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OPT Program Project Section
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6. NETWORK AT A MAJOR UA EVENT
Networking with peers in a stimulating
group environment is an important
experience for all professionals, and
especially for future firm leaders.
You have the option of attending one of
five key UA events each year.
© UPSTREAM ACADEMY 2010
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Emerging Leaders Conference Summer 2010
June 29-30, 2010  Philadelphia, Pennsylvania
HeadWaters Leadership Conference 2010
July 8-9, 2010  Park City, Utah
Blueprint for Excellent Retreat
July 26-27, 2010  Helena, Montana
BestPractices Conference 2010
October 28-29, 2010  San Antonio, Texas
Emerging Leaders Conference Winter 2011
January 6-7, 2011  Scottsdale, Arizona
© UPSTREAM ACADEMY 2010
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SCHEDULE OF EVENTS
Leadership Training Forums (9am Mountain)
2010
2011
June 10
January 11
July 15
February 9
August 11
May 5
September 13
October 21
November 16
December 16
Guide Conference Calls (9am Mountain)
July 2
October 20
January 12
© UPSTREAM ACADEMY 2010
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SCHEDULE OF EVENTS
Participant Due Dates
June 1
June 20
July 1
July 31
Photo due
Emerging Leader Commitment Form due
Name & contact info for guide and advocate
Leadership Project selected and entered in OPT
Upstream Academy Events
June 29-30
July 8-9
July 26-27
Oct 28-29
Jan 6-7
ELA Conference in Philadelphia
HeadWaters Conference in Park City
Blueprint for Excellence Retreat in Helena
BestPractices Conference in San Antonio
ELA Conference in Scottsdale
© UPSTREAM ACADEMY 2010
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 OBSERVATIONS REGARDING
TIME MANAGEMENT
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OBSERVATION #1
Countless books and articles have been
written about time management.
Managing time
effectively is one of the
major areas that many
leaders struggle with.
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OBSERVATION #2
In today’s business world, the competition for our time and energy is intense.
While the average billable hours for
leaders in our profession has remained
static, the total time worked by these
individuals has been increasing each
year.
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OBSERVATION #3
Many individuals in business experience
frequent interruptions.
“The average American worker has fifty
interruptions a day, of which seventy
percent have nothing to do with work.”
W. Edwards Deming
© UPSTREAM ACADEMY 2010
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INTERRUPTIONS
• Slow down our thought processes
• Hamper our problem-solving skills
• Stifle our creativity
• Put us in a crisis management mode
• Create challenges for our co-workers
• Can easily become a way of life
• Keep us at a surface level
© UPSTREAM ACADEMY 2010
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OBSERVATION #4
An important part of learning to better
manage our time is first recognizing
where time is most often lost or wasted.
Here’s a list of some of the top time
wasters. Which ones are most
challenging to you?
© UPSTREAM ACADEMY 2010
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TOP TIME WASTERS
• Interruptions
• Telephone conversations
• Meetings
• Lack of discipline to complete tasks
• Unexpected visitors
• Poor delegation
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TOP TIME WASTERS
• Telephone tag
• Poor people management
• Poor planning for engagements
• Fatigue/day dreaming
• Visiting/socializing
• Poor communication or direction
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TOP TIME WASTERS
• Crisis management
• Doing too much—or at least trying to
• Procrastination
• Poor organization
• Work space clutter
• Reluctance to say “no”
© UPSTREAM ACADEMY 2010
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 FIVE PRINCIPLES OF EFFECTIVE
TIME MANAGEMENT
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1. CONTROL INTERRUPTIONS
If we’re going to be effective time
managers, we must learn to allocate our
time to those who truly need it and are
entitled to it, rather than those who simply
demand it.
Change your thinking about interruptions;
eliminate those you can, and control those
you can’t eliminate.
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Calendar blocks of time to
accomplish specific tasks
and treat those times as
the most important
appointments of your day.
Do your most important or
most challenging work
during your best time.
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Take control of your
telephone and learn how
to use your voice mail
greeting more effectively.
Turn off your email
greeting and check for
messages only at specified
times.
© UPSTREAM ACADEMY 2010
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2. SPEND TIME IN QUADRANT II
Quadrant II includes activities that are
important, but not urgent. Stephen R.
Covey calls this the “Quadrant of Quality.”
Quadrant II is where we do long range
planning, anticipate and prevent problems,
empower others, broaden our minds and
abilities, and invest in our future.
© UPSTREAM ACADEMY 2010
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URGENT
I
I
M
P
O
R
T
A
N
T
NOT
I
M
P
O
R
T
A
N
T
NOT URGENT
II
CRISES
PREPARATION
PRESSING PROBLEMS
PREVENTION
DEADLINE - DRIVEN PROJECTS
VALUES CLARIFICATION
MEETINGS
PLANNING
RELATIONSHIP BUILDING
EMPOWERMENT
III
IV
INTERRUPTIONS
TRIVIA
SOME PHONE CALLS
BUSYWORK
SOME MAIL
SOME PHONE CALLS
SOME REPORTS
TIME WASTERS
SOME MEETINGS
IRRELEVANT MAIL
PRESSING MATTERS
PLEASANT ACTIVITIES
MANY POPULAR ACTIVITIES
WEB SURFING
Copyright 1994 Covey Leadership Center, Inc
“The important task rarely must be
done today, or even this week. The
urgent task calls for instant action . . .
The momentary appeal of these tasks
seems irresistible and important, and
they devour our energy.”
Charles Hummel
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Maister suggests three categories of time:
• Income time (serving clients)
• Investment time (creating your future)
• Individual time (everything else)
“Individuals and firms must develop the
habit of treating investment commitments
as equally sacred as billable targets.”
David H. Maister
© UPSTREAM ACADEMY 2010
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3. MANAGE YOUR EMAIL
It’s not uncommon for
leaders to have 200 to
1,000 email messages
in their Inboxs.
Find a way to manage
your email effectively.
© UPSTREAM ACADEMY 2010
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4. USE SMALL BITS OF TIME WISELY
Become a master at using small bits of
time effectively.
“It has been my observation that most
people get ahead during the time that
others waste.”
Henry Ford
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5. BECOME A MASTER TEACHER
Avoid the “chance for
success approach” when
giving instruction and
direction to others. Take
the time to teach other
team members effectively.
Story of father/son
experience.
© UPSTREAM ACADEMY 2010
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Beware of the problem in
search of an owner. When
confronted with a difficult
situation, ask yourself,
“Whose problem is this?”
Remember which direction
delegation flows.
© UPSTREAM ACADEMY 2010
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Concluding thought regarding time
management . . .
© UPSTREAM ACADEMY 2010
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TIME AND PERSONAL CHOICES
"Another way to look at life is to see it as a different kind of
department store. A store where such things as worldly success,
love of music, enjoyment of painting, a six-handicap golf game, a
close relationship with your son or daughter, and many other
similar things are for sale. But the commodity with which they are
purchased is not money but time. And quite contrary to the way
the capitalist system works with money and goods, every one of us
is given exactly the same amount of time in each hour, in each day
and in each year. It is a limited amount, and it is impossible for
anyone to be so rich in time that he can enjoy every single one of
the things which time may buy.
So there is a choice to be made......“
William Rehnquist
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 QUESTIONS AND ANSWERS
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Thank You!
sallred@azworld.com
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