Ideally, the Personal Efficiency Program (PEP) is conducted throughout an organization, division, or department from "the top down", building the organizational culture while developing or enhancing individual skills. Other strategies for implementing the program can also be effective - we tailor the strategy to the organization's needs.PEP is conducted in a series of group meetings and one-on-one visits which reinforce organizational skills and the principles of efficiency. It also creates positive behavioral changes.
Frequently we find that people do not have their offices and environments optimally organized to receive, process, store, send and tract communications appropriate to their jobs. Our consultant reviews the personal work organization of each participant. This includes tray systems, desk utilization, the structure of files, file content, information retention, information retrieval and information management including both electronic and hard copy, also, the monitoring and tracking of projects and dealing with outstanding or delegated work.PERSONAL WORK PLANNING
With personal work habits and personal organization greatly improved, the consultant and participant jointly examine and create the specific planning routines appropriate to the participant's level within the company. The business plans and their execution through projects and correct prioritization are covered fully, so as to make productivity attainable in a focused way.
Participants must leave their calendars free for the entire first day of the program--as if they were going off site for a seminar, even though the program will be done largely at their own desks. The first three hours will be spent in a conference room located in the client's office building. During this time, we will review the principles of efficiency and the development of work habits that will save time.
The remainder of the first day is spent reorganizing the participants' own offices according to the principles discussed. The consultant will spend time assisting individual participants with this process, tailoring it to meet individual needs. At the end of the day, they are left with a series of actions to take in order to complete the organizing phase of PEP.
At a scheduled time, some weeks later, the consultant returns and the group reconvenes to review the progress made on PEP thus far. We discuss the subject of electronic organization, the organization and handling of e-mail, and the use of electronic calendars to keep track of one's activities. Participants then return to their desks or offices, and the consultant again circulates among them, giving each individual attention.
Some weeks later, the consultant returns and the group reconvenes to review once again the progress made on PEP. We discuss the subject of planning, and we recommend fundamental planning routines. Participants then return to their desks or offices, and the consultant again circulates among them, giving each individual attention. A planning system is developed to meet the needs of each participant.
A third follow-up session with each individual is then scheduled to occur approximately three months later. In this session, the individual's planning system is reviewed and fine-tuned as necessary.
We will make at least one "surprise" visit, and often additional visits for up to one year, to reinforce the techniques we've introduced and to give further assistance to those individuals who may require it.