CART
Productivity Coaching Overview
At Officiency, we take a hands-on, customized approach to help individuals transform their organizational habits and work more efficiently. Our remote productivity coaching sessions provide tailored strategies for managing email, tasks, calendars, and meeting notes using Microsoft Office or Google Suite.
Our business productivity coaches guide employees in developing effective workflow systems, empowering them to take control of their workday and boost personal productivity. Whether you’re looking to streamline daily tasks or implement long-term efficiency solutions, our coaching sessions are designed to meet your specific goals. Note: Productivity Coaching Sessions require a two-hour minimum and can extend 4-8 hours, depending on individual needs and objectives.
If you are looking for a training for your staff or organization, our Workplace Productivity Training combines instructor led virtual sessions with personalized one-on-one coaching to reinforce and sustain new productivity habits and processes. The training focuses on managing email, tasks, calendars, and meetings using Microsoft Outlook, Tasks and OneNote.
Learning Objectives: "4 Steps to Improving Productivity"
Email Management
We will provide key strategies and methods to manage daily email and the best methods of saving and organizing email messages and develop a customized filing structure.
We will also review the key functions to maximize utilization in email systems such as Outlook and Gmail.
Time and Task Efficiency
We will assess current time management practices and habits by reviewing the individuals’ current method of tracking and managing appointments and priorities.
We will discuss how to utilize functionality of tracking tasks and actions items in productivity tools such as Outlook and Gmail.
Coaching will include how participants can improve managing time and support getting tasks done.
Meeting Note and Information Management
Microsoft OneNote is an excellent meeting and note-taking application that is part of the Microsoft Office suite. With so many meetings and projects it can be challenging to track notes and information via paper. OneNote can solve this problem. It interacts with Microsoft Outlook and can be used to track meeting notes, projects, ideas, lists and action items.
Participants will learn the basic functionality of OneNote but how to use it to be more efficient and productive with meetings and projects.
Computer Organization
We can assist individuals to develop a digital file structure and organize their electronic documents.
Document locations on local drives, cloud-based systems and other IT systems will be assessed and best location clarified.
Participants will gain strategies on how to name documents and manage version.
Looking for Microsoft Office Training?
We offer training on Outlook, OneNote, Teams and
Document Management on SharePoint and OneDrive
