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The WorkingSm@rt Journey

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The WorkingSm@rt method was created to meet the changing demands of a complex, modern business world, evolving with the challenges in business to provide the solutions that organizations need to be successful.


WorkingSm@rt will give you back the most valuable of all resources: Time.

Time to spend on your next innovation, your staff, your customers, or simply time with your family and friends. When you feel in control of your day and it’s YOU making the decisions, you can focus on the activities you get most from and that bring you the most reward.


One of the many benefits of the WorkingSm@rt method is its ability to integrate with industry-standard business software and hardware configurations.

Many organizations, large and small, have a complex mix of systems, process and procedures that requires training be customized to match their specific needs.

WorkingSm@rt has this flexibility built in.

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Take Control of your workload and competing priorities

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Make collaborating with your team as easy as 1-2-3

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Effective teamwork, collaboration, and communication


Get your meetings on time, on track, on purpose

Application & Implementation Logo

Putting the plan into action

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Take Control of your workload and competing priorities

Receive practical hands-on skills instruction to help you absorb proven techniques for a total time-management solution. Integrate communications, tasks, activities, planning and apply the WorkingSm@rt® method using Microsoft Outlook.

Following this training you will:


  • Create a consistent focus on priorities.

  • Gain control of your inbox and email.

  • Improve your communications.

  • Manage your time, tasks, and activities.

  • Use Outlook with a ‘business planning’ approach.

  • Increase your understanding of working on those areas that add greatest value and the need to prioritize.

  • Recognize and manage distractions and interruptions.

  • Understanding of what’s available in the Outlook “toolbox”.

  • Set up the main components to enable you to work smart with enhanced focus.

  • Increase your productivity and eliminate unhelpful habits.

  • Learn ways to manage emails you can’t act on immediately and learn how to deal with low priority emails.

  • Learn effective ways to file and find your mail and maintain your priorities regardless of email volume.

  • Learn the importance of the Outlook Calendar and how to avoid becoming a victim of “planning fallacy”.

  • Become a more proficient time manager and begin the process that ensures a sense of achievement.

  • Learn how to plan, capture, and follow up effectively on important communications and delegations.

  • Learn how the planning process works for you.

  • Become more strategic in your daily choices.

  • Have a greater sense of accomplishment individually and as a team member.

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Make collaborating with your team as easy as 1-2-3

The key to success lies in the ability for teams to work together without the constraint of being together. Whether the challenge is virtual, where geography is the issue or the reality of team schedules not lining up.

Following this training you will:

  • Create, edit, organize, and enhance notes using Microsoft OneNote.

  • Integrate your notes with other applications.

  • Learn best practices in information management for capturing, organizing, finding, centralizing, sharing, and storing information

  • Understand the structure of OneNote notebooks.

  • Learn to create, save, share, open and close a notebook.

  • Learn to use a Notebook to support a project.

  • Learn to insert notes, create templates, and manage space in pages.

  • Learn to work as a Team in Shared Notebooks.

  • Learn to link, tag, and locate notes.

  • Use OneNote to support your daily activities in Outlook.

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Effective teamwork, collaboration, and communication

At some point, every team feels a disconnect in collaboration and communication, but if it’s a lot of the time, then you and your team need a road map to improve the process and get better results.

Following this training you will:

  • Understand the key role of WorkingSm@rt to enhance team performance.

  • Set up Microsoft Teams and establish rules of engagement.

  • Maximize the ability to effectively collaborate across and within Teams.

  • Understand the best practices for communicating while using Microsoft Teams.

  • Understand how to manage both operational and project tasks

  • MS Teams.Learn Best Practice behaviours to guide your use of

  • Learn how to communicate using the chat features available.

  • Learn how to run effective meetings.

  • Learn how to set up and join teams and understand the available options.

  • Understand the Best Practices for task and activity management.

  • Maximize results by using the productivity formula.

  • Learn to delegate to team members.

  • Use Planner to track the progress of the work.

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Get your meetings on time, on track, on purpose

Learn not only how to plan, organize and run a successful meeting but also how to get the most out of the meetings you are required to attend. Immediate benefits are: a ‘business planning’ approach to meetings, increased meeting effectiveness, saving time, improved meeting outcomes.

Following this training you will:

  • Apply a proven planning process to meetings

  • Design an effective agenda to increase accountability

  • Run a meeting with a Bias for Action

  • Know precisely how to prepare to attend a meeting

  • Know how to keep a meeting on track

  • Avoid the common pitfalls that create ‘meeting frustrations’

  • Use a quick, effective process for evaluating meetings

  • Identify virtual and hybrid meeting best practices.

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Putting the Plan into Action

This half-day session includes a facilitated discussion on the skills learned during the training, and team decision-making on how those skills will be applied to create a shared common process.


Those decisions will be recorded, and Priority Management will create a protocol document (A Playbook) that will be provided to the team as a reference guide to ensure sustainable behavioural change, maximizing productivity and efficiency, and as a handy onboarding tool for new team members. If this session is completed prior to the participants’ coaching sessions, we can coach to your custom Playbook to ensure consistency across the team.


  • Define the major objectives coming out of the WorkingSm@rt program

  • Mind map all the functionality the team needs to meet the daily and project objectives.

  • Review initial draft and adjust to create a finalized document.

  • Establish order and timeframe with the client to put in place the standards, expectations, and protocols.


Why WorkingSm@rt?

Impact Survey - Results 2022

Over 2,500 companies and 32,500 individuals from around the world have completed our workshop effectiveness questionnaire since it was launched almost 15 years ago. In the last year more than 55 new companies and 343 individuals completed the questionnaire. When asked “How much time have you gained each day as a result of the program?” The average of all the respondents, for all companies was +54 Minutes per day per person.

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The following are a few of Private Companies that have participated in the evaluation since it was launched in 2007:

Air Canada 

Alcatel Lucent 




Baker Petrolite 






Del Monte 



Enbridge Pipelines 


Frito Lay 

Home Depot 

Honeywell / Luscombe 

Intercontinental Hotels



Land Rover 








Standard Chartered Bank

Teck Cominco Ltd. 

The Boeing Company Thyssenkrupp 


VISA Europe 



Xerox Corp.

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