Coaching

We offer three custom-tailored coaching programs on the Getting Things Done® methodology.

WORKFLOW COACHING

Workflow Coaching is a program delivered one-on-one which introduces and installs the Getting Things Done methodology, custom-tailored to your unique workflow and preference of system.

Key Takeaways

  • Awareness and hands-on experience of the Getting Things Done model in real time, with your real work at hand
  • Increased familiarity and comfort with next-action decision-making
  • Optimized delegation and follow-up with others
  • Increased workspace efficiency
  • Heightened mental clarity and perspective with an overview of a more complete inventory of commitments
  • Confidence in your ability to achieve greater focus and control by yourself, as needed

Format

  • One consultation call prior to the on-site session, to assess needs and opportunities
  • Two contiguous days in the your personal workspace
  • Two follow-up calls, within three months of the on-site session
  • Personal evaluation based on the Cognitive Preference Survey (optional)

Participant Materials

  • Getting Things Done: The Art of Stress-Free Productivity book
  • GTD® Workflow Map
  • Methodology Guides

Recommendations

  • This program is useful for anyone who wants to improve their “workflow game,” no matter what your experience with GTD might be—from novice to veteran. It starts with where you are and allows you to take yourself to a new level.
  • If you work with a personal assistant, spending at least one additional day working with your assistant and his/her coordination with you is highly recommended.

 

WORKFLOW ASSESSMENT

The Workflow Assessment introduces the Getting Things Done methodology as it can be applied within your specific situation. This is a custom tailored support session, delivered on-site, in two-hour to full-day increments, focusing on key improvement opportunities in your implementation.

Key Takeaways

  • Awareness of the GTD model, as it could be applied to your specific workflow environment
  • Identified improvement opportunities with immediate next actions to enhance your personal workflow practices
  • Utilize the GTD methodology for aligning commitments, values and interests at all horizons of work and life

Format

Two-hour to one-day Workflow Assessments

  • One consultation call prior to the on-site session, to assess needs and opportunities
  • One-day on-site, for up to three individual participant sessions, that provides one-on-one training to introduce and install the GTD methodology
  • One follow-up call, within three months of the on-site session
  • Personal evaluation based on the Cognitive Preference Survey (optional)

Participant Materials

  • Getting Things Done: The Art of Stress-Free Productivity book
  • GTD® Workflow Map
  • Methodology Guides

Recommendations

  • It’s critical to manage your expectations for this Assessment program. People unaware of the GTD methodology often assume they can “get it” in a couple of hours. Though you will likely get a taste of capturing, clarifying, and organizing, you will not have the hours of practice necessary for most people to “stick with it” afterwards. This is an assessment and a taster.
  • It is not unusual for a client, once they have the Assessment, to go ahead and contract for a full Workflow Coaching.
  • The Assessment can be very useful for recent graduates of the Mastering Workflow Series Courses, to assist with  implementation and installation.
  • Workflow Assessments can be a great option for teams who are looking to get a group of individuals with a shared purpose, focus, or goal aligned on the Getting Things Done methodology.

 

VIRTUAL WORKFLOW COACHING

The Virtual Workflow Coaching Program provides one-on-one training designed to introduce and install the GTD methodology, utilizing virtual meeting tools. The Virtual Workflow Coaching Package is designed as a long-term engagement that supports steady and incremental progress in the your path of mastering GTD.

Key Takeaways

After completing this program, you will be able to:

  • Apply clear principles and techniques for staying in control on a day-to-day basis
  • Define and manage your complete inventory of projects and actions with an integrated life management system
  • Utilize the GTD methodology for aligning commitments, values and interests at all horizons of work and life

Format

  • Eight 60-minute Virtual Workflow Coaching sessions, scheduled at intervals to match your learning style and objectives
  • Delivered using virtual meeting software (e.g. phone, Skype, GoToMeeting, etc.)
  • In order to get the full value and achieve defined objectives, an investment of time offline implementing these practices will be necessary
  • Personal evaluation based on the Cognitive Preference Survey (optional)

Participant Materials

  • Getting Things Done: The Art of Stress-Free Productivity book
  • GTD Workflow Map
  • Methodology Guides

Recommendations

  • This program is useful for anyone who wants to improve their “workflow game,” no matter what your experience with GTD might be—from novice to veteran. It starts with where you are and allows you to take yourself to a new level.
  • If you work with a personal assistant, spending time working with the assistant and his/her coordination with you is highly recommended.

 

 Email coaching@davidco.com or call 805-646-8432 for more information