LEAD - August 2023

8/23/2023

EISENHOWER MATRIX A. Check and/or respond to text message. B. Answer the door for delivery. C. Document a customer call. D. Walk the dog. E. Submit report due today. F. Weekly meeting with manager. G. Eat lunch. H. Meet friend for coffee. I. Complete online regulatory training due in three months. J. Contact upset client. K. Resolve ‘check engine’ light issue. L. Follow up on an answer for a customer due in 15 minutes. M. Follow up on an issue you transferred yesterday for research.

Reference Only Not for Training Use Copyrighted Materials

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SESSION PLAN

WHY Understanding Benefits, Drawbacks, and Barriers 01

WHAT Identifying Tasks 02

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HOW Following Some Basic Rules 04

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WHO Choosing the Right Person

PITFALLS Avoiding Common Problems

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