The "Thrive with Office 365" Coaching Program for MAPMG

For achievers who want to achieve more

With this modular, individualized plan, I’ll help you quickly:

  • Configure Office 365 to suit how you work
  • Understand the tools at your disposal
  • Think differently about how you work

Quick links:

I've seen many pains, needs, and frustrations in the five years I've been privileged to work with the professionals at MAPMG. Here are examples they've shared with me:

  • I'm buried in email, meetings, voicemails, Skype, interruptions…does it ever end?
  • No matter how many long hours I put in, my plate and my mind are always full
  • I feel like you can never get away from work
  • My work impinges on my family life, health, and sleep

I've also seen much relief and confidence-building among these same professionals as a result of my coaching. Here are some of the benefits they've shared with me:

  • They have the tools and training to focus on what's most important
  • They have time for what matters most to them
  • They work sane hours
  • They no longer have to come in to work early or stay late just to process email

One of my most treasured stories comes from a marketing executive who's also a single mother. After I coached her, she wrote to me to say this:

I used to come in to work 90 minutes early just to get through my email before the workday began. As a single mother, that was really hard on me and my daughter as I had to drop her off at her caregiver very early in the morning. Now, that's 90 minutes a day I'm not spending at work.

Stories like this are the reason I do what I do.

So what does my coaching process look like? I've developed the roadmap below as a general outline, using it with clients at many different organizations.

In most cases, this outline serves as a menu (rather than a prescription) to allow us to determine where we'll focus. It also provides context so you can see where each topic fits within the overall structure.

I’m Eric Mack, and I'm presenting this program as a tool to help busy professionals at MAPMG learn to create greater value—not by spending more time, but by leveraging their time (and, hopefully, spending less time at work).

My vision for Kaiser Permanente is to help improve healthcare by improving the knowledge, skills, and tools of those who deliver it. I’ve used this approach time and time again to set people up for success.

FAQs

How long are the lessons?

As short or long as you need.

Each coaching session is typically 45 - 50 minutes; however, some clients find it more helpful to schedule 90-minute sessions so I can help them with their actual work. In that time, we may cover all or part of a lesson, or multiple lessons: it depends on what you want to accomplish.

Do I have to take all the lessons?

No: this roadmap is designed to help you and me examine the way you work, determine where it’s strong, and identify where you want to improve. We'll focus most on the lessons that reflect your greatest opportunities for growth; the rest are optional.

Do I have to work through the lessons in order?

No: the lessons are designed to be modular, and although they all have their place in the context of my approach to personal value creation, they can be taken largely independent of one another.

Outline of the Thrive with Office 365 Coaching Program for MAPMG

Coaching is always tailored to your needs, so we may jump around the outline below, depending on what you need most.

Getting Started: Discover Where You're At

The benefit of personalized coaching is that I serve you where you are. That's why I start with an assessment: to help us determine where you are in terms of confidence, productivity, and clarity with the way you work and the tools you use. From there, we determine where you want to be and which parts of the roadmap below will best help you get there.

Module A (optional): I Need Help! / I Don't Think I Have Time to Get Help!

Many MAPMG professionals I've coached initially said that, while they knew they needed the coaching, they didn't have time for this program because they were buried in work. Many of them reported getting to work early and/or staying late just to process email!

If you give me an hour or two, I'll show you how to save that time many times over, so you'll have more time to invest in yourself and others.

I'll help you reclaim your time by showing you how to rescue yourself from your time traps (like email).

Lesson 1: Recover from Email Overwhelm

Lesson 2: Take Control of What Has Your Attention

Lesson 3: What to Do When You Can't Find Your Files

Module 1: Level Up Your Skills for Confidence and Clarity

If you're like most professionals, you know there's more to your work than doing your work.

If you're like most professionals, you've been trained to do your work, but the rest of your work—processing, communicating, workflow, controlling your attention, etc.—all run on intuition.

This works fairly well most of the time, but once you learn to process your work better, you achieve greater confidence and clarity about your work.

This module covers the core components of workflow, communicating with others, and controlling your attention:

Lesson 1: The 5 Essential Lists to Organize Your Work

Lesson 2: Processing vs. Doing: The Two Parts of Work

Lesson 3: Email Effectiveness

  1. Keeping up with your inbox while still getting the rest of your work done
  2. Sending emails that get your teammates to respond
  3. Healthy habits to continually keep it up

Lesson 4: Where to Store Your Data as You File and Organize

Lesson 5: Tying it all Together with Regular Reviews

Lesson 6: Meet Less, Do More: Meeting Effectiveness

Lesson 7: Don't be a Chicken! Control Your Attention

Lesson 8: Routines and Habits to Keep You Performing Consistently

Assessment: What's your Focus Quotient?

Module 2: The 8 Practices of High-Performance Work

As I've studied, worked with, and coached highly effective people over the last 20 years, I've identified eight things that high performers do consistently, intentionally, and well.

The good news for you is you're already doing at least some of these eight things.

The better news is, you can learn to do them better, more consistently, and more intentionally. That's what you'll learn in this module.

The best news is, as you learn to do these eight things consistently, intentionally, and well, you’ll gain greater clarity and focus, moving to higher performance in how you execute your work.

Lesson 1: Laser Focus: The Power of Intention

Lesson 2: Go the Distance: The Cycle of Execution

Execution is the practice that keeps the whole process moving towards accomplishment. I will share the methods I've found most effective in this area.

The four practices that revolve around Execution are:

  • Socialization
  • Attention
  • Reflection
  • Acquisition

Lesson 3: Make it Happen: Application

Once you've identified the outcome and gathered the knowledge you need, application is how you use your knowledge, methods, and tools to move closer to that outcome.

Lesson 4: Organization to Support Everything Else

This is the foundation of the other seven practices: keeping all your information organized so you can use it to support your decision-making.

Assessment: How well do you understand the 8 Practices and how to implement them?

Module 3: Thrive with Office 365: Master the Tools in Your Toolkit

Many of the people I've coached at MAPMG are unsure of Office 365. They know it's a powerful, diverse set of tools, but they're not sure how to fully use it for their work.

In this module, you'll learn to take fuller advantage of Office 365's suite of programs and features, thinking differently about your tools to change the way you work.

Lesson 1: OneNote for Organizing Your Information

Lesson 2: Outlook and What You Can Do with It: Communication, Calendar, and More

Lesson 3: SharePoint, OneDrive, Hard Drive, etc.: Where and How to Store Your Information in Office 365

Lesson 4: Collaborate Smarter with Shared Editing

Lesson 5: Working with Office 365 on Mobile

Lesson 6: Advanced Office 365 Tools and Concepts

Lesson 7: SharePoint: What Does It Mean for You and Your Team?

Assessment: How well do you understand the tools available and which to use when?

Conclusion: Tying it All Together

You've learned:

  • How to process your work for clarity and confidence
  • The 8 Practices of high-performance work
  • How to think differently about your tools

Final Assessment: Are You Confident and Clear on All Your Work?

What are the principles this roadmap is based on?

This coaching roadmap is based on certain principles I've developed over two decades of coaching and consulting for busy professionals in many different organizations. These principles are the foundation of the approach I've used time and time again to set people up for success, and the approach itself has been heavily influenced by the five years I've spent serving the people of MAPMG.

My main principle is that value-creation is the product of what you know, how you work, and the tools you use. I use the equation Value = Knowledge x Methods x Tools (V=KMT for short) to model this principle.

My second principle is that, to create greater value, you must think differently, consistently, and intentionally about what you know, how you work, and the tools you use.

Once you think differently, consistently, and intentionally about these things, you increase your values for K, M, and T, multiplying the value you create.

My third principle is that, because most people aren't taught how to manage themselves, most people go on intuition to accomplish their work. This approach somewhat works for most people to some extent, but it's rarely optimal, and if we have to get more done, we default to working longer and harder.

But there is a better way: rather than working longer and harder, you can learn to think differently.

Who I am and what I do

I’ve been a coach, consultant, and software entrepreneur for over 30 years, working with over 200 corporate and government clients in the fields of leadership, information management, technology, and productivity and collaboration tools, always with two questions in mind: how will people get their work done, and will these tools make it easier?

I hold a Bachelor's in Organizational Management and a Master's in Information and Knowledge Management. My research and experience have led me to create my value framework, V=KMT, an approach I use in my consulting and workshops to help my clients understand the relationship between what they know, how they work, and the tools they use.

My vision for Kaiser Permanente is to help improve healthcare by improving the knowledge, skills, and tools of those who deliver it. I’ve used this approach time and time again to set people up for success and help achievers achieve more.

I look forward to serving you.