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Exploring the Value and Benefits of Company Retreats

Success

“The feedback from our most recent company off-site was very positive, but we still had some important takeaways to implement for next time, like building more buffer/downtime into the agenda,” she adds. If needed, set up a few times in the day for a quick review of incoming communications,” she suggests. Don’t overdo it.

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6 Things to Do before Unplugging for the Weekend

Success

A good practice to cultivate is reviewing what went well and celebrating it. Be sure to set the agenda , record objectives and define responsibilities. Review next week’s calendar before leaving work on Friday. Review your calendar for Monday, so you have a head start on the week. Lea Woodward, Kinetiva 2.

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Review for Success

Ian's Messy Desk

When we come to the end of a project or activity, it is common to review the outcomes. Next time you need to review a project, try looking at its successful outcomes. What issues should we put on the agenda? What issues can be taken off the agenda? What went wrong? What went right? What are our needs? What did we learn?

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4 Things to Consider Before Working with a Virtual Financial Adviser

Success

Work up an agenda and send it via email a few days in advance. If you’ve sent an agenda for your next virtual wealth management session, perhaps organize that information by topic to keep the meeting running smoothly. Here are a few things to consider before your next wealth management strategy session: 1. Communicate beforehand.

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How You Can Combat Collaboration Overload to Improve Company Performance—and Your Own

Success

A 2016 Harvard Business Review article found that over the past two decades, time spent by leadership and employees in collaborative activities has grown by more than 50%. You might suggest having an agenda for the meeting. Then, once you review all the discussion points, attendees are free to leave and work on something else.

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Want To Delegate Better? Try a Total Responsibility Transfer

Success

Avoid falling prey to rigid beliefs or agendas. In a Harvard Business Review article written by Dina Denham Smith, executive coach and CEO of Cognitas, guilt can often play a role in the emotional toll of delegating. But what if that’s a great thing? You might even feel guilty about delegating.

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Looking Forward in 2011

Laughing all the Way to Work

The new year is a good time to bring up the Look-Forward Agenda. The Look-Forward Agenda is very helpful for this. It is basically a list of items that are regularly dealt with throughout the year and provides a timetable of when these items need to be added to the agenda. Happy New Year everyone!

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