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This course is CPD Certified with each day equivalent to 6.5 hours of CPD

Planning and Organisational Skills

Duration : 2 days 

Basic Planning and Organisational Skills for Maximum Personal Productivity, and Great Results




Staff at all levels in the organisation that wants to improve their planning and organisation competency so that they can get the very best results from their leadership, teams and colleagues in pursuit of maximum personal growth and the organisation’s goals.




Increased productivity at work through better planning and organisation of work will lead to a happier, more rewarding and prosperous work life. If you plan and organise yourself effectively then you can significantly reduce the time and effort required to achieve your goal. Mastery of productivity is vital for job satisfaction, career progression, effective leader and leadership and overall positive personal growth.

Planning and Organisation Skills is a proven approach to individual productivity that covers the fundamentals of planning and organisation, paying particular attention to personal time management and productivity drivers. The program takes a holistic view of personal productivity at work and introduces the delegate to the knowledge, skills and attitude required to behave effectively and deal efficiently with daily work routines.


The program is well researched, knowledge-based and designed with the individual learner at the centre of the learning process which means that the course is extremely interactive and practical.




By the end of this course delegates will be able to:


✓ Determine planning, organisation and the concept of productivity

✓ Determine effective organisation techniques and process for great productivity including planning, time management, teamwork, delegation and the use of systems

✓ Practice new skills and techniques learnt before returning to work

✓ Produce drive to self-develop in planning and organisation

✓ Produce positive impact on the overall performance of each delegate and the organisation






Relevance and Importance of Planning and Organisation at Work

  • Agree definitions – Planning, Organising and Productivity
  • Why Plan? Why Organise?
  • Why Organisation is Often Overlooked
  • The Benefits of Organisation at Work


Organisation Competency

  • Activity – Construct a skills matrix for a Highly Organised Person
  • Activity – Self-assessment – delegates rate their current ability against each skill in this matrix to identify their development need(s); results are used as a basis for their individual Personal Action Plan.
  • Overcoming limitations (linking your beliefs to your behaviour)


Productivity Drivers

  • Unlocking Productivity
    • Planning, time management, teamwork, delegation and systems


Planning for Great Productivity

  • Basic Planning Process (goal, analysis, objectives, review, improve)
  • Understanding your role, your contribution and available resources (Strategic Thinking)
  • Effectiveness versus Efficiency
  • Identifying Tasks to be Accomplished
    • Exercise – List all tasks required by you in your job and then list actual tasks worked
    • Exercise -: Use the Time Management Grid to identify individual priorities
  • Correct Bad Habits
    • Exercise – Habits – List Good and Bad Habits


Goal Setting

  • Agree definitions – Goals, objectives (long and short-term)
  • The effect of goals on individual performance
  • Activity – identify and practice creating SMARTER goals, agreeing measures for goals (controls) and reviews and the importance of feedback


Time Management

  • Time management techniques
    • Time Management Grid (Prioritising Tasks), Action Plans and Delegation
  • Dealing with Time Wasters
  • Combating Time Wasters
  • Your Response to Requests for Help


Key Learning Review




Understanding Teamwork

  • Agree definition – TEAM (‘Together Everyone Achieves More’)
  • Activity – working in groups delegates discuss synergy, tapping into teamwork and working with others for maximum productivity and present their findings to the class
  • The Benefits of Team Membership


Effective Delegation Process

  • What is Delegating?
  • The Purpose of Delegating
  • Why People Fail to Delegate
  • The Benefits Effective Delegation
  • Activity – Recognise Your Style – delegates locate themselves of a personality style matrix
  • Exercise– What to Delegate and What Not to Delegate
  • Understanding the 7 Steps for Successful Delegation
  • Understand how to motivate those that are helping you
  • Video– Daniel Pink “Drive- The surprising truth about what motivates us”


Overcoming Resistance to Help

  • Developing and Maintaining Trust
  • Your Approach (drawing on discussions and conclusions made earlier in the day)
  • Managing Conflict and Effective Conflict Resolution Process
  • Delegation Contracts


Systems and Productivity

  • What are Systems?
  • Recognising and Developing Systems
    • Diary, schedule, email management, checklists
  • The Benefit of Effective Systems
  • Exercise – Action Plan- Develop a daily/weekly planner and checklist system


  • Activity- “Don’t Mistake Activity For Achievement”

Case study will be given on the day.


Teams discuss scenario given where planning and organising work has been identified as an issue affecting productivity. Each team produces and presents a productivity improvement plan for the case.



  • To reinforce the value of time management
  • To practice identifying time wasting activity at work
  • To practice development of a productivity action plan
  • To discuss and debate key insights and learning gained through this activity


Key Learning Review

  • Group discussion and professional feedback to consolidate key learning. Delegates will leave the day with a list of development activities to improve their planning and organisation competency back at work.




Each delegate will be asked to complete a pre-course questionnaire to determine their individual learning objectives. These will be used by the trainer to give on track training that is focused on the individual learner attending.




The individual leaves this program with a Personal Action Plan to encourage immediate transfer of training to the job.




To register for this course please review the grey box above. If no public course is listed or the location and dates shown don’t suit you then please request a proposal for this course either as a public training course or if you have 6 delegates or more as an in-company training course by clicking on Request a Proposal.

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