Effective Planning and Organizing

  • Overview
  • Objectives
  • Course Content
  • Methodology

When you plan and organize yourself effectively, you can significantly reduce the time and effort required to achieve your goals. Increased productivity at work through better planning and organization of work will lead to a happier, more rewarding, and prosperous work life.

This workshop addresses a proven approach to individual productivity that covers the fundamentals of planning, organizing, with particular attention to personal time management and productivity drivers.


  • Understand the process of planning and organizing
  • Identify the importance of planning and staying organized
  • Analyze and use different planning tools and techniques
  • Improve your time management by organizing your personal and work space
  • Know how to plan, schedule and prioritize activities
  • Develop SMART objectives and targets when setting goals
  • Learn ways to resist procrastination
  • Utilize technology and other resources to achieve objectives
  • Identify your own development needs and action plan to improve them

Below is an example of the course content. The content can be ‘tailored’ to meet the exact requirements of the client.


Day One

The elements of planning and organizing

·         Definition of planning and organizing

·         Types of plans

·         Benefits of good planning and organizing

·         Symptoms of bad planning and organizing

The planning process

·         The planning cycle

·         The concept of back planning

·         Planning tools

Setting clear goals and objectives

·         Setting SMART goals

·         Writing objectives

·         The effects of setting business and personal goals

·         Four P’s of goal setting

Principles of prioritizing

·         Efficiency versus effectiveness

·         The 80:20 rule

·         Important and urgent matrix

·         Fighting procrastination


Day Two

Time Management

·         Time management principles

·         Benefits of good time management

·         Barriers to effective time management

Organizing your workplace

·         Completing a schedule for the year/month/week/day

·         Organization in your work area to match your workflow

·         Utilizing technology

·         Paper and online storage system organization

Organizing your inbox

·         Setting delivery rules

·         Deal with e-mail right away

·         Flag and highlight important items

Avoiding the causes of disorganization

·         Overcoming bad habits

·         Stay within your systems

·         Learning to say no

·         Eliminating clutter and interruptions


The foundation of our training is anchored in activity-based experiential learning. This methodology takes into consideration different learning and communication styles, and more importantly language and cultural differences. It is through active participation that the adoption and application of theory is expedited.

Our training team pays careful attention to planning and designing effective instructional methods essential for the transfer of knowledge. It is the creative skill of our management trainers and consultants that reveal untapped skills of the delegates through:

·         Group discussion

·         Individual and syndicate activities

·         Individual and group tasks

·         Case studies

·         Role plays

·         Audio and video evaluation

·         Action planning

·         Experiential learning games

·         Presentations

·         Assessments


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