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Meeting Wizard Waving Productivity Wand


"A Series on Planning & Productivity"

containing 4 unique units:

Time, Meeting, and Project Management, as well as Workspace Organization

Click here for Outline of Workbooks

Click here for Information on Author


Planning skills interconnectivity flowchart


Workshop Outline

Workbook Outline


Time Management

Problem: Most people feel they would be more successful if they could just figure out how to make the time they have work for them better.

Solution: To enable people to be better time managers, this quick unit is a study in time management principles and related skills using T.A.P.P.  steps. In just a few hours, attendees will learn: how to remember appointments and prioritize a task list, and what may detract from their time and how to deal with it. The handout will includes sample formats that may be used to practice the principles and skills outlined.

Magic:  "When you get control of your time, it will magically seem like you have more time to accomplish important tasks."


  • Opening
  • Objectives & Agenda
  • Time Management Style Profile
  • Basic Principles & T.A.P.P. Steps
  • Tasks & Prioritization           
  • Individual Practice             
  • Appointments & People
  • Time Log
  • Individual Practice                         
  • Interfering Problems
  • Tips           
  • Self-evaluation                   
  • Closing
  • Question & Answer                       
  • Review & Additional Information


Estimated training time:

  • 4 hours with Time Management Style Profile

  • 2 hours with Practice activities


Click cover above to order Paperback Book


64 page book



Steps in Time Management


Click here to view


 Table of Contents

without going to


Search Inside This Book


Workspace Organization

Problem: Things are cluttered and needed items can not be found in a timely manner.

Solution: Using this unit in about an hour learning will include how to plan and implement an organization project for any area or item type using the S.I.F.T. method. Various types or organization problems are discussed.

Magic: "When you organize your workspace, you accomplish things more quickly by knowing where to find necessary items."



  • Opening
  • Objectives & Agenda
  • Basic principles & S.I.F.T Method
  • Scheme, Initiate, Format, and Triumph
  • Problem Areas
  • Discussion
  • Closing
  • Questions & Answers
  • Review & Additional Information


Estimated training time:

  • 1 hour with Discussion activity



Workspace organization workbook



Meeting Management

Problem: Some people do not enjoy attending meetings because they feel little gets accomplished and therefore their time was wasted.

Solution: People need to know meetings are an important way to get ideas shared and important tasks accomplished. This short unit is designed to help make meetings more effective by offering a quick look at basic meeting management and the related skills needed through the R.A!R.A! approach and other tips. In just a few hours attendees will learn: the necessary meeting roles, how to get the right people there, how to start and end meetings on time, how to accomplish more in each meeting , how to insure meeting ideas and decisions are captured, how to accomplish needed tasks and follow-up outside the meeting, what may detract from meeting and how to deal with it, and how to improve future meetings.

Magic: "When you have control in meetings, not only do you accomplish more in less time but you also bring a skill that can be learned by others through observation. "


Variations include:

Holding Effective And Efficient Team Meetings

Taking Excellent Meeting Minutes for Team Scribes and Admin Professionals

Facilitating/Leading Productive And Interactive Meetings for Business Leadership


  • Opening                
  • Objectives & Agenda
  • Basic Principles & R.A!R.A! Approach
  • Meeting Purpose Statement           
  • Meeting Types
  • Preparation
  • Facilities, Equipment, & Materials  
  • Set-up & Take-Down       
  • Checklist
  • Invitations & Reminders
  • Roles  
  • Agenda
  • Open, Close, & In-between                       
  • Agenda (3 Ts method)
  • Practice Meeting
  • Records          
  • In Meetings (Boards & Flipcharts)
  • Actions  (3 Ws method)
  • Meeting Minutes    
  • Practice Meeting
  • Beastly Problems
  • Practice Meeting
  • Meeting Evaluation
  • Closing
  • Question & Answers         
  • Review & Additional Information

Estimated training time:

  • 4 hours without Practice activities

  • 5 hours with Meeting Practice activities

  • 6 hours customized Team Practice

  • Optional Add-ons for Full-Day Training

    2 Hours for Train the Trainer/Deployment Planning

    2-3 Hours on Tools for Facilitators



Click cover above to order Paperback Book


64 page book



A Meeting Wizard's Approach


Click here to view


 Table of Contents

without going to


Search Inside This Book



Project Management Simplified

Problem: Many people feel they could be more successful at planning and managing projects if they could just learn how the process works.

Solution: This unit will help guide new project managers and team members through the O.P.I.E. process of simplified project management. It will help them better understand how the planning and controlling of projects and resources should be done. The workbook for this unit includes sample formats that may be used to practice the principles and skills learned, as well as for future planning and budgeting purposes.

Magic: "When you properly manage a project, you may become considered wise and skilled in this area and then be asked to manage other projects, which increase in importance."

See also work team version:

Simplified Project Management For Teams



  • Opening                                                    
  • Review Objectives & Agenda
  • Basic Principles & O.P.I.E. Process
  • Project Roles & Types                  
  • Open Project
  • Objective & Analysis 
  • Preliminary Approval         
  • Project Manager
  • Team Activity
  • Plan Project
  • Specification
  • Schedule
  • Resources
  • Budget
  • Plan Approval       
  • Team Activity
  • Implement Project                                                                    
  • Project Team                     
  • Plan Execute & Monitor
  • Communication
  • Progress Reviews & Performance Appraisal          
  • Team Activity
  • End Project
  • Administration & Celebration
  • Compensation & Evaluation
  • Team Activity
  • Meetings
  • Meeting Roles       
  • Agenda, Records, & Actions
  • Hints
  • Risky Problems
  • Closing
  • Question & Answers         
  • Review & Additional Info

Estimated training time:

  • 9.5 hours with Team activities

  • 6 hours without activities



Click cover above to order e-Book

About the Author (click here to see workbook outlines)

Shirley Lee has been a strong advocate of time effectiveness principles, such as creating a list of tasks to be done and then scheduling the time to do them, since 1987. To help others learn to better utilize their time, Shirley spread her enthusiasm for the topic by teaching time management classes and seminars beginning back in 1989.

Shirley Lee began using organization principles and methods before 1975 in both her personal and professional life. She believes in maximizing space and keeping things organized for better efficiency and neatness. To help others with space utilization and work organization, Shirley began formally coaching on-the-job in 1985.

Shirley Lee began her formal training as a facilitator in 1992. She has facilitated many different types of meetings including these: vision/mission/goal planning, problem solving, process mapping, change initiatives, reorganization, and quality improvement. She started delivering classes and seminars on meeting management to individuals, teams, and organizations in 1994.

As far back as 1986, Shirley Lee has been involved in many major project activities: including information systems design, process development, and quality improvement. She began actively exercising the role of project team leadership and planning project management in 1993. Shirley continued to polish her skills and eventually started helping others to learn some project planning basics in 1996 through both seminars and self-teaching materials.

Shirley Lee holds a degree in Business Administration. She spends most of her professional time developing productivity tools/programs, presenting workshops, facilitating team building and meetings, as well as writing. Shirley considers this fun too. However, in her personal time she enjoys her family, reading, gardening, and needlecrafts.


Taking Excellent Meeting Minutes
Participants who have a professional responsibility to improve the services and documentation provided for business meetings will gain knowledge of minutes as the key historical record of what happened in a meeting. Participants will understand their role as minute-taker and how the production of minutes can be most beneficial to the people reading them.
Benefits: If your organization seems to repeat the same meetings over and over, the problem is most likely tied to ineffective or lack of record keeping. Having the skills to provide a good history of each meeting can save company managers and employees time in future meetings and will insure the necessary actions outside the meeting are completed so that the productivity of meetings is also improved.
Learning Objectives:
  • Understand the key elements to put at the beginning of minutes
  • Learn methods for recording meeting discussions
  • Know why definitions in documentation are important
  • Understand why just recording decisions is not enough
  • Know what information that should be put at the end of minutes
  • Learn ideas to improve the value of the record-keeper role



Facilitating/Leading Productive And Interactive Meetings
It is vital to learn how to plan and control business meetings. This training will increase the effectiveness and efficiency of meetings by offering key concepts in meeting management for leaders. Beginning with a discussion of the Ten Mistakes Meeting Leaders Makeand moving into the best ways to avoid them. Supervisors and managers will learn: what types of meetings there are and how to plan each for ultimate productivity; when it is best to hold a meeting or use another form of communication; how to increase group participation in meetings; how to recognize a meeting has gotten out of control and methods for regaining focus, as well as how to calculate the cost verses effectiveness of their meetings.

** Based on book: R.A!R.A! A Meeting Wizard's Approach.

Benefits: With the concepts from this training, your meetings will be more productive and accomplish the goal for having each meeting. In addition, as managers learn how to facilitate interactive meetings, you will gain more innovation by tapping into the creativity and ingenuity of all meeting members.
Learning Objectives:

  • Understand the different types and methods for meetings
  • Create an effective meeting agenda using 3Ts
  • Understand meeting roles and how to assign
  • Determine meeting participants and send invites
  • Control the flow and productivity during meetings
  • Assign action items using 3Ws
  • Distribute informative records via minutes
  • Learn to control meeting problems early



Click cover above to order Paperback Book or below for

RARA A Meeting Wizard's Approach Kindle e-Book

Click cover above to order Paperback Book or below for

TAPP Steps in Time Mgmt Kindle e-book

OPIE Project Planning and Implementation for Team - Only available as Kindle e-book on Amazon

Team Building Primer: A Start-up Guide for Developing Effective Teams, Committees, and Other Groups


Shirley Fine Lee's purpose is to help people and organizations increase capacity to produce results.

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