Sherpa Performance Guides: Manage Commitments - Reduce Stress - Increase Effectiveness

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Take the Sherpa Workflow Diagnostic

Click here for more: THE CHALLENGE: workflow pain

Click here for more: THE SOLUTION: sherpa workflow program

Click here for more: THE RESULT: gokyo state of mind

An intruder in your life that's hurting you. It's hiding under the cover of the overload of meetings, emails, and other commitments on your plate.

Your solution for Workflow Pain delivered in the Sherpa way. Hands-on with great care so you and your team gain the wisdom and practice to stay on top of it all.

Clear Your Inboxes <-> Perform In The Storm

A heightened state of effectiveness and relaxed control where you and your team are on top of it all.

Sherpa Workflow Program

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With the Sherpa Trees and Trails Program we ended up with a functional, easy-to-understand, and easy-to-maintain folder and file structure on our network. That increases our efficiency and helps us to serve more clients.

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	NYCA was born and the engine was just starting to run. The most important thing was that we had clients to service. But in the early days we didn't give much thought to how our network folders and files were structured. As the agency grew we spent a lot of time trying to locate important files. Many times we resorted to sending emails back and forth to track down files. Worse yet, we had some staff saving documents and spreadsheets on their local drives because it was just too hard to decide where to file them on the network. The Sherpa Trees and Trails Program made us pause, take time to collect our thoughts about what would work best for the agency, and then gave us a methodology to fit our needs. What we ended up with was a functional, easy-to-understand, and easy-to-maintain folder and file structure on our network. That increases our efficiency and helps us to serve more clients. I value the fact that Sherpa was there to guide and keep us on track. I particularly appreciate how the Sherpa team collaborated with our group giving us the benefit of their insight to ease the transition, especially keeping our staff informed about what was going to happen and when.

Rick Zamora
COO
NYCA

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Sherpa Workflow Program: Add-On Modules

Sherpa Workflow Program: Other Sherpa Services

Sherpa Trees and Trails Program

Sherpa Workflow Program: Add-On Modules
You want to maximize or extend the value of the Sherpa Workflow Program. Choose from a variety of add-on modules tailored to the needs of you and your organization.

Sherpa Workflow Program—Team Project Module
At any given time your team is working on many projects. You need to make the best decisions about how to allocate resources and keep active projects moving forward. You also need to regularly report on status to stakeholders. Choose the Team Project Module to make these challenges easier for you and your team.

With the Team Project Module:

Projects and tasks are easily and centrally managed from inside Outlook

Team communication is clarified—fuzzy issues are quickly distilled into concrete objectives

Progress is visible—built-in status reporting provides a feedback loop

The Team Project Module includes:

Needs Analysis—to personalize your Team Project Module to fit the workflow of your team or organization

Sherpa Team Outlook Configuration—powerful features, but not so many that they get in the way when you manage projects

Sherpa Sessions—coaching sessions for you and your team with a Sherpa Workflow Coach

Sherpa Workflow Program—PDA Module
Increase the benefits of the Sherpa Workflow Program by fully integrating your PDA with the Sherpa Workflow methodology.

The PDA Module is a combination of PDA configuration and Sherpa Workflow coaching to support the Sherpa Workflow Program and includes:

Personalized Sherpa Workflow Configuration for your PDA

Sherpa Sessions—3 one-hour sessions with a Sherpa Workflow Coach

Sherpa Workflow Program—Physical Inbox Module
Increase the benefits you enjoy with the Sherpa Workflow Program by extending a similar methodology to your paper documents and physical files.

The Physical Inbox Module provides you with a simple but powerful methodology and leverages your existing Sherpa Workflow System so that you can quickly make order out of the papers and files that clutter your desk and the rest of your workspace.

The Physical Inbox Module includes:

Needs Analysis—to define the role that physical documents and files play in your workflow

Physical Inbox System—a personalized and comprehensive system that addresses information inflows, reference filing, and information outflows, all tailored to interface with your existing Sherpa Workflow System

Sherpa Sessions—3 one-hour sessions with a Sherpa Workflow Coach

Success Analysis—to ensure the success of your Physical Inbox System

Sherpa Workflow Program: Other Sherpa Services
You want to sustain and extend the value of the Sherpa Workflow Program. Choose our tailored to the needs of you and your organization.

Sherpa Workflow Program—New Hire Program
Ensure the benefits of the Sherpa Workflow Program remain embedded in your organization even as you hire new employees.

A pay-as-you-go approach to provide your new hires with the Sherpa Workflow Program. We can help you integrate this program with your new-hire orientation package.

Sherpa Workflow Program—Tailored Executive Coaching
Preserve your Gokyo State of Mind by refreshing and increasing your Sherpa Workflow Program skills inside and outside of Microsoft Outlook. And fine tune your personal workflow system with the guidance of your personal Sherpa Workflow Coach.

The Ongoing Executive Coaching Module is a personalized one-on-one coaching engagement and includes:

Needs Analysis—to define your needs

Sherpa Sessions—regular one-hour sessions with a Sherpa Workflow Coach scheduled at your convenience

Success Analysis—to ensure that your goals are met

Sherpa Microsoft Outlook Basics
Maximize the benefits of the Sherpa Workflow Program for participants who are new to Microsoft Outlook or upgrading to a new version of Outlook.

Sherpa Microsoft Outlook Basics is a short hands-on training program to introduce you to the basics of Microsoft Outlook before participating in the Sherpa Workflow Program.

Sherpa Trees and Trails Program
Increase your organization’s efficiency by bringing order and process to shared computer folders and files.

The Sherpa Trees and Trails Program is a practical and proven process to develop an organization structure (Trees) and a file-naming protocol (Trails) to bring order and efficiency to your organization’s management of electronic files. A comprehensive consultative process based on your organizational business processes and drawing on best practices for file management.

The Sherpa Trees and Trails Program includes:

Needs Analysis—to understand and document your business processes related to electronic files
Trees and Trails System—a folder structure and file-naming protocol that works for your organization
Implementation Framework–to successfully roll out Trees and Trails throughout your organization
Success Analysis—to ensure the success of the Sherpa Trees and Trails Program

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