Workshop: Freeing Up Time

1. Understanding Productivity: Inputs vs Outputs, Proactive vs Reactive work.
2. Where does our tome go?: Time Audit Exercise mapping out current time allocation
3. Categorizing Time: High-impact vs Low-impact activities
4. Frameworks for Productivity:
   • Prioritization Techniques
   • Batching and Focus strategies to minimize task switching
5. Using AI for Time Management: How AI tools can improve time tracking and task prioritization

📅 Tuesday, 21 January 2025

⏰ 1:00 pm – 3:00 pm GMT (8:00 am – 10:00 am ET)

Field of Study: Time Management and Productivity (2 CPE Credits) 2 CPD Hours

Workshop: Fixing What’s Broken

1. Identifying Bottlenecks: Common low-value tasks like emails, manual data entry, and report creation
2. Lean Framework: The 7 Wastes (e.g., Overproduction, Waiting, Defects) applied to finance
3. Improving Processes:
   • Simplify, Standardize, Automate
   • Planning Poker: Assessing impact and ease of fixes
4. AI in Process Optimization:
   • Using AI to analyze and optimize workflows
   • Tools for automation and standardization
5. Hands-On Exercise: Optimize a broken process with AI

📅 Tuesday, 11 February, 2025

⏰ 1:00 pm – 3:00 pm GMT (8:00 am – 10:00 am ET)

Field of Study: Process Optimization and Automation (2 CPE Credits) 2 CPD Hours

Workshop: Solving Hard Problems

1. Types of Problems: Standard vs Non-Standard, frameworks for problem categorization
2. Root Cause Analysis: Applying the 5 Whys to identify underlying issues
3. Hypothesis-Driven Problem Solving:
   • Formulating hypotheses
   • Designing tests and collecting evidence
4. AI for Problem Solving:
   • Framing problems and generating hypotheses with AI
   • AI-assisted diagnostics and iterative testing
5. Exercises: Use AI to tackle real-world non-standard problems.

📅 Tuesday, 11 March 2025

⏰ 1:00 pm – 3:00 pm GMT (8:00 am – 10:00 am ET)

Field of Study: Problem Solving and Strategic Thinking (2 CPE Credits) 2 CPD Hours

What we Cover:

• Principles of productivity improvement
• Using AI tools to enhance time management, process optimization, and problem-solving
• Practical exercises to apply concepts in real-world scenarios

The challenges:

• Limited time for value-add work
• Inefficient processes slowing down productivity
• Difficulty solving non-standard and complex problems effectively

The Barriers:

• Ineffective reactive work habits dominate our time
• Lack of standardization in processes
• Insufficient approaches and experience to address complex problems

Learning Outcomes:

• Perform a time audit and identify opportunities for better prioritization
• Apply frameworks to optimize workflows and reduce low-value tasks
• Use AI tools to assist with time management, process improvement, and problem-solving
• Categorize and systematically address complex and non-standard problems
• Build actionable plans to improve productivity with AI

Business Benefits:

• Increased efficiency by automating repetitive tasks
• Enhanced time and focus on high-value, strategic activities
• Faster and more effective problem resolution
• Clear, actionable insights using AI-driven analytics

Prerequisites: No Prerequisite knowledge is required to be successful in this course

Advanced Preparation: No advanced preparation is required

Program Level: Basic

Delivery Method: Group Internet