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Workshop Framework

Purpose and Priorities

This is a practical session for leaders who are busy but not sure they are working on the right things. They work on their own real workload throughout, and leave with a clear picture of where their time should go.

120 minutes
6-12 people
intermediate
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✓ Created by former KPMG & McKinsey consultants

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What You'll Achieve with the Purpose and Priorities Workshop

Real outcomes that transform your team

1

Leaders leave with a clear understanding of their primary responsibilities.

2

Participants create actionable steps to focus on what truly matters.

3

Improved delegation skills lead to enhanced team performance.

When to Use the Purpose and Priorities Workshop

Perfect for these situations and team challenges

A team leader feeling overwhelmed by daily tasks and needing clarity on priorities.

An experienced manager who continues to handle tasks that could be delegated.

How the Purpose and Priorities Workshop Works

A step-by-step breakdown of the workshop process

1Step 1: Check-in

Settle the group and surface how focused each leader feels through a quick check-in activity.

2Step 2: Busy is not the same as focused

Demonstrate the difference between being busy and being focused, encouraging leaders to recognize tasks that do not require their attention.

3Step 3: The purpose of your role

Help each leader articulate the true purpose of their role in a single clear line, encouraging deeper reflection on their contributions.

4Step 4: Sort your work into four zones

Facilitate the sorting of tasks into four categories: tasks only they can do, those that can be handed off, tasks to stop, and tasks to park for later.

Key Topics Covered in the Purpose and Priorities Workshop

leadershipprioritizationtime managementfocusworkloadpurposemanagement workshop

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4

A structured approach to prioritization reduces feelings of overwhelm.

A new manager struggling to define their role and responsibilities.

A consultant helping leaders improve their time management skills.

An HR professional looking to support leadership development within their organization.

Team Problems the Purpose and Priorities Workshop Solves

Say goodbye to these common team challenges

Leaders often feel busy but lack focus on strategic tasks.

Many managers struggle to define their core responsibilities.

Participants may feel guilty about delegating tasks.

Leaders frequently take on work that others could do, leading to inefficiency.

5Step 5: Find the vital few

Guide leaders in prioritizing the few tasks that truly matter by allowing them to vote on their most important responsibilities.

6Step 6: Start this week

Encourage leaders to identify small, actionable steps they can take this week to focus on their priorities and begin delegating tasks.

7Step 7: Check-out

Conclude the workshop by having each leader share their priority and first step, reinforcing their commitments and focus.

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