Page 1 Recording of this session via any media type is strictly prohibited. Page 1 Using the CEO Method: COMMUNICATION, EDUCATION, OPPORTUNITY

Page 2 Recording of this session via any media type is strictly prohibited. Take Your Time Management & Prioritization to New Heights

Page 3 Recording of this session via any media type is strictly prohibited. Ebru Craft TLT Presenter & Coordinator Director of Risk Management Lafarge North America Herndon, VA Larry McClung TLT Presenter Member Wells, Anderson & Race, LLC

Page 4 Recording of this session via any media type is strictly prohibited. C E O Method of Training Communication Education Opportunity

Page 5 Recording of this session via any media type is strictly prohibited. What to Expect Your team is integral to your success. Find ways to make each team member shine. Develop your time management and prioritization skills to improve the efficiency of the people you manage directly and indirectly. Learn ways to coach your team and work with their strengths and weaknesses to maximize positive results.

Page 6 Recording of this session via any media type is strictly prohibited. Nike’s “Just Do It” Time Management & Prioritization

Page 7 Recording of this session via any media type is strictly prohibited. Poor Time Management If time is not managed properly, as the tasks, deadlines and deliverables increase, avoidance and procrastination can become your #1 enemy!

Page 8 Recording of this session via any media type is strictly prohibited. COMMUNICATION  Why do we communicate?  Emotional Intelligence in Communication  Getting what we want v. getting what we need  Anticipate what is needed/required

Page 9 Recording of this session via any media type is strictly prohibited. We communicate to: provide and receive information prepare evaluations, reports and budgets request authority seek answers, solutions, explanations, reasons perform analysis conduct negotiations enter into contracts examine witnesses persuade judges and juries set up meetings, mediations, discussions COMMUNICATION

Page 10 Recording of this session via any media type is strictly prohibited. Communicate Prioritization As It Impacts Tasks/Projects/Suits Differently Deadlines— Know them Share them Meet them COMMUNICATION

Page 11 Recording of this session via any media type is strictly prohibited. Communication is key so everyone understands, works as a team efficiently, in a cost effective manner. COMMUNICATION Be proactive, not just in complying with the deadlines but in communicating with each other about WHAT we need, WHEN we need it and WHY we need it

Page 12 Recording of this session via any media type is strictly prohibited. EDUCATION Claims & insurance professionals and defense counsel have different tasks and different deadlines. Educate Yourself, Your Co-Workers and Colleagues About These Prioritization Differences To Determine What Needs To Be Done When Use EDUCATION as a Team building experience

Page 13 Recording of this session via any media type is strictly prohibited. We all have specific time constraints and deadlines that must be met. Insurance professionals: State regulatory filings, dates by which to bind new policies and policy renewals. Claims professionals: Reporting deadlines, reserves to be set, time to deny claims, ADR/mediation and settlement authority and even responding to defense counsel. Attorneys: Answers, dispositive motions, mandatory disclosures, pre-trial motions, trial exhibits and jury instructions filed, trial, and reporting obligations and deadlines for the claims, insurance and risk professionals EDUCATION

Page 14 Recording of this session via any media type is strictly prohibited. How do we educate our co-workers and ourselves about prioritization and time management? Informal education, one on one interaction, experience Formal education, programs/classes through outside entities; professional organizations, colleges and universities Create your own educational opportunities EDUCATION

Page 15 Recording of this session via any media type is strictly prohibited. OPPORTUNITY Use Diversity, Gender, Cultural, Ethnic, Religious, Generational and Everything Else As Ways to Strengthen Our Professional Relationships We are in a very collaborative industry The broader, more diverse, our relationships, the better equipped we are to do our jobs Educate your team about time management and prioritization. Be proactive—with deadlines as well as educating WHAT is needed, WHEN and WHY it is needed.

Page 16 Recording of this session via any media type is strictly prohibited. Periodic and scheduled educational meetings to discuss &review Procedural changes, deadlines, reporting and docketing. Clinical exercises, client interviews, mock depositions, mock trials, review Questions! OPPORTUNITY

Page 17 Recording of this session via any media type is strictly prohibited. Embrace the OPPORTUNITY to welcome different perspectives and ideas Recognize that if you ignore this opportunity, you do so at your own peril OPPORTUNITY

Page 18 Recording of this session via any media type is strictly prohibited. OPPORTUNITY CEO Method in Action Blasting Case: Certificate of Insurance obtained timely, required by contract, tendered, accepted - Success Contract Hauler Case: Certificate of Insurance obtained, issues with contract, tendered, not accepted – Still a success?

Page 19 Recording of this session via any media type is strictly prohibited. CEO Method in Action Complaint served on insured, who promptly does nothing with it for a week or two…eventually does get to a claims professional—with the answer clock ticking; eventually does get assigned, a week later, to defense counsel who is just swamped and/or heading out of the office for a long planned vacation. OPPORTUNITY

Page 20 Recording of this session via any media type is strictly prohibited. Conclusion & Questions C E O Method of Training Communication Education Opportunity Learning Never Stops & New Tools Will Always Be Available. “Everyone Needs A Coach”

Page 21 Recording of this session via any media type is strictly prohibited. Contact Information & Evaluation Ebru Craft Director of Risk Management Larry McClung Defense Counsel Please complete the session survey on the RIMS14 mobile application.