1. © U PSTREAM A CADEMY 2010 1 W ORLD C LASS T RAINING: G ETTING Y OUR F IRM O N T RACK P RESENTED BY S AM M. A LLRED, F OUNDER & D IRECTOR O F U PSTREAM A CADEMY U SING T IME W ISELY : K EY P RINCIPLES O F T IME M ANAGEMENT P RESENTED BY S AM A LLRED F OUNDER AND D IRECTOR OF U PSTREAM A CADEMY

2. © U PSTREAM A CADEMY 2010 2 “Nothing else, perhaps, distinguishes effective executives as much as their tender loving care of time.” Peter F. Drucker

3. © U PSTREAM A CADEMY 2010 3 1.Overview of Emerging Leaders Academy 2.Observations regarding time management 3.Five principles of effective time management 4.Questions and answers P RESENTATION M AP

4. © U PSTREAM A CADEMY 2010 4  O VERVIEW O F E MERGING L EADERS A CADEMY

5. © U PSTREAM A CADEMY 2010 5 Each of you has been assigned a guide. Commit yourself to be accountable to your guide. Self-accountability is best measured by the willingness to return and report. 1. P ERSONAL G UIDES

6. © U PSTREAM A CADEMY 2010 6 Your guide will work with you to help you set and accomplish goals and complete assignments. We will provide guidance and support for the ELA guides. The first Guide Conference Call will be July 2.

7. © U PSTREAM A CADEMY 2010 7 Leadership skills are best learned by doing. This year, you will set and accomplish goals in these areas: 1. Business Development 2. Client Management 3. Personal Development 4. Team Development 5. Leadership Development 2. L EADERSHIP D EVELOPMENT G OALS

8. © U PSTREAM A CADEMY 2010 8 We will provide a list of goals each year. You will need to complete the mandatory goals as well as select from a menu of other goal choices in each area. Your guide will help you select proper goals and hold you accountable for accomplishing those goals.

9. © U PSTREAM A CADEMY 2010 9 During each year of the program, ten one- hour conference calls will provide a forum for discussing key principles of leadership. You will receive the PowerPoint, questions to consider, and other materials in advance of each presentation. 3. L EADERSHIP T RAINING F ORUMS

10. © U PSTREAM A CADEMY 2010 10 We will record each Leadership Training Forum and participants will receive an audio CD after the conference call. CPE is available for the Leadership Training Forums (you must attend the live presentation) and for the major UA events.

11. © U PSTREAM A CADEMY 2010 11 At the beginning of each program year you will choose three Leadership Training Forums you can commit to attending. On at least one of these dates, you will be asked to respond to a “Question to Consider.” Regardless of whether you were contacted prior to the call or not, we invite you to share your thoughts during the live presentation.

12. © U PSTREAM A CADEMY 2010 12 Each year, you will complete a challenging leadership project that satisfies one or more goal requirements and allows you to further develop important skills. 4. L EADERSHIP P ROJECT

13. © U PSTREAM A CADEMY 2010 13 A good project should... Stretch your abilities Be specific Be connected to the firm Be measurable Have a time frame

14. © U PSTREAM A CADEMY 2010 14 A goal will stretch your abilities if... You haven’t done it before It’s something that’s not easy to do It’s something that wasn’t already going to be done in the normal course of things It will take your best effort It pushes you to the edge of your comfort zone

15. © U PSTREAM A CADEMY 2010 15 Each participant, guide and ELA advocate will be given a unique log- in ID to the Online Progress Tracking program, allowing access to information relevant to their role within the program. 5. OPT P ROGRAM

16. © U PSTREAM A CADEMY 2010 16 OPT Program Goal Section

17. © U PSTREAM A CADEMY 2010 17 OPT Program Project Section

18. © U PSTREAM A CADEMY 2010 18 Networking with peers in a stimulating group environment is an important experience for all professionals, and especially for future firm leaders. You have the option of attending one of five key UA events each year. 6. N ETWORK A T A M AJOR UA E VENT

19. © U PSTREAM A CADEMY 2010 19 Emerging Leaders Conference Summer 2010 June 29-30, 2010  Philadelphia, Pennsylvania HeadWaters Leadership Conference 2010 July 8-9, 2010  Park City, Utah Blueprint for Excellent Retreat July 26-27, 2010  Helena, Montana BestPractices Conference 2010 October 28-29, 2010  San Antonio, Texas Emerging Leaders Conference Winter 2011 January 6-7, 2011  Scottsdale, Arizona

20. © U PSTREAM A CADEMY 2010 20 Leadership Training Forums ( 9am Mountain) 20102011 June 10January 11 July 15February 9 August 11May 5 September 13 October 21 November 16 December 16 Guide Conference Calls ( 9am Mountain) July 2October 20January 12 S CHEDULE O F E VENTS

21. © U PSTREAM A CADEMY 2010 21 Participant Due Dates June 1 Photo due June 20Emerging Leader Commitment Form due July 1Name & contact info for guide and advocate July 31Leadership Project selected and entered in OPT Upstream Academy Events June 29-30ELA Conference in Philadelphia July 8-9HeadWaters Conference in Park City July 26-27Blueprint for Excellence Retreat in Helena Oct 28-29BestPractices Conference in San Antonio Jan 6-7 ELA Conference in Scottsdale S CHEDULE O F E VENTS

22. © U PSTREAM A CADEMY 2010 22  O BSERVATIONS R EGARDING T IME M ANAGEMENT

23. © U PSTREAM A CADEMY 2010 23 Countless books and articles have been written about time management. Managing time effectively is one of the major areas that many leaders struggle with. O BSERVATION #1

24. © U PSTREAM A CADEMY 2010 24 In today’s business world, the compe- tition for our time and energy is intense. While the average billable hours for leaders in our profession has remained static, the total time worked by these individuals has been increasing each year. O BSERVATION #2

25. © U PSTREAM A CADEMY 2010 25 Many individuals in business experience frequent interruptions. “The average American worker has fifty interruptions a day, of which seventy percent have nothing to do with work.” W. Edwards Deming O BSERVATION #3

26. © U PSTREAM A CADEMY 2010 26 Slow down our thought processes Hamper our problem-solving skills Stifle our creativity Put us in a crisis management mode Create challenges for our co-workers Can easily become a way of life Keep us at a surface level I NTERRUPTIONS

27. © U PSTREAM A CADEMY 2010 27 An important part of learning to better manage our time is first recognizing where time is most often lost or wasted. Here’s a list of some of the top time wasters. Which ones are most challenging to you? O BSERVATION #4

28. © U PSTREAM A CADEMY 2010 28 Interruptions Telephone conversations Meetings Lack of discipline to complete tasks Unexpected visitors Poor delegation T OP T IME W ASTERS

29. © U PSTREAM A CADEMY 2010 29 Telephone tag Poor people management Poor planning for engagements Fatigue/day dreaming Visiting/socializing Poor communication or direction T OP T IME W ASTERS

30. © U PSTREAM A CADEMY 2010 30 Crisis management Doing too much—or at least trying to Procrastination Poor organization Work space clutter Reluctance to say “no” T OP T IME W ASTERS

31. © U PSTREAM A CADEMY 2010 31  F IVE P RINCIPLES O F E FFECTIVE T IME M ANAGEMENT

32. © U PSTREAM A CADEMY 2010 32 If we’re going to be effective time managers, we must learn to allocate our time to those who truly need it and are entitled to it, rather than those who simply demand it. Change your thinking about interruptions; eliminate those you can, and control those you can’t eliminate. 1. C ONTROL I NTERRUPTIONS

33. © U PSTREAM A CADEMY 2010 33 Calendar blocks of time to accomplish specific tasks and treat those times as the most important appointments of your day. Do your most important or most challenging work during your best time.

34. © U PSTREAM A CADEMY 2010 34 Take control of your telephone and learn how to use your voice mail greeting more effectively. Turn off your email greeting and check for messages only at specified times.

35. © U PSTREAM A CADEMY 2010 35 Quadrant II includes activities that are important, but not urgent. Stephen R. Covey calls this the “Quadrant of Quality.” Quadrant II is where we do long range planning, anticipate and prevent problems, empower others, broaden our minds and abilities, and invest in our future. 2. S PEND T IME I N Q UADRANT II

37. © U PSTREAM A CADEMY 2010 37 “The important task rarely must be done today, or even this week. The urgent task calls for instant action... The momentary appeal of these tasks seems irresistible and important, and they devour our energy.” Charles Hummel

38. © U PSTREAM A CADEMY 2010 38 Income time (serving clients) Investment time (creating your future) Individual time (everything else) Maister suggests three categories of time: “Individuals and firms must develop the habit of treating investment commitments as equally sacred as billable targets.” David H. Maister

39. © U PSTREAM A CADEMY 2010 39 3. M ANAGE Y OUR E MAIL It’s not uncommon for leaders to have 200 to 1,000 email messages in their Inboxs. Find a way to manage your email effectively.

40. © U PSTREAM A CADEMY 2010 40 4. U SE S MALL B ITS O F T IME W ISELY Become a master at using small bits of time effectively. “It has been my observation that most people get ahead during the time that others waste.” Henry Ford

41. © U PSTREAM A CADEMY 2010 41 5. B ECOME A M ASTER T EACHER Avoid the “chance for success approach” when giving instruction and direction to others. Take the time to teach other team members effectively. Story of father/son experience.

42. © U PSTREAM A CADEMY 2010 42 Beware of the problem in search of an owner. When confronted with a difficult situation, ask yourself, “Whose problem is this?” Remember which direction delegation flows.

43. © U PSTREAM A CADEMY 2010 43 Concluding thought regarding time management...

44. © U PSTREAM A CADEMY 2010 44 T IME A ND P ERSONAL C HOICES "Another way to look at life is to see it as a different kind of department store. A store where such things as worldly success, love of music, enjoyment of painting, a six-handicap golf game, a close relationship with your son or daughter, and many other similar things are for sale. But the commodity with which they are purchased is not money but time. And quite contrary to the way the capitalist system works with money and goods, every one of us is given exactly the same amount of time in each hour, in each day and in each year. It is a limited amount, and it is impossible for anyone to be so rich in time that he can enjoy every single one of the things which time may buy. So there is a choice to be made......“ William Rehnquist

45. © U PSTREAM A CADEMY 2010 45  Q UESTIONS A ND A NSWERS

46. © U PSTREAM A CADEMY 2010 46 Thank You! sallred@azworld.com