Finding the Weak Links Assessing the Office Client CD

You're in a client's office, meeting for your first session. You want to find and strengthen the weak links in your new client's productivity chain, but where do you start? What do you ask? What do you look for? Most importantly, what do the findings mean for the client and your work together? In this fun and frank session, Productivity Trainer Casey Moore answers these questions and others as she explores the nuts-and-bolts of an effective assessment of the office or corporate client. Topics include the pre-assessment interview; assessment questions and forms; turning data into actionable knowledge; responding to red flags; establishing rapport; and setting expectations and boundaries. Expect to get involved and share best practices (and worst experiences!). If you crave a fresh approach to the critically important assessment process, don't miss this session.

Productivity Trainer Casey Moore founded Living Simply Consulting, Inc. (and joined NAPO) in January, 2000. Drawing on her more than twenty years' experience as a trainer and public speaker, as well as her career in the mental health field, Casey trains busy professionals to work with power, clarity and peace, either one-on-one or in group workshops. Over the years, she has empowered countless executives, small business owners and independent contractors to regain control over the time, tasks and information in their lives.

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