From Action to Impact: Time Management for Originators€¦ · From Action to Impact: Time Management for Originators. Track your time. Using time-diary studies, it was found that

From Action to Impact:Time Management for Originators

May 2020

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Customer EducationBrought to you by: Genworth Customer Development and Process Consulting

From Action to Impact: Time Management for Originators

How do you want to feel at the end of each day?

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How to make that happen.

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How to make that happen.

Identify what is important to YOU.

Identify impactful actions over busy actions.

Review Tips and Ideas for Time Mastery.

Identify one tip and idea to implement.

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We all have 168 hours in a week. What differentiates us is how we use that time.

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Track your time.

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20%

80%20% of the average workday is spent on “crucial” and “important” things, while 80% of the

average workday is spent on things that have “little value” or “no value”.

-DataQlick Inventory Management

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Track your time.I

III

VI

IX

I

III

VI

IX

15 mins.

30 mins.

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Track your time.That 20 minutes a day you spend on

Instagram just scrolling … adds up to 5 days per year.

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Track your time.Using time-diary studies, it was

found that people claiming to

work 60 to 69 hours per week

clocked an average of 52.6

hours.Prof. Robinson, 2006-2007 comparisons, American Time Use Survey,

Bureau of Labor Statistics

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Track your time.Those who

believed they worked 70-, 80-hour or greater weeks totaled 58.8 hours.

Prof. Robinson, 2006-2007 comparisons, American Time Use Survey, Bureau of Labor Statistics

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https://lauravanderkam.com/

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IdeaKeep a list of tasks that you can do in 10 minutes and 30 minutes for times when you are waiting!

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Impact Tip 1

Time Block

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Time BlockA schedule that can help you manage your time better. You focus on finishing big and small tasks one at a time.

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From Action to Impact: Time Management for Originators 15


Create schedule on most difficult week.

Keep blocks coordinated by color for easy review.

Keep professional and personal schedules in one location.

Put your goals and your steps for impact on your calendar.

16


Idea

Keep your lunchtime. It fuels your body and your creativity.

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IdeaLombardi Time. Arrive 15 minutes early to meetings and events to reduce stress and make key business connections.

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Impact Tip 2

Make Monday Your Most Difficult Day

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Which Day is The Most Stressful

Day of The Week?

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Which Day is The Most Stressful

Day of The Week?

Tuesday

mappiness blog

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Make Monday The Most DifficultDay of The Week…

And Friday The Least Difficult Day of The Week.

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80% by Wednesday

Try to complete 80% of your to-do list by Wednesday and then use Friday to organize, prepare and create mental separation.

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Idea

Monday through Thursday, spend the last 15 minutes preparing for the next day.

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Create A Plan

Impact Tip 3

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Create A Plan

Plan:

A detailed proposal for doing or achieving something.

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https://brendon.com/

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https://brendon.com/


Create A Plan

# 1 # 2 # 3

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Create A Plan

# 1 # 2 # 3

1.

2.

3.

4.

5.

1.

2.

3.

4.

5.

1.

2.

3.

4.

5.

People Involved: People Involved: People Involved:

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Plan for results.

List steps that move you closer to the results you want.

Schedule the steps on your calendar.

Do the most important steps first.

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Wake Up Early

Impact Tip 4

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Wake Up Early

What would you do if you had an hour to yourself?

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Wake Up Early

But go to sleep early too.

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Wake Up Early

Invest time in yourself.

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Idea

Exercise. It reduces stress and makes you more resilient for the remainder of the day.

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Most Impactful Things First

Impact Tip 5

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Decisions

Crucial Conversations

Strategizing

Analyzing

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We all have limited energy – devote it to actions that will make an impact. Create routines around everything else that is not core to your mission or goal.

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Focus on Excellent Communication

Impact Tip 6

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Focus on Excellent Communication

Emails

Phone Calls

Voicemail and Messages

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Emails

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Theory of Primacy.

Strong subject line.

Focused.

Scannable.

Professional.

3 and then phone.

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IdeaWhen using email to network…email opens increase after 12 pm. The most active period being 2 –5 PM.

-HubSpot

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Idea

Tuesday emails have the highest open rate compared to other days.

-Experian

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Phone Calls

45


Prepare.

State your purpose.

Listen.

Review/Summarize.

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Voicemail and Messages

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Voicemail

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Name and Company.

Options for reaching another person.

When call will be returned.

Gratitude.

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Idea

Use your voicemail to establish expectationswith your customers.

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Messages

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Practice.

17 – 20 seconds.

Give context.

State name and number at beginning and end of call.

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Utilize Your Resources and Partners

Impact Tip 7

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54From Action to Impact: Time Management for Originators

What is Mortgage Insurance? Who does Mortgage Insurance insure?– Insures the LENDER not the borrower – MI required on conventional loans sold to Fannie Mae or Freddie Mac when *LTV

is greater than 80%– FHA and VA loans are insured by HUD or the Veteran’s Administration– Different types of MI products are available– Investors/Lenders restrict the “type” of MI they allow– Every MI rate is filed as required by applicable state law– Genworth is an approved MI provider by Fannie Mae and Freddie Mac– MI is Not life or credit life insurance

Genworth Underwriting Guidelines

Genworth Rate Express®

LOS Connections

Training Tools and Information

Training Tools and Information

59

Additional MI Site Information

ActionCenter®: 800 444.5664

Your Local Genworth Regional Underwriter

Your Genworth Sales Representative

Your Genworth Resources

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,GENWORTH EXPRESSLY DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR IMPLIED‏INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO THESE MATERIALS AND THE RELATED TRAINING. IN NO EVENT SHALL GENWORTH BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES OF ANY KIND WHATSOEVER WITH RESPECT TO THE TRAINING AND THE MATERIALS.

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From Action to Impact: Time Management for Originators€¦ · From Action to Impact: Time Management for Originators. Track your time. Using time-diary studies, it was found that