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Using the CEO Method: C OMMUNICATION, E DUCATION, O PPORTUNITY

Using the CEO Method: C OMMUNICATION, E DUCATION, O PPORTUNITY. Take Your Time Management & Prioritization to New Heights. • Ebru Craft TLT Presenter & Coordinator Director of Risk Management Lafarge North America Herndon, VA • Larry McClung TLT Presenter Member

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Using the CEO Method: C OMMUNICATION, E DUCATION, O PPORTUNITY

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  1. Using the CEO Method: COMMUNICATION, EDUCATION, OPPORTUNITY

  2. Take Your Time Management & Prioritization to New Heights

  3. • Ebru Craft • TLT Presenter & Coordinator • Director of Risk Management • Lafarge North America • Herndon, VA • • Larry McClung • TLT Presenter • Member • Wells, Anderson & Race, LLC

  4. C E O Method of Training • Communication • Education • Opportunity

  5. 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.

  6. Time Management & Prioritization Nike’s “Just Do It”

  7. Poor Time Management If time is not managed properly, as the tasks, deadlines and deliverables increase, avoidance and procrastination can become your #1 enemy!

  8. COMMUNICATION • Why do we communicate? • Emotional Intelligence in Communication • Getting what we want v. getting what we need • Anticipate what is needed/required

  9. COMMUNICATION • 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

  10. COMMUNICATION • Communicate Prioritization As It Impacts Tasks/Projects/Suits Differently • Deadlines— • Know them • Share them • Meet them

  11. COMMUNICATION Communication is key so everyone understands, works as a team efficiently, in a cost effective manner. • 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

  12. 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

  13. EDUCATION • 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

  14. EDUCATION • 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

  15. 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.

  16. OPPORTUNITY • Periodic and scheduled educational meetings to discuss &review • Procedural changes, deadlines, reporting and docketing.  • Clinical exercises, client interviews,  mock depositions, mock trials, review • Questions!

  17. OPPORTUNITY • Embrace the OPPORTUNITY to welcome different perspectives and ideas • Recognize that if you ignore this opportunity, you do so at your own peril

  18. 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?

  19. OPPORTUNITY • 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. 

  20. Conclusion & Questions • C E O Method of Training • Communication • Education • Opportunity • Learning Never Stops & • New Tools Will Always Be Available. • “Everyone Needs A Coach”

  21. Contact Information & Evaluation Ebru Craft Director of Risk Management ebru.craft@lafarge.com • Larry McClung Defense Counsel LMcClung@warllc.com Please complete the session survey on the RIMS14 mobile application.

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