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

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Using the CEO Method: COMMUNICATION, EDUCATION,

OPPORTUNITY


Take Your Time Management & Prioritization to New Heights


• Ebru CraftTLT Presenter & CoordinatorDirector of Risk ManagementLafarge North AmericaHerndon, VA

• Larry McClungTLT PresenterMemberWells, Anderson & Race, LLC


C E O Method of TrainingCommunicationEducationOpportunity


What to ExpectYour 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.


Nike’s “Just Do It”

Time Management & Prioritization


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


COMMUNICATION

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


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


• Communicate Prioritization As It Impacts Tasks/Projects/Suits Differently

Deadlines—Know themShare themMeet them

COMMUNICATION


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


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


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


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


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.


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


• Embrace the OPPORTUNITY to welcome different perspectives and ideas

• Recognize that if you ignore this opportunity, you do so at your own peril

OPPORTUNITY


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?


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


Conclusion & Questions

C E O Method of TrainingCommunicationEducationOpportunity

Learning Never Stops & New Tools Will Always Be Available.

“Everyone Needs A Coach”


Contact Information & Evaluation

Ebru CraftDirector of Risk [email protected]

• Larry McClungDefense [email protected]

Please complete the session survey on the RIMS14 mobile application.

mailto:[email protected]

mailto:[email protected]

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

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