Congratulations on investing in your productivity and peace of mind.

The prep work below will prepare you for your assessment interview with me.
— Casey Moore

DUE: Two work days before your appointment
HOW: Email docs to casey@CaseyMooreInc.com

YOUR MAIN PREP WORK

1. Do first!  Productivity Chain Self-Assessment (online)
You and Casey will get the results in an instant email report

2. Save onto your computer & complete THAT version: Productivity Questionnaire
Complete digitally with Adobe Reader OR print and hand-write your answers

3. Coaching Agreement (online)

4. Client Information form (online)
Casey gets an instant email with your answers

5. Do not clear, clean or neaten your work space!
Casey needs to see how, where and if clutter accumulates. If you must straighten up, take
high-resolution photos first and send the JPGs to Casey.

6. Send a JPEG photo of your face to Casey
It’s for her Outlook Contacts only

7. Add Casey to your Contacts so her emails don’t go to Junk Folder
That includes her weekly productivity eTips

8. Pay attention to your world inside and out 
Try to notice without judgment. Now that help’s on the way, expect to feel more
irritated, frustrated and hopeful.

IF YOU HAVE DIRECT REPORTS AND/OR A SUPERVISOR…

9. Contact Casey to discuss including others in the assessment
Feedback from your supervisor, direct-reports or others can be useful

10. Complete if you have more than one direct-report: Your Assessment of Additional Direct-Reports
Save each onto your computer and complete THAT version of each
Direct-Report #2 Direct-Report #3 Direct-Report #4 Direct-Report #5 Direct-Report #6