1. The Priority Promise Life Management System 2014 ARMA SOUTHWEST REGION LEADERSHIP CONFERENCE

2. The Priority Promise “Most of us spend too much time on what is urgent and not enough time on what is important.” ― Stephen R. CoveyStephen R. Covey

4. Sean Kouplen Before TPP Great resume Looked very successful Pleaser Always say yes and figure it out later Work early mornings and late nights

5. Sean Kouplen Before TPP Superficial relationships Enormous to-do list with little progress No time to call family or friends Very little joy in my life

6. Sean Kouplen Before TPP

7. The Priority Promise Process Life management system- not time management Prioritize your life Live your priorities Accountability

8. The Priority Promise Process List your roles Prioritize them in A,B,C categories Allocate time to ‘satisfy’ each role

9. The Priority Promise Process Place this time on your calendar Set weekly goals for each “A” role Share your goals and results with your accountability partner

10. List Your Roles Family and Home- dad, husband, son, brother, lawn care, maintenance, CFO Work- manager, strategist, business developer Extracurricular activities- boards, church, little league Personal activities- self improvement, enjoyment

11. Prioritize Your Roles A- Critical. Failure to satisfy this role would be catastrophic and life altering. B- Important but not critical. Failure would have a negative impact, but would not be catastrophic. C- Not important. Failure would not have a discernible impact on your life.

12. Allocate Time To Each Role How much time will it take to succeed in the role (daily, weekly or monthly) Must satisfy yourself and other stakeholders Reduce or eliminate roles if they do not fit in your schedule

13. Stakeholders Family- wife, mother, grandmother, children Work- clients, employees, boss, shareholders Extracurricular- peers, the organization, leadership Personal- you

14. Place ‘Role Time’ On Your Calendar Work role time example: Mondays- employee focus 5-6:30: O rganization, reading and exercise 6:30-8: Breakfast, get ready, take kids to school 8-9: Say hello to staff, answer emails and phone calls 9-11:30- Meetings with direct reports (10 min break at 10:30) 11:30-12:30- Answer emails and phone calls 12:30-1:30- Lunch with a direct report

15. Place ‘Role Time’ On Your Calendar Work role time example: Mondays- employee focus 1-3: Meetings with direct reports (break at 3) 3-4:30: Prepare Monday Memo, thank you notes to staff 4:30-5:30: Return emails and phone calls Client service- Tuesdays; Business development- Wednesdays; Investor relations- Thursdays; Strategy, projects, personal- Fridays

16. Place ‘Role Time’ On Your Calendar Family role time Wife- Date night on Wednesdays, quarterly 3-day getaway Kids- 6:30pm to 9:30pm, date night on Thursdays Mom and Sister- One lunch per month, one Sunday brunch Dad- First Saturday from noon to 5pm, take kids Grandma- First Saturday from 9am to noon, take kids

17. Weekly Goals for Each Role Husband- Send Angela flowers on Wednesday Dad- Take Finley to the batting cages Business Developer- Develop strategy to call on BOK clients Client Service- Complete all loan renewals by Wednesday Friend- Call Jeff and Jason this week Personal- Work out 30 minutes per day, 5 days this week

18. Accountability Partner No “Yes Men” Teach them The Priority Promise Sunday- email all role goals for the week Friday afternoon- conference call to report results

19. Sean Kouplen After TPP Still a pleaser Make sure commitments fit into my schedule Likes to work early and late

20. Sean Kouplen After TPP Still looks successful, just more transparent Fewer apologies to Angela Views being ‘overwhelmed’ as a weakness Much less distracted

21. Sean Kouplen After TPP Deeper relationships Smaller daily to-do list based on that day’s role(s) Calls family and friends weekly (Friday afternoon) Feel much more ‘caught up’

22. The Priority Promise “Action expresses priorities.” ― Mahatma GandhiMahatma Gandhi