I started the Sherpa Workflow Program with over a thousand emails in my inbox and the feeling of being overwhelmed. After completing and implementing the program, I now have 30 emails in my inbox on any given day, an organized system of tasks and projects, and most importantly, a feeling of being in control of my agenda.

A specific benefit has been utilizing a task driven work process rather than simply working out of my inbox. This has created a shift from those items that are most urgent to those items which are most important.

I, my direct reports, and my assistant thank you for introducing this valuable system to me and our organization.

Jim Canfield
Chief Learning Officer
TEC International

Video Testimonial: See what TEC International-a company that trains over 10,000 CEOs around the world every year-is saying about the Sherpa Workflow Program.

The Sherpa Workflow Program has been enlightening and liberating. It has enabled me to free up my mind and office of clutter while storing the information I need to do my job effectively using the same software I had been using, but maximizing it’s utility.

Before Sherpa, I was the epitome of the frazzled executive, running from meeting to meeting with little time to get to emails and other tasks. The most common question I was asked was “Did you get my email?” Having hundreds of emails in my inbox, I was sure I had gotten it and also that I had not had a chance to do anything with it yet. Just to get work done, I often start my day at 5 am and end at 9 pm, which didn’t go over well with my family and left me no time to decompress before starting the whole cycle over again.

Once I implemented Sherpa into my life, I was able to manage the hundreds of emails I received and cut back on the “Did you get my email?” question as well as on the extra hours I had been working. For the first time, I am now able to clear my inbox and also my mind of the clutter that was hindering my chances at having time to be proactive and think creatively instead of being reactive. I also have now started going to the gym in the morning before work which I could not have imagined fitting into my schedule before Sherpa. Most importantly of all, I am now achieving a work/life balance!

Greg Wells
Chief Alliances and Markets Officer
TEC International

Video Testimonial: See what TEC International-a company that trains over 10,000 CEOs around the world every year-is saying about the Sherpa Workflow Program.

I was impressed by Sherpa's unique solution to what they call Workflow Pain—the stress and inefficiencies that occur when individuals and organizations struggle to deal with information overload, managing email and other commitments, and staying on top of projects. After following up and doing my own due diligence, I contracted with Sherpa Performance Guides to guide me and my entire Leadership Team at ACG through the Sherpa Workflow Program.

The Sherpa Workflow Program has helped me and my team to reduce our Workflow Pain. Without a doubt, the program has increased my efficiency and effectiveness as a CEO. Sherpa has given me a powerful system that allows me to be more strategic and direct my focus to the big projects and initiatives. At the same time, the Sherpa Workflow Program has provided me with a vehicle to quickly clear action items off of my plate and maintain momentum on projects without barraging my team members. As a result, I have cut in half the length of my weekly one-to-one meetings with my leadership team members. This has been empowering for them because it gives them more time to focus on executing. And it has freed me up to concentrate on the critical business decisions that keep us ahead of our competition.

Carl Heaton
Chief Executive Officer
American Capital Group

I consider myself to be a reasonably organized person—after all, my job as a Chief Technology Officer for an IT outsourcing company is to manage project implementation and monitor task resolution across a wide variety of clients and both in-house and out-sourced personnel. Our in-house project management and task tracking software combined with Microsoft Outlook’s default configuration gave me a reasonably good picture of my responsibilities at work.

But the Sherpa Workflow Program has had a dramatic effect on my ability to relax at the end of the day. I’ve realized now that I was practicing “management through anxiety” and using worry as my method for prioritizing. I was also working overtime to the tune of four to six hours per evening (at my family’s expense) to “catch up” on the e-mail and task tracking of the day. The small things that slipped through the cracks I rationalized as being not that important. The ones that came back to haunt me got re-prioritized by worrying about them more.

Putting Sherpa’s program to work for me is already having major impact on my ability to leave work at work and truly relax and enjoy my family at home. The anxiety is truly gone—I’m almost suffering from withdrawal! By implementing the very practical methodologies that Sherpa espouses, nothing falls through the cracks, I don’t have to worry about what I might have forgotten, and my e-mail is managed so that I never have to dig through anything wondering if I’ve missed something in the flow.

I really like the fact that they don’t abandon you to your own devices once you’ve learned the system. The recurring coaching sessions (I was skeptical about the time investment) have been absolutely necessary in turning theory into practice. They help you build the habits that stay with you, rather than just showing you the promise and leaving you wishing that you had the discipline to put it into practice. It’s like the difference between a book on exercise and having a personal trainer.

I didn’t feel I needed the Sherpa program when I started—I was merely testing the system the way we test software to see if it was an appropriate tool for our staff and our clients. I now believe that everyone needs this kind of organizational training and coaching to stay in the zone without going crazy in the modern workplace. I’ll be sending all my staff and recommending it to my clients.

Matthew Strebe
Chief Technology Officer
Connetic