Time & Email Efficiency Training

This workshop will focus on the theory of managing one’s time effectively. In depth instruction is provided on how participants can use their electronic productivity tool, Outlook, to more effectively manage their calendar, email, contacts and tasks. Participants will also learn how to set attainable goals, prioritize and manage interruptions and procrastination during their day. To support time management goals, participants will also learn how to prioritize and plan their day/ week. Upon completion of the class each participant will develop commitments and an action plan.

Learning Objectives

Email Management and Efficiency

  • Learn the three key strategies to managing email
  • Learn the five steps to process email inboxes
  • Learn strategies to tag and identify email action items
  • Learn the four ways to organize, save and file email messages
  • Understand how and why to archive email messages
  • Gain strategies on how to deal with large inboxes
  • Learn about the search functions within the email system
  • Learn how to maximize functionality with email systems to improve efficiency
  • Gain skills on how to manage email with mobile devices

Creating Effective Email Communications

  • Understand the purpose and reason for email etiquette and protocol
  • Learn how to write effective email subject lines
  • Gain strategies in getting quick email response
  • Understand formatting guidelines to make email easy to read and respond to
  • Review the basic contents to get quick response and improve communications
  • How to respond to inappropriate email messages
  • Understand basic legality to email retention
  • Learn key questions to ask before sending an email
  • Review the basic international protocol with email communications

Time Management

  • Understand time management principles and theory
  • Understand the steps in becoming an effective time manager
  • Understand the process of prioritization and developing systems to identify priorities
  • Gain strategies for successful calendar management to improve time allocation
  • Learn how to utilize calendar functions in time management tools (i.e. Outlook, Gmail and Lotus Notes) more effectively
  • Learn the six steps to effectively planning your day/week
  • Learn the four steps to being more proactive and less reactive
  • Understand the best working zone to accomplish the right tasks in the right place
  • Learn to manage office interruptions successfully
  • Learn strategies to manage procrastination proactively
  • Understand how to utilize mobile devices to support time efficiencies

Task Management

  • Understand how to identify, choose and track priorities
  • Learn the different types of tasks and how best to manage and accomplish them
  • Review the type and benefits of different task list systems
  • Understand how to track and maintain task lists
  • Understand how to use the task list system in productivity systems (i.e Outlook, Gmail, Lotus Notes)
  • Learn the four steps to managing task lists
  • Gain tips on how to get tasks done in your day and week
  • Understand the 7 reasons why task lists fail
  • Learn strategies on how to focus and multi-task effectively

Seminar Length: 8 hours
Class Size: 10-30 participants
Materials: 35 page workbook provided
Seminar Location: On-site at company
Equipment: LCD projector and easel chart

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