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Optimizing Your MS Outlook: Using Outlook to Manage Your Time, Projects/Tasks, People, and Ideas

What is listed in the learning objectives below actually tracks along very well with what is covered in this session in order. Speaker spend about 75% of the program in my actual working Microsoft Outlook vs. PowerPoint, showing how to use "the other four" functions beyond e-mail: Calendar, Contacts, Tasks, and Notes, and how you can set up your Outlook not only for better short and long-term time and project/people management, but also how you can effectively turn it into a real-time "decision support system". The speaker actually believes that he is using Outlook the way the designers and creators of the program intended for it to be used, going far beyond basic e-mail and calendar usage.Speaker does something sort of unique in his sessions -- it isn't just a straight PowerPoint deck -- Speaker actually opens up live working versions of the software -- in this case, Microsoft Outlook (both the older “Classic” version and/or New/Web Outlook -- and does live demos. By nature, this usually creates a significant amount of audience interest, participation, and Q&A, which he actively encourages.Areas Covered A basic understanding of key “bigger picture” time management principles – including your current active projects and life roles – and how they can be integrated into your MS Outlook software Fully integrating your MS Outlook software into your time, project, people, and e-mail/info management systems, and getting the most usability and functionality out of your software, including: Setting up your “Tasks” function and/or Microsoft To Do/Planner for prioritized project/client action Strategically managing your Calendar to increase personal and professional effectiveness Using creative tracking methods to make interpersonal communications more efficient and effective Integrating your Outlook software into your broader office/personal organization system Utilizing the “Notes” function (and the related OneNote app) to help “clear your mind” by creating several highly useful lists for organizing the random clutter in your mind How to set up Outlook “reminders” in e-mails, tasks, and calendar items that prompt you to take appropriate task actions at the right times Enhancing the information saved in your “Contacts” list for better relationships & communication Using “start of day”, “during the day”, weekly, and annual rituals to get your projects and people up front through more effective use of your calendar and task list, and put e-mail in its “proper place” Who Should Attend Managers, Directors, Supervisors, Administrative Assistants, Professional and Technical staff, Front office professionals, Accounting, Engineering, Human Resources, Marketing, Law, Travel & Tourism, Education, Higher Education, Government, Health Administration, Construction management.Why Should You Attend In this popular program on “getting the most from your Outlook” for MS Outlook users, Randy Dean, author of the former Amazon e-mail bestseller, Taming the E-mail Beast, shows how to expand your capabilities with the market-leading Microsoft Outlook e-mail and professional organization software. He can cover either the Classic Outlook version (formerly Local Client) that is still being used by many organizations, or the New/Web Outlook version (or both if you have a mix of users!) He also now briefly covers options in To Do and Planner for those also now using those powerful 365 programs as part of their project/task management mix.The speaker delves into Outlook-specific strategies for better higher-level AND day-to-day time/project/people/task management: setting bigger picture goals and building annual plans, managing multiple projects & tasks; maintaining “traction” when dealing with tasks and interruptions; clearing the clutter in your mind for better focus; keeping staff on task; tracking “who owes you what” and getting that information on time (including task delegation options); and better managing your calendar and contacts for better time and relationship management. The speaker's goal is to help stressed-out performers learn several new and immediately useful Outlook strategies for finding a few minutes on e-mails, tasks, activities, and actions you are already doing, leading to at least an extra hour of productivity every day. Get more from all five of the key Outlook functions: Calendar, Contacts, Tasks (To Do), E-mail, and Notes (or OneNote); for greater productivity, sanity, efficiency, and work-life balance. Topic BackgroundA great “next step” program for Microsoft Outlook users on how to be more strategic and productive on a daily, weekly, and yearly basis as an Outlook user.

What is listed in the learning objectives below actually tracks along very well with what is covered in this session in order. Speaker spend about 75% of the program in my actual working Microsoft Outlook vs. PowerPoint, showing how to use "the other four" functions beyond e-mail: Calendar, Contacts, Tasks, and Notes, and how you can set up your Outlook not only for better short and long-term time and project/people management, but also how you can effectively turn it into a real-time "decision support system". The speaker actually believes that he is using Outlook the way the designers and creators of the program intended for it to be used, going far beyond basic e-mail and calendar usage.

Speaker does something sort of unique in his sessions -- it isn't just a straight PowerPoint deck -- Speaker actually opens up live working versions of the software -- in this case, Microsoft Outlook (both the older “Classic” version and/or New/Web Outlook -- and does live demos. By nature, this usually creates a significant amount of audience interest, participation, and Q&A, which he actively encourages.

Areas Covered     

  • A basic understanding of key “bigger picture” time management principles – including your current active projects and life roles – and how they can be integrated into your MS Outlook software  
  • Fully integrating your MS Outlook software into your time, project, people, and e-mail/info management systems, and getting the most usability and functionality out of your software, including: 
  • Setting up your “Tasks” function and/or Microsoft To Do/Planner for prioritized project/client action 
  • Strategically managing your Calendar to increase personal and professional effectiveness 
  • Using creative tracking methods to make interpersonal communications more efficient and effective 
  • Integrating your Outlook software into your broader office/personal organization system 
  • Utilizing the “Notes” function (and the related OneNote app) to help “clear your mind” by creating several highly useful lists for organizing the random clutter in your mind 
  • How to set up Outlook “reminders” in e-mails, tasks, and calendar items that prompt you to take appropriate task actions at the right times 
  • Enhancing the information saved in your “Contacts” list for better relationships & communication 
  • Using “start of day”, “during the day”, weekly, and annual rituals to get your projects and people up front through more effective use of your calendar and task list, and put e-mail in its “proper place”  

Who Should Attend    

Managers, Directors, Supervisors, Administrative Assistants, Professional and Technical staff, Front office professionals, Accounting, Engineering, Human Resources, Marketing, Law, Travel & Tourism, Education, Higher Education, Government, Health Administration, Construction management.

Why Should You Attend

In this popular program on “getting the most from your Outlook” for MS Outlook users, Randy Dean, author of the former Amazon e-mail bestseller, Taming the E-mail Beast, shows how to expand your capabilities with the market-leading Microsoft Outlook e-mail and professional organization software. He can cover either the Classic Outlook version (formerly Local Client) that is still being used by many organizations, or the New/Web Outlook version (or both if you have a mix of users!) He also now briefly covers options in To Do and Planner for those also now using those powerful 365 programs as part of their project/task management mix.

The speaker delves into Outlook-specific strategies for better higher-level AND day-to-day time/project/people/task management: setting bigger picture goals and building annual plans, managing multiple projects & tasks; maintaining “traction” when dealing with tasks and interruptions; clearing the clutter in your mind for better focus; keeping staff on task; tracking “who owes you what” and getting that information on time (including task delegation options); and better managing your calendar and contacts for better time and relationship management.  

The speaker's goal is to help stressed-out performers learn several new and immediately useful Outlook strategies for finding a few minutes on e-mails, tasks, activities, and actions you are already doing, leading to at least an extra hour of productivity every day.  Get more from all five of the key Outlook functions: Calendar, Contacts, Tasks (To Do), E-mail, and Notes (or OneNote); for greater productivity, sanity, efficiency, and work-life balance.

Topic Background

A great “next step” program for Microsoft Outlook users on how to be more strategic and productive on a daily, weekly, and yearly basis as an Outlook user.