Course contents

Full Day: 4-modules (2-hrs each)

 

Module 1

• E-Mail and Task Problems in the Modern Office Place
• E-mail leads to more business interactions, work, churn
• Staff (wrongly) try to use Inbox as a Task Manager
• Staff do not have tools for effective prioritizing
• Solution: Use Microsoft Outlook Smarter
• Learning Outlook’s Task Management System
• Outlook Task Manager Basics
• Reconfiguring Outlook’s Task System so it Works
• Hands-on Exercises

 

Module 2

• Introducing ProMail® Outlook System
• Identifying Your Four Urgency Zones
• How to track and manage tasks inside your Urgency Zones using Outlook
• Using the ProMail® Outlook System to Get Control of Your Workday
• Using the FRESH-Prioritization approach
• The Importance of using Start Dates
• Managing Deadlines Correctly
• Converting E-mails to Tasks: the Key to Inbox Control
• Using Follow-Up Tasks to Stay on Top of Loose Ends
• Hands-on Exercises

Module 3

• A New Way to Manage your Workday using the ProMail® Outlook System
• Working your First priorities: ProMail®  Critical-Now Tasks and how to manage them
• Working your Second priorities: Using ProMail®  Target-Now tasks in Outlook
• Working your Third priorities: Using ProMail®  Opportunity-Now Tasks in Outlook
• Using Next Actions to Manage Work and knock-loose stuck Tasks
• Control Work Overload by Scheduling Strategic Deferrals:
• ProMail®  Defer-to-Do Tasks
• ProMail®  Defer-to-Review Tasks: Amazingly Powerful
• Hands-on Exercises

 

Module 4

• E-mail Control
• Achieving the Bliss of an Empty Inbox
• Creating and Using the ProMail®  Processed Mail folder
• Filing E-mail by Tagging with Outlook Categories
• The importance of Converting E-mails to Tasks, revisited
• The ProMail®  E-mail Workflow: Gaining E-mail Control
• Be Team Savvy: Writing Better E-mails
• Time Management and Other Time Savers
• Hands-on Exercises

Putting it all together: Total Workday Control Using Microsoft Outlook