This productivity and efficiency training consists of three live courses that are scheduled over three days. Designed for current Outlook users, these courses provide an interactive experience with ample opportunities for practice and instructor feedback. This basic-level productivity training blends live virtual sessions with personalized one-on-one coaching to reinforce and sustain new productivity habits and processes. This course delves into managing emails, tasks, calendars, and meetings using Microsoft Outlook and OneNote. Following the live training, each participant will receive a two-hour, individualized productivity coaching session. In these virtual coaching sessions, expert coaches work closely with each participant to apply functionalities, tailoring tools and applications to suit their unique work style and role. Coaches share screens to facilitate real-time collaboration, helping participants implement and customize Outlook and OneNote based on strategies covered in the training. The course consists of three live, interactive sessions, which can be scheduled over a three-day period. Participants will engage in reflective exercises, hands-on practice, and instructor-led Q&A to solidify their learning. This training assumes that participants are already familiar with Outlook and have completed the foundational productivity training.
Course Overview
Course Outcomes
Email Management Using Outlook
Duration: 2 hours
This session equips participants with strategies to effectively manage and streamline their email communications. Through practical demonstrations, participants will explore key Outlook features designed to help them organize, track, and prioritize their inbox with ease.
Time and Priority Management
Duration: 2 hours
This course provides practical strategies for managing time and priorities by leveraging Outlook’s calendar and task management features. Participants will identify and overcome common time-management challenges, reflect on their peak productivity times, and build systems to focus on critical priorities effectively.
Meeting Management and Using OneNote
Duration: 2 hours
This course helps participants refine their meeting management skills while exploring the powerful features of Microsoft OneNote for effective note-taking and collaboration. Participants will learn strategies to conduct impactful meetings and leverage OneNote as a dynamic tool for tracking tasks and managing projects.
Individual Productivity Coaching
Duration: 2 hours
Each participant in the training will receive a personalized, two-hour, one-on-one productivity coaching session. These virtual sessions, led by an expert productivity coach, take place following the live training. In collaboration with the participant, the coach will review key functions and strategies covered during the training, focusing on practical ways to apply them within their existing systems. The goal of productivity coaching is to help participants more effectively utilize the Microsoft productivity applications available to them.
Business Need
Organizations today face the challenge of maximizing productivity from their most valuable asset: their people. Empowering employees with organizational and productivity skills is essential to help them reach their full potential. By learning to manage communications, email, priorities, meetings, and time more effectively, employees can achieve their job objectives while reducing stress and preventing overwhelm.
Course Topics
Email Management Using Outlook
- Develop strategies to maintain a clean and organized inbox.
- Utilize Outlook tools such as flags, categories, and custom views to tag and track actionable items.
- Organize, save, and file emails efficiently using proven techniques.
- Automate email sorting with folders, rules, and categories.
- Transform emails into calendar events or tasks to optimize workflow.
- Learn effective approaches for managing large inboxes in Outlook.
Time and Priority Management
- Recognize and address common time-management obstacles.
- Apply prioritization techniques to focus on high-value tasks.
- Maximize productivity with Outlook’s calendar features for effective scheduling.
- Implement a planning method to create focus time to get priorities done
- Explore strategies to minimize interruptions and distractions.
- Leverage the To-Do app and Microsoft Planner to enhance task tracking and priority management.
Meeting Management and Using OneNote
- Create and lead effective meeting agendas that drive productive discussions.
- Maximize OneNote’s capabilities, including tags, templates, and seamless integration with Outlook.
- Enhance collaboration using shared OneNote notebooks within Microsoft Teams.
- Develop systems to organize, archive, and retrieve meeting notes efficiently.
Individual Productivity Coaching
- Learn how to apply key productivity strategies with personalized, one-on-one coaching on Microsoft tools.
Course Schedule
Typical Course Duration
Virtual: 8 hours
Delivery Methods
Number of participants
- virtual: 30
Course Details
Course Level:
- Beginner
- Introductory
Learning Methods:
- Computer Training Demonstration
- Exercises/Activities
- Instructor-led Workshop or Two-hour Webinar
- Interactive Discussion
Equipment:
- CI's virtual platform