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Download
the complete Executive Administrator TBYL Overview.
This course enhances the productivity of Executive Administrators
by teaching them to create and maintain an Integrated Management
System. This system uses Microsoft Office Outlook and MPS methods and
protocols to process a constant stream of incoming electronic
and voice mail communications, next actions and projects.
Executive Administrators learn to focus effectively on the job
without being hindered by the non-stop flood of required--but
not necessarily urgent--input, decisions and actions. Employing
a three-phase workflow method, they immediately apply the concepts
taught to their current work. The system is flexible to adapt
to each participant's work style and workload.
By the end of the one-day seminar, Executive Administrators
will experience a sense of relaxed, focused control, with all
objectives, projects, plans, action steps, and information organized
in Outlook. Key issues addressed include: managing your boss'
calendar, dealing with multiple meeting requests, staying abreast
of your boss' changing priorities, managing your tasks while
supporting your boss, dealing with interruptions, e-mail overload,
filing and finding, and integrating personal and professional
tasks into your system.
A pre-call is held prior to the eight-hour seminar to assess
roles, objectives and appropriate customization. The seminar
can take place in a computer lab, classroom or conference room
with a combination of PCs and laptops, preferably connected
to the server so participants can work real-time.
Course Outline
Introduction
- Program overview
- Assessment of current objectives
and challenges
- Review the MPS Workflow Model
Collecting
- Setting up an effective Collecting
System
- Collecting commitments and agreements
into the Outlook TaskPad
Processing and Organizing
- Setting up an effective Action
System
- Creating Planning & Action categories
- Review the MPS Workflow Model
- Processing e-mail, voice mail, papers
and the Outlook TaskPad using the MPS Workflow Model
- Creating a Total Life To Do list
in the Outlook TaskPad
- Setting up an effective Reference
System using the Outlook Personal Folder list and My Documents
- Use the MPS Four D's to process
e-mail:
• Delete It
• Do It
• Delegate It
• Defer It
- Establish an e-mail protocol:
• Define the To, Cc, and Subject lines
• Create meaningful e-mails
- Define a communication protocol
- which digital devices to use when and where
- Integrate handheld devices, SharePoint
and other related Microsoft productivity technologies
Prioritizing & Planning
- Set up an effective baseline calendar
- Prioritize and plan the Outlook TaskPadPlan the week against objectives
and priorities
- Maintain an Integrated Management
System
- Establish boundaries and routines
that support productivity
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