Optimising Organisation – Tools and Techniques Course

Is it right for me?

Optimising Organisation is only available as an in house course. Please contact Sarah Harvey on 0800 028 3045 if you would like to book this course.

This unique course combines management theory and Microsoft IT applications to offer delegates an all-round package for improving organisation skills. This course will appeal to those who need to do much planning and scheduling in their roles, from support staff and administrators to secretaries and personal assistants.

The course aims to enable participants to maximise their effectiveness and efficiency through their use of Microsoft Outlook and Excel. In addition the course examines the personal skills needed to truly be well organised.

What will I get out of it?

By the end of the course delegates will be able to:

• List at least 3 behavioural changes that will be necessary for becoming more organised
• Describe 2 personal skills they will use in order to stay well organised
• Plan and schedule short and long-term tasks using Microsoft Outlook and Excel
• Increase productivity through effective organisation of emails
• List 3 ways of improving their "house keeping" of their electronic workspace

Related courses in our range

• Time Management
• Advanced Outlook - Beyond Email
• Excel Module 1 - Essentials

What does it cover?

Getting started

• Benefits of improved organisational skills
• Motivating yourself to get organised and beating procrastination
• Setting SMART goals for tasks and workload
• The communication skills that will help you to stay organised

Using Microsoft Outlook to improve organisational skills

• Organising and prioritising tasks using the task list
• Setting reminders and deadlines for tasks
• Using the calendar to schedule time and arrange meetings
• Best practice for organising and actioning emails - when and how to "action" emails, setting "rules" to handle emails, creating folders, archiving messages, flagging messages and incorporating to task list

Using Microsoft Excel to improve organisational skills

• Using Excel for short and long-term planning and scheduling
• Basic conditional formatting to automatically highlight important information
• Importing Excel schedules to Outlook
• Best practice for managing your time and hitting deadlines

Organising your electronic workspace

• Saving time with shortcuts
• Storing folders and documents
• Archiving - when, what and how
• Guide to what to archive and what to delete