The Ins and Outs of Outlook Presented by: Doug Faulk

A consistent communication tool and consistent use of that tool will unify our colleagues in our communication with our clients. You never get a 2 nd chance to make a first impression. Power of ONE consistent message from ONE team CONSISTENT COMMUNICATION: OUTLOOK

OUTLOOK OVERVIEW We need to aim for proficiency at basic Outlook functions needed on a day to day basis. Calendars Sharing Calendars Professional and consistent signature line Responding to s within 24 hours Connect to VPN Daily Consistent Auto reply

Calendars

Sharing Calendars

1.All s must have a professional and consistent signature 1.Name 2.Title 3.Department 4.Address 5.Toll free number 6.Direct number 7.Fax number 8.If series 6 and 63, you must attach the securities tag line. Professional and Consistent Signature

Check your every 24 hours, connect to VPN daily Reply to all s in a timely manner, within 24 hours of receipt All s need to be spell checked and in a professional tone CAPS = SHOUTING Communication through s

When you are unable to access due to meeting, travel or scheduled time off, please use the out of office assistant in Outlook ACTIVITY Step 1. Connect to VPN and Outlook Consistent Auto Reply

Step 2. Click on File Step 3: Choose Automatic Replies

Step 4: Select send automatic replies Step 5: : Enter dates Step 6: Click outside organization Step 7: Enter message in info box (see handout) Step 8: person beside you Step 9: Verify out of office reply from partner and stand up

Best practices 1. IDENTIFY DATES OUT OF OFFICE 2. IDENTIFY DATE OF RETURN 3. INFORM OF WHEN YOU CAN ACCESS S 4. IDENTIFY WHO TO CONTACT IN LIEU OF YOURSELF Consistent Auto Reply

The End. THANK YOU!!