1. Welcome !
WORKING Managing Workloads & Priorities using LOTUS NOTES® Priority Management Systems
Welcome and Credentials: 5 MINUTES
This morning’s Executive Briefing is all about the winning behaviors of using a sophisticated tool, Microsoft Outlook, in combination with a proven process and an opportunity to generate organizational consistency. Priority Management’s Working with Microsoft Outlook is much more than an overview of the bells and whistles of Outlook, it provides a proven business solution that will help your employees to organize their planning process, manage their priorities, and work more effectively as a team.
My industry background is accounting and finance, specifically in the banking, trucking, and gasoline distribution businesses. My HR and Training background has always been a “second hat” I have worn throughout my career until joining Priority Management 15 years ago. In my current role, I was a member of the initial development team for our Outlook training course and continue as Program Manager for Working Just last month I completed a 6 month assignment as the Subject Matter Expert (SME) and Instructional Design Consultant to McGraw-Hill’s Lifetime Learning Division in their adaptation of our course to an asynchronous Web-based Training program.
Priority Management has been a world leader in training and organizational development for over 25 years specializing in personal and team productivity. We are headquartered in Vancouver Canada and have over 100 offices worldwide.

2. Today’s Agenda Unit 1 The Productivity Process
Unit 2 The Lotus Notes Business Solution
Unit 3 The Digital Deluge
Unit 4 Managing Commitments
Unit 5 Managing Communications
Unit 6 Managing Activities
Unit 7 Priority Planning
Unit 8 TeamTools
Unit 9 Eliminating Desk Stress
Unit 10 Online, putting Lotus Notes to work

3. Course Objectives:  Best Practice Lotus Notes™ Tools
Best Practice Processes
Best Practice Behaviors 

4. THE KEY BEHAVIORS. 1. Become more Pro-Active v. Re-Active. 2
THE KEY BEHAVIORS ? 1. Become more Pro-Active v. Re-Active Always know exactly what to do next Do what you say you will do when you say you will do it.

5. Campaign for Working Sm@rt™
The Productivity Process
Campaign for
Working
At Work
At Home
Learning Guide page 1-2

6. What stops you from Working Sm@rt?
Productivity Pirates?
What stops you
from
Working
Learning Guide Page 1-4

7. Task + Process + Tools = Results Productivity Formula
Learning Guide page 1-5

8. Three Rules for Tools
Must do the job with minimum effort, complexity and power
Must serve the work
Tools are extensions of people

9. THE 4-D FORMULA 1 Do it now 2 Date Activate 3 Delegate it
4 Delete/Discard
Learning Guide page 1-6

10. The
Business
Solution
Learning Guide page 2-1

11. KEEP IT SIMPLE MAIL BOX CALENDAR ADDRESS BOOK TO DO LIST
Learning Guide page 2-2

12. Change your Welcome Screen and Set the proper defaults for Working Sm@rt

13. The Digital Deluge
The
Mail
Database
Learning Guide page 3-1

14. Managing Your E-mail Creating a mail message Sending and Following-up
Convert s into appointments
Convert s into TO DOs
Use s to set up new Contacts
Delegating a response
Storing messages in Folders
Creating Automatic Rules
Eliminating Junk Mail
Avoiding Spam
Color Coding Certain s

15. Managing Commitments
The
Calendar
Database
Learning Guide page 4-1

16. Managing Your Time
Scheduling a Meeting
Setting Reminder Tasks
Blocking Time for High Priorities
Scheduling Repeating Appointments
Creating a new Group Calendar

17. Database Address Book The Managing Communication
Learning Guide page 5-1

18. Tracking Communications
Planning and Recording Notes
Following-up on commitments
Insert Documents into Contacts
Delegating Tasks to Others
Using Group TO Dos
Influencing Others
Effective Voice Mail Messaging

19. Managing Activities
The
TO DO
Database
Learning Guide page 6-1

20. Managing Activities
Scheduling a TO DO
Prioritizing a Task
Using Categories for Projects
Viewing all TO DOs by Categories

21. Be Pro-Active
The
Planning
Process
Learning Guide page 7-1

22. Tracking Strategies and Plans (page 7-4) Planning your Day (page 7-7)
The Planning Process
Tracking Strategies and Plans (page 7-4) Planning your Day (page 7-7)
Schedule as Repeating Appointment
Completing Today’s TO DO List
Blocking out time for Projects
Printing your plans
Synchronizing with HandHeld devices

23. Working Together
TeamTools P
Learning Guide page 8-1

24. TeamTools Increase Productivity
Creating an Charter
Instant Messaging
Sharing Calendars
Sharing Address Book Information
Using Meeting and TO DO Requests
Protecting ‘Private’ Information
Posting Documents for Collaboration

25. UNIT 9
Eliminating DeskStress
Learning Guide page 9-1

26. Quick Quiz Putting Lotus Notes™ to Work UNIT 10
Learning Guide page 10-2

27. The Secret
Apply
the techniques
Every Day

28. WORKING SM@RT™ WITH LOTUS NOTES® WORKSHOP