1. OUTLOOK How to Effectively Use a Program You Already Have Presented by: Bill Parrish (oneplusone) 3

2. Those Pesky Disclaimers This Information is copyright protected by (oneplusone) 3 and may not be reproduced or otherwise distributed without the written consent of (oneplusone) 3 This presentation is for informational purposes only and should only be implemented by a practitioner after appropriate due diligence has been performed Not all of the concepts and strategies proposed in this presentation may be appropriate for all practices. Careful study must be undertaken by anyone considering the implementation of these concepts and special attention should be given to individual state laws governing the practice of professionals.

3. Goals for Today Introduction only – not for advanced users Provide some useful tips and tricks Provide assurance that the average accountant can use this program Provide peace of mind Explore some of the lesser known functions of Outlook

4. Why Outlook Over 200 million people use Outlook every day 90% of these people know less than 10% of Outlook’s features World’s most popular “organizer” Part of an Integrated Suite Will act as your assistant in handling information

5. Components of Outlook E-Mail Contacts Calendar Tasks Notes Journals Integrated with Word, Excel, and other Microsoft Office Products

6. Tying it all Together Outlook Today A “Capsule” of your toolbox May be customized as you see fit Live Link to other components Lets take a tour of my Outlook Today

7. Email Management Reading E-Mail Answering E-Mail Creating new E-Mail Messages Sending a File Filing E-Mails Distribution Lists Again, lets take a look at E-Mail

8. Contacts It is not WHAT you Know, it is WHO you know Adding a Contact Be as complete as possible Remember, you have to find a contact later Add memos and notes to yourself Tools & Actions, E-Mail, Letters, etc Lets see an example

9. Appointments Much like an old-fashioned paper planner Pre Set your own hours May integrate with other calendars Be detailed as you set appointments Use colors and flags Take a peek at my appointments

10. Calendar Select your best view Add personal and business events Mark off time slots Denote out of office times Use colors Use flags Can be a Due Date Monitor Lets look at My calendar

11. Tasks A To-Do List May assign tasks to others and track them Can prioritize Track Productivity Can track billing using “details” Lets get some hands on a few tasks

12. Notes Organizes notes into a central point Can replace yellow sticky notes Choice of ways to organize and view Use colors Prioritize Lets look at some examples

13. Journal Perhaps the most under utilized tool in Outlook Can record and track all events and work in Outlook Great resource Most users have turned off Lets look at the Power of Journals

14. Resources Two Handouts provided with slides Books Outlook for Dummies written by Bill Dyszell Easy Microsoft Office 2003 written by Nancy Lewis

15. For Information About ConnectEd: Jodi Goldberg, Director of Member Services National Society of Accountants 800-966-6679 Ext 1304 jgoldberg@nsacct.org About the Presentation Bill Parrish, Founder & CEO (oneplusone) 3 800-867-0065 Ext 1013 billparrish@oneplusone3.com www.oneplusone3.com

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