My clients often find that they get a lot of e-mails requiring action. If clients find it easy to organise e-mail into folders and later retrieve e-mail from the folder. They often forget to review the actions in e-mail before the event occurs. This means that they arrive to the meeting unprepared, flustered and generally not in the best state of mind to be at their best.

What works really well is to book out time in order to take actions as individual task entries. Then review the whole email the week/ days before the event takes place, in case you have missed anything out.

You can use Microsoft Outlook and Lotus Notes to convert your e-mails into tasks. It is very easy and quick to do. When e-mail was converted to a task, you can then you can then book it into your calendar. Clients find that by using this, they frequently arrive to where they need to be calm and well prepared.

If you use Microsoft Outlook 2010, here are instructions on how to do this:

If you Lotus Notes (version 6.5), the instructions are on page 7.$file/NoteMailUserGuideVersion6.pdf?OpenElement

Do you use a different piece of software? See if your software is up to the task, search for the user guide for your software by using a search engine (such as Google).

I hope that you have found this useful and enjoy using your calendar genius to help you to be calmer and better prepared.

What will work well for you here?

When can you start making the most out of your calendar system?

How much can you make use of this strategy?


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