Learn techniques to effectively manage a calendar to improve the organization and productivity of your office.
One of the most challenging tasks administrative professionals face while on the job is managing the calendar of a busy executive. A major component of mastering calendar management involves being able to successfully coordinate appointments in a way that maximizes your boss' time and makes him or her more productive and efficient. Whether you manage one or multiple busy calendars, this presentation will help you understand steps for how to properly set up the calendar for successful appointment booking, along with a review of some of the best practices when scheduling meetings. Further, after all the hard work has been done to coordinate and set up appointments, we will cover the steps of one of the most overlooked and neglected details in the process--effective appointment confirmations. Through all this and more, you will walk away with practical guidance that you will be able to put into practice right away!
Agenda
Faculty
Kristina Schneider
The Ultimate Estate Planner, Inc.
Kristina Schneider, MBA
- Practice Success Coach at The Ultimate Estate Planner, Inc., which is a leading business consulting firm that supports estate planning attorneys and their teams with practice management and marketing solutions. In her role, she provides comprehensive training, consulting, and coaching services to help law firms implement proven systems and strategies for long-term success.
- 20 years of experience in the estate planning industry, she has conducted numerous educational programs focused on effective business practices, including hiring, training and onboarding, team management, workflow optimization, calendar and time management, and marketing implementation.
- Frequent contributor to the company’s website and in a weekly podcast show called ‘Transform Your Practice. Transform Your Life.’, where she’s providing practical and valuable guidance to legal professionals and their staff across the country.
- Bachelor of Science in Business Administration and Master of Business Administration (MBA), graduated summa cum laude with honors from Pepperdine University’s Graziadio Business School.
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