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!
Add to Wishlist
Credit
More Program Information
Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Effective Calendar Management
- Taking Control of the Calendar
- How to Develop a Calendar Template
- Efficient Communication With the Boss
Best Practices for Appointment Coordination
- Avoiding Miscommunications
- Coordinating Appointments With Multiple Parties
- Protecting Your Boss' Time
The Importance of Appointment Confirmations
- How to Avoid Appointment Cancellations and No-Shows
- Handling Client Appointment Confirmations
- Best Practices for Confirming Appointments
Calendaring Tools and Technology
- Using Technology Effectively
- Calendaring Systems
- Appointment Booking Tools
Add to Wishlist
Credit
More Program Information
Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on May 22, 2024.
Call 1-866-352-9540 for further credit information.
- IAAP 1.0
- All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.0.
Add to Wishlist
Credit
More Program Information
Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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.
Add to Wishlist
Credit
More Program Information
Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
Access to all training products for one year
$699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
