Training Overview

There are hundreds of project management tools each with their own strengths, weaknesses and levels of complexity. There are so many it can be overwhelming having to choose only one. What many do not know is that a tool you already have experience with, Microsoft Outlook, can also be used for project management.

In the Microsoft Outlook 4 Projects workshop you will receive practical hands-on skills instruction to help you absorb and apply proven techniques for tracking and managing projects using your Microsoft Outlook.

Duration

  • 1 full day

Microsoft Outlook 4 Projects (PDF)

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Outcomes

On completion of this training, you should be able to:

  • Use your knowledge, skills and tools to effectively manage projects within the familiar interface of MS Outlook
  • Manage both Operational and Project work in one place with enhanced ability to stay on task and be in control
  • Handle and balance follow-ups, commitments and important deadlines with confidence and competence

Intended Audience

This workshop is beneficial for any employee who uses Microsoft Outlook. Administrators, executive assistants, managers, sales professionals, directors, CEOs and more can see measurable improvements in their productivity by optimizing this powerful software.

Prerequisite Workshop

WorkingSm@rt using Microsoft Outlook

This workshop is intended for WorkingSm@rt using MS Outlook graduates who need to track and communicate the impact of change for an existing project plan and have chosen not to use a dedicated project management software.

Session Information

  • 1-day facilitator-led session
  • Optional follow up Coaching Session to reinforce learning
  • Customised options for shorter in-house training are also available, as is Webinar training

Units

Unit 1 – Managing the Two Worlds of Work

  • Know how to update the status of your project tasks
  • Quickly find all Outlook items associated with your project
  • Print Project Task views to report on your tasks
  • Export project task information into Outlook4Projects reports
  • Understand how to use and customize Outlook4Projects reports

Unit 2 – Setting-up Outlook to Manage Projects

  • Know how to update the status of your project tasks
  • Quickly find all Outlook items associated with your project
  • Print Project Task views to report on your tasks
  • Export project task information into Outlook4Projects reports
  • Understand how to use and customize Outlook4Projects reports

Unit 3 – Getting Started on Your New Project

  • Know how to update the status of your project tasks
  • Quickly find all Outlook items associated with your project
  • Print Project Task views to report on your tasks
  • Export project task information into Outlook4Projects reports
  • Understand how to use and customize Outlook4Projects reports

Unit 4 – Managing Project Tasks

  • Know how to update the status of your project tasks
  • Quickly find all Outlook items associated with your project
  • Print Project Task views to report on your tasks
  • Export project task information into Outlook4Projects reports
  • Understand how to use and customize Outlook4Projects reports

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Unit 5 – Managing Project Communication

  • Know how to update the status of your project tasks
  • Quickly find all Outlook items associated with your project
  • Print Project Task views to report on your tasks
  • Export project task information into Outlook4Projects reports
  • Understand how to use and customize Outlook4Projects reports


Unit 6 – Tracking & Reporting on Project Activities

  • Know how to update the status of your project tasks
  • Quickly find all Outlook items associated with your project
  • Print Project Task views to report on your tasks
  • Export project task information into Outlook4Projects reports
  • Understand how to use and customize Outlook4Projects reports

Unit 7 – Back at the Workplace

  • Review the potential obstacles to implementing the Outlook 4 Projects methodology and identify solutions

Additional Materials

  • A comprehensive learning guide
  • Lifetime support
  • A free follow-up 30-minute coaching session
  • Optional Enrollment in our monthly newsletter

Follow-up Coaching

There is a key difference between learning and knowing. Learning is the process of being taught the material while knowing is about internalizing and retaining it. If at any point after a session you feel the need for more support in knowing the lessons taught to you, a free 30-minute coaching session is available to you on request.