Whether you are working from home or an office, expertise with Outlook has become a necessity for the modern professional. The WorkingSm@rt using Outlook course streamlines aspects of communication, tasks, activities and planning to assist you in taking control of your workload and shifting your behaviours to find a Better Way to Work.

The WorkingSm@rt using Outlook course will deliver practical, hands-on experience to ensure you absorb proven techniques for life-long implementation.


  • 1 full day or
  • 2 three hour sessions over two days
  • Online format: Led by trained facilitator

The WorkingSm@rt Method

WorkingSm@rt is a practical combination of behavior changing methods, best practice process and planning, and using world class tools to transform the way you work.

Administer your day more efficiently by finding balance, properly prioritizing your work and reaching your goals. Gain more time to focus on areas important to you and your organization.

The WorkingSm@rt method is easily applied and sustained, proving lifelong benefits to individuals, teams and organizations alike.


  • Establish a daily plan for achieving goals
  • Focus on areas of greatest return
  • Gain control of your inbox and email
  • Improve communications
  • Manage your time, tasks, and activities
  • Use Microsoft Outlook with a ‘business planning’ approach


Intended Audience

This course 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.

Session Information

  • 1-day facilitator-led session or
  • Two 3-hour web-based virtual classroom sessions
  • Computer-based training session using Outlook
  • Follow up Coaching Session to reinforce learning
  • Customised options for shorter in-house training are also available, as is Webinar training


Unit 1 – Being Productive

  • Introduction to the challenges that arise in the workplace.
  • Learn the fundamental principles of productivity.
  • Learn to focus on the tasks with the greatest return on your investment of time.

Unit 2 – Setting Yourself Up to Work Sm@rt

  • Get an understanding of what’s available in the Outlook “toolbox”
  • Set up the main components to enable you to work smart with enhanced focus.
  • Learn how to increase your productivity and eliminate unhelpful habits.

Unit 3 – Managing Your Workload with Tasks

  • Learn how to capture and plan the execution of your flexible pieces of work.
  • Understand how Outlook can help you keep track of work you have delagated.

Unit 4 – Managing Your Email Effectively

  • Learn how to better manage your email.
  • Understand how to extract the work from your Inbox and quickly file emails you need to retain.
  • Discover that you can work from a near empty Inbox.

Unit 5 – Managing Your Time Commitments

  • Learn the importance of the Outlook Calendar and how to avoid becoming a victim of the “planning fallacy”.
  • Become a more proficient manager of your time and a better daily planner.

Unit 6 – Managing Your Communications

  • Learn how to plan, capture, and follow up on time, every time.

Unit 7 – Planning for Results

  • Discover how the planning cycle will help you become more strategic in your daily choices.

Additional Materials

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

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.