Calendar Management
“
Calendar management is
the systematic process of
organizing meetings, events,
and tasks with the ultimate
goal of maximizing the
return on investment you
can get from the precious
limited resource we call time
https://snacknation.com/blog/calendar-management-for-executive-assistants/#:~:text=Calendar%20management%20is%20the%20systematic,l
imited%20resource%20we%20call%20time.
8 Ways to Master
Your Executive
Calendar
Management
Eisenhower Matrix
Urgent and
Important
Important but not
urgent
Urgent but not
important
Neither important
nor urgent
these are priorities
that only you can
address and
require immediate
attention
these priorities
require your
attention, but you
can schedule
them for later,
within a week or
so.
these are priorities
that others can do,
and you delegate
them to someone
else.
these are priorities
that you should
not do at all.
Eisenhower Matrix
Urgent and
Important
Important but not
urgent
Urgent but not
important
Neither important
nor urgent
Ex.:
Ex.:
Ex.:
Ex.:
Board meetings
Meeting request
from a direct
report
Scheduling
meetings
If you are asking
yourself, "Why am I
in this meeting?"
Skip the next one.
Client Calls
Check-in with a
critical customer
Planning travel
Preparing
documents
Document Your
Meeting Preferences
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Duration for diverse types of meetings: not all meetings need to
last an hour. You can save a lot of time with shorter sessions.
Buffer time between meetings
Restricted times
Out-of-office notifications
Color Code Meetings
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Type of activity (business, personal, health, deadline, etc.)
Priority level
Internal or external
Onsite or off-site
Recurring meeting
Send Reminders and
Confirmations
○
One of the most powerful ways to save time is sending
reminders about upcoming meetings and meeting
confirmations to attendees. Attendance no-shows can be a
huge time drain and demoralizing.
Create Templates for
Calendar Invitations
and Confirmations
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A message that says you are looking forward to your meeting
The day and time
Location
Any phone numbers or video call links
A request to respond to confirm or change plans
Gather Documents
for Executive
Meetings
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Minutes from the previous meetings (if recurring)
Profiles of the attendees that are unfamiliar to you
Agendas
Review Your
Calendar Daily
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Review a summary of tomorrow's schedule at the end of the day.
Delegate Wisely, and
Kindly
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Redirecting the person to a more appropriate resource as a
starting point
Offer help connecting them with a more appropriate resource
Explain how the person will get better results with a more
appropriate resource
Offer support if the person hits roadblocks with the resource you
recommend