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Calendar Invite DO’s and DON’Ts for Outlook & Gmail

this entry has 0 Comments/ in Process Improvement, Project Management, Time Management / by Innovatively Organized
September 26, 2012
1. Naming Calendar Events – If you are going to send a calendar invite to someone you’re meeting with, DO make sure to include both of your names in the title of the event.  For instance, I have received calendar invites from people that are titled, Meeting with Elizabeth Bowman.  Unfortunately, this does not tell me the name of the person I am meeting with.  A more appropriate name would be Meeting with Elizabeth Bowman and John Smith.
2. Sending the Calendar Invite – There are times when you DON’T have to send a calendar invite.  If you have already confirmed the details of a meeting via email, it is not appropriate to send a calendar invite three days later.  The important thing to remember is to not make assumptions.  As you’re scheduling with someone, don’t be afraid to say, “Can you send me the calendar invite to make sure we’re on the same page?”
3. Adding Attachments – Calendar invites can be incredibly helpful for scheduling meetings when a group of people are involved.  DO create a meeting agenda prior to scheduling the meeting and attach the document to the invitation.  This ensures that all attendees have access to the same information and come to the meeting prepared.What other tips to you have for creating meeting invitations?  We would love to hear your comments below!
Tags: calendar, email management, Gmail, Outlook, time management
← When Are You Most Productive During the Day? (previous entry)
(next entry) Case Study: How a Busy Sales Professional Streamlined His Day →
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Quick Tips

Create a system for processing business cards you receive. Try delegating the data entry portion of the task to an assistant or intern.
Share part of your inbox with your assistant so you can efficiently delegate email responses to your assistant.
If you work from your car, set it up as a functional office with storage and office supplies like a desk.
I can’t tell you how accomplished I feel today. Even when someone came to me with an “emergency” project, I noted that on my calendar. I know that I can use that information to help people better schedule time with me to get these projects done.Erin George, Real Change News
Make sure to sync your devices regularly so your information is always accurate and doesn’t contain duplicates.
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Try setting time limits for tasks that easily eat away your day, like responding to email or checking Facebook.
Schedule a time/date to file and clean your files (weekly or bi-monthly).
Never plan every minute of your day – add buffer time to your day for the unexpected tasks that pop up.

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