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Diary Management – What You Need To Schedule

by | Productivity

Diary management is the act of organising and maintaining a schedule. This can be in the form of a physical Diary, an online Calendar, or even just a list of tasks to be completed. Good diary management is a key skill for anyone in a busy role, as it helps to ensure that deadlines are met, appointments are attended, and tasks are completed efficiently. There are a number of different diary management systems that you can use, depending on your needs. The most important thing is to find a system that works for you and that you will be able to stick to. With a little bit of planning and organisation, good diary management can help to make your work life far simpler and more efficient.

 

Why diary management is important

A work diary is essential for ensuring you complete every task at hand. If the information on forthcoming events is up-to-date in your Outlook or Google calendar, you know exactly what you have to do and when. A well-managed diary displays everything in one place, making it hugely preferable to trying to keep track of deadlines on a stack of post-it notes. We are much better at digesting the blocked-out timeframes than we are at reading through reams of texts. Your diary is not only a central resource for you but also for your teams too. They can see when you’re busy, when you’re free, when you’re on leave and when you have a major deadline lurking around the corner. This means they can plan their time accordingly so they are free when you are if they need to catch up.

In today’s busy world, diary management is an essential skill for anyone who wants to be successful.

 

Improves your customer services reputation

Sharing your diary also means you can improve your customer service. If a potential client calls when you are out of the office, a team member can confidently book a convenient time for a meeting between you and the customer, providing a slick and impressive operation.

 

Make the most of the time & prioritise

Diary management can help you to make the most efficient use of your time. By carefully planning your day, you can ensure that you have enough time to complete all of your tasks. It also helps you to prioritise your tasks and make sure that the most important items are given the appropriate amount of attention. Finally, diary management can help you to keep track of deadlines and ensure that you are meeting all of your commitments.

 

Create a healthier work-life balance

Diary management is one of the most important tools you can use to create work-life balance. By keeping track of your commitments, and scheduling time for yourself, you can ensure that you have enough time for both work and play. Diary management can help you to avoid overbooking yourself, and leaving yourself feeling overwhelmed. It can also help you to identify areas where you need more support, such as childcare or housekeeping. By taking the time to manage your diary, you can ensure that you have the time you need to live a balanced life.

 

What to schedule in your work diary

Multiple possible dates

Good diary management means keeping appointments updated as soon as you discover the details. If a client offers multiple possible dates for a meeting, book the time out for each option. This means no one can double book you after you have responded to the customer with the dates that work for you. Once a final date is set, you can delete other options, freeing up your diary.

 

Include preparation time

Take time every week to review the entries on your calendar for the next seven days. You may have booked the time in for a meeting, phone call or job interview, but have you allowed time for the necessary prep work? If you have any action items, allow yourself time before the event to complete them and ensure you are prepared. Without this time in your diary, you could find yourself overrun with other jobs and go into events feeling like you are not as ready as you could be. It is also a good idea to take a moment to perform a quick review of your calendar every morning to ensure that the items you felt were priorities are still the most important tasks on your plate.

 

Add appointment locations

If the diary is well managed, you can utilise all manner of efficiency-boosting tactics. For example, if you have a meeting in a particular town already booked in, you can schedule appointments with nearby clients on the same day to prevent unnecessary travel. If your diary is not up-to-date, you might miss this quick win.

 

Your diary is not accurate without travel times

If you do travel for appointments, remember to bear this in mind when you block out the time. Always add your travelling time before and after the meeting or event. If you’re based in London but are attending a conference in Manchester at 2pm, your colleagues and clients need to know that you will not be available in the capital after 11am. If your diary is badly managed and only has you down as busy from 2pm, you could find yourself being committed to being in two places at the same time.   Always add your travelling time before and after the meeting or event. Click To Tweet

 

Schedule follow-up meetings

Scheduling a follow-up meeting as soon as you finish an initial appointment with a client helps you focus on delivering the action points. Invite all of the attendees so everyone can start planning their time in order to be able to update the group by that date. This helps keep the momentum going with the work that you discuss and allows you to organise your diary in the most effective manner.

 

Block out time to check your emails

Block out a chunk of time to spend working through your emails. This allows you to be free to get stuck into your other tasks without distractions at all other times. That ping that comes with a new mail can instantly break your train of thought when you are trying to concentrate on other jobs and you can easily forget where you were going if you stop, head to your email app, and read and reply to the message in the middle of a task. With a set time for dealing with emails, this diary management tip allows you to plough through them in one go and be free to dedicate yourself wholly to the important jobs of the day beyond that.

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Create outlook reminders, always be prepared

Use the ‘Reminders’ function to stay ahead of deadlines. Discovering you have to complete a major report in a week’s time is far preferable to only remembering it needs to be in an hour before the cut-off time.

 

Add personal date reminders

You can also add in personal birthday and anniversary information, as these are the sorts of dates that can easily slip your mind when you are concentrating on making a success of your business. To manage the diary effectively, you can separate these items from the pressing work engagements, as well as distinguishing between meetings, courses, deadlines and other items by colour coding them. In need of some inspiration.

 

Only schedule necessary meetings

It is easy to fall into the habit of always scheduling a string of meetings for each project you work on, but when you look at your diary, do you really have time to block out time for meetings on every single topic? The fact is that meetings are not always helpful. Sometimes they achieve great results, but sometimes you could have reached the same conclusion just by collaborating on a Google Doc. Ask yourself whether a meeting is really the best, most effective and efficient course of action to get the job done. Often diary management is about what not to schedule as well as what to schedule.

 

Schedule your peak productivity times

Every person has a different optimum time in the day when they are at their most productive. Some people know that it is just before dawn, while others find themselves energised after lunchtime snacks and drinks! If you know what time of day works best for getting things done at record speed without distractions from meetings or other obligations, schedule it and avoid meetings during this time. This is time to get ‘stuff’ done.

 

Track where your time is going 

You know what they say “time is money”. Save yourself some valuable minutes by using a time tracking tool! There are a few out there that will serve you well, we have personally used Clockify and Toggl. Using these digital tools helps manage and analyse your productivity. They let you see when and where all of those little distractions happen and where your time is going, which in turn helps improve your focus!

 

Good diary management starts with colour codes

Colour code using automatic conditional formatting

Conditional Formatting automatically colour codes your Outlook calendar items based on certain words you use, helping you to manage your diary. If you have Outlook 2007 or earlier, it’s called Automatic Formatting. Here’s how you use Conditional Formatting:

  1. From the Calendar window, use the ‘View’ tab and choose the ‘View Settings’ button in the group marked ‘Current View’. From there, choose ‘Conditional Formatting.
  2. Press ‘Add’ in order to create a new category of appointments.
  3. Pick a name for the category (eg. ‘Meeting’, ‘Training Course’ etc.)
  4. Select a colour for the category.
  5. Press ‘Condition’.
  6. On the ‘Appointments and Meetings’ tab enter the word you intend to use in the entry that will trigger the colour change. This will also probably be ‘Meeting’, ‘Training Course’ etc.
  7. Press ‘OK’.
  8. Repeat the process for each different category you wish to colour code.

Manually colour code outlook calendar items

You can also colour code your outlook items manually, as you input them into your diary.

Here’s how it works:

  1. From the Calendar view, right-click on an appointment.
  2. Hover over ‘Categorise’ until a choice of colours appears to the right.
  3. Select the colour you wish to use for the type of appointment.

 

FREEBIE: To help you implement our tips we have created a PDF giving you the steps you need to colour code your calendar with ease.

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Get assistance with your diary management

Diary management can be a time-consuming and frustrating task, especially if you’re trying to do it yourself. By outsourcing your diary management to a professional service, you can free up your time to focus on more important things. A good diary management service will keep track of your appointments, meetings, and deadlines, and will make sure that you’re always where you need to be. They’ll also handle rescheduling and cancellations, so you don’t have to worry about it. In addition, a professional service can provide valuable insights into your schedule, and can offer suggestions on how to improve your time management. If you’re struggling to keep on top of your Diary Management, outsourcing it to a professional service is a great solution.

 

Delegate your diary management to Supportal

When you’re juggling a million different tasks, it’s easy to forget about the management of your calendar. But this can result in missed appointments and lost time! That is why having an expert handle all aspects from start to end will make sure that nothing slips through the cracks.

Supportal can manage your diary on your behalf. Make sure you always hit deadlines, you know when team members are free, and that your calendar is easy to digest at all times. Contact us to find out how we can help make your business as efficient as possible through effective diary management.

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