What is Calendar Management? Calendar management is a cognitive skill very few have mastered. You probably already know what tasks your work involves, whether you’re a consultant, business owner, executive, marketer, doctor, lawyer, or anything else. Maybe you’re already using Outlook or Google Calendar to track your appointments. But if you’re just accepting any task or meeting that comes in and randomly scheduling it somewhere in the week, you’re probably wasting hours every day. Often managed by an assistant, calendar management is a process of planning out the series of work, for an executive or self. Whether it’s phone calls, scheduling a meeting or any other important tasks. After all, you want to work smart, not hard, right? But calendar management isn’t easy. This is where learning these 7 key skills comes in handy.
So what tools is Casey using to achieve his incredibly efficient setup? He shared his top 7 recommendations for simplifying your business and maximizing your time using these SaaS tools for business.
Grab our simple “Calendar Management Do’s and Don’ts infographic here!
Click here to get the "Calendar Management Do’s and Don’ts infographic here!" And then let’s get started.
7 Essential Calendar Management Skills 1. Pick Your Calendar Management Tool - A Physical Organizer Or An App Choosing the perfect organizer for yourself is key. A book with sticky notes might work for some while others might have a penchant for a digital calendar app! Although, the tactility of a physical calendar or organizer is quite simple - it comes at a price. It’s easier to forget and neglect what you’ve scribbled down in your physical organiser. On the other hand, a digital calendar app lets you - 1. Set reminders for specific tasks 2. Update, remove or edit tasks 3. Access your organization data easily 4. Save a lot of time! Thanks to smartphones and technology, they’re quite portable too! This is not to say that physical tools for organizing your work (notebooks, diaries and so on) are not useful at all. Because let’s face it - physical or digital, the goal of the organizer tool is to help you manage your time effectively. What you choose depends on what you’re most comfortable with. It’s just that the feasibility of physical organizer tools in the 21st century pales against the charm and practicality of their digital counterparts.
2. Use The Eisenhower Matrix For Calendar Priority Management Choosing an organization tool isn’t enough - you’ve got to prioritize. The first step to prioritizing your work is to break down and analyze the importance of every task. To make this simpler, consider using “The Eisenhower Matrix”. Used as a priority manager, it helps build a priority management calendar.
Important and urgent This represents tasks that are important tasks and need to be done within a very specific amount of time. This normally includes tasks someone else has asked to do with a set deadline. You’re likely to have no trouble prioritizing and finishing these tasks, but make sure that you’re not confusing urgency with importance. Important but not urgent The Second quadrant represents important tasks with a slightly relaxed deadline. These tasks should be placed in the middle of the week. The tasks that fall into this category tend to be those that are important but have long term goals and benefits. This is where you’ll have the highest tendency to fall behind. Urgent but unimportant The third quadrant consists of the tasks that are urgent but less significant. Here’s where you use the power of “delegation”. Outsource the job to a colleague or someone more suitable. If the task is unavoidable try placing it in the later half of your work day. Try to consciously place distractions that seem urgent but have low benefits into this block - for example, you likely don’t need to be checking your emails and messages all day long, even though they feel urgent. Unimportant and not urgent The tasks here are those that are neither very important nor extremely urgent. Try to remove these tasks from the day if possible. This will give you more time to finish and help you singularly focus on the ones that fall in the rest of the quadrants. This is where most distractions can be placed - such as checking social media, non-work related conversations, and watching the latest YouTube video. Now that your task priorities are set, you can begin arranging them for efficiency.
3. Start Task Batching Task batching is about clubbing together similar tasks to save time and energy. By grouping similar tasks together you get to singularly focus on one type of work for a certain amount of time - rather than spreading it out throughout the day and doing it haphazardly.
Advantages-
- Eliminate distractions
- Reduce stress
- Improve focus
- Saves time and effort
4. Calendar Blocking For Time Management You begin by dividing your day in the form of blocks. Every block represents a special task or a group of tasks that need to be completed. This process is also referred to as calendar blocking time management. For example, a block can be assigned for just writing proposals. Here you are assigning a time interval for every group of tasks.
Every White line between tasks is a transition period. With the help of time blocking you can reduce it even more.
Advantages
- Reflect on the previous week’s deliverables to assess and plan better for the coming week.
- Make sure you get plenty of time to relax and unwind as well. A healthy mind is key to giving your 100% to everything that you do in life.
Advantages
- Sets deadlines for your tasks
- Helps avoid procrastination
- Helps deliver work on time
- Ensures equal priority is given to every task
Grab our simple “Calendar Management Do’s and Don’ts infographic here!
Click here to get the "Calendar Management Do’s and Don’ts infographic here!" 7. Optimize Your Calendar “Get Clear, Get Current and Get Creative!” - David Allen( Getting Things Done)
As rightly said in David Allen’s book ‘Getting Things Done’, we need to take a break and analyse the results of our “scheduling”. To do this, follow these three steps - STEP: 1 Get Clear
Review the past week calendar and look if something was missed out or needs a revisit. This will give you a perspective of ‘what to do next?’.
Analyse upcoming tasks and prepare for them beforehand. This will help stay updated and proactive. This will tell you ‘How To Do It?’.
If done well, time management and calendar management will enable your creativity, not halter it. If you’re not managing your time well, you’ll find yourself occupied with the urgent tasks, whether they are important or not. Follow this process until a highly optimized version of your calendar is achieved.
Key Considerations For Any Calendar Management System A very crucial aspect of monitoring productivity is balancing your work and personal lives well. From this balance stems mental energy, positivity and overall well-being - all crucial to ensure a healthy working mind. This is how you can create a personal and professional calendar -
- Reflect on the previous week’s deliverables to assess and plan better for the coming week.
- Make sure you get plenty of time to relax and unwind as well. A healthy mind is key to giving your 100% to everything that you do in life.
- As executives and business-owners, travel could be an integral part of your work. Make sure your calendar and schedule accounts for jet lag and the corresponding exhaustion.
- Delegate more or take up tasks of less severity when travelling extensively.
- Every person has a specific period of time when he/she feels more proactive and therefore, is able to do more. Figure that time out for yourself – are you a morning person or a night owl? Do you not have a specific preference?
- Once you’ve figured that out, try to finish tasks that need the most mental energy during that time – as this is when the cognitive abilities of the brain are at its peak. Processes like data analysis or reports of audits are a few examples.
- Understand there are going to be times when distractions could get unavoidable. You could get derailed from your calendar routine. Accept and move past it keeping in mind that discipline is key. Even if you miss some things sometimes, try to circumvent such situations as well as you can.
- If a task is not done in its intended time, reschedule it instantly. Do it before the day ends. Or do it the first thing the next morning. But make sure you reschedule it.
Reduce Rigidity While following the calendar like a North Star, make sure that it does not start controlling you. In times of mismanagement, you should be able to think and act calmly. Rescheduling some or the other task will always be an option. Make sure not all tasks you do in a day are too important or too urgent. If some tasks have a tighter deadline, the next set of tasks shouldn’t be more relaxed. “ A 40-hour time-blocked work week, I estimate, produces the same amount of output as a 60+ hour work week pursued without structure.”- Calvin C. Newport
Final Thoughts Calendar Management is a skill to structure and optimize output. All the aspects need to be carefully planned to avoid any imbalance in the system. Health and the ability to work well are directly proportional. If one goes down the drain, the other will too.
- Prioritize tasks based on importance and urgency.
- Work on similar tasks together.
- Block specific periods of time in a day for specific tasks.
- Keep analysing and adjusting the calendar to better suit your needs.
- Make sure your calendar does not impede your work-life balance.
Click here to get the "Calendar Management Do’s and Don’ts infographic
