Wednesday, 1 October, 2008

Manual Vs. Electronic: The Calendar Dilema

Daily PlannerDoes your boss refuse to use Microsoft Outlook? Does he/she prefer to use the paper-based agendas, whether it is the one time use ones or the ones that take refills? Do you find that they would be better off using a Blackberry, since it synchronizes in real time?

I've worked with a manager in one of my past jobs where he would refuse to use Microsoft Outlook, even if his life depended on it. He actually asked me to have a calendar for him as well as for myself, so that we could co-ordinate the two "manual" calendars.

Of course, you could imagine the disasters that happened, since the majority of the time, he would "forget" to let me know of any updates that happened. You want to avoid this at all costs.

One of my readers asks:

I have a boss who refuses to use Outlook. He keeps a "manual" calendar, like in the "old days". He hates computers. How can I effectively manage his manual calendar that changes constantly and keep him informed on a daily basis of his schedule?

My answer to this reader is:


Well, you can try to show him the benefits of having Microsoft Outlook and/or a Blackberry. If that doesn't work, you have to explain to him that there are going to be "hiccups", since the flow of information might be like a broken telephone. There might be times where he would "forget" to let you know of changes, just like my old boss did.

The other option is to have Microsoft Outlook running on your computer and create a calendar just for your manager. This will cut down on mistakes. If you don't use your own calendar for your own use, then use it for your manager's appointments instead. Then you can always transfer information between your calendar and his. This would, at least, cut down on the errors that could happen, since electronic versions are much more reliable.

To add
a new calendar to your Microsoft Outlook:


  1. Right click inside the "My Calendars" area.


    Adding New Calendar - Microsoft Outlook - 1 of 4
  2. Click "New Folder".


    Adding New Calendar - Microsoft Outlook - 2 of 4

  3. Now type the name of the calendar that you want to use for your manager. My suggestion would be to use your manager's name.


    Adding New Calendar - Microsoft Outlook - 3 of 4

  4. Notice that the new calendar is now active.


    Adding New Calendar - Microsoft Outlook - 4 of 4

Another tip is to make sure that your boss understands what's at stake and to have open communication with you at all times. Even if it means that he has to call you and leave you voice mail messages with updates. If he uses e-mail, which I assume that he doesn't, since he hates computers, he could also e-mail you any updates.


The point is to keep the lines of communication open. Fewer errors will occur as more of this happens.

Do you have any other suggestions on how this could be dealt with? I am curious to see what you come up with.

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Until next time,

Take care - of your clutter!


Post from: Administrative Assistant Tips










2 comments:

Anonymous said...

I have a boss who prefers a paper calendar but realizes the benefit of computerized calendar. We solved the problem by having me keep the computerized calendar and printing a daily calendar for his use. Occasionally, he looks at the computerized calendar, and I hope one day he will be comfortable without the paper version.

The Professional Assistant said...

Hi,

That is a great idea. I remember now that some of my managers here tend to print out their own calendars for the day. At times, I even have to do this for myself.

The only downfall is that if changes happen, you would have to update it in Outlook and then reprint it. If your manager is away from the office for a bit, this might become an issue. But then you can always call them with the updates.

Thanks for the tip!

Richard

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