7 essential calendar management skills (save hours of work every day! ) | bookafy

7 Essential Calendar Management Skills (Save hours of work every day!)

If you’re an executive, consultant, or business owner, you know that your task to time ratio is crucial. Below we will give you tips to manage your calendar like a pro, saving time and money!

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After 10+ years in the appointment booking software business, we have a few tips on calendar management that we think could help you!

You drudge, drudge, and then you drudge some more. Without really putting efforts into the one thing that could make or break success – efficient time management.

Here are 7 ways to help you make sure you work smart (and not necessarily hard) –

If you’re an executive, consultant, or business owner, you know that your task to time ratio is crucial.

The shift from offline meetings or conferences to virtual setups has by no means reduced the number of such meetings. In fact, with the attendance of such meetings becoming possible from literally any part of the world (thanks to the democratization of live video meetings), their number has only substantially increased.

For all the 8 working hours in the day, how do you balance and streamline your work without adversely affecting your productivity and health?

This is exactly where calendar management comes into the picture.

We’ve got 7 steps for you to get the most out of your day – using calendar management. 

Table of Contents

What is Calendar Management?

Calendar management is a cognitive skill very few have mastered. It is the process of applying priority management, project management, and time management to optimize your calendar. It is based on understanding where your time is best spent, and then planning your calendar accordingly. At this point, some projects managers use an online calendar planner, some of them use other planning tools.

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. Apart from the proper scheduling, there is delegation – another useful skill. For example, you can delegate some of the paperwork to the assistants and pay for papers instead of spending your time on them.

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.

Let’s get started…

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 organisation 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 organising your work (notebooks, diaries and so on) are not useful at all.

Because let’s face it - physical or digital, the goal of the organiser 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 organiser 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. Beyond that, the security of your online manager tool should be your priority as well. For this purpose, you can apply various security system tools, like cooltechzone.com or some other similar ones. In such a way you’ll build your calendar having confidence in your Eisenhower Matrix proper system activity.

7 essential calendar management skills (save hours of work every day! ) | bookafy

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 a perspective of ‘what to do next?’. For example, if you are at the end of a project, check your project closure checklist to see if you missed anything. Reviewing your calendar for the week ensures that you do not miss out on important tasks.

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.

7 essential calendar management skills (save hours of work every day! ) | bookafy

Advantages-

  • Eliminate distractions
  • Reduce stress
  • Improve focus
  • Saves time and effort

Try to use it along with its two distant cousins - Time Blocking and Time Boxing. Put the three together and you’ve got a foolproof productivity-enhancing system.

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. Every proposal you sent must be well researched and written without any typos. To save your time and effort on making proposals, you can use professionals’ help and buy essay papers to manage your work time efficiently. Here you are assigning a time interval for every group of tasks.

7 essential calendar management skills (save hours of work every day! ) | bookafy

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.

5. Start Time Management With Time Boxing

Although it sounds similar to time blocking, the concept behind time boxing is slightly different.

“Time blocking” means you set aside a block of time to do a very specific set of tasks. In that particular time block (or period), you don’t do any other task.

Your focus is to finish that particular set of tasks in that particular time block only. Whereas in “time boxing”, you allocate a fixed amount of time to a planned task. Once the time is up, you stop working on that task. Time boxing ensures you’re spending your time efficiently, especially when paired with an automation tool that eliminates tedious, repetitive tasks.

Roy from Hack My Garage comments: “As a website owner/digital marketing, I’ve come to learn that time management is imperative. When you’re consistent on a regular basis, you’ll get to where you want to go.

Advantages

  • Sets deadlines for your tasks
  • Helps avoid procrastination 
  • Helps deliver work on time
  • Ensures equal priority is given to every task

6. Assign A Day Theme

If you’re an executive, chances are your day-to-day responsibilities differ throughout the week.

Every type of task will demand a different kind of energy.

For example, a webinar or powerpoint presentation will require a whole lot of preparation and energy. Therefore, there’s a lot of merit in placing such tasks after a well-rested holiday or break.

This will give some extra time for preparation if the executive wishes to prepare early. The exhaustion parameter will be removed here. Thus resulting in a more effective and better performance.

The meetings or the final sales for clients can be arranged at the end of the week. All the meetings or sales can be scheduled and tackled on that day.

Many CEOs and executives running multiple companies usually use day theming for giving fair time and attention to each company. This proves effective as it is more streamlined.

Grab our simple “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?’.

STEP: 2 Get Current

Analyse upcoming tasks and prepare for them beforehand. This will help stay updated and proactive. This will tell you ‘How To Do It?’.

STEP: 3 Get Creative

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.

Bonus: 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 -

Adopt a holistic approach

  • 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.

Be mindful of travel and logistics too

  • 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.

Productivity Hours

  • 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.

Rescheduling

  • 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.

Buffers and Breaks

Taking breaks is a must. Don’t go about working around the clock like a robot. Because you’re not one!

You could schedule some phone calls or last-minute additional work during that time - but remember, not every empty slot needs to be filled.

Occasionally, these empty slots can be utilized to do many other things.

The point is to be productive - optimise the way you work. But nothing’s going to work if you’re exhausted or burned out. New Layout- The calendar layout can be changed at this time and redesigned.

After a hectic work run, it’s good to have a break or a small vacation if possible. This would refresh the mind and prepare you well for the next run.

Catchup and Revisit- If some projects or meetings were missed or not given enough thought, then this is the time to revisit those.

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.

Key Takeaways

  • 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. 
Grab our simple “Calendar Management Do’s and Don’ts infographic here!
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What Makes Bookafy Great

Simple Booking

Booking functionality that any customers and staff can use. Simple, fast and easy to use.

Your Branding

We remove all mentions of Bookafy. Your brand, your colors. We power a fully branded solution.

Integration​

Integrate into the current software you use, or operate as a standalone product.

Text reminders

Automate text reminders to your customers and staff. Send 1-2 reminders beteen 15minues and 3 days in advance.

Customizable Scheduling Experience​

SMS Reminders Future Appointment Limits Show Staff Availability Multiple Time Zones Set Lead, Starting and Buffer Times

Enterprise Solutions​

- Custom APIs and Webhooks Private Data Server Single Sign-in Credentials White Label Company Profile

Speaking Your Language​

Bookafy is currently available in 32 languages and has users in 180 countries. Book appointments in one language, or in multiple languages with Bookafy.​

Speaking Your Language

Bookafy is currently available in 32 languages and has users in 180 countries. Book appointments in one language, or in multiple languages with Bookafy.

Arabic - Bengali - Chinese - Croatian - Czech - Danish - Estonian - Finish - French - German - Hindi - Hungarian - Italian - Japanese - Korean - Malay - Norwegian - Polish - Portuguese - Romanian - Russian - Spanish - Swedish - Turkish - Ukranian - United Kingdom - Vietnamese

Bookafy vs alternatives

Casey sullivan

A Message from The Founder

Our company is small, yet we labor towards a big mission.

When we started, it seemed to us that the problem was simply allowing customers to schedule online.

That problem was solved with our first version of Bookafy… but the more we poured ourselves into the software and the more feedback we received… we began to see a bigger vision of solving the nuanced problems around all facets of scheduling for many types of businesses, non-profits and individuals.

Our commitment to our customers is 3 fold.

  1. We are going to keep delivering robust, powerful and flexible software.
  2. Lead with design, we want our software to be beautiful… to support our customers branding and UI. 
  3. Humans – our customer service is powered by humans that answer calls, respond to emails and even hop on shared online meetings to solve customer questions. 
If we can deliver on those 3 things, we are happy and we think you will be too!
 
– Casey Sullivan | Founder

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  • Add appointment booking capabilities to their workflow
  • Keep customers on their website, with a fully on-brand solution
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Book a Call

This call is perfect for companies looking to:

  • Add appointment booking capabilities to their workflow
  • Keep customers on their website, with a fully on-brand solution
  • Automate workflows including booking, confirmations, text reminders, payments and more. 

Book a Call

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"See why +25,000 organizations in 180 countries around the world trust Bookafy!

Feature rich, beautiful and simple. Try it free for 7 days"

Casey Sullivan

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Bookafy



"See why +25,000 organizations in 180 countries around the world trust Bookafy for their online appointment booking app!

Feature rich, beautiful and simple. Try it free for 7 days"

Casey Sullivan

Founder