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Calendar management is an underrated skill with big impact potential. Depending on how well you execute, it can critically impair your executive’s schedule or immensely increase efficiency and long-term sustainability. That’s why it’s imperative that you have as much information and insight into what makes up your boss’s calendar before even making the first decision.
When you manage their schedule, you are not just prioritizing their time, but also your executive’s energy and relationships. So, it’s imperative you navigate it right.
“Strategic calendar management should be recognized and valued as it is critical to the success of executives and organizations.”
That inspiring excerpt comes from none other than Tiffany Nguyen. She is the Manager of Administrative Operations at Onit, and has over 10 years of experience supporting CEOs across various industries. Highly regarded speaker when it comes to productivity and calendar management, she has shared her expertise on Executive Calendar Analytics in a segment at the High Performing EA Summit with the topic: Executive Calendar Case Study.
Calendar analytics can take every executive assistant’s schedule management to a whole new level. So, we’re giving you a rundown on all there is to know about auditing your executive’s calendar and the steps you can follow to do it right.
WHAT IS CALENDAR ANALYTICS AND WHY DOES IT MATTER?
Executive calendar analytics is the analyzed data taken from your executive’s calendar that is used to do a data-driven approach to managing their schedule. Upon performing an audit, you will have a more in-depth idea of the aggregate pieces that drive your executive’s day-to-day priorities. The analysis results can be summarized through data illustration which will enable you to see exactly what meetings your executive is devoting majority of his/her time to.
Instead of trying to navigate their priorities daily, performing an audit can allow you to get out of the micro view and have a holistic, macro view of their calendar. It’s through this that you can easily identify weaknesses that might, otherwise, get missed when you’re in the weeds. This allows you to be more proactive, rather than reactive.
This insight is the key to effectively managing their schedule and making sure that you are creating enough breathing room, funneling your executive’s energy to high-value responsibilities, and preventing decision fatigue.
HOW TO PROPERLY AUDIT AN EXECUTIVE CALENDAR
The key to successful executive calendar management is a thoroughly executed audit. Analyzing your executive’s calendar isn’t just about pulling a CSV file of what meetings are listed, rather it’s about getting a deep understanding of the purpose and intent behind each one.
STEP 1: ANALYZE THE DATA
Your first goal is to understand what exactly is happening with your Executive’s calendar and how it is impacting their productivity. As you pull all the data from the calendar, you should be able to identify three main meeting categories:
Considering the information you have, there are four essential questions you would need to consider:
STEP 2: GATHER THE FACTS
This is the part where you dig deeper and work on getting a solid understanding of each meeting’s purpose. There are three ways you can do this:
In conducting your interviews, remember to be sensitive to the meeting owners. These are relationships within your Executive’s ecosystem that you need to steward properly. So, continually reaffirm to them that you are not trying to push them back, but instead properly manage your Executive’s calendar to provide more availability in a sustainable manner.
STEP 3: IDENTIFY PROBLEMS
Depending on the data you pull from the history of their schedule and insights you gather from interviews, you can identify the problems with your Executive’s calendar. To help you spot them easier, we’ve listed some common challenges that you might encounter:
STEP 4: PROPOSE SOLUTIONS
The best solutions are ones grounded on data, tested by experience, and inspired by practicality. Here’s how you can do that:
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