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Important Strategies for Scheduling Meetings In and Out of Your Organization

Strategies for scheduling meetings: Are you tasked with scheduling a lot of meetings or scheduling meetings with large groups of people with busy schedules? I’ve had to do both so I’ll share some of the strategies that I have used to simplify this process if possible.

I generally view these in 2 different categories. Scheduling within an organization can be a bit easier because you can utilize technology tools and systems to standardize meeting expectations.

However, this works best when everyone in the group is well-versed in the technology of the organization. Scheduling outside organizations requires clear directions so others can utilize the method you have set forth for that meeting.

Strategies for Scheduling meetings Within the organization

One of the easiest methods to schedule meetings within an organization is to share calendars through Gmail or Outlook. When I’m scheduling a meeting in Google Calendar in my organization, I can type in the guests’ names I need to meet with and view their available blocks of time to find a common time. You can change the settings to share as many or as few details as possible.

Doodle – This works for both inside and outside the organization. With Doodle, you can create a bookable calendar so people have to look at it when you’re available. You can also create events and list out dates and times so people can tell you when they’re available.

strategies for scheduling meetings
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Strategies for Scheduling meetings Outside the organization

When trying to schedule outside the organization, it is also possible to utilize Google and Outlook calendars if those people use them as well. I often get Google Calendar invites from many people not in my organization.

Another strategy is to use When2Meet, which allows potential meeting attendees to shade in all the blocks of time they are available. It then gets darker the more people are available at a given time indicating a better fit for a meeting. You can share the link with potential attendees and then choose the time when most people are available.

One of my colleagues just creates a Google Sheet with available times and has people put their names when they are available. It’s a similar process as When2Meet.

These are the main methods that I have used which I can personally recommend. However, there are so many other digital programs that you can use to manage your calendars and schedule meetings. This article shares the breakdown of 23 different programs you can use.

Ultimately, you want to choose the most time-efficient and user-friendly option available to you!

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Using SkillShare to Learn How to Make a Digital Planner

FREE PDF DOWNLOAD BELOW!

One of the things I really wanted to learn how to do this year with my iPad was to create a digital planner. I am very much a paper and pen kind of person, but I am trying to minimize the amount of paper items that I utilize.

I follow K Digital Studio on YouTube and Kirstin does an amazing job providing step by step instructions switching to digital note-taking. I actually watched her class on how to make a digital planner on SkillShare, which you can try for 30 days free through my referral link here.

She teaches you how to build a digital planner using Keynote on both the iPad and MacBook. It was a pretty easy process overall with the most time-consuming piece of linking the slides back to the month and week calendars.

I created a blank cover for my planner and linked monthly calendars with the tabs on the sides. For example, here is my August 2021 monthly view of the calendar.

In Kirstin’s class, she teaches you how to make an undated planner, but I went ahead and dated mine for July 2021 – June 2022 in my own handwriting. Here are my daily pages:

I then exported the Keynote file to PDF and downloaded it to my GoodNotes app to use for the rest of the year!

My goal is to continue using SkillShare to learn how to make other digital products that I can sell online through my website and through Etsy.

Because this is my first attempt and I’m planning to use this version myself, I am providing a FREE download of the digital planner here:

Let me know what you think about it!