Outlook: Email and calendar management
A ready-made course you customise for your organisation, with a live session deck and two surveys. You only add the 8 details that are specific to your organisation.
- Length
- 30 min
- Lessons
- 6 lessons
- Frequency
- At onboarding, after a move to Outlook
- Last reviewed
- 21 Oct 2026
A message arrives in a shared mailbox and two colleagues reply to the customer
Try it: this is one of 18 interactive activities in the course.
What's included
Three pieces that work together
Copy once, get everything. Learners prepare on their own, you answer questions live, and the surveys tell you what stuck.
Self-paced course
Short lessons with real workplace scenarios, not walls of text.
- 6 lessons, about 30 minutes
- Process, scenario, flashcards, sorting activity and quizzes
Live session deck
An AhaSlides presentation to run after the course, in person or online.
- 10 slides
- Quiz, poll, scale, open-ended slides
- A closing slide for your contacts
Two surveys
Find out what landed, and whether people use it on the job.
- Post-course feedback, about 2 minutes
- 30-day check-in
- Anonymous by default
- Results feed your next refresher
Learning objectives
At the end of this course, learners can
Each objective and the lesson that covers it.
| ID | Objective | Source | Where it's covered |
|---|---|---|---|
| TO 186.0 | Achieve ≥ 80% on the final assessment | none | Whole course |
| SO 186.1 | Organise an inbox with folders, rules and categories | Best practice; suite documentation | Whole course |
| SO 186.2 | Write clear emails with a useful subject, a clear request and a helpful signature | Best practice; organisation's email guidance | Whole course |
| SO 186.3 | Send meeting invitations that work across time zones | Best practice | Whole course |
| SO 186.4 | Share work through delegation, shared mailboxes and a good out-of-office message | Best practice; organisation's policy | Whole course |
| SO 186.5 | Reduce email overload with agreed habits and know where to get help + your info | Best practice | Whole course |
Your part: what a template can't do for you
- Your workplace details: fill in the 8 highlighted fields so the course describes your own policies, contacts and locations.
- Records: record completion in your own LMS or record system.
Course outline
6 lessons, about 30 minutes
Minutes per lesson are an estimate, shared out by page count.
1A crowded inbox: folders, rules and categories
3 pages
6 min
A crowded inbox: folders, rules and categories
3 pages
2Writing clear emails and signatures
3 pages
6 min
Writing clear emails and signatures
3 pages
3Calendar, meeting invitations and time zones
3 pages
6 min
Calendar, meeting invitations and time zones
3 pages
4Delegation, shared mailboxes and out-of-office: grey areas
3 pages
6 min
Delegation, shared mailboxes and out-of-office: grey areas
3 pages
5Avoiding email overload, and where to get help
2 pages
4 min
Avoiding email overload, and where to get help
2 pages
6Final assessment
1 page
2 min
Final assessment
1 page
Live deck and surveys
10 slides to run live, two surveys to close the loop
Pink slides are interactive. Both surveys are anonymous; pink questions are written for this course.
Post-course feedback: 11 questions, about 2 min
- Overall rating 5 stars
- Relevant, realistic, right length, helpful activities agree/disagree grid
- What was most useful? multi-select
- Confidence before this course, and now 1-5 scale
- Since the course, how many inbox rules have you created? multiple choice
- Which habits have you changed? multiple choice
- What is one rule or folder you set up that helped most? short text
- I would tell a colleague if a message of mine was unclear. 1-5 scale
- One thing we should change or add open text
- Would you recommend this course? NPS
30-day check-in
- Have you used what you learned since the course? multiple choice
- How confident are you today? Compare with day 1 1-5 scale
- Do you know where to find the email guidance and the IT helpdesk? yes / no / not sure
- A moment where the training helped, or where you weren't sure open text
- Which topics should the next refresher focus on? ranking
Results show whether people use the training on the job, not just whether they finished it.
Make it yours
8 fields to fill in, and you're ready
Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.
- Email policy link
{{EMAIL_POLICY_LINK}} - Shared mailbox owner
{{SHARED_MAILBOX_OWNER}} - It helpdesk contact
{{IT_HELPDESK_CONTACT}} - Security incident route
{{SECURITY_INCIDENT_ROUTE}} - LMS or record system
{{LMS_OR_RECORD_SYSTEM}} - Course URL
{{COURSE_URL}}
Show all 8 fields
- Survey 1 URL
{{SURVEY_1_URL}} - Survey 2 URL
{{SURVEY_2_URL}}
FAQ
Common questions
Can I run outlook: Email and calendar management training online?
Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.
How often is this training needed?
At onboarding, after a move to Outlook, or as a refresher for teams struggling with email overload.
Who needs this training?
Office staff and managers with heavy inboxes; run by L&D with office management.
What records should I keep?
Record completion in your own LMS or record system, so you can show who finished the course and when.
Can I edit the content?
Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.
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Ready to run it?
Open the live deck to see how the session runs alongside the course and both surveys.