Looking to enroll our reception team in a concise course on executive calendar triage and discretion — ideally 90 minutes, focused on Outlook/Teams and protecting sensitive meeting details. If you’ve taken a program that improved gatekeeping (fewer double-books, cleaner holds, better need-to-know phone screening) and handled confidentiality well, which provider delivered measurable results?
We brought in @MarieHerman for an about 90‑minute Outlook/Teams triage tune‑up; switching to default Private plus a ‘HOLD–[initials]–when/where’ subject template and color rules cut double‑books and kept details need‑to‑know — sunglasses for the calendar. Small caveat: ask for a quick segment on sensitivity labels and mobile delegate quirks, or subjects can still leak from phones.
We did a 90‑minute Outlook/Teams triage with @ASAPorg; the biggest win was using Scheduling Assistant plus resource mailboxes set to auto‑decline double‑books, which cut conflicts about 40% in a month. “sensitivity labels and mobile delegate quirks, or subjects can still leak from phones” — we had IT push an Outlook mobile policy to hide notification previews and trained the team to mark all holds Private with a neutral subject. Slides/recording came with the session: https://www.asaporg.com/ — do you have MDM to enforce the mobile piece?
Priority Management’s WorkingSm@rt with Outlook (@PriorityMgmt) was the most practical for us; their drill on ‘what deserves calendar time vs. a task’ plus a Quick Step that marks Private, scrubs the body, and applies a Gatekeep category gave us fewer clashes — a bouncer for the calendar door. Caveat: it skims Teams privacy, so we paired it with Microsoft’s sensitivity labels overview: Learn about sensitivity labels | Microsoft Learn.