How to do Time Blocking

• Begin by identifying the top tasks and responsibilities that need to be accomplished by James for the day, week, or month 

• Consider both professional and personal objectives that need to be accomplished

Regular

• • Do sales calls

  • Review marketing materials

  • Strategy planning

  • Product development

  • Partnerships (CEO Institute, Business Blueprint)

  • Public relations (marketing)

  • Thought leadership (marketing)

  • Learning and development (read books, attend webinars, etc.)

One-off

• • Review email drafts

  • Review awards

• Coordinate a planning session with James to discuss his goals, priorities, and preferences for time blocking

• Use this opportunity to clarify expectations, gather input, and establish a clear understanding of James' schedule requirements.

• Take note of any existing commitments, such as meetings,  or appointments that are already scheduled

• This will help you identify time slots that are already allocated and those that are available for time blocking 

• Allocate designated time periods, typically ranging from 15 minutes to 1 hour, for each task or activity based on their priority and importance

• This will help you easily identify the key tasks James is working on and will not mix with the other existig calendars

• Share the finalized time blocking schedule with James to ensure alignment and approval

• Clearly communicate the designated time slots for each task, along with any relevant details or instructions to facilitate smooth execution. 

• Regularly review and adjust the time blocking schedule as needed to accommodate new commitments, urgent requests, or personal trips

• Offer ongoing support throughout the day and make adjustments to your time blocking schedule as necessary

• Note any challenges or areas for improvement that arise and incorporate them into future planning.