October 21, 2014

I have spent a lot of time with people’s calendars trying to schedule time to meet with them one-on-one. Here are a few tips/tricks that I use:

  • Talk with people about what their typical schedule looks like so you get an idea as to when they are usually free.
  • Ask for two times instead of just one and let them know you will circle back when you have a confirmation (this works great for group meetings).
  • Try and have shorter meetings so it is easier for people to give up their time. Often times 30 minutes is enough time.
  • Schedule a month out this is easier for everyone. Most people are usually pretty fully booked two weeks ahead of time.
  • Make a quick phone call then follow up with an email. Once you know how they best communicate follow up with them that way.
  • Respond immediately when they provide you with their availability. This allows you to be sure that their schedule does not change.
  • Follow up individually instead of as a group. If you ask a group for a time you will traditionally not get any responses.

Please share your tricks of the trade. I know you have and will be setting up a lot of future appointments and I could use any tips or help you have.