Our Courses


Who should attend

Anyone who uses IBM Notes, especially managers, technical and sales professionals, supervisors, administrators and project leaders.


A 1 day facilitator led session using IBM Notes

Follow up coaching session

Tools Provided

  • A Comprehensive Learning Guide


Related Training

Working Sm@rt in Meetings

Priority Planning


Power up your communication and collaboration while prioritizing your workload

The Working Sm@rt® with IBM Notes Workshop is an essential management skills program and has been designed to provide you with the knowledge, skills and competencies to effectively use IBM Notes as your organizational system.

This course will help enhance personal and team productivity and performance, while giving you more control over activities and information. By providing immediate access to key business information, you will improve your decision-making.

Gain a deeper understanding of what’s available in the IBM Notes ‘toolbox’ and learn how to configure the main components of IBM Notes.  Whether you’re in the office or on the move, learn how to consolidate personal, team, corporate and external information.

You will become more balanced and reduce stress when you put these essential skills into practice.

This course will help you:

  • Gain essential management skills harmonized with IBM Notes tools
  • Gain control of your inbox and email
  • Improve communications
  • Manage time, tasks and activites
  • Focus consistently on priorities

Take the online WorkingSm@rt® Productivity Challenge and see for yourself how well you are managing your workload.

Talk to a local training expert near you to review your specific requirements.

Unit 1 The Productivity Process

In this first unit you will start your Campaign for Working Sm@rt and learn about what is meant by workload management. You will learn about the Invisible Assembly Line and Productivity Formula, as well as strategies for dealing with Productivity Pirates.

Unit 2 The IBM Notes Business Solution

You will gain a deeper understanding of what’s available in the IBM Notes “toolbox” and configure the main components of IBM Notes. In the office or on the move, we will show you how to consolidate personal, team, corporate and external information.

Unit 3 The Digital Deluge

We will show you how to manage your Inbox and stay with your priorities, regardless of the volume of email traffic. You will learn how to empty your Inbox daily by converting emails to tasks or appointments, and how to use rules in IBM Notes to automatically sort and prioritize your email. You will also learn strategies for filing and organizing information you need to keep.

Unit 4 Managing Commitments

You will learn the importance of the IBM Notes Calendar and how to avoid becoming a victim of the “planning fallacy”. The exercises will help you become a more proficient time manager and begin the process of regaining control over your life and demanding schedule.

Unit 5 Managing Communication

You will learn the Priority communicating process and how to apply it with IBM Notes tools. You will practice planning conversations, responding to people, delegating actions and following up on commitments. We will demonstrate that by applying the communication process, it is possible to have total recall! You will also learn best practice influencing and voicemail behaviors.

Unit 6 Managing Activities

We will show you how to become a master at prioritizing and planning your activities. You will learn how to stay on top of important and urgent activities, and how to solve the “decision dilemma” when managing a myriad of activities.

Unit 7 Priority Planning

You will discover how the planning process works for you. The planning cycle will help you become more strategic in your daily choice of activities and restore a feeling of achievement at the end of every day.

Unit 8 Team Tools

You will expand your understanding of how teams work and create a Communications Charter for your team/organization.

Unit 9 Eliminating Desk Stress

In this unit we will demonstrate how to manage the digital desktop as well as control the clutter on your hardtop too! You will learn important techniques to control both silent and noisy interruptions. You will set up files to help you retrieve sent mail.

Unit 10 Putting IBM Notes to Work

Summarizes all the key ideas and provides you with a recipe for learning transfer. You will review the Quick Guide and IBM Notes Configuration so that you can deploy the new techniques learned today as soon as you return to the job.