The WorkingSm@rt with Microsoft Outlook Transition Workshop is a practical transition session for people who have already completed WorkingSm@rt Classic Microsoft Outlook training with Priority Management and are moving to Outlook (new).
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The goal isn't simply to show you where familiar Outlook features have moved. It's about helping you understand how the updated tools and workflows can support the way you already work.
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You'll explore what's changed, how the new Outlook experience connects with Microsoft To Do and other productivity tools, and how to adapt your existing WorkingSm@rt habits to the new environment.
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The workshop combines technology with proven productivity principles, helping you use the new tools to manage your time, workload, priorities and commitments more effectively.
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Because the tools may have changed, but the need to work with purpose hasn't.
This workshop is relevant to:
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Managers who need to manage competing priorities and commitments
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Technical and sales professionals managing high volumes of work
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Supervisors responsible for coordinating people and priorities
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Administrators managing information, schedules and tasks
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Project leaders balancing multiple deadlines and stakeholders
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Teams looking to maintain consistent WorkingSm@rt practices during the transition
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Anyone who has completed the WorkingSm@rt Classic Outlook program and needs to adapt to Outlook (new)
The workshop provides a bridge between the productivity practices participants already know and the updated tools and workflows they now need to use.
Productivity Starts with How You Work
Technology can change quickly, but effective productivity depends on the habits and behaviours behind the tools.
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The WorkingSm@rt Outlook Transition Workshop helps participants shift from:
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Familiar → Adapted
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Understand what has changed between Classic Outlook and Outlook (new), and adapt your existing WorkingSm@rt habits to the updated environment.
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Disconnected → Connected
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See how Outlook, Microsoft To Do and your calendar work together to create a more connected approach to managing your workload.
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Managing Volume → Managing Priorities
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Move beyond simply processing email and tasks. Use your tools to identify what matters most and keep your priorities visible.
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Reacting → Planning
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Develop consistent daily planning habits that help you stay focused on important work rather than simply responding to whatever arrives next.
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More Features → Simpler Workflows
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Use the updated tools to simplify your workflow rather than adding unnecessary complexity to the way you work.
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By making these shifts, you'll be better equipped to work confidently in Outlook (new) while continuing to apply the WorkingSm@rt principles that support effective time and workload management.
What Will You Learn?
01. What Has Changed
Start by understanding the key differences between Classic Outlook and Outlook (new).
Explore how the updated environment can simplify your daily workflow, help you stay focused on priorities and support more effective task management.
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You'll identify what has changed, what remains familiar and how these changes affect the way you manage your work.
02. Interface and Navigation
Learn how to navigate the Outlook (new) interface and understand how its simplified design can support a more focused way of working.
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Explore how to reduce unnecessary complexity, minimize decision fatigue and create more consistent productivity habits as you become familiar with the updated environment.
03. Microsoft To Do: From Personal Lists to Shared Execution
Discover how Microsoft To Do can support your task management within the new Outlook environment.
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Learn how to connect personal priorities with team goals, collaborate more effectively and build a consistent daily planning habit.
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The focus is not simply on creating task lists, but on using tasks as part of a practical system for deciding what needs your attention and when.
04. Calendar Changes: Your Primary Productivity Tool
Explore the updated calendar experience and how to use it to manage commitments, priorities and upcoming work.
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Learn how to bring important commitments into one system, improve visibility of upcoming priorities and develop more consistent planning habits.
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Use your calendar not just to record meetings, but as a tool for planning and protecting time for the work that matters.
05. Email and Workflow Differences
Learn how the new Outlook changes the way you manage email and build an effective workflow.
Explore practical approaches to reducing email overload, making faster decisions and rebuilding your inbox around purpose rather than volume.
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The focus is on making email support your productivity rather than allowing it to dictate your day.
06. Features and Tools
Explore the features and tools available in Outlook (new) and how they can support a more efficient workflow.
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Learn how to organize information for faster decisions, automate routine and repetitive work, and highlight the information that matters most.
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The goal is not to use every available feature. It's to use the right tools to simplify your work and support better decisions.
Frequently Asked Questions
From Outlook Changes to Better Work Habits
The WorkingSm@rt Outlook Transition Workshop is designed to help you do more than learn where features have moved.
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You'll explore how the updated Outlook environment affects the way you manage email, tasks, calendars and competing priorities. You'll connect the technology changes with the WorkingSm@rt principles you already know, helping you maintain effective productivity habits as you transition to Outlook (new).
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The workshop also includes a coaching session to reinforce the learning and help participants apply the new workflows in their day-to-day work.
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The result is a smoother transition, greater confidence with the updated tools and a more connected approach to managing your workload.
What Does the Program Include?
Facilitated
Program
A focused, instructor-led online session designed specifically for existing WorkingSm@rt Classic Outlook users transitioning to Outlook (new).​​​
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Comprehensive Learning Resources
Practical guidance to support the transition with access to a Comprehensive Learning Guide and
a Resource Manual - helping participants continue applying what they learn after the session.
Coaching
Session
3 to 4 weeks after the workshop, participants will have an individual follow-up coaching session to tailor the new skills to their respective roles.​
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Continuous
Learning
Participants are enrolled in Priority Management's monthly LearningLink e-newsletter to support ongoing learning beyond the program.​
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Ready to Make the Switch to Outlook (new)?
Changing technology doesn't have to mean losing the productivity habits that work.
Help your team make a confident transition from Classic Outlook to Outlook (new), while continuing to apply the WorkingSm@rt principles that help them manage their time, priorities, workload and results.
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Give your people the knowledge and practical support they need to make the most of the new Outlook environment.