You are responsible for Bill and Sophie’s appointment calendars
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You are responsible for Bill and Sophie’s appointment calendars

What you need to do

For this assessment, you will take the role of an executive assistant to two (2) managers in the marketing department of your organisation: Bill Jones and Sophie Lawrence. 

You will be required to complete all tasks in this assessment to demonstrate competence.

Task 1

You are responsible for Bill and Sophie’s appointment calendars. They access their calendars throughout the day to prepare for upcoming meetings and appointments. 

Using a calendar tool such as Microsoft Outlook, Google Calendar or Outlook Calendar create two (2) new blank calendars, one for Bill and another for Sophie. 

Enter Bill and Sophie’s appointments for next week (from current date).

Organisational guidelines:

schedule appointments between 8 am and 5 pm 

allow at least 15 minutes between appointments

use the following naming conventions for schedule entries:

o Meeting – MTG

o Interview – INT

o Conference – CONF

o Out of office – OUT

o Expo - EXP

Remember to:

create two (2) calendars and give each calendar a suitable name

include all details provided in the calendar, including mobile phone numbers

Bill

Sophie

Monday

Interviews 30 minutes in duration each, for three marketing assistant positions. Interviewees are:

David Edgar (0499 365 565)

Gemma Fredericks (0492 865 326)

Richard Swain (0497 365 744)

In Meeting Room 2. Interviews to be held
before 1 pm.

 

Wednesday

Out of the office from 12 noon to travel to Adelaide on flight QF212 at 3 pm

 

Thursday

Full day conference in Adelaide

 

Recurring meeting

Project meeting,

Meeting Room 1,

Weekdays at 8.30 am for 15 minutes.

Monday

Supplier meeting (0496 365 111),

Meeting Room 1,

10 to 11 am.

 

Tuesday

Sales staff meeting,

Meeting Room 2,

12 to 3 pm.

 

Friday

Industry Expo,

Convention Centre,

10 am to 2 pm.

 

Recurring meeting

Design meeting,

Design Room 5,

Weekdays at 4 pm for 30 minutes

Once you have entered the appointments above, open a new Word document and paste the following screenshots in the document:

Bill’s calendar ensuring Monday to Friday are clearly visible (take an additional screenshot if you cannot fit the calendar on one screen)

Sophie’s calendar ensuring Monday to Friday are clearly visible (take an additional screenshot if you cannot fit the calendar on one screen)

David Edgar’s interview appointment showing all the details you have entered (you may need to open the appointment to view all details)

Hint
ManagementAppointment calendars refer to a book that contains information about meetings. Appointment calendars are important because they enable an individual to achieve the set goals and appointments and improve the punctuality in meetings because they enable effective planning for the upcoming activities and tasks....

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