Customer engagement template

Regardless whether the customer engagement is one week or one year, I always organise the my files in the following hierarchy. Firstly, it helps you focus on the purpose and customer expectation. Secondly, some customers are difficult being organised allows you to backtrack all your work for justification.

01 Statement of work
02 Research and Analyse
03 Architecture and Design
05 Project Management
06 Project Deliverables
07 Administration
09 Tools
10 References
11 Working

I find one of the most useful tool to keep my notes is Tiddylywiki (www.tiddlywiki.com). It is extremely easy to use and no setup required.

How to create rule to forward meeting requests?

As a Consultant I often engaged to many customers, I have a hard time keeping track of my meetings. So I'm using my consulting company's exchange server to centralise all my appointments.

I do not believe there is a template for this one. You might have to start with a blank rule. Here is what I did:

1. Start Microsoft Outlook
2. Click "Tools", "Rules and Alerts", "New Rule", Start with a blank rule "Check Messages When They Arrive"
3. Check the box that says "which is a meeting invitation or update"
4. Click Next
5. Check the box that says "move it to the specified folder"
6. Ensure you click on "specified" and choose the correct folder