using microsoft outlook and excel to conduct time and task analysis

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Using Microsoft Excel and Outlook for Conducting a Time/Task Analysis Russell A. Sabella, PhD Florida Gulf Coast University [email protected]

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If you are using Microsoft Outlook as your calendar, this handouts shows you how to conduct a time and task analysis using categories established by the American School Counselor Association.

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Page 1: Using Microsoft Outlook and Excel to Conduct Time and Task Analysis

Using Microsoft Excel and Outlook for Conducting a

Time/Task Analysis Russell A. Sabella, PhD

Florida Gulf Coast University

[email protected]

Page 2: Using Microsoft Outlook and Excel to Conduct Time and Task Analysis

Featuring a new Microsoft Excel™ Add-in from SchoolCounselor.com

Page 3: Using Microsoft Outlook and Excel to Conduct Time and Task Analysis

Preliminary Tips

• Do not add appointments designated as “all day event.” Instead, schedule it all day.

• Pick your categories beforehand and make them consistent among all counselors.

• Have the TEARS add-in installed in Microsoft Excel™. You can find a handout on how to do that here.

Page 4: Using Microsoft Outlook and Excel to Conduct Time and Task Analysis

Example Categories

Guidance Curriculum

System Support Professional

development

Data analysis

Advisory Council Meetings

Reporting

Community Outreach

Coordination of Services

Communications

Responsive Services Individual counseling

Parent consultation

Teacher consultation

Small Group Counseling

Peer Helper Program

School-wide Program

Individual Student

Planning

Page 5: Using Microsoft Outlook and Excel to Conduct Time and Task Analysis
Page 6: Using Microsoft Outlook and Excel to Conduct Time and Task Analysis

In Outlook, while you have an appointment highlighted, click on

the Categorize button (top) and

then “All Categories” to edit, add, or

delete your categories.

Page 7: Using Microsoft Outlook and Excel to Conduct Time and Task Analysis

To apply a

category to an

appointment or

task, simply

highlight it,

choose

Categories, and

check the

appropriate

category.

Page 8: Using Microsoft Outlook and Excel to Conduct Time and Task Analysis
Page 9: Using Microsoft Outlook and Excel to Conduct Time and Task Analysis

Click File, then Import and Export

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Page 11: Using Microsoft Outlook and Excel to Conduct Time and Task Analysis

Click on File, Open, and then Import

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Choose Export to File

Page 13: Using Microsoft Outlook and Excel to Conduct Time and Task Analysis

Choose Microsoft Excel

Page 14: Using Microsoft Outlook and Excel to Conduct Time and Task Analysis

Make Sure “Calendar”

Is highlighted then click Next

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Input Date Ranges

Page 19: Using Microsoft Outlook and Excel to Conduct Time and Task Analysis

Open resulting data in Excel

Tip: You might want to check the Categories column to make sure you did not forget to categorize an appointment or task. If so, you can either go back to Outlook and do it or simply enter it here, in Excel. Blank categories will show up as “Uncategorized.”

Page 20: Using Microsoft Outlook and Excel to Conduct Time and Task Analysis

Click on Add-Ins Tab and then Time Elapse Graph

Page 21: Using Microsoft Outlook and Excel to Conduct Time and Task Analysis

See the Graph!

Page 22: Using Microsoft Outlook and Excel to Conduct Time and Task Analysis

Change the Graph if you Wish: Select Graph, Click on Chart Tools, then click on Change Chart Type

Page 23: Using Microsoft Outlook and Excel to Conduct Time and Task Analysis

Same Data .. New Chart

Page 24: Using Microsoft Outlook and Excel to Conduct Time and Task Analysis

Also included is a table of your results. To access, click on the Graph Data Tab at the bottom:

Page 25: Using Microsoft Outlook and Excel to Conduct Time and Task Analysis

Purchase TEARS now …

http://store.payloadz.com/details/1343662-software-add-ons-and-plug-ins-time-elapsed-analysis-reporting-system-excel-addin.html