Calendar Audit

Calendar line art, calendar on computer

Master Your Calendar, Boost Your Success

Effective calendar management isn’t just a necessity—it’s an art. We’ve honed our expertise through years of managing the complex, ever-shifting calendars of highly successful teams and executives. Our new Calendar Audit service offers a detailed and personalized view of your schedule to identify bottlenecks and optimize workflows, saving you time and money. Whether refining your agenda or aligning your team, we’ll ensure your time aligns with your priorities and goals.

 

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A Calendar Audit Is An Investment In Your Productivity

Break Through Blocks line art

Break Through Blocks


Audits dive deep into your historical data, revealing crucial patterns and identifying opportunities to eliminate common challenges and improve time management.
Schedule Strategically line art

Schedule Strategically


We make your calendar work for you, optimizing recurring meetings with professional and personal responsibilities to ensure your working hours are purposeful and productive.
Align Your Team line art

Align Your Team


Our synchronized approach to calendar management keeps your leadership on the same page, establishing organizational guidelines so everyone knows how to schedule for success.

FAQs

  • How does a Calendar Audit work?

    Our audit process follows a streamlined three-step approach:

    1. Discovery: Through an in-depth 1:1 call, we discuss your current workload, priorities, and roadblocks to guide our research.   
    2. Review: Our experts analyze your historical data and current processes to spot opportunities for improvement.  
    3. Optimization: We train your new Executive Assistant to follow our tailored recommendations for streamlined processes and calendar efficiency. 
       

    • Our audit process follows a streamlined three-step approach:

    1. Discovery: Through an in-depth 1:1 call, we discuss your current workload, priorities, and roadblocks to guide our research.   
    2. Review: Our experts analyze your historical data and current processes to spot opportunities for improvement.  
    3. Optimization: We train your new Executive Assistant to follow our tailored recommendations for streamlined processes and calendar efficiency. 
       
  • What does a Calendar Audit cost?

    Hamilton Raye offers tiered Calendar Audit services tailored to your needs—whether you’re looking to streamline your personal schedule or revamp complex organizational processes. Explore our packages to find the perfect fit.

    Already a client? Enjoy discounted pricing on audit add-on services. 

    • Hamilton Raye offers tiered Calendar Audit services tailored to your needs—whether you’re looking to streamline your personal schedule or revamp complex organizational processes. Explore our packages to find the perfect fit.

    Already a client? Enjoy discounted pricing on audit add-on services. 

  • How does the Calendar Audit fit into my onboarding schedule?

    We recommend completing the audit as part of your onboarding process. We will incorporate this into onboarding and train your new Dedicated EA once the audit is complete and suggested changes are ready to be rolled out. 

    • We recommend completing the audit as part of your onboarding process. We will incorporate this into onboarding and train your new Dedicated EA once the audit is complete and suggested changes are ready to be rolled out. 

  • What level of involvement is required of me and my team?

    We will need a session with each individual participating in the audit to kick off the work, and a session at the end to review and align on our suggested outputs. Between the calls and data pull, we estimate a maximum investment of 3 hours per person. 

    • We will need a session with each individual participating in the audit to kick off the work, and a session at the end to review and align on our suggested outputs. Between the calls and data pull, we estimate a maximum investment of 3 hours per person. 

  • Can the Calendar Audit accommodate my personal schedule requirements as well as professional ones?

    Yes, absolutely. We understand that personal commitments are a significant part of your schedule, and we are committed to ensuring we accommodate those needs. 

    • Yes, absolutely. We understand that personal commitments are a significant part of your schedule, and we are committed to ensuring we accommodate those needs. 

  • Can you help me implement similar statuses and systems company-wide?

    Yes, we have a best practices calendar guideline we can help to implement to provide more structure to scheduling and hopefully save the entire company time. We always recommend having the leadership within an organization do a deeper dive and align their priorities and best practices to then roll out to the rest of the team with a company-wide policy. 

    • Yes, we have a best practices calendar guideline we can help to implement to provide more structure to scheduling and hopefully save the entire company time. We always recommend having the leadership within an organization do a deeper dive and align their priorities and best practices to then roll out to the rest of the team with a company-wide policy. 

  • How often do you recommend conducting a Calendar Audit?

    The Calendar Audit is generally recommended as a one-time service. After the audit, your Executive Assistant will work closely with you to continue managing and evolving the outcomes of this deep dive. An additional Calendar Audit may be helpful if you or your organization has experienced a transformational event (e.g., a change in ownership, acquiring another company, or a role change with your company).

    • The Calendar Audit is generally recommended as a one-time service. After the audit, your Executive Assistant will work closely with you to continue managing and evolving the outcomes of this deep dive. An additional Calendar Audit may be helpful if you or your organization has experienced a transformational event (e.g., a change in ownership, acquiring another company, or a role change with your company).

    FAQs

  • What types of packages do you offer?

    We offer a range of offsite packages tailored to your needs, including 2-day, 3-day, and 4-day events. For events lasting 4 days or more, we’ll create a custom package just for you. Our flat rate fees start at $2500 for a 1 day event.

    Are you an existing fractional or recruiting client? Clients receive a 30% discount on all offsite packages. 

    • We offer a range of offsite packages tailored to your needs, including 2-day, 3-day, and 4-day events. For events lasting 4 days or more, we’ll create a custom package just for you. Our flat rate fees start at $2500 for a 1 day event.

    Are you an existing fractional or recruiting client? Clients receive a 30% discount on all offsite packages. 

  • How do you select offsite destinations?

    Our team has carefully curated diverse and enriching offsite destinations that are logistically easy to travel to from anywhere in the continental US. These handpicked locations offer the perfect backdrop for your next team event, combining convenience with unforgettable cultural experiences.

    • Our team has carefully curated diverse and enriching offsite destinations that are logistically easy to travel to from anywhere in the continental US. These handpicked locations offer the perfect backdrop for your next team event, combining convenience with unforgettable cultural experiences.

  • Do you offer onsite support during the event?

    Absolutely! For an additional fee, an expert will be present to ensure everything runs smoothly, managing logistics and coordinating activities so you can stay in the moment.

    The cost for onsite support is $1150 per day (including travel days), which includes food and beverage per diem. Additional expenses like hotel accommodations, flight fares, and other logistics charges are billed separately. 

    • Absolutely! For an additional fee, an expert will be present to ensure everything runs smoothly, managing logistics and coordinating activities so you can stay in the moment.

    The cost for onsite support is $1150 per day (including travel days), which includes food and beverage per diem. Additional expenses like hotel accommodations, flight fares, and other logistics charges are billed separately. 

  • What types of offsite events can you help plan?

    We specialize in planning a wide range of offsite events, including team retreats, leadership offsites, company-wide gatherings, sales kickoffs, and strategic planning sessions.

    • We specialize in planning a wide range of offsite events, including team retreats, leadership offsites, company-wide gatherings, sales kickoffs, and strategic planning sessions.

  • How do you customize events to meet our needs?

    We start with a detailed discovery process to understand your goals, team dynamics, preferred location, budget, and event objectives. From there, we craft a tailored plan to ensure your offsite meets your expectations.

    • We start with a detailed discovery process to understand your goals, team dynamics, preferred location, budget, and event objectives. From there, we craft a tailored plan to ensure your offsite meets your expectations.

  • What cities do you specialize in for in-person events?

    We specialize in planning events in cities such as Denver, Phoenix, Nashville, Orlando, Dallas, Chicago, Las Vegas, San Diego, and Austin. Our extensive knowledge of local venues, vendors, and activities ensures a seamless and memorable experience. If you’re considering a city not listed, please reach out—our database is constantly growing, and we’re happy to explore new locations to meet your needs.

    • We specialize in planning events in cities such as Denver, Phoenix, Nashville, Orlando, Dallas, Chicago, Las Vegas, San Diego, and Austin. Our extensive knowledge of local venues, vendors, and activities ensures a seamless and memorable experience. If you’re considering a city not listed, please reach out—our database is constantly growing, and we’re happy to explore new locations to meet your needs.

  • What services are included in your offsite event planning solution?

    Our services include venue research and booking, travel coordination, accommodations, catering, agenda planning, team-building activities.

    • Our services include venue research and booking, travel coordination, accommodations, catering, agenda planning, team-building activities.

  • Can you work within specific budgets for offsite events?

    Absolutely. We’re experienced in managing budgets of all sizes and will work with you to maximize the value of your event while staying within your budgetary constraints.

    • Absolutely. We’re experienced in managing budgets of all sizes and will work with you to maximize the value of your event while staying within your budgetary constraints.

  • How far in advance should we start planning our offsite?

    We recommend starting the planning process at least 3-6 months in advance for in-person events. This timeline ensures we can secure the best venues, accommodations, and activities.

    • We recommend starting the planning process at least 3-6 months in advance for in-person events. This timeline ensures we can secure the best venues, accommodations, and activities.

  • Can you help create an agenda for the offsite?

    Yes, we can collaborate with your team to design an agenda that aligns with your goals, ensuring a balance of productivity, team-building, and downtime.

    • Yes, we can collaborate with your team to design an agenda that aligns with your goals, ensuring a balance of productivity, team-building, and downtime.

  • What happens if there are last-minute changes or cancellations?

    We’re prepared to handle unexpected changes. Our team is experienced in navigating last-minute adjustments and will work to minimize disruptions while keeping your event on track.

    • We’re prepared to handle unexpected changes. Our team is experienced in navigating last-minute adjustments and will work to minimize disruptions while keeping your event on track.

  • Do you offer discounts through your vendor network?

    Yes, we’ve established strong relationships and partnerships with a wide range of vendors in each city. These connections allow us to secure discounts for our clients, helping you save money. Our goal is to generate enough savings through these discounts to offset our planning fee, delivering exceptional value for your event.

    • Yes, we’ve established strong relationships and partnerships with a wide range of vendors in each city. These connections allow us to secure discounts for our clients, helping you save money. Our goal is to generate enough savings through these discounts to offset our planning fee, delivering exceptional value for your event.

    Unlock the Potential of Your Time

    Maximize your time and productivity with a personalized audit.

    SCHEDULE AN AUDIT

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