Worxbee

MAY 17, 2021

Process management tools. Executive assistants are masters of process management and that requires some quality tools to keep track! Your processes, standard operating procedures and policies should be clearly documented and accessible to those who need to use them. Process documentation tools.

Google Docs 78

Google Docs Basecamp Calendars Doodle 78

Worxbee

FEBRUARY 28, 2022

EAs will often have random projects that require them to collaborate with other departments - it’s essential to maintain those human connections. A Reliable System for Tracking Tasks We’re not going to suggest one “right” system for how you manage tasks. Trello - Trello is a kanban (cards) style of project management tool.

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Calendars Project Management Networking Email 122

BMT Office Administration

DECEMBER 13, 2022

Cloud-based project management software has revolutionized how companies manage their workflows, time-tracking, and communications for years now. That is unless you’ve yet to upgrade to a project management app, in which case you’re still stuck with the hassles of managing projects across multiple locations.

Management 52

Management Project Management Forms Calendars 52

Allwork

MARCH 9, 2023

The white-label app can be used by all parties involved in the coworking process, including members, non-members, event attendees, visitors, and even administrators. In fact, 95% of members book meeting rooms and desks on andcards by themselves without requiring the admin’s help.

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Office Dynamics

JULY 10, 2018

The meeting is typically a way to evaluate the past year’s project management, acknowledge achievements, receive valuable feedback for performance improvement and create new goals for continued productivity. I’ve spoken with several assistants that have voiced frustration at the standard process.

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Goals Stress Filing Email 202

Worxbee

FEBRUARY 14, 2022

For example, someone who has previously held a project manager role but opted for a career change to executive assistant may have a head start for a senior role. Longevity within the same company is often valued because the executive assistant knows it inside out and has efficient processes and procedures down pat.

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Men With Pens

DECEMBER 10, 2009

And it’s sweet because now I get to discuss my ultimate, favorite topic: T, for Time-based, which has a great deal to do with project management. And project management is what I do best. So, let’s start with what a project is. In other words, a project is fully time-based.

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Project Management Management 2009 AT&T 40

LEADERASSISTANT.COM

MARCH 28, 2024

This resource is intended to equip you with the knowledge and tools to streamline the hiring process, ensuring a successful addition to your team. Today’s EAs are strategic partners who manage projects, make travel arrangements, and participate in high-level decision-making processes.

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BMT Office Administration

NOVEMBER 15, 2022

Are you tired of trying to keep track of projects via Excel spreadsheets and Gmail? If so, it’s time to introduce yourself to the ever-growing world of cloud-based project management software. With the right app, you can keep track of everything related to your project in one convenient location. Project creation.

Project Management 64

Project Management Management Collaborate Google Docs 64

Karen Vivarelli

OCTOBER 1, 2022

2⃣ Set up your project platforms with workflow templates. Having a workflow process when working with clients is important because not only does it keep you organized but it keeps the client up-to-date with what you’re working on. 4⃣ Time block your calendar. 4⃣ Time block your calendar.

Email 52

Email Project Management Calendars International 52

All Things Admin

JUNE 23, 2021

They are a roadmap to your task or project that you follow every time. It should be easy for someone else to pick up, follow, and achieve the same results, even if they’ve never touched the project before. Project management. Review calendars and compile date and time options. Systems have many benefits.

Agenda 90

Agenda Equipment Administrative Professionals Calendars 90

Eat Your Career

SEPTEMBER 5, 2018

However, the planning process can be hard. Put dates from your timeline in your calendar and use a project management tool like Trello to keep all dates and information about your event in one place. For a more detailed event planning calendar, download The Complete Guide to Office Management from Managed by Q.

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Stress Holidays Calendars Goals 160

Stephanie LH Calahan

DECEMBER 2, 2009

Try This Instead | Main | Be Smart About Using the Telephone » The Great Calendar Debate - Paper or Electronic - 21 Experts Weigh In We are in the home stretch of 2009 -- bring on 2010!!    One item frequently purchased at this time of year is a calendar or planner for the upcoming year. 

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Office Dynamics

FEBRUARY 6, 2017

Rarely do executives communicate what happened in yesterday’s meetings to their assistants or take the time to explain the scope of a project. Discuss and implement consistent processes. In last week’s Monday Motivators™, I said the magic formula for a stellar executive and assistant team is People + Processes = Success.

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Worxbee

MAY 3, 2021

Calendar management, email taming, and process design and management are our top three tasks, but executive assistants can do more. An EA might be kept very busy with calendars and emails for two executives, leaving little time for other tasks. Strong project management and process management skills.

Calendars 75

Calendars Skills Networking Project Management 75

Tips From T. Marie

FEBRUARY 14, 2018

I’ve used Slack a few times and I’ve tested various online project management apps, but they all seemed like overkill for my little business. If you’ve ever been through the process, it includes a lot of emailing. Like how I can connect Paper to my Office 365 calendar. Dropbox just changed my mind.

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Worxbee

MAY 10, 2021

A key difference is that executive assistants tend to take a project management role, managing several moving parts and not necessarily doing all of the “doing,” but making sure others do. In contrast, virtual assistants are task managers. You’re in a process rut. They follow a set list of tasks in a day.

Calendars 78

Calendars Email Goals Environment 78

Jen Lawrence

NOVEMBER 16, 2020

Email, Calendar, Task Management, Document Management, Password Database. Client Management. CRM, Client Experience Processes, Records Management. The Essential Procedures Trello Template gives you a framework, tips, and resources for documenting all of your important processes and procedures.

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Jen Lawrence

NOVEMBER 16, 2020

Email, Calendar, Task Management, Document Management, Password Database. Client Management. CRM, Client Experience Processes, Records Management. The Essential Procedures Trello Template gives you a framework, tips, and resources for documenting all of your important processes and procedures.

Legal 52

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Worxbee

MAY 18, 2023

Implement a robust system to manage tasks, deadlines, and priorities effectively. Utilize project management software, synchronized calendars, and establish clear workflows and processes to maintain seamless organization within your virtual team.

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Skills Management Administrative Professionals Goals 52

Office Dynamics

AUGUST 19, 2013

The app is focused on entering and completing to-dos; moreover, you can add, tag, and organize your to-dos into lists, projects and nested lists. MindMeister is an online mind mapping software that enables you to develop a visualization of your thought processes. Rule is a web-based project management and cloud collaboration tool.

Project Management 100

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Step It Up VA Coaching

JUNE 25, 2015

There are so many ways you can keep your name and face in front of your prospects, and the follow up process should absolutely be part of your overall marketing plan. Mark your calendar to follow up with a brief email no more than one week following your meeting. Here are a few ideas to try after you send the thank you note –.

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Networking UPS Calendars Email 100

Productivityist

JANUARY 29, 2015

Project Management tools can be unwieldy beasts, that’s for sure. I mean, managing a project is supposed to be complicated, isn’t it? Some people, myself included, find themselves being far more productive when they can visualise their tasks, collaborators and current position within a project.

Project Management 40

Project Management Dropbox Keyboards Google 40

BMT Office Administration

JANUARY 31, 2023

Now in 2023, it’s projected that 25% of the workforce will engage in remote work in one form or another. While that’s great news for employees who enjoy the increased flexibility of working from home, it poses a significant challenge for managers. You likely spend quite a bit of time monitoring & managing your employees.

Payroll 52

Payroll Project Management Email 2020 52

Jen Lawrence

JANUARY 11, 2021

Does your calendar scheduler effortlessly distinguish between travel arrangements and regular phone calls when deciding when you’re available? To keep everything in check, factor in an approval process into your work streams. Also, as suggested above, keep tabs on what’s automated so you can update or pause as needed.

Project Management 52

Project Management Calendars Travel Phones 52

Jen Lawrence

JANUARY 11, 2021

Does your calendar scheduler effortlessly distinguish between travel arrangements and regular phone calls when deciding when you’re available? To keep everything in check, factor in an approval process into your work streams. Also, as suggested above, keep tabs on what’s automated so you can update or pause as needed.

Project Management 52

Project Management Calendars Travel Phones 52

C-Suite Assistants

AUGUST 31, 2021

Some of the tasks that executive assistants can take on include: Become your right-hand gatekeeper by managing complex personal and professional calendars and scheduling internal and external meetings. It’s easy to think your business can function without the presence of assistants, and it likely can- but not at its full potential.

Social Media 52

Social Media Skills Environment Calendars 52

Jen Lawrence

JULY 27, 2020

That doesn’t mean you need a separate tool for each phase, but you do need a default process for each. To ensure you build effective productivity habits, set aside the time and energy to complete tasks by scheduling the work into your calendar. Again, use whatever process and tool you’d like. You’ve earned it!

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Calendars Lifestyle Project Management Management 52

Page Personnel

AUGUST 26, 2022

Those in an office manager role need to know how to manage processes, procedures, documentation, project management and communications. Related: 18 TED resources to give you some career perspective Qualities that make a good office manager Office managers know the ins and outs of the office.

Management 52

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Step It Up VA Coaching

MARCH 14, 2013

There are so many ways you can keep your name and face in front of your prospects, and the follow up process should absolutely be part of your overall marketing plan. Mark your calendar to follow up with a brief email no more than one week following your meeting. Here are a few ideas to try after you send the thank you note –.

Networking 100

Networking UPS Calendars Email 100

Productivity Bits

MAY 5, 2016

A hectic day now and then is manageable. Break It Up When you face a large project, it can seem overwhelming. The recipe must be handled as a process, or you’ll end up with a sticky mess. Each complex project consists of several small components.

Stress 100

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Karen Vivarelli

SEPTEMBER 29, 2020

That way, you’re organised and have your own processes and systems set up. They are wearing all of the hats: email marketing, bookkeeping, admin, social media, advertising, website maintenance, blog writing, finding and managing clients, PR, setting up and maintaining tech tools, processes and so much more.

Social Media 52

Social Media Project Management Networking Travel 52

Worxbee

MARCH 29, 2021

An executive assistant, on the other hand, often takes more of a project management role. To give an example, let’s say there is a big meeting coming up for an important project. They are proactive about ensuring the company has good systems and processes so that tasks can be streamlined and goals can be met.

Travel 52

Travel Skills Customer Service Project Management 52

Practically Perfect PA

APRIL 1, 2014

Event Management, Project Management, Human Resources and Finance have become a big part of my job. Tasks and responsibilities involving heavy project management are becoming commonplace for the admin too.” I think many of us already know how our roles have diversified in our own firms.

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Eat Your Career

OCTOBER 23, 2013

It pains me to announce that my grand experiment with using electronic time management systems has officially come to an end (sort of). You see, for the past several years, I’ve been using a variety of tech tools to help organize my life and work—appointments, tasks, projects and more. Talk about wasting time to manage time!!

Management 100

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Jen Lawrence

AUGUST 8, 2022

Simply put, bookending means you check in with your task management systems at the beginning and end of your day. Your task management system could be a physical planner, digital calendar, or wall of post-it notes.

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Negotiating Calendars Stress Management 52

C-Suite Assistants

JULY 26, 2021

With the right technology and communication styles, virtual assistants work in remote locations and can successfully take over tasks such as: Calendar management, such as booking meetings with clients Email filtering and management Data entry Client follow-ups Transcription and note-taking Social media management Recruitment tasks.

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