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4 Top Project Management Tools

Office Organization Success

Just because some of these project management tools have all these fancy bells and whistles don’t go assuming they’re the best. Good ole’ Google calendars are a really quick and simple project management tool. You can have a daily agenda emailed to you so you know what you need to focus on on that particular day.

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52 Templates and Tools for Every Successful EA

Worxbee

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. Document storage. Email templates and tools.

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How to Hold a Successful Project Debrief

Jen Lawrence

Depending on the team dynamic, this may look like a survey form, contributing to a shared document, or simply sending an email to a point of contact. Keep the Project Debrief positive by moderating the conversation toward constructive feedback. Then consolidate all feedback to be reviewed during the session.

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Tips for Managing Incoming Emails from Customers

Andrea Kalli

While ten years ago, managing email could have been a secondary consideration, today it is absolutely vital to keep customers and clients in the loop through rapid, prompt email support. Service businesses will always need to devote more time to emails than product-based businesses. Limit your daily email quota.

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A Comprehensive Guide to Hiring an Executive Assistant

LEADERASSISTANT.COM

Technical proficiency: An executive assistant should be very comfortable using Microsoft Office suite, Google Workspace, and other business software as they need to produce documents, manage emails, and handle other technical tasks quickly and accurately. Call to Action : End your job description with a clear call to action.

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Another Reason to Love Dropbox. Paper!

Tips From T. Marie

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. We can make notes in the same document as we are discussing a project on the phone or Skype.

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Essential Systems for Entrepreneurs

Jen Lawrence

We go from day-to-day fielding emails, doing our best to stay on top of our task list, and hoping we’re piecing everything together correctly. Email, Calendar, Task Management, Document Management, Password Database. Client Management. CRM, Client Experience Processes, Records Management. Operational.

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