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Dealing with confidential electronic documents

Practically Perfect PA

A few years ago I wrote a really detailed blog about dealing with confidential electronic documents and paperwork. Today, I thought I would write an update on my blog from a few years ago and concentrate on electronic documents. Here are my ten top tips on dealing with confidential electronic documents.

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Tailored Procedures Documentation: Tools and Techniques for Every Learning Style

All Things Admin

In the world of process improvement, documented procedures help facilitate operational efficiency. Whether it’s scribbled notes or complex digital files, the importance of procedures documentation cannot be overstated. Having procedures in any form is better than having no documented procedures at all.

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It’s time to review (or create) your document retention policy

BMT Office Administration

Worried that your company might not have a particular document on hand if the IRS conducted an audit? They create a document retention policy that clarifies what needs to be saved, where, and for how long. Courts and government agencies frown upon individual employees selectively keeping or tossing important documents.

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Upping your A(ssisting) game when you work with a Board of Trustees

Executive Leadership Support Blog

Below are three suggestions to “up your game” when working with the board. These are just a few items from our Bylaws that have come up in meetings that I was able to give the answer to so we could continue working. As a bonus this will also alleviate emails and phone calls to you asking when something is due. Know EVERYTHING!

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5 Ways to Thrill Your Customers (Because a Thank You Email Just Doesn’t Cut It Anymore)

Success

The agent pays to put them up in a luxury condo overnight, covers the change fees on their flights, and sells them a home the next day. Here’s one of five emails I received on one order: Dear Todd AKA Shindigz Customer of the Day, CONGRATULATIONS! I do more than 700 phone calls, not emails, to clients on their birthdays each year.

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11 Things Organized and Productive People Do Every Day

Success

We fear that slowing down and organizing will kill our productivity, but the facts suggest otherwise: The average office employee spends “at least two hours a day—or 25% of their workweek—looking for the documents, information or people they need to do their jobs,” according to Glean ’s 2022 Hybrid Workplace Habits & Hangups survey. “54%

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I Shared My OCD Struggles with 11,000 Employees—Their Responses Showed Me the Importance of Vulnerability in Leadership

Success

We started a weekly Q&A session along with a weekly email. The internal communications manager who I worked with on my weekly emails sent me a draft, and as usual, I made a few tweaks. I sent the marked-up document back to her. Within that short window, I had gotten about 400 or so new emails. It is better now.

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