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How to Create the “VIP Experience” for Your Clients with a Welcome Packet

Office Organization Success

A Welcome Packet is a document – it can either be printed and mailed or digital and emailed – that you send out to your new clients when they sign up to work with you, and cements the relationship you are about to have with them. Be sure to include this form on a separate page so that your client can fax back their credit card details to you.

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Dealing with Workplace PMS - Poor Management System

The Office Professionals Place

Poor Management System Do you feel as though your company does not value you as an employee? Does it seem like management does not support its employees by not offering incentives for growth and professional development? Businesses change policies and procedures constantly. Prove to management that their support is important.

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Managing the Micromanager

The Office Professionals Place

Monday, August 24, 2009 Managing the Micromanager The job description did not include managing a micromanager. Some managers feel that they would do the project themselves just so they know it will get done their way. If others are involved in the project, cc your manager on emails so that they are kept in the "loop."

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What's the story on your file?

Laughing all the Way to Work

It is very important if you get phone calls and make decisions on a file to document that by writing a note and putting it on the file by date. You want to file letters, faxes and e-mails received and sent chronologically. Being consistent in how documents are named will make it easier to retrieve when needed.

Filing 100
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Job descriptions for Personal Assistants – Merited or inherited?

Practically Perfect PA

The lady to the left of me had inherited a 12 page job spec which had not been updated in 10 years whereas the lady to the right had a 6 page document. When the printer/scanner/fax breaks down I am ultimately the person who troubleshoots and fixes the machine in question. Event Management – Deductive and Inductive Reasoning.

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Miscommunication, Misfiled, and Misplaced = Misrepresentation

The Office Professionals Place

How many times do you search through those piles in an attempt to look for a document that isn’t there? Schedule time in the day to file documents or keep a pile of “frequently referred to&# files on your desk for easy access. • Paper Documents Use the color coded system for filing (ie. A new topic each month.

Filing 100
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Tax Tip for the Office Professional

The Office Professionals Place

This is the time of year that most people stress over because we are waiting for documents like W2’s, mortgage statements, 1099’s, and other information in order to file taxes. Look into purchasing an all-in-one fax, printer, and copier. Worklife Line Chat Every Monday at 7 p.m A new topic each month.

Filing 100