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Ask the Admin: Meeting Minutes Retention

Administrative Arts

You don’t indicate if you are talking about Board minutes or membership meeting minutes. According to every reference I can find for document retention, Board minutes should be kept permanently. I didn’t find any specific references to membership meeting minutes in any of the research I’ve done.

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NEW! OneNote 2016 Training Series

All Things Admin

Whether it’s creating effective systems for minute taking, follow-up on action items, travel planning, procedures documentation, or developing communication systems that are easy for your executives to scan for information, organization is a vital skill for success-minded admins. Inserting files, screenshots, and links.

2016 52
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Ask the Admin: Records Retention

Administrative Arts

I got this e-mail from Kelly: What is the business standard for the length of time to keep meeting minutes? You didn’t specify what type of minutes you need to keep. How long you retain meeting minutes will depend on the type of meetings you are referring to. 10 Tips for Effective Meeting Minutes.

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Routine Procedure – Thursday

Practically Perfect PA

I also have a quick check over my emails and calendar for the day, I do have a few meetings today that I also need to attend. 0910 – So far so good, I have a cup of tea and have had the time to set up my computer, open the post and even say hello to my colleagues. 1630 – Another meeting to attend. Filed under: Motivation.

Email 100
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Routine Procedure – Friday

Practically Perfect PA

Before I start my work, I help get a few bits sorted for the Directors before they head into the meeting. 0900 – Grab a cup of tea and set up my computer and open the post. Most of the jobs are small but there are a lot of them, including booking rooms, answering email queries and setting up meetings.

Email 100
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10 E-mail Etiquette Pet Peeves and How to Handle Them

Office Dynamics

The “oops” factor: If you need more than two paragraphs to cover your topic, you’re better off using the phone, or attaching a Word* file. Bonus fix: Using a separate field indicator (“Flag for Follow-up”) is better than pre-fixing subjects with “AR”. Sometimes people feel that they need to send me every document at once.

Etiquette 100
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Anyone can be an Administrative Assistant, right?

Laughing all the Way to Work

Try to anticipate the need so you can have the file or the answer your boss needs, before he or she even knows they need it. A good assistant knows just where to find the document or file needed, or they won’t stop looking till they do. EST Taking Effective Meeting Minutes Join me for a Webinar Oct.