Step It Up VA Coaching

MAY 14, 2015

For any business, there are oodles of benefits of having effective systems – increased productivity, greater profitability, and ease of growth, to name just a few. Donna Toothaker is CEO, founder and coach of Step It Up VA Coaching, and the creator of the 6 Steps to 6-Figure VA Success System. by Donna Toothaker.

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All Things Admin

FEBRUARY 27, 2024

Procedures are more than just documents; they are a roadmap for new hires, guiding them through the complexities of their new role and the company culture without constant supervision. You might be using a new phone system or dealing with new project management software. Think back to the last time you started a new job.

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Step It Up VA Coaching

NOVEMBER 3, 2011

For a Virtual Assisting business, or any business for that matter, there are oodles of benefits of having effective systems – increased productivity, greater profitability, and ease of growth, to name just a few. by Donna Toothaker. Visit [link] to receive the free report, Top 3 Mistakes to Avoid in Creating a 6-Figure VA Business.

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Central Desktop Basecamp Policies Project Management 100

Step It Up VA Coaching

MAY 12, 2011

McDonald’s) but because they came up with a streamlined, reproducible, consistent system for delivering those products to market. Having a system allows you to: Keep your eye on the ball. When you have a system in place, you and your team are able to provide services to clients with less effort and more efficiency.

Project Management 100

Project Management Goals Management UPS 100

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.

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Eat Your Career

FEBRUARY 21, 2023

As long as these things pertain to topics relevant to project management, they can qualify within specified limits. In my experience, many organizations follow an “honor system.” Meaning: I capture the information for my own records, but I also go ahead and input the data into the online tracking system for the certification.

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ASAP Training Learning Agenda 147

Jen Lawrence

SEPTEMBER 22, 2022

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. A project management tool like ClickUp can help keep all the feedback and notes in one place. Then consolidate all feedback to be reviewed during the session.

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Eat Your Career

AUGUST 28, 2023

Please help me write a professional email to my boss, the senior managing partner, to ask for funds to attend the Project Management Learning Lab in September. This is a full-day interactive virtual training program designed to help non-project managers understand the methodology to lead projects from concept to completion.

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Jen Lawrence

JULY 7, 2022

Documenting meetings notes, building forms and questionnaires, tracking leads and prospects – this software does it all in an easy-to-use interface. Task Management System. Don’t get wrapped up in picking the “right” one and remember, a task management tool can be TOO robust. Learn more here.

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Management Project Management Legal Forms 52

All Things Admin

MAY 3, 2023

I proofread and edited a lot of policy documents in that position. It impacts how we understand the documents and materials we handle each day. CRM – Customer Relationship Management: This refers to the practices, strategies, and technologies that a company uses to manage its customer interactions and relationships.

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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. To access online systems, you have to (duh!)

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Jen Lawrence

DECEMBER 5, 2023

If you’re ready to hit reset on your work systems, start with these three areas. Those were moved to a parking lot/brainstorming document to be thought through more thoroughly later. And don’t forget to update your documentation! Finally, set a reminder to check in on your systems and clean up every quarter or six months.

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All Things Admin

MAY 31, 2023

Some options to consider include: Microsoft Office Suite’s Copilot Google Workspace’s Duet AI Project management tool workflows Data analysis and insights: Utilize AI tools for data analysis and reporting. Focus on the skills AI can’t replace.

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Administrative Professionals Mentoring 2023 Skills 52

BMT Office Administration

DECEMBER 5, 2022

Are you in charge of team projects that have strict due dates? If so, then you know how hectic project management can be at times, especially if you don’t have a centralized platform to keep track of your tasks. That’s not to mention how difficult communication can be if you use email. calendar view, Gantt charts, etc.).

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Office Dynamics

APRIL 20, 2017

Project Management Apps: Teamwork is, by far, my favorite project management app. You can update statuses, track time and tasks, and get real-time updates on all your projects. She will be presenting a general session on What To Do When There’s Too Much To Do: The Productive Admin’s Guide to Managing Time.

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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.

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Project Management Management Collaborate Google Docs 64

Jen Lawrence

AUGUST 10, 2020

Over my 15+ years as an administrative professional and project manager, I found one tool to be indispensable for getting the answers I need and crossing things off my list. And that is… using the email subject line. What is the date associated with it? What exactly is this in reference to? Let’s put this into context.

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Email Project Management Administrative Professionals Forms 52

Jen Lawrence

SEPTEMBER 19, 2022

Communication – how will you will together, including check-in meetings, tracking, and document sharing? Once the Project Kick-Off Meeting is complete, share notes from the session with the team and schedule check-in meetings. Questions – what clarifications need to be made?

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Agenda Goals Learning Project Management 52

BMT Office Administration

NOVEMBER 30, 2022

Not only that, but keeping up with dozens of email threads is a remarkably inefficient way to handle task management, not to mention that it’s a huge hassle. That’s why cloud-based project management software programs have become so widespread over the past few years. ClickUp’s project management solutions.

Project Management 59

Project Management Management Calendars Collaborate 59

Jen Lawrence

SEPTEMBER 14, 2020

And creating an FAQ document/page is not the solution. Jen Lawrence is a productivity and systems expert passionate about creating ease through systems. If you aren’t be proactive or clear in your communication, you’re making your clients work way too hard. Check it out here.

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Social Media AT&T Project Management Email 59

All Things Admin

JUNE 10, 2021

To do this, you need systems. . Whether you realize it or not, you probably already have systems in place, both personally and professionally. You use systems every day – often without even thinking about them – to perform tasks both simple (booting up your computer each morning) and complicated (planning meetings and events).

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Jen Lawrence

SEPTEMBER 14, 2020

And creating an FAQ document/page is not the solution. Jen Lawrence is a productivity and systems expert passionate about creating ease through systems. If you aren’t be proactive or clear in your communication, you’re making your clients work way too hard. Check it out here.

Social Media 52

Social Media AT&T Project Management Email 52

BMT Office Administration

JANUARY 31, 2023

There are many ways to go about this, including time-tracking apps, project management software, timesheets, screenshots, spreadsheets, and asking team members to track their own progress. However, there’s a difference between trust and having no system for accountability. Attachments (word documents, videos, etc.).

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Payroll Project Management Email 2020 52

Office Dynamics

AUGUST 19, 2013

It works on both Microsoft and OS X systems. Rule is a web-based project management and cloud collaboration tool. Another one is project management, which connects your project milestones, assigned tasks, time tracking, dynamic project calendars, shared documents, and discussions. MindMeister.

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Project Management Collaborate Health Calendars 100

Jen Lawrence

JULY 20, 2020

What integrations does the task management tool offer? Your document management software? When adding a task management tool to your tool box check that it works with or speaks to your existing apps. You won’t stick with any system or tool that feels like additional work. Can you connect your email account?

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Management Calendars AT&T Project Management 52

Worxbee

JUNE 14, 2021

People need to learn through experience and figure out systems and processes. EAs to senior executives often take a leadership/project management role and could leave a huge hole if they left. Document everything related to the role so that you have a clear picture of what sort of training you will need. Final thoughts.

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Skills Training International Retirement 78

www.officearrow.com

OCTOBER 28, 2010

Creating a business system or standard operating procedure (SOP) may be the right move for you. A good business system summarizes everything you know about your role in the company and how to do your job. If you have a good system, anyone who follows it will get the same result every time. Business systems are beneficial, too.

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PowerPoint Purchasing 2010 Forms 40

Jen Lawrence

JULY 27, 2020

STEP 2: Create a task management system that works for you. There’s a natural cycle to tasks and your system should solve for each phase of the cycle: capture, organize, and prioritize. For more resources to improve your skills and systems, check out my on-demand course library. Get started here. Watch it here !

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Calendars Lifestyle Project Management Management 52

Eco-Office Gals

OCTOBER 22, 2012

Online project managers allow you to post schedules and updates, assign tasks, communicate with team members, and virtually keep everyone on the same page, even when working remotely. And there is secure, cloud-based software that allows you to pass documents and contracts back and forth between business partners, clients, and vendors.

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Basecamp Keyboards Legal Project Management 100

Jen Lawrence

AUGUST 1, 2022

CRM (client relationship management) forms are one of the most effective ways to gather or share information with a client. When used well, CRM forms can cut down on the number of emails and meetings you may have to have, as well as save your sanity by easily documenting details. . What do I mean by “forms”?

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BMT Office Administration

OCTOBER 4, 2022

Managers and supervisors kept track of employee performance and productivity by directly monitoring them throughout the workday. Yet, the COVID-19 pandemic of 2020 threw a wrench into this tried and true system for most companies. Before the pandemic, only 6% of employees were remote workers. File tracking has other benefits as well.

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Office Dynamics

AUGUST 18, 2010

Get follow-up instructions by e-mail even when you’ve discussed a project by phone already. An online project management service like Basecamp is also an important tool to have when you support someone virtually. It’s easy when you are constantly e-mailing drafts of a document back and forth to get versions mixed up.

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Basecamp Phones Project Management Skills 100

Office Dynamics

AUGUST 18, 2010

Get follow-up instructions by e-mail even when you’ve discussed a project by phone already. An online project management service like Basecamp is also an important tool to have when you support someone virtually. It’s easy when you are constantly e-mailing drafts of a document back and forth to get versions mixed up.

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Basecamp Phones Skills Project Management 100

Worxbee

MARCH 22, 2021

There was a scramble to ensure technology was in place to keep staff connected and able to do their jobs, but more than that, companies discovered they needed clear systems and processes to ensure work went smoothly. Remote systems and processes might look a lot different. Click To Tweet. Implications for going virtual.

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Worxbee

AUGUST 23, 2021

Or, when it comes to messages about tasks or task assignments, project management tools tend to be the best way to keep all information regarding a project in one place. Your EA is great at setting up systems like this. #3. Be mindful of work/life balance. How does this enhance teamwork? It’s about respect, really.

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Practically Perfect PA

JULY 22, 2013

During this stage of my hotel project I held a number of brainstorming sessions to identify a range of possible solutions and review existing processes that might help improve the hotel booking system – for example we were using an external provider for our flights but not our hotels. In the end I reduced hotel costs by 40%.

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Suppliers Project Management Training Management 100

Practically Perfect PA

DECEMBER 12, 2014

With more and more content generated on Twitter, LinkedIn and other platforms for assistants it is really important that you have a system in place that helps you get the most out of social media. Getting the most out of all of your social media platforms. Twitter Ads.

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