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7 Steps to Documenting Complex Office Procedures and Systems

All Things Admin

A procedure is a documented, step-by-step list of instructions that guides a person through a specific task from start to finish. Documenting complex office systems and procedures is crucial for ensuring consistency, efficiency, and continuity within an organization. Document the step-by-step details for each section.

2024 52
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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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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.

Policies 105
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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. Pull up your seat. All things that make us the amazing EAs that we strive to be and that we are. Know EVERYTHING!

UPS 245
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It’s Not the End: Why Creating an Exit Strategy Sets Your Business Up for Long-Term Success

Success

How to create an exit strategy When building a successful exit strategy, Smith suggests a checklist to help you get started: Document all the potential situations that would call for an exit, like market considerations, industry challenges and business model economics. billion and instead sold themselves to Verizon in 2016 for only $4.6

Yahoo 290
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How does an Administrative Professional Set Up an Official Process? Ask an Admin

Office Dynamics

Coworkers leave documents on my desk; the expectation is that I secure the signature of the President and CEO, and then return it to the requestor (who’s assistant am I, anyway?). Or am I just being a jerk for not wanting to run other people’s signed documents all over the building to return them? Thanks a lot for your time!

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4 Tips For Keeping Important Documents Safe

Practically Perfect PA

We all have important documents that we need to keep safe. Whether it is for personal or business use, there are always some papers, invoices and key documents we just can’t afford to lose. It seems obvious, but whether you are storing your documents offline or online, you need to keep them in one place.