Office Organization Success

AUGUST 17, 2009

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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Office Organization Success

FEBRUARY 26, 2010

This file will contain things like the agreement form from your client, assessment forms, or details of any projects that you’ll be working on. As the majority of your communication is probably done via email with documents going back and forth, you’ll also want to create an individual client folder on your PC.

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Stephanie LH Calahan

FEBRUARY 10, 2010

» Top 9 Mistaken Organizing Statements There are a number of statements that I have heard people say over the years with regard to their organizing projects.  "   Wanting to do a good job on your projects is admirable.    However, the drive for perfection has ruined the success of many projects. 

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Stephanie LH Calahan

NOVEMBER 8, 2013

Having VAs I can simply fax order forms to. so they can enter them into my system for me.   Here is an example of why: I was just checking my emails before going to bed (I'm on vacation in Georgia, just south of Russia, 12 hours ahead of pacific time) when I saw an interview request from foxbusiness.com journalist.

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Professional Assistant Blog

OCTOBER 7, 2008

In order to get your tasks completed on time and in a proficient manner, there is a little trick that I use to make sure that I only focus on one project at a time and give it my undivided attention (when I possibly can). For example, you want to spend one hour on a particular project. Having a timer at your desk can be a great tool.

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Professional Assistant Blog

JANUARY 28, 2008

Do you have a big project coming up and want to show your boss that you can handle this type of task ? Home About Me Advertise Copying Pictures To and From Microsoft Word By The Professional Assistant on Monday, January 28, 2008 Filed Under: MS-Word , Productivity H ave you ever wondered how to copy pictures from and to Microsoft Word ?

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Professional Assistant Blog

AUGUST 28, 2007

Here are the basic rules to do this: Start off with something positive, such as you have been working hard on whatever project you want to mention and show some results of this. Mention to your boss (in a professional manner of course) that you have X number of tasks, projects, etc. This will show that you are being pro-active.

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Stephanie LH Calahan

DECEMBER 23, 2009

First of all, there is not a perfect tool or a perfect system. So, this answer is based on my experimentation with the two main tools the question above refers to - a planner and a tickler file system. Anchor your system one place or the other, whichever seems most natural to you. Do what's most natural for you.

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Stephanie LH Calahan

FEBRUARY 11, 2011

Power Periods Make For Great Productivity My favorite is: Power Periods Because: Set aside one hour in the morning and one hour in the afternoon for un-distracted, uninterrupted time to knock out a big project. Pile Tamer My favorite is: the Pendaflex Pile Smart Project Sorter. Thanks to Ellen Limes of Organized By L 5.

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Stephanie LH Calahan

JANUARY 25, 2011

Work With Stephanie « Productivity and Organization Link Lineup | Main | 6 Tools to Help You Manage Large Projects with Local & Virtual Teams » Listen to Stephanie on Solace Wealth Management on Blog Talk Radio Listen live to Stephanie answer questions about productivity & organization on the Solace Wealth Management show. 

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Professional Assistant Blog

JANUARY 31, 2008

I have shared access to 4 different mailboxes for various products and projects. Home About Me Advertise Microsoft Outlook Shared Mailboxes Etiquette By The Professional Assistant on Thursday, January 31, 2008 Filed Under: MS-Outlook , Productivity D o you have more than one mailbox in your Microsoft Outlook , other than your inbox?

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Professional Assistant Blog

JANUARY 30, 2008

If you need to do this for other functions, make sure to change the "Use function:" section to whatever type of calculation you need to do for your particular project. If you like this post, please subscribe to my feeds or get posts e-mailed directly to you. Until next time, Take care - of your clutter!

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Small Business CEO

MAY 5, 2010

Have you reduced employee counts and canceled or delayed capital projects? Others enter the data into payroll, into project tracking systems and then again into client billing systems. A lab order is faxed in. Patient and order information are then entered into the lab system. Assess your IT function.

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The Office Professionals Place

AUGUST 24, 2009

Some managers feel that they would do the project themselves just so they know it will get done their way. In an effort to curb the constant interruptions by your supervisor who is inquiring about your status on a project, give him constant updates so that he can be assured that you are in the process of completion. Ask questions.

Management 100

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Stephanie LH Calahan

DECEMBER 30, 2010

What are the key projects to be completed this year?   Yet, we try to do it all of the time by putting systems in place that don’t match our personal or our organizations’ styles. There are some that think that one system should work for everyone.  "  That means you don't have good systems.

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Professional Assistant Blog

AUGUST 29, 2008

This will keep your project/goal in a manageable time frame, where you know how much time will be left once youve accomplished these tasks. Next, add a time frame to each task. For example, I will try to work on task A for 1 hour. Then I will work on Task B for 30 minutes and so on and so forth.

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Stephanie LH Calahan

NOVEMBER 19, 2010

Work With Stephanie « You Can Steal Time Back From Email | Main | Increase Your Positive Energy and Productivity by Being Thankful » Caffeine-Free Ways to Increase Focus & Attention "I just can't focus Stephanie.    I've tried different systems and they don't work. 

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The Marq

MAY 6, 2010

TheMarq A Human Perspective on Business and Life IT Infrastructure Management Opening Job Posting I received the email below from one of the recruiters Ive worked with in the past. Provides input and recommendations regarding business continuance issues and improvements to the operations of systems and processes supported.

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Stephanie LH Calahan

SEPTEMBER 6, 2010

AppleEve   @ StephCalahan a trusty desk diary and pens (colour coded for different types of appointments) roguereporter   @ StephCalahan Microsoft Project. pamelahazelton    Franklin Covey - been using that system for 10+ years. It's all drag and drop, and I can even drag my to-dos. Works every time.

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Professional Assistant Blog

APRIL 1, 2008

IM or iChat)with collaborators while working on the project. You can share documents, spreadsheets, and photos across computers and networks: since your document is stored on Googles server, its accessible from anywhere ! Also, a fun feature is you can chat (i.e. Posted on 2 April, 2008 6:28 PM The Professional Assistant This is a great idea.

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Professional Assistant Blog

MARCH 10, 2008

Projects wouldn’t be moving forward and my goals and plans would be lagging behind… or so it seemed. At the height of my furore for being an efficient to-do list completing machine, I was regularly finding work to do. If I didn’t have a full day’s worth of tasks to complete I wasn’t being efficient enough.

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The Office Professionals Place

MAY 31, 2010

Office professionals are approached with various tasks, deadlines, and projects each day. The ability to work by the Pareto Principle will allow you to effectively focus on projects and prioritize your day. Make a list of tasks and projects and next to each identify how long it will take to complete. Identify the focus.

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Filing 2010 IAAP Fax 100

Stephanie LH Calahan

MAY 13, 2011

It allows us to easily email branded invoices to our clients, which they can then pay by mail or online. By recording payments as we receive them, we can just as easily monitor overdue payments and send email reminders. I sit in my car and check my email. We can also generate reports to track our income. You won't regret it.

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The Office Professionals Place

JULY 24, 2009

The supervisor has a right to know if work time is being abused especially if projects and tasks are being overlooked and if other co-workers are being impacted due to one or many employees behavior. Look into purchasing an all-in-one fax, printer, and copier. The question is if the supervisor should be informed or not.

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Stephanie LH Calahan

OCTOBER 8, 2010

Make a #project w/ do-able sized parts   AllisonDGraham   @ StephCalahan make a list. PS -- If you've enjoyed this post and want to see more, why not subscribe to our daily emails ( Feedblitz ) or through the RSS Feed ( click here )?  Click to get posts as we publish Prefer less email? To your success!

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The Office Professionals Place

APRIL 19, 2010

Upcoming topic: Dealing with Workplace PMS - Poor Management System - September 6, 2010 Dial-in#: 1-712-432-3030 Passcode: 346621 Become a member of the Elite - Subscribe today! Look into purchasing an all-in-one fax, printer, and copier. Worklife Line Chat Every Monday at 7 p.m CST Need some motivating, inspiration, or answers?

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Stephanie LH Calahan

MARCH 22, 2010

  We create opinions about our systems and processes and convince ourselves that it is the only way to do something.    Now, only with time passing do we understand how limiting their belief systems were!    Now, only with time passing do we understand how limiting their belief systems were! 

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Professional Assistant Blog

AUGUST 23, 2007

And remember, always break down your entire project or tasks into manageable chunks. Once you have completed all of your tasks, lavish in the fact that you are done! You will find information on Microsoft Outlook Tasks section by clicking here.

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Stephanie LH Calahan

NOVEMBER 30, 2009

  Just because a task management system works for your co-worker or spouse does not mean it will work for you. IDEA #2 -- Identify a system that lets you think through your tasks in your way.  I suggest that you start trying this system by using only one color.    ENHANCING THE CARD SYSTEM Use Color.

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The Office Professionals Place

MARCH 13, 2010

Did you ask a co-worker to help you on a project and got the feeling that they really didn’t want to help you? Ask for input/suggestions If possible, before making a request ask for some input on how the project or task can be completed more efficiently. Look into purchasing an all-in-one fax, printer, and copier.

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Stephanie LH Calahan

MAY 17, 2010

Coordinators have many options when it comes to picking a to-do list system. Also consider color-coding the index cards by project. The trick with hand-written lists is to pick one system and stick to it. Click to get posts as we publish Prefer less email? Subscribe to Residency Program Connection!

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The Office Professionals Place

MAY 21, 2010

I will manage the tasks and projects set before me appropriately so that deadlines are met. Upcoming topic: Dealing with Workplace PMS - Poor Management System - September 6, 2010 Dial-in#: 1-712-432-3030 Passcode: 346621 Become a member of the Elite - Subscribe today! Look into purchasing an all-in-one fax, printer, and copier.

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The Office Professionals Place

APRIL 1, 2010

Break the project down in parts and decide how you can complete each part. this is a 3-part project – the top shelf, hanging clothes, and bottom half of the closet. Look into purchasing an all-in-one fax, printer, and copier. Map a strategy for what you need to accomplish. Set internal deadlines for yourself.

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Filing IAAP 2010 Fax 100

Stephanie LH Calahan

AUGUST 16, 2010

" ~Peter Drucker When you consider your system for setting priorities, you must focus on doing the right things, rather than simply doing things right. Do you have a large list of abandoned projects all sitting at various levels of incompletion? Click to get posts as we publish Prefer less email? To your success!

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Stephanie LH Calahan

DECEMBER 2, 2009

If you aren't particularly tech-savvy, you might feel more comfortable using a paper planner, rather than having to learn the ins and outs of an electronic diary system. Keeps all your appointments, contacts and email in one spot so it's all synched up. What do you need the system to do for you?

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Success

JULY 27, 2022

Virtual tools and resources can help you hire, manage projects, collaborate with far-flung team members and even make it look like you really do have an office. For project management, Devesh Dwivedi of BreakingThe9to5Jail.com says “I love BaseCamp. For that matter, who needs to travel to a meeting?

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The Office Professionals Place

JULY 30, 2009

Does that project have you stressed out? Upcoming topic: Dealing with Workplace PMS - Poor Management System - September 6, 2010 Dial-in#: 1-712-432-3030 Passcode: 346621 Become a member of the Elite - Subscribe today! Look into purchasing an all-in-one fax, printer, and copier. Think happy thoughts! A new topic each month.

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