Jen Lawrence

AUGUST 25, 2022

No one – I mean, no one – likes writing out the same information in emails over and over again. And then you spend about ten minutes looking for that specific email rather than just trying to recreate it. Save time and frustration by creating email templates to help with your everyday communications.

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Stephanie LH Calahan

OCTOBER 5, 2011

Today I share a simple method to create your own ACTION/Quick Reference system. Create Your Action/Quick Reference System 1 -- Start with what is on top of your desk.  Call, write, pay, scan, enter data, read, file and write are all examples of the verbs you might have. Video of the Paper Pile to Action System.

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Office Organization Success

DECEMBER 15, 2012

Many business owners find themselves in a situation where they are asked to send their credit card information in order to finalize a business transaction. Don’t EVER send sensitive financial data via email – even if it is split across two emails. Sending info via email is like sending a postcard via mail.

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BMT Office Administration

JUNE 22, 2022

Keeping track of paperwork can be a challenge, It’s easy to misplace a file or even spill coffee on a document on your desk. If your desk is still cluttered with paper files or documents, it’s probably time to consider switching to electronic records management (ERM). Better file retention compliance. Saving time.

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Professional Assistant Blog

SEPTEMBER 27, 2007

Home About Me Advertise 7 Steps to Improve Your Filing System By The Professional Assistant on Thursday, September 27, 2007 Filed Under: Organize , Productivity A re you having trouble with your filing system? If you really do have to put a lot of files in a folder, place a rubber band around the folder.

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Laughing all the Way to Work

OCTOBER 27, 2018

The problem is it is now filed in the back burner of my mind. I find with the volume of work admins deal with throughout the day, week and month, we need some system to keep things straight. When I receive an email relating to a meeting, I create a meeting sheet and cut and paste the email in there and make any relevant notes.

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Filing Calendars 2018 Email 182

Step It Up VA Coaching

AUGUST 2, 2012

It has never been easier to create and give away (or sell) information products. They are also known as free reports, eBooks, digital products, audio downloads, and pretty much anything you can create and email as an offer. If you have Microsoft Word, an information product can be created as a PDF file. They create trust.

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BMT Office Administration

OCTOBER 6, 2022

Plan for a lower mandatory e-filing threshold. We don’t yet know whether the IRS will issue final regulations dropping the mandatory e-filing threshold down to 100 or more information returns from 250 or more returns. You can be penalized for filing W-2s, 1099s, and 1095s on which you report incorrect Social Security numbers.

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Office Organization Success

FEBRUARY 26, 2010

For many solopreneurs a large part of their business is working one-on-one with clients, and that means having a way of keeping all of their client information organized and easy to access. For most business owners there will be a physical client file that you’ll need to create. Physical: Create a Client Contact Sheet.

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Step It Up VA Coaching

SEPTEMBER 29, 2011

It has never been easier to create and give away (or sell) information products. They are also known as free reports, eBooks, digital products, audio downloads, and pretty much anything you can create and email as an offer. If you have Microsoft Word, an information product can be created as a PDF file. They create trust.

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Microsoft Word PDF Email Filing 100

Productivity Bits

AUGUST 11, 2010

Information Security is one of the top priorities of any company that deals with data. The company’s accumulated data – that includes documents, emails, voice messages, and all other forms of data – is a big portion of their assets. Information Security, therefore, is a serious business. Follow me on t witte r.

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Professional Assistant Blog

NOVEMBER 5, 2008

Home About Me Advertise Retrieve Your Files With Ease By The Professional Assistant on Wednesday, November 05, 2008 Filed Under: MS-Access , MS-Excel , Organize , Productivity D o you have quite a bit of filing to do? B eing able to retrieve the data is more important than an organized alphabetized file drawer.

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Office Organization Success

APRIL 14, 2009

As soon as you do an activity/thing/step (whatever you want to call it) more than once, then you need to create a system! What is a system? A system simply describes HOW you do something i.e.: How do you create a new client file? I created a fillable form that I simply send via email asking my clients to fill in!

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Success

JULY 13, 2021

To create my outline, I use a system knowable only unto myself that involves scraps of paper, many different colored pens, and files that sometimes get lost. My imperfect but functional system for noting the things I’ve gathered involves: Emailing the idea to myself: I include enough context so I’ll understand it months later.

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Stephanie LH Calahan

DECEMBER 23, 2009

Work With Stephanie « Cause and Effect - Productivity is an Action, Not a Result @QuietSpacing | Main | Organize Your Ideas and Watch Them Unfold » Planner Or Tickler (1-31) File? - Sometimes I wonder if I am duplicating my efforts by using a calendar and the tickler files. What are your thoughts in this area?

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Office Organization Success

APRIL 24, 2009

Building a successful long-term profitable business isn’t about “marketing&# your business, it’s about “managing&# your business – the marketing comes once you have your management systems in place… this is a really important concept, and once you’ve got to grips with this, marketing becomes a whole lot easier!

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All Things Admin

MARCH 9, 2022

Over the past two years, I’ve seen more and more information published about people receiving an ADHD diagnosis as an adult. Here are some tips that help me: Turning off all of the rings, dings, and notifications for email, Slack, and messaging on my phone and computer. Creating detailed checklists on paper and in OneNote.

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Stephanie LH Calahan

JANUARY 6, 2010

Building a successful long-term profitable business isn't about "marketing" your business, it's about "managing" your business - the marketing comes once you have your management systems in place. So what I'd like to share with you today are my top 5 steps to setting up your core office organization systems.

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Professional Assistant Blog

APRIL 1, 2008

Home About Me Advertise Productivity With Shared Files By The Professional Assistant on Tuesday, April 01, 2008 Filed Under: MS-Word , Organize , Productivity D o you share your files with others in your firm? Do you find that you are being bombarded with updates to the same files time and time again?

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Recruit CRM

OCTOBER 28, 2021

While we run NPS surveys every month, we also have a live chat support system where Recruit CRM users request features and we keep directing them to Canny. or, Go into the candidate profile and click and open the existing “Resume” file and click on the Green button at the bottom that says, “Generate Formatted Resume”.

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All Things Admin

FEBRUARY 27, 2024

You might be using a new phone system or dealing with new project management software. The onboarding process needs to be both thorough and flexible, catering to the unique needs and learning styles of each new hire while ensuring they receive all the necessary information to succeed. Think back to the last time you started a new job.

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The Office Professionals Place

AUGUST 8, 2010

Poor Management System Do you feel as though your company does not value you as an employee? or a Poor Management System is condition that embodies many companies due to economic times, change in company practices, and company personnel. your article is very nice, i have found good information from this. Lets grow together!

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Tips From T. Marie

NOVEMBER 16, 2021

This can be done both in person, with a physical intro packet or via email or messenger with a digital file. And we all know how easy it is to get sucked into the black hole that is Google when trying to find information on finding clients or pricing. You could even create your intro packet on video and share the link!

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Office Organization Success

JANUARY 6, 2016

Clear out your desk and files. And it’s amazing what you come across too … your next big program could have been lurking for months in your filing cabinet! The First Step In Getting Back On Track … Get Your FREE Online Business & Marketing Systems Checklist. Click here for immediate access.

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Professional Assistant Blog

OCTOBER 20, 2008

Home About Me Advertise Kallout To Research Information By The Professional Assistant on Monday, October 20, 2008 Filed Under: MS-Word , Productivity , Research Y ou’re reading an article for some research that you are doing for our boss. If you have any questions/comment feel free to email me at matt[a]kallout.com.

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Ian's Messy Desk

JUNE 30, 2010

Home About Contact Me Links Sitemap 2 Measures of effective productivity systems… Posted by Ian McKenzie Written on June 30, 2010 If youre new here, you may want to subscribe to my RSS feed. I few years ago, when asked for my best productivity tip, I posted, use the system that works for you. Thanks for visiting!

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BMT Office Administration

OCTOBER 4, 2022

Yet, the COVID-19 pandemic of 2020 threw a wrench into this tried and true system for most companies. Post-COVID-19, many employee tracking software programs started popping up, allowing companies to track employee productivity , computer activity, emails, and even individual keystrokes. Time tracking and file tracking.

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Stephanie LH Calahan

FEBRUARY 18, 2011

Productive & Organized Goes Audio in 3 Different Ways » 19 Tips for Managing Your Email Even When You Dont Want To E-mail, it is the form of communication that we love to hate and love to love.    Still others get completely overwhelmed with the information drowning their in-boxes on a daily basis. 

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Office Organization Success

MARCH 6, 2009

Your filing system is at the very heart of your business – with a proper filing system in place you will very quickly and easily be able to find the information you need, when you need it. And, of course, you’ll be getting templates and checklists so that setting up your filing system will be so easy!

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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). In fact, I’m going to give you a complete overview of my brand new time management system. I moved to electronic systems after I lost my paper planner on an airplane in 2010.

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The Office Professionals Place

OCTOBER 19, 2009

Monday, October 19, 2009 Choose Your Method of Communication Effectively – Email, Phone, In-person, “Snail&# Mail/Memos Have you ever received an email from someone who just started at the company asking you to do something and you haven’t been introduced? DO use email for informational purposes (i.e.

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Professional Assistant Blog

JANUARY 29, 2008

Home About Me Advertise Closing Shared Files While Away From Desk By The Professional Assistant on Tuesday, January 29, 2008 Filed Under: Productivity D o you share files on a network within your office? If someone else needs to access information, they can just click the "Read-Only" button.

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Office Dynamics

AUGUST 4, 2017

Zapier connects over 700 apps moving information across web apps automatically thus reducing the time and energy used hopping from one app to the other. One of the most revolutionary tools by IFTTT is Applets, which has the ability to perform numerous tasks across several operating systems and apps.

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BMT Office Administration

MAY 31, 2022

Such a management system utilizes information technology to organize and store records in electronic form. Electronic information management eliminates guesswork by providing systematic storage, maintenance, and disposition of records. The benefits of electronic recordkeeping systems. Access from outside the building.

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On The Job

FEBRUARY 19, 2015

We can’t remember passwords for our online banking account and lose critical emails or other bits of data important for our work. While dealing with such stress and frustration, we’re being constantly bombarded with information from thousands of different sources. Do an information dump. Just say “no.”

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Laughing all the Way to Work

MARCH 15, 2009

.© Copyright Patricia Robb 2010 15 March, 2009 When you need it later: The Bring-Forward System My boss likes me to keep him organized and the way I do that is to have a system to bring forward items, which I then bring to his attention when he needs to see it. The system I use is quite simple and has been around for a long time.

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Practically Perfect PA

DECEMBER 17, 2015

Develop your system. The best way to do that is to develop a system that works for you. Read it, process it, and file it away – never allow documents to pile up on your desk or in your inbox. Need an online service to back up your business information? Do you dread logging into your email accounts?

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