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.

Skills 130

Skills Legal Social Media Project Management 130

All Things Admin

MARCH 20, 2024

Do you remember asking people in your household to hang up the phone so you could send an email? Or being tied to bulky, desktop computers that couldn’t function more than five feet away from a phone jack? If your systems and procedures aren’t working efficiently, you may as well be on dial-up.

Mentoring 52

Mentoring Administrative Professionals 2024 Goals 52

On The Job

OCTOBER 28, 2019

Have you ever tried to persuade someone to do something at work -- give you a pay raise, let you take on a new project, adopt a new system -- and you fail miserably? One of the keys is that too many people rely on emails or texts when they're communicating, and that lacks persuasive power.

Learning 106

Learning Stress Phones Goals 106

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.  7 -- Place system in an easy to reach spot on your desk. Use any remaining spots to hold project files or quick reference information. 

Filing 100

Filing Calendars AT&T Phones 100

Stephanie LH Calahan

JANUARY 26, 2011

  The situation: Tweet "Rob" is a project manager that is responsible for a number of projects across the world and he needs to keep track of all of them.    I LOVE basecamp I have used it to coordinate many different projects where team members are all over the place. How will you use Basecamp?

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Central Desktop Basecamp Google Docs Management 100

Office Dynamics

JUNE 28, 2016

As a business owner, you’ll want to check in with your remote workers on a pretty regular basis, either through scheduled phone calls or with email updates. To make sure your remote group of employees accomplishes everything they need to do will require a great deal of transparency on their part about their projects and tasks.

Telecommuting 157

Telecommuting Basecamp Policies Phones 157

Success

MARCH 13, 2023

Consider keeping a spreadsheet with key details like the client name, project title, how much you were paid, and how much you set aside for taxes. Make a plan for estimated tax payments Taxes are a pay-as-you-go system in the U.S. Do you have multiple clients or receive numerous payments throughout the year?

Filing 278

Filing 2023 Retirement Expenses 278

Office Organization Success

SEPTEMBER 4, 2014

My recent free teleclass on 4 Key Systems made me realize just how much technology there is to understand and how it can really help you automate your online business, especially when it comes to automating your marketing. Reminders/Notifications via your autoresponder system. Emails: Templates/Canned Responses.

Gifts 100

Gifts Purchasing Email Phones 100

Office Organization Success

NOVEMBER 3, 2014

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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Filing Staples Email Fax 100

Jen Lawrence

AUGUST 1, 2022

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. . Create a fillable form and type directly into it while on the phone with your client. Project Punch, Change, or Approvals List. What do I mean by “forms”?

Forms 52

Forms International Phones Email 52

Office Dynamics

APRIL 20, 2017

Just forward your confirmation emails to the app (hotel, rental car, airline tickets, etc.), 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. It’s what I use to keep my own team on track.

Time Zones 223

Time Zones Administrative Professionals Basecamp Business Cards 223

BMT Office Administration

JANUARY 31, 2023

Now in 2023, it’s projected that 25% of the workforce will engage in remote work in one form or another. 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. It makes task management a possibility.

Payroll 52

Payroll Project Management Email 2020 52

Productivityist

DECEMBER 22, 2016

As a result, my email went from around 30 a day to well over 150. I already knew the theories of inbox zero, yet here I was, drowning in email. This made finding a specific email very time consuming. Then I brainstormed how I was going to deal with hundreds of emails a day. My system uses two e-mail folders ONLY.

Email 40

Email Keyboards Phones Project Management 40

Office Organization Success

NOVEMBER 6, 2014

And yet with a few simple tweaks in their contact management system, they could easily turn that around, and find that they have all the clients they need! Do you have a record of each of your clients/colleagues contact data, i.e. name, address, email, website, phone number etc.? So let me ask you: 1. Build your business.

2014 100

2014 Email Management Stress 100

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. An example would be call centers, where employee phone calls and voicemails were recorded and closely monitored to ensure their quality and efficiency. Before the pandemic, only 6% of employees were remote workers.

Filing 52

Filing 2020 Suppliers Social Media 52

BMT Office Administration

OCTOBER 10, 2022

From secretly checking social media to focusing on less critical work tasks to avoid starting a crucial project – there are many different types of procrastination. Any co-worker checking social media notifications instead of reading employee emails qualifies as online procrastination. What’s that?

Management 125

Management Self Esteem Social Media AT&T 125

Worxbee

FEBRUARY 20, 2023

You can delegate all the work that keeps you “busy” - like filling out paperwork, filing, scheduling, budgeting, and making “quick” phone calls. No more endless emails to check or impromptu calls to answer: your admin is your gatekeeper. Your admin pulls together all the info about a project to help you navigate the executive decision.

Administrative Professionals 52

Administrative Professionals Stress Email Budget 52

Success

MARCH 9, 2022

People are looking for systems or processes. Increasing sales outreach may mean sending out 5,000 emails, not 1,000, or making 100 calls a month instead of 50. In stepping up your own game, get specific about how you open each phone call, your choice of words and even how you title your emails , Cathcart says.

Goals 264

Goals Training Skills Clothes 264

Office Dynamics

AUGUST 16, 2018

From the first phone call to register for the conference to picking up my name tag, the entire team carried out the professionalism of Joan. If your executive mentions a new project or talk force they will be working with, ask them to tell you more about the mission and the people. They are my: * Follow-up system. Be curious.

Mentoring 189

Mentoring Skills Learning IAAP 189

All Things Admin

DECEMBER 18, 2020

I receive a lot of emails from admins who’ve lost their jobs unexpectedly. You should have two versions of your cover letter – a formal one that can be printed and an electronic version for online submission systems. Project plans. She said, “Security doesn’t lie within a company. It lies within you.”. This is so true.

Cover Letter 98

Cover Letter Resume Business Cards Networking 98

Office Organization Success

NOVEMBER 24, 2014

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. And I *highly recommend* that you tell your client to fax or mail this form to you, and not email it.

Credit Card 100

Credit Card Fax Forms 2014 100

Stephanie LH Calahan

JULY 1, 2011

  You might need a CRM system too.   Do you have plans to support any other smart phones?  Do you have any future projects you’d like to tell us about? .  She shared that she was often forgetting important followups and conversations that she had because they would get lost in the piles. 

Interviewing 100

Interviewing Google Docs Customer Service Networking 100

Clutter Coach

JUNE 13, 2017

It’s not just clearing off your desk or ploughing through your email inbox. It’s easy to be fooled into thinking you’re productive when you answer emails and phone calls and get paper off your desk. What is the ROI on your time for a particular project? by What is productivity, really? Is it necessary?

Forms 100

Forms Phones AT&T Goals 100

Jen Lawrence

SEPTEMBER 28, 2020

TIP 1: Canned Emails + Snippets. Create templated emails or snippets of text to answer frequently asked questions, inquiry responses, or additional information that may be requested. These are super easy to set up in any email client and mass emailing provider ( psst, my favorite is Convertkit.). But where do you start?

Email 52

Email Project Management AT&T Promotion 52

Jen Lawrence

SEPTEMBER 28, 2020

TIP 1: Canned Emails + Snippets. Create templated emails or snippets of text to answer frequently asked questions, inquiry responses, or additional information that may be requested. These are super easy to set up in any email client and mass emailing provider ( psst, my favorite is Convertkit.). But where do you start?

Email 52

Email Project Management AT&T Promotion 52

Office Organization Success

SEPTEMBER 11, 2014

It’s much harder to sell something simply by sticking it out there and hoping people will buy it; when you have a launch system in place you will make more sales. You want to allow several weeks for your pre-launch stage as it’s during this stage that you’ll be: Writing the sales page and creating the back-office systems.

Purchasing 100

Purchasing 2014 Promotion Email 100

Jen Lawrence

JANUARY 11, 2021

I can’t tell you how many people are shocked to hear that, as a systems expert, I still do quite a bit of work manually. Sure, your system can send out emails precisely at the right time, but does it send a super cheery message in the middle of a national crisis? Sound like a contradiction? Not if you zoom out a little.

Project Management 52

Project Management Calendars Travel Phones 52

Jen Lawrence

JANUARY 11, 2021

I can’t tell you how many people are shocked to hear that, as a systems expert, I still do quite a bit of work manually. Sure, your system can send out emails precisely at the right time, but does it send a super cheery message in the middle of a national crisis? Sound like a contradiction? Not if you zoom out a little.

Project Management 52

Project Management Calendars Travel Phones 52

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. Their systems make a “profound difference” and enable them to have time for fun and relaxation, he says. If you have a phone conversation that you need to remember, (read more here )' Just say “no.”

Filing 100

Filing 2011 Stress Email 100

Jen Lawrence

MARCH 15, 2019

Colors can be used to distinguish between projects, clients, meeting types, activity types. The system will take you a mere few moments to set up and I guarantee you’ll see the benefits immediately. Most email clients will allow you to assign colors and categories to your calendar simply by selecting from a dropdown.

Calendars 65

Calendars Holidays Travel Finance 65

Stephanie LH Calahan

OCTOBER 9, 2012

  Back when I had to keep track of phone conversations, email and face-to-face it was simply much easier to do! Since most of us deal with more than just a small handful of contacts on a daily basis, the question of why we need a system to handle it should be obvious. " I can relate!  What is a CRM?

Phones 100

Phones Networking Social Media Calendars 100

Denise Aday

NOVEMBER 9, 2010

As announced here , we recently added productivity and systems services for enhanced client support. You’ve got it, with implementation and training coordination, systems documentation, and assistance building your virtual team. Productivity and Systems Improvement Packages. Includes: Initial phone session.

Training 40

Training Policies Phones Purchasing 40

Jen Lawrence

SEPTEMBER 13, 2021

In my experience, I’ve seen a variety of mistakes from overcomplicating the system, integrating too many assumptions, not documenting the intent or justification for decisions. And the greater challenge, if I were to ask you about your current project or goal, would you be able to tell me what your boundaries are?

Assertiveness 52

Assertiveness Equipment Goals Stress 52

Step It Up VA Coaching

AUGUST 7, 2014

Trying to focus on a project while you’re being interrupted every 5 minutes is simply not going to get the job done. And I think it actually makes my clients feel more comfortable knowing that I’m not going to drop their work and their projects to answer a call from another client. Bulk tasks, client work and phone calls.

Management 100

Management Phones Agenda Calendars 100

Step It Up VA Coaching

FEBRUARY 6, 2014

Perhaps you spend too much time recreating every proposal or contract, every form, every letter or email each time you need it. Look at everything— the RFPs and email inquiries you respond to, requests you send out for different things, contracts, invoicing forms, etc. Okay, back to the project. First— Standardize.

Social Media 100

Social Media Equipment Forms Email 100

Office Organization Success

FEBRUARY 2, 2015

You can do this via email, letter, phone call, or in-person. Send out an email/letter to EVERYONE you know with details of your teleclass, and ask them “who do you know who…”; you never know who they know who might be interested in attending your events, so it’s always worth reaching out to everyone you know to ask for referrals.

Social Media 100

Social Media Promotion Networking 2015 100

Step It Up VA Coaching

SEPTEMBER 24, 2015

Set a date for an initial call to clearly outline your strategies and goals for the project, and to solidify the lines of communication between you and the client. Nobody wants a call to their home phone late at night or during family times if it’s not an absolute emergency. Do you prefer e-mail or telephone communication?

Google Docs 100

Google Docs Dropbox Project Management AT&T 100