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Ask the Admin: Meeting Minutes Retention

Administrative Arts

You don’t indicate if you are talking about Board minutes or membership meeting minutes. According to every reference I can find for document retention, Board minutes should be kept permanently. I didn’t find any specific references to membership meeting minutes in any of the research I’ve done.

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NEW! OneNote 2016 Training Series

All Things Admin

Whether it’s creating effective systems for minute taking, follow-up on action items, travel planning, procedures documentation, or developing communication systems that are easy for your executives to scan for information, organization is a vital skill for success-minded admins. Inserting files, screenshots, and links.

2016 52
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More OneNote Must-Knows: History, Search, and Template Creation

All Things Admin

Create a page in OneNote or insert a file from Word that you want to use as your standard template for various needs throughout the notebook. procedures, meeting minutes, travel itinerary, meeting planning, project plans) On the INSERT ribbon, click on Page Templates. Here’s how you create one.

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When you need it later: The Bring-Forward System

Laughing all the Way to Work

.© 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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Ask the Admin: Records Retention

Administrative Arts

I got this e-mail from Kelly: What is the business standard for the length of time to keep meeting minutes? You didn’t specify what type of minutes you need to keep. How long you retain meeting minutes will depend on the type of meetings you are referring to. 10 Tips for Effective Meeting Minutes.

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Oh where or where is my password?

Laughing all the Way to Work

Thank goodness I get three tries to pick the right one before the system locks me out. On some sites there is an option to "Remember my password," which is helpful until your system crashes and you lose everything and then how are you ever going to remember what the password was in the first place since you havent had to enter it in a year?

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Anyone can be an Administrative Assistant, right?

Laughing all the Way to Work

Try to anticipate the need so you can have the file or the answer your boss needs, before he or she even knows they need it. Maintaining a good bring-forward system is important to have things ready when needed. A good assistant knows just where to find the document or file needed, or they won’t stop looking till they do.