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SURROUND yourself with a team of experts to make you and your organization SHINE!

Office Dynamics

Not all people who plan meetings are “meeting planners,” nor do all meeting planners start out their careers as meeting planners. Not only did I set the meetings up, but I also took notes (in shorthand no less), transcribed the notes and prepared final reports for dissemination. Program Content/Agenda .

Suppliers 226
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12 Days of Christmas Webinar: The Organized Admin with Julie Perrine

Office Dynamics

Assistants are not only keeping themselves on track; they’re also responsible for keeping their executive and teams on track as well. Travel Planning. Event/Meeting Planning. Travel Planning Example: Your travel planning system involves lots of different forms, templates, and checklists.

Travel 100
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Laughing All the Way to Work: A Survival Blog for Today's.

Laughing all the Way to Work

In its simplest form minutes are a record of discussion, decisions and actions to be taken and the date by when it needs to be completed. The team members were pleased with the work and it was agreed that the Finance Director should pay the invoice from the Recreation Account. They rely on me to know the ins and outs of the meeting.

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When you need it later: The Bring-Forward System

Laughing all the Way to Work

If there are forms that need to filled in and it has a due date in June, I put those forms in the June folder with a bf date on it for a week before it is due. I create a corresponding Task reminder and write something like this: WAITBIN need to prepare form for production by March 23rd.

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Too much information.

Laughing all the Way to Work

If you have a few ideas or requests in your e-mail, it is best to set it out in point form so the person does not have to dig for it. Point being. For example, "Please send me the following information: - A photocopy of Ms.

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On the job tips for new Admins.

Laughing all the Way to Work

Put it in a folder for your boss’s signature in completed form, i.e. envelope clipped to letter and attachments. If you are sending the letter by regular mail, courier or registered mail, make sure you have the proper postage, courier slips or forms filled out. I usually put a sticky note on it for that as well.

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Meetings Plus: Taking them offline

Laughing all the Way to Work

When I receive an initial request for a meeting, I use a meeting form and write down the information I need: who is requesting the meeting, what is the purpose of the meeting, where it will be held and a phone number or an e-mail address and dates that are available.