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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. The first time I became involved in planning meetings was in my role as an office manager/prospect donor researcher in the Grants and Development Office of a state university.

Suppliers 226
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Your Roadmap to Effective Office Systems

All Things Admin

Procedures show you, step-by-step, how to perform a specific task – for example, completing an expense report or submitting a check request. Procedures, forms, and checklists combine to create systems for how you get things done efficiently. Meeting Agenda. Meeting Invitations. Meeting Invitations.

Agenda 90
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The pronouns you use can reveal a lot about where your head is

Laughing all the Way to Work

Do you have expense reports to do or what about paying that invoice? Meetings - Are you in the middle of planning a meeting? I keep a meeting scheduling form at my desk. I know exactly where I am at with the meeting planning just by looking at the form.

Filing 100
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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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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. Robbs drivers license; - A completed application form; and - a cheque or money order in the amount of $10 made out to the Ministry of Heath." Point being. vs. i.e.

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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. vs. i.e.

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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. vs. i.e.