article thumbnail

Your Roadmap to Effective Office Systems

All Things Admin

Many believe that the terms “procedures” and “systems” are interchangeable, but that’s not exactly true. A system contains all the information you need to handle the accounting functions for your job. Procedures, forms, and checklists combine to create systems for how you get things done efficiently. Systems have many benefits.

Agenda 90
article thumbnail

Assistants Must Excel at the Fundamentals

Office Dynamics

They feel they have been managing calendars or planning meetings forever so why pay attention. For 28 years, I have been teaching assistants to pay attention to the fundamentals such as meeting planning, travel planning, calendar maintenance, organizational skills, follow-up systems, time management, and communications.

Calendars 223
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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. Online Registration .

Suppliers 226
article thumbnail

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

All Things Admin

procedures, meeting minutes, travel itinerary, meeting planning, project plans) On the INSERT ribbon, click on Page Templates. 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. Click on Page Templates at the bottom of that window.

article thumbnail

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.

article thumbnail

Having a good outlook when it comes to Outlook

Laughing all the Way to Work

I create the calendar appointment in my boss’s calendar and I always invite myself as a resource person so it also appears in my calendar as well. I find this is a good back up system so we are both aware of upcoming appointments and commitments. Nobody likes to be over booked. Where is your boss right now?

Calendars 100
article thumbnail

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

Laughing all the Way to Work

© Copyright Patricia Robb 2010 19 September, 2008 Using a Bring-Forward System to Help Organize Your Boss Of all the articles I have written, the one I wrote on the bring-forward system by far gets the most views. A tip she passed along had to do with the bring-forward system and has been a great tool for me.