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4 Things to Consider Before Working with a Virtual Financial Adviser

Success

Virtual financial advisers can counsel you via video conference, phone or email. Work up an agenda and send it via email a few days in advance. Although you can certainly ask anything during a remote wealth management meeting, you’ll likely need to provide certain documentation (e.g., Keep on top of paperwork.

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Upping your A(ssisting) game when you work with a Board of Trustees

Executive Leadership Support Blog

Offer to help put together the agenda for meetings, offer to tackle a project for a committee. As a bonus this will also alleviate emails and phone calls to you asking when something is due. You not only help the board, you increase your knowledge and become more valuable as a partner.

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Your Roadmap to Effective Office Systems

All Things Admin

A good system is documentable, sharable, and repeatable. The best way to explain how to document your systems on paper is to show you. Determine the agenda and who is presenting. Create the meeting agenda for the department head’s approval. Gather all materials for the agenda and participant materials.

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Leveraging Procedures for Effective Training and Onboarding

All Things Admin

Procedures are more than just documents; they are a roadmap for new hires, guiding them through the complexities of their new role and the company culture without constant supervision. The Power of Documentation If you have everything documented and ready to go when a new hire begins, it expedites the onboarding process.

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How to Hold a Successful Project Debrief

Jen Lawrence

Depending on the team dynamic, this may look like a survey form, contributing to a shared document, or simply sending an email to a point of contact. Set the Agenda. A key component of a successful Project Debrief meeting is keeping the agenda tight and streamlined. What improvements are suggested for next time?

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Ten tips on preparing board papers

Practically Perfect PA

Constantly chasing people for supporting papers, printing thousands and thousand of pieces of paper only to be told that the documents have been amended, stapling through massive reports – god I hated it. Insert a numbered divider in between each supporting document, this is particularly useful in a large pack.

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Are you getting attendees to your meetings?

Practically Perfect PA

Write an agenda. For every meeting that you organise it is really helpful to have an agenda. Attach the agenda to the meeting request so that all attendees know what to expect from the meeting. Each agenda item should have a dedicated amount of time so that attendees know you have thought about the meeting structure.

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