Remove Agenda Remove Email Remove Goals Remove Review
article thumbnail

4 Things to Consider Before Working with a Virtual Financial Adviser

Success

Virtual financial advisers can counsel you via video conference, phone or email. Advisers use these platforms to provide guidance on which investments to add to your portfolio, developing an overall wealth management strategy based on your long- and short-term goals. Work up an agenda and send it via email a few days in advance.

Agenda 264
article thumbnail

How You Can Combat Collaboration Overload to Improve Company Performance—and Your Own

Success

While you and your fellow employees might share common goals, more collaboration doesn’t always mean the team will be successful. A 2016 Harvard Business Review article found that over the past two decades, time spent by leadership and employees in collaborative activities has grown by more than 50%.

Insiders

Sign Up for our Newsletter

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

article thumbnail

How to Hold a Successful Project Debrief

Jen Lawrence

Conduct a successful Project Debrief by setting aside the time to review and discuss. 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. Then consolidate all feedback to be reviewed during the session. Set the Agenda.

Agenda 52
article thumbnail

Leveraging Procedures for Effective Training and Onboarding

All Things Admin

Onboarding Agenda: A Blueprint for Success Having a well-planned and structured approach to onboarding new team members helps you ensure the important details are being covered, the right people are involved, and the new hire has a more organized and supportive start in their new role. email, instant messaging, project management tools).

article thumbnail

Tips to Be Present at a Networking Event

Jen Lawrence

Don’t check your email throughout the day. Resist the urge to post on social media or send learnings emails to your team members during presentations and workshops. Instead, identify gaps in the agenda or wait until the end of the day to share your favorite pictures, videos, quotes, and learnings from the day. Speaking of….

article thumbnail

5 Things Every Meeting Management Guru Does

Melissa Peoples

Use Centralized Collaboration Tools Managing meeting agendas, invites, content, decks, meeting minutes and tracking actionable items can overwhelm the most seasoned professional. When you are required to juggle a lot of moving pieces, it is essential to avoid gathering agenda topics, content, deck versions, and minutes via email.

article thumbnail

The 10 Best Goal Setting Apps to Help You Stay on Track

Success

Setting goals and tracking your progress is essential for personal development. But sometimes, keeping track of your progress can seem to take longer than achieving the goal itself. Using a goal setting app can help keep the tracking process manageable. How much does the app cost? Are there subscription fees?

Goals 290