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6 Things to Do before Unplugging for the Weekend

Success

A good practice to cultivate is reviewing what went well and celebrating it. Be sure to set the agenda , record objectives and define responsibilities. Review next week’s calendar before leaving work on Friday. Review your calendar for Monday, so you have a head start on the week. Lea Woodward, Kinetiva 2.

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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. If you’ve sent an agenda for your next virtual wealth management session, perhaps organize that information by topic to keep the meeting running smoothly. Communicate beforehand.

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

Success

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%. For example, if you get too many emails, sit in too many meetings or spend too much time waiting for sign-offs, you can be left with little time to complete your tasks.

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Your Roadmap to Effective Office Systems

All Things Admin

Review calendars and compile date and time options. 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. Review calendars and compile date and time options. Meeting Agenda. Meeting Agenda.

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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.

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Ep 122: Stephanie Slagle – Executive Operations Director at MountainSeed

Go Burrows

EOS Level 10 (L10) Meeting Agenda download and includes a video walkthrough – [link]. Join my email list here if you want to get an email when a new episode goes live. LEAVE A REVIEW. If you’re enjoying the podcast, please take 2 minutes to rate and review the show on Apple Podcasts here.

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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).