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Minute taking template

Practically Perfect PA

If your company does not have a branded template you should suggest this to your manager and design something for them, a simple word template with the following information will suffice: The name of the Committee meeting. It is a PDF which you can download and use for all of your meetings in the future. The attendees. The apologies.

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Ten tips on preparing board papers

Practically Perfect PA

I often had quite heated conversations with one of my managers about taking the board papers online or if that was too much of a leap just emailing them to board members. Then add the number of each board paper to the correlating agenda item. Scan the final board papers into a PDF format for future reference.

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Technology to help with minute taking

Practically Perfect PA

About 10 years ago I used to manage 12 Committees as part of my role at the time. Noteshelf – Notes & PDF £3.99. The user can type their notes using the iPad keyboard, add photos, import and annotate PDFs, organise pages and tag each notebook. iPad Applications. This is an app for the iPad. Meeting Gold - £6.99.

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More minute taking tips

Practically Perfect PA

I have often sent a section of the draft minutes to the person who was reporting on that particular agenda item to review and make any changes before I sent the draft on to the chairman. Featured Key Skills Sponsored post admin assistants Events Executive Assistant Minutes Office manager PA Personal Assistant Virtual Assistant'

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Who Called? Use A Phone Call Log!

Professional Assistant Blog

In my case, I am lucky, since I only have to track calls for myself and use my daily journal or agenda (call it what you will) to make notes. Do you wish that you could be able to track calls and make sure that you have all of the details in place? This happens to everyone from time to time.

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10 Tips for Planning a Successful Event

Jen Lawrence

Even a holiday party has an agenda!) The second will be for the attendees, including dates for sending invitations and reminders, confirmations, agendas, events details, and thank yous. The spreadsheet will be the one-stop-shop for all key details, including attendees and RSVPs, venue details, agendas, etc. What does that mean?

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The 2012 Productivityist Holiday Gift Guide

Productivityist

I’m also fond of the Fujitsu ScanSnap (mainly because of its ability to seamlessly integrate with Evernote), but I’ve managed to make Evernote and the NeatDesk get along just fine. With the recent news of the MailDrop feature now in beta – which is very slick, I might add – there’s a lot to like about this powerful task management app.

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