article thumbnail

Your Company Can Make an Impact—These Event Planning Tips Can Help

Success

The same is true for the structure, format and even length—among a host of other elements—which presents a unique opportunity for leaders to establish a legacy for their brand. The time is now for leaders to get “plugged” into the planning and help create a more effective process overall to execute both large- and small-scale events.

2023 246
article thumbnail

4 Things to Consider Before Working with a Virtual Financial Adviser

Success

Though it presented some initial challenges, the shift to online meetings over Zoom or FaceTime enabled financial advisers and investors to grow accustomed to this new normal. Work up an agenda and send it via email a few days in advance. Fortunately, electronic documents can make this process easier and more efficient.

Agenda 264
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 You Can Combat Collaboration Overload to Improve Company Performance—and Your Own

Success

Sometimes, too many cooks in the kitchen (or collaboration overload) can slow the process, reduce efficiency and derail engagement. For example, perhaps your manager wants all team members to do a final readthrough of each presentation before it’s printed and finalized. This process has existed for years.

article thumbnail

Your Roadmap to Effective Office Systems

All Things Admin

Check with all participants on availability for the options presented. 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. Look for logical breaks in the process. Meeting Agenda.

Agenda 90
article thumbnail

How to Assert Your Power in Difficult Situations

Success

In your first three months, you discover countless ways to improve the business : better project management tools, ways to streamline everyone’s workflow and straightforward meeting agendas. We shouldn’t go about this process alone. They can present a problem in a compelling way and get people interested in a solution.

article thumbnail

Ground rules for team meetings

Practically Perfect PA

Every meeting must have an agenda . Make sure every meeting has an agenda, it can be very simple for example: Date, time, location. Agenda / meeting’s purpose. The most important aspect of the agenda is the timing of each item. There is nothing worse than sitting through an unnecessary presentation.

Agenda 189
article thumbnail

Zooming In On Engagement: How Turning Off Your Camera Can Hurt Your Career

Allwork

For every remote employee who may not be present during a meeting, there are on-site individuals that are not mentally present. Contributing to the conversation and being present is important regardless of where you work. Be sure to clearly communicate the intent of the call or agenda to orient participants to what’s coming.

Promotion 290