article thumbnail

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.

Agenda 264
article thumbnail

Review for Success

Ian's Messy Desk

When we come to the end of a project or activity, it is common to review the outcomes. Next time you need to review a project, try looking at its successful outcomes. What issues should we put on the agenda? What issues can be taken off the agenda? What went wrong? What went right? What are our needs? What did we learn?

Agenda 100
Insiders

Sign Up for our Newsletter

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

article thumbnail

4 Things to Consider Before Working with a Virtual Financial Adviser

Success

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. Here are a few things to consider before your next wealth management strategy session: 1. Communicate beforehand.

Agenda 264
article thumbnail

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.

Agenda 90
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. Then consolidate all feedback to be reviewed during the session. Set the Agenda. A key component of a successful Project Debrief meeting is keeping the agenda tight and streamlined. Review Responses “What hindered the project workflows?”

Agenda 52
article thumbnail

Want To Delegate Better? Try a Total Responsibility Transfer

Success

Avoid falling prey to rigid beliefs or agendas. In a Harvard Business Review article written by Dina Denham Smith, executive coach and CEO of Cognitas, guilt can often play a role in the emotional toll of delegating. But what if that’s a great thing? You might even feel guilty about delegating.

Agenda 321
article thumbnail

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%. You might suggest having an agenda for the meeting. Then, once you review all the discussion points, attendees are free to leave and work on something else.