Office Dynamics

JULY 10, 2018

Keep the file on your desktop or easily accessible. Create a project checklist and ask all team members to use the form when asking for project assistance. The form may include date received, date needed, specific instructions, project number if applicable, links or shared files to additional information needed, etc.

Goals 202

Goals Stress Filing Email 202

All Things Admin

JANUARY 10, 2024

Once you have your template, print out several blank copies, punch three holes in each page, and keep them in a file folder within reach of your workspace. That way, you can easily grab a form and create a procedure any time you think of a new one. You can download one of our complimentary templates here.

Administrative Professionals 94

Administrative Professionals 2024 Mentoring Training 94

Office Organization Success

NOVEMBER 3, 2014

For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. All Clients: Client Tracking Spreadsheet. In your main client folder.

Filing 100

Filing Staples Email Fax 100

BMT Office Administration

JULY 28, 2022

Lawyers have a code of ethics running to booklet form and so do doctors (a one-pager) and accountants. What if you were told to not file Forms 941 or W-2? The IRS, however, may blast your cover to bits once it starts auditing your company’s books or it may become obvious to management who the whistleblower is.

Payroll 59

Payroll Salary Forms Filing 59

Ian's Messy Desk

APRIL 8, 2014

There are a few built-in features to speed-up the process: a dedicated e-mail addressing for sending items to Evernote or import folders that Evernote where you can save files for automatic import. As well, there are apps that tie into Evernote from smartphones and tablets, making it easier to add content for those devices.

Filing 100

Filing Forms UPS 100

All Things Admin

JUNE 8, 2022

Another perk is that a digital portfolio can include links, downloadable files, and audio and video components that are difficult or impossible to incorporate into a print version. For instance, if you’re working on your event planning page, you might include: Checklists, templates, and forms you’ve created to make event planning easier.

Resume 98

Resume Mentoring Skills Social Media 98

Stephanie LH Calahan

DECEMBER 22, 2010

We May Not Have Heard From You Recently a wonderful reader responded to one of our posts via email to let us know that she had filled out our contact form and had not heard from us.    I went out right away to re-test our Contact Us form and found it was no longer working -- on any of our sites!

Forms 100

Forms Fax Email Networking 100

Office Organization Success

FEBRUARY 26, 2010

For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. In your main client folder. All Clients: Client Tracking Spreadsheet.

Filing 100

Filing Staples Fax Email 100

Clutter Coach

NOVEMBER 19, 2018

Some movers provide an inventory form to fill out. This includes books, off season clothes, holiday gear, archive files, memorabilia, photos, off season sports equipment, some craft supplies, and serving ware for entertaining. They’ve scoped out school and shopping in the new neighborhood. Yes, all of it!

Clothes 100

Clothes AT&T Resume Equipment 100

Clutter Coach

MARCH 31, 2016

Christine Arylo, coach and author of the new book, Choosing ME Before WE , graciously took some time from her book promotion schedule (you can hear her speak on June 2nd at 7pm in Oakland at Great Good Place for Books) to do an interview for my blog. or in my filing cabinet. I notice that. So I immediately create a.

2015 100

2015 International AT&T Promotion 100

Clutter Coach

MARCH 16, 2015

Christine Arylo, coach and author of the new book, Choosing ME Before WE , graciously took some time from her book promotion schedule (you can hear her speak on June 2nd at 7pm in Oakland at Great Good Place for Books) to do an interview for my blog. or in my filing cabinet. Books Clutter Habits' I notice that.

International 100

International AT&T Promotion 2009 100

Clutter Coach

OCTOBER 20, 2014

Christine Arylo, coach and author of the new book, Choosing ME Before WE , graciously took some time from her book promotion schedule (you can hear her speak on June 2nd at 7pm in Oakland at Great Good Place for Books) to do an interview for my blog. or in my filing cabinet. Books Clutter Habits' I notice that.

International 100

International AT&T Promotion 2009 100

Stephanie LH Calahan

DECEMBER 29, 2010

  I have so many piles and I don't want to file it all."   If your computer files are organized, you will be able to do a search and find what you are looking for quickly. 3 -- Contact Your Bank for Paperless Statements Many people pay their bills on-line, but still receive their statements in paper form. 

Credit Card 100

Credit Card Filing Email Networking 100

The Office Professionals Place

DECEMBER 9, 2009

Form a committee, then within the committee form subcommittees for activities throughout the event. Read a good book. Log Files As with most other websites, we collect and use the data contained in log files. Here are a few ways to ‘deck the halls’ and have a worry free holiday. Don’t go it alone.

Holidays 100

Holidays Stress Gifts Filing 100

Stephanie LH Calahan

JANUARY 3, 2011

  Here are a few tips to get started: Set up a filing system to store and manage your paperwork Your paperwork likely consists of three types of paper:  1) stuff you need to take action on 2) stuff you are saving for reference and 3) stuff that you should have tossed a long time ago, but haven't.    Avoid backlog. 

Filing 100

Filing Medical Finance Networking 100

Stephanie LH Calahan

FEBRUARY 18, 2011

Productive & Organized Goes Audio in 3 Different Ways » 19 Tips for Managing Your Email Even When You Dont Want To E-mail, it is the form of communication that we love to hate and love to love.  I'll read and delete and save those of interest in a file. What remains in your in-box is actionable items, not filing.

Email 100

Email Management Filing Monster 100

The Office Professionals Place

NOVEMBER 25, 2009

Believe me, it is the best form of release therapy! The other alternative to the internet is - pick up a book! My favorites are the Seven Habits of Highly Effective People by Stephen Covey, Messages: The Communications Skills Book by Dr. Matthew McKay, and Become an Inner Circle Assistant by Joan Burge.

IAAP 100

IAAP Filing Health Mentoring 100

Make or Break Moments

JULY 19, 2010

The first project – transcribe a one hour speech from an audio file. His responses anticipated my questions – he offered a website, an easy way to upload my audio file and a clear cut amount of time I could expect the job would take. Do you take the time to address the prospect by name rather than a generic form letter?

Cover Letter 100

Cover Letter Customer Service 2010 2009 100

Make or Break Moments

APRIL 30, 2010

This is a workshop that I am invited to give on a regular basis and because I know you can’t come to Ohio and hear me speak, I have created a couple audio files that will walk you through each of the pages in the workbook. I have put together a Customer-Focus Social Media Strategy workbook that I offer FREE to help get you started.

Social Media 100

Social Media Customer Service 2009 2010 100

Ian's Messy Desk

JUNE 30, 2010

There are people that make getting ready to get things done an art form. Not only did she remember the name of the antibiotic from four years previous, within 45 seconds she had pulled a copy of the prescription from her files. I learned from my mother. How do you know if the system is working?

Ergonomics 100

Ergonomics Health Medical 2006 100

Stephanie LH Calahan

MAY 13, 2011

  Even if you are not the most technical person on your block, you probably have some form of technology in your life that you love.  OneNote: My Filing Cabinet In The Clouds. create notebooks and files just like I would with paper, but now it is all organized on my computer. Find here: steph.bz/EZBackup.

Credit Card 100

Credit Card Google Docs Dropbox Filing 100

Laughing all the Way to Work

MARCH 11, 2008

Now This is a Chair with my Name on it My chair at work is ergonomic and suitable for sitting in front of a computer all day, but I'd much rather be sitting here with my laptop writing a book. Of course I will need to book holidays and make sure I have a replacement to assist my boss when I am gone. The itch to go south is upon me.

Holidays 100

Holidays Ergonomics 2008 Filing 100

BMT Office Administration

MAY 9, 2024

As a result, the IRS was flooded with loads of improperly claimed 941-X forms, causing them to issue a moratorium for new ERC claims that began on September 14, 2023. The IRS is now encouraging businesses that filed ERC claims to re-examine their eligibility and, if necessary, withdraw the claims via the ERC Withdrawal Program.

Payroll 52

Payroll 2024 Filing 2023 52

Virtual Moxie

NOVEMBER 26, 2012

Fortunately, I had an intervention of sorts, in the form of a session a couple of years ago with the amazing Amy Thill who laid down the law to me and said that I wasn't allowed to buy anything else, unless I also promised, when it didn't work out as I'd hoped, to return it, or immediately donate it to charity. Beautiful file folders.

Calendars 100

Calendars Purchasing 2013 Gifts 100

Laughing all the Way to Work

MARCH 18, 2008

I don’t look forward to filling out my performance appraisal form, especially the self evaluation part. All the books I had read recommended that you write your questions down and bring them with you. Evaluate Yourself Many performance appraisal forms have an evaluation form that is ranked by the employee and their supervisor.

Forms 100

Forms Goals Skills Equipment 100

Ian's Messy Desk

JANUARY 2, 2012

If you need color and pictures, use a lot on your calendar or planning book. Some people need to have papers filed away; others get their creative energy from their piles. Perfectionism, paying to much attention to refining smaller and smaller details, can be a form of procrastination. Organize in a way that makes sense to you.

Management 100

Management Calendars Goals 2012 100

On The Job

JULY 16, 2009

Helpful information and advice from Americas favorite workplace columnist About Anita Blog Books Syndicated Column Interviews Career Links Contact Thursday, July 16, 2009 How to Quit a Job Properly No one talks much these days about quitting a job. This is the letter that will go in your personnel file so there’s no need to be long-winded.

2009 100

2009 Legal Filing Interviewing 100

LEADERASSISTANT.COM

OCTOBER 29, 2023

CONNECT WITH NICOLE Nicole on LinkedIn Bosun Solutions Mic’d Up Booking ABOUT NICOLE Nicole Grinnell is the CEO of a multi million dollar company and has a passion for helping other business owners find affordable solutions to help grow their business. And I was supporting a lot of the VPS all over the country.

AT&T 74

AT&T Retirement Travel Networking 74

Stephanie LH Calahan

FEBRUARY 25, 2011

It's a great way to save files and photos on the "cloud." Look Ahead I have found that in order to save time, the last thing I do at night is to "look ahead" By look ahead, I mean that I check my calendar and tickler file for what I have scheduled tomorrow. Drop The Flash Drive For Dropbox Dropbox is awesome!

Dropbox 100

Dropbox Filing Networking Fax 100

Laughing all the Way to Work

JANUARY 16, 2008

E-magazines, blogs and feeds are now readily available to pass on information, and I have seen the early stages of on-line books that you can take along with you just as we do with paper books today. There is software already available to save e-mails directly into our document management systems and to put them in the correct file.

Carbon Footprint 100

Carbon Footprint Ergonomics Filing Etiquette 100

Practically Perfect PA

SEPTEMBER 5, 2012

Whenever you receive confirmation emails from any bookings you can forward it to plans@tripit.com and they will add the details to the itinerary. You hand over the iPad to a guest who can then fill in a form with their details, take a photo and sign an agreement. and the app produces a really helpful itinerary for you. Check In: Free.

Restaurants 100

Restaurants Travel Phones Calendars 100

Practically Perfect PA

SEPTEMBER 5, 2012

Whenever you receive confirmation emails from any bookings you can forward it to plans@tripit.com and they will add the details to the itinerary. You hand over the iPad to a guest who can then fill in a form with their details, take a photo and sign an agreement. and the app produces a really helpful itinerary for you. Check In: Free.

Restaurants 100

Restaurants Travel Phones Calendars 100

The Small Business Blog

MARCH 19, 2008

Small Business Startup Checklist – Company Structure by Stefan Töpfer on Mar 19, 2008 An important early decision that will have long-term consequences for your business is to determine the legal form it will trade under. Things to remember: The legal form that your business takes will affect numerous aspects of your business trading.

2008 100

2008 2007 2006 2009 100

Stephanie LH Calahan

DECEMBER 28, 2009

Work With Stephanie « Planner Or Tickler (1-31) File? - Or it could be a number of days for an idea that is in the process of forming in your mind. Productive & Organized Home Contribute to P&O! Archive Network with Steph Is This You? Think about your idea because not all ideas are created equal.

Promotion 100

Promotion Networking Facebook Fax 100

Laughing all the Way to Work

MARCH 15, 2009

Tried and True Method: I set up 12 hanging file folders labelled January through to December. If there are forms that need to filled in and it has a due date in June, I put those forms in the June folder with a bf date on it for a week before it is due. I finally had a chance to sit down and read your book over the holiday.

Time Zones 100

Time Zones IAAP International Meeting Minutes 100

Stephanie LH Calahan

MARCH 25, 2011

Collecting business cards or other forms of contact information is only the first step in networking.  They are then placed in a reference (Rolodex) file by type of business and not the name. I File Them (Then I Forget Them). I file them away, and rarely look at them again. Booking Notebook.

Business Cards 100

Business Cards Networking ASAP Etiquette 100

Karen Vivarelli

JANUARY 24, 2021

That space came in the form of being furloughed and eventually laid off from my job due to COVID-19. Once I set up G-Suite for her and organized her files online, she shared that she needed a website of her own! 5 | What or who helped you get started as a VA? I still work with her on a variety of different projects.

Social Media 52

Social Media Mentoring Travel Facebook 52