Office Dynamics

JULY 10, 2018

The meeting is typically a way to evaluate the past year’s project management, acknowledge achievements, receive valuable feedback for performance improvement and create new goals for continued productivity. Keep the file on your desktop or easily accessible. This may require you to do some research and meet with other departments.

Goals 202

Goals Stress Filing Email 202

Office Organization Success

APRIL 28, 2016

Let me share a secret with you that many successful online solopreneurs already know — you have to learn how to “manage” your business before you can “market” your business. See where the gaps are in your business with your 26-point Online Business Management & Marketing SYSTEMS CHECKLIST .

Management 100

Management Calendars 2016 Email 100

BMT Office Administration

NOVEMBER 16, 2022

While individuals have until April 18, 2023, to file their personal income taxes, businesses have to start thinking about tax requirements a bit sooner. Forms such as IRS Form W-2 and IRS Form 1099 need to be sent out by the end of January. A 1099 is a form used to report non- employee compensation. What is a W-2?

Payroll 52

Payroll Forms Filing Expenses 52

BMT Office Administration

MAY 26, 2023

You can’t code an employee’s pay and deductions properly without an employee pay profile, said Jonathan Stone, managing director of KPMG LLP. Downstream ramifications of incorrect codes Incorrect earnings codes lead to incorrect W-2s, which lead to corrections on Forms W-2c and 941-X, Stone pointed out.

Salary 52

Salary Forms Health Calendars 52

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. Goals give your time management direction. Such people may combine a To Do list with a calendar or schedule. Organize in a way that makes sense to you.

Management 100

Management Calendars Goals 2012 100

All Things Admin

JUNE 23, 2021

Procedures, forms, and checklists combine to create systems for how you get things done efficiently. Every office needs different systems to run smoothly, but most administrative professionals will require most or all of the systems in this core group: Time and task management. Project management. Systems have many benefits.

Agenda 90

Agenda Equipment Administrative Professionals Calendars 90

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 don't care what tool you receive your e-mail in, you still have to manage it or it will run you. 

Email 100

Email Management Filing Monster 100

BMT Office Administration

MAY 30, 2022

To help, we’ve created this payroll compliance checklist to help guide you through the steps that you need to complete at each stage of the payroll management process. Collect the required forms. The main two are the I-9 form and IRS Form W-4. An I-9 form is a very important piece of compliance documentation.

Payroll 52

Payroll Forms Agencies Legal 52

Clutter Coach

NOVEMBER 17, 2014

If you have a business partner but not an office manager, divide up responsibilities. This category includes bills, medical forms to file, an insurance or telephone plan to compare with what you have now, information about a product you intend to buy and a list of activities put on by a group you belong to. old catalogs.

Medical 100

Medical Filing Credit Card Legal 100

Office Organization Success

JULY 31, 2009

Let me share a secret with you that many successful online solopreneurs already know – you have to manage your business before you can market your business, and if you’ve been with me for a while you’ve no doubt heard me say this many times! For example, how do you create a new client file? Create a calendar template.

Management 100

Management Calendars Email 2009 100

The Office Professionals Place

JUNE 7, 2010

I was online completing a form that required a phone number and I didn’t have the phone number handy, while I was conducting a search on the internet, my friend got a regular phonebook and found the phone number before my page could load to show me the results of my search. If my files were lost, how could I do my job effectively?

Filing 100

Filing Administrative Professionals 2010 IAAP 100

Practically Perfect PA

NOVEMBER 4, 2014

He was very self reliant so he didn’t want me to touch his unique filing system. Before I went home every evening I would print out his calendar and attach the correct paperwork for his meetings the next day. I would pop the file on his desk so that he had everything he needed for the following morning.

Interviewing 100

Interviewing Self Esteem Doodle Customer Service 100

Productivityist

MARCH 10, 2016

Think about news reports regarding Sony or the Office of Personnel Management. Even things that don’t seem efficient at first, such as forming security procedures and establishing a security schedule, can be made efficient with the right tweaking. A service such as Carbonite is very helpful for both safely storing and managing files.

Calendars 40

Calendars Filing Stress Forms 40

Productivityist

MARCH 10, 2016

Think about news reports regarding Sony or the Office of Personnel Management. Even things that don’t seem efficient at first, such as forming security procedures and establishing a security schedule, can be made efficient with the right tweaking. A service such as Carbonite is very helpful for both safely storing and managing files.

Calendars 40

Calendars Filing Stress Forms 40

Practically Perfect PA

SEPTEMBER 5, 2012

I use my iPhone every day and I’ve found there are loads of apps which are really helpful for assistants and their managers, most of which probably have either an iPhone or an iPad. This app is slightly more expensive but worth paying for if your manager travels a lot. Love this app for myself and my manager. FlightTrack: £2.99

Restaurants 100

Restaurants Travel Phones Calendars 100

Practically Perfect PA

SEPTEMBER 5, 2012

I use my iPhone every day and I’ve found there are loads of apps which are really helpful for assistants and their managers, most of which probably have either an iPhone or an iPad. This app is slightly more expensive but worth paying for if your manager travels a lot. Love this app for myself and my manager. FlightTrack: £2.99

Restaurants 100

Restaurants Travel Phones Calendars 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. My mother has gotten things done by using heavily annotated paper calendars.

Ergonomics 100

Ergonomics Health Medical Forms 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.  Wordpress is not just a software, but a platform for managing, creating and publishing information on the Internet without having any technical and programming skills. It is FREE to use!

Credit Card 100

Credit Card Google Docs Dropbox Filing 100

Stephanie LH Calahan

FEBRUARY 25, 2011

Time Management Month and More | Main | What is Your Done List Telling You? » 6 Tips to Save You Time and Wasted Effort We are really close to wrapping up time management month!  It's a great way to save files and photos on the "cloud." We can't manage time, only what we do with it.

Dropbox 100

Dropbox Filing Networking Fax 100

Productivity Bits

SEPTEMBER 23, 2010

File System. T he tool that we integrate to our productivity system must go hand in hand with our file system or the stuff that we work with. It must provide functionalities that will help us manage the open loops effectively and help us move our task to the next action easily. Proactive Or Reactive. Task Schedule.

Agenda 100

Agenda AT&T Calendars Stress 100

Stephanie LH Calahan

JANUARY 3, 2011

Work With Stephanie « Listen Live to Stephanie Share Her Story on #WIBRadio on Jan 3 @ 1pm CST | Main | Procrastination, Email, Multi-Tasking, Family Management, Soc Media Backup Etc.   Also, when you come across papers that are date driven, make sure to add an entry to your calendar/planner to remind you to do things. 

Filing 100

Filing Medical Finance Health 100

BMT Office Administration

DECEMBER 5, 2022

If so, then you know how hectic project management can be at times, especially if you don’t have a centralized platform to keep track of your tasks. These frustrations are a big reason why project management software is so prevalent today, with literally dozens of apps available for keeping track of projects, tasks, and teams.

Project Management 64

Project Management Management Calendars Budget 64

Practically Perfect PA

MARCH 22, 2012

It would be well worth asking your manager if this is something you can put in place, it would be extremely valuable and they should be pleased that you want to save the company money. You have to decipher all of this by looking at the date on the receipt and in their calendar and try to work out what they were doing… Sounds familiar?

Expenses 100

Expenses Policies Credit Card Budget 100

Stephanie LH Calahan

NOVEMBER 14, 2012

Here are a few thoughts to get you started: Understand this: You Cannot Manage Time. Don’t be fooled by the calendar. You can’t manage that. What you can manage is your choice of how you use that time. Send me a message here: contact form and let me know that you'd like a time/money breakthrough session. 

Social Media 100

Social Media Calendars Agenda Twitter 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

Success

JANUARY 8, 2024

Using a goal setting app can help keep the tracking process manageable. A goal or habit tracking app can also help you break down big tasks into smaller, more manageable steps. Setting goals and tracking your progress is essential for personal development. Look for a goal-setting app that fits your lifestyle and what you need to track.

Goals 290

Goals Monster Google Calendars 290

BMT Office Administration

NOVEMBER 30, 2022

Not only that, but keeping up with dozens of email threads is a remarkably inefficient way to handle task management, not to mention that it’s a huge hassle. That’s why cloud-based project management software programs have become so widespread over the past few years. Yet, how do you know which one is right for your needs? What’s that?

Project Management 59

Project Management Management Calendars Collaborate 59

BioTeams

NOVEMBER 5, 2009

I downloaded WLM - installation was straightforward - it imported all my OE contacts, messages and settings (although for some reason it did not import by Sent Messages file and I had to do this via the File Import menu). It also has a build in Calendar. So what is WLM like? About Ken Thompson. About Ken Thompson.

Filing 40

Filing Collaborate Networking Calendars 40

Stephanie LH Calahan

MARCH 12, 2010

  Rather than having sticky notes all over your desk for things you want to get done, put the tasks on your calendar.    Think of your space in varying forms of valuable real-estate.    Any system that is difficult to manage or that you have to work hard to remember is not going to work in the long term. 

Networking 100

Networking Email Phones Filing 100

Stephanie LH Calahan

MARCH 25, 2011

Collecting business cards or other forms of contact information is only the first step in networking.  The most effective networkers have a system to manage/organize business cards and their contacts.  They are then placed in a reference (Rolodex) file by type of business and not the name.   :-).

Business Cards 100

Business Cards Networking ASAP Etiquette 100

Laughing all the Way to Work

DECEMBER 19, 2009

When I receive an initial request for a meeting, I use a meeting form and write down the information I need: who is requesting the meeting, what is the purpose of the meeting, where it will be held and a phone number or an e-mail address and dates that are available. When a meeting is finalized, I put the scheduling sheet in a completed file.

Time Zones 100

Time Zones IAAP International Meeting Minutes 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. This really works for us and is so easy to use. Thats great!

Time Zones 100

Time Zones IAAP International Meeting Minutes 100

Andrea Kalli

APRIL 27, 2010

All of these factors contribute to a successful search presence, and all are important for forming a keyword plan. The most successful websites, particularly those that generate their traffic through multiple methods, are built with research and planning behind them. How many backlinks are there pointing towards their websites?

Social Media 100

Social Media 2010 Google Microsoft Outlook 100

Laughing all the Way to Work

DECEMBER 12, 2009

This can be as simple as having hanging file folders marked from January to December and then you just put items in the appropriate month that you need to bring forward for your boss. Put it in a folder for your boss’s signature in completed form, i.e. envelope clipped to letter and attachments.

Time Zones 100

Time Zones IAAP International 2009 100

Office Dynamics

DECEMBER 9, 2016

Paper and Digital Files. To Do Lists – Task Management. There are 5 core systems I encourage assistants to look at first: Time and Task Management. Filing – paper and digital. Project Management. Travel Planning Example: Your travel planning system involves lots of different forms, templates, and checklists.

Travel 100

Travel Filing Forms Skills 100

Laughing all the Way to Work

DECEMBER 5, 2009

If you know what works best for you and if your job is 80/20 on what you like then you can put up with the small stuff like filing and filling out expense forms. I gave at the office Calendar "ah ha" Introducing The Administrative Bloopers Blog What ever happened to the "us" in Service? Dealing in real time.

Time Zones 100

Time Zones IAAP Interviewing Holidays 100

Practically Perfect PA

MARCH 21, 2016

Having a few hacks in my back pocket meant that I was able to navigate the software slightly quicker and I also looked like a total Outlook genius in front of my boss which made him much happier letting me get on with managing his diary! To retrieve your saved templates go to New Items>More Items>New Form.

Calendars 100

Calendars Time Zones Email Holidays 100