Practically Perfect PA

DECEMBER 17, 2015

A modern PA’s role is pretty diverse; one day they may be assisting one executive with personal tasks, the next they may be making business travel arrangements for a different person. This means that you process documents as soon as they are received. But how do you do that, exactly? Want to ramp it up a notch?

Calendars 100

Calendars Filing Email AT&T 100

Page Personnel

AUGUST 26, 2022

Those in an office manager role need to know how to manage processes, procedures, documentation, project management and communications. For example, answering phones, taking messages, purchasing office equipment, working with relevant software and filing paperwork. Ready for your next career step?

Management 52

Management Payroll Fax Suppliers 52

Practically Perfect PA

APRIL 1, 2014

In the past I’d be answering phones, taking memos and maintaining files – nowadays you are an extension of your Executive. ” “When I first started as an EA, I was answering phones, filing, and typing memos. You have to be able to think strategically and offer solutions rather than simply carry out requests.

Finance 100

Finance Salary Filing Project Management 100

Stephanie LH Calahan

JULY 22, 2011

  Some people have used the Post It papers to improve work processes while others have decorated their spaces and even community art work using the stickies.  I stick it on my calendar, in my car on the dash or on my mirror in the bathroom. People love using the pad to process decisions and check tasks off their list!

Filing 100

Filing Calendars Goals Training 100

Practically Perfect PA

MARCH 22, 2012

I must admit I’ve been struggling to start writing the blog this week, I knew I would be discussing the dreaded task of processing expenses and as I’m sure you can imagine the subject hasn’t really stirred my creative juices! So how do we organise ourselves so that it is a quick and efficient process? Organising the process.

Expenses 100

Expenses Policies Credit Card Budget 100

Loosely Speaking

JUNE 24, 2009

The only remaining big mess was the admin panel which wasn’t seeing its intended CSS and image files. A colleague recommended reinstallation of the wp-admin files. A reinstall of the wp-includes files seems to have been the answer. This cleaned up the admin panel, but the visual editor was still inoperable.

2004 100

2004 Filing Google 2009 100

Eat Your Career

OCTOBER 23, 2013

And anything stored on your hard drive can be retrieved from backup files (I use Carbonite for those who are interested). If you’re willing to invest the time and go through the process of really defining your system, the right technology can provide almost any organizational feature you can dream of. Electronic Calendar.

Management 100

Management Basecamp Calendars Phones 100

Virtual Moxie

APRIL 15, 2013

When (most often M-Thurs, 9a-4p), where (only in the office—I almost never, ever work when away--as in traveling for pleasure--because I think being away means going away from the work, too), and with whom (only people I really want to work with) are important because they’re clear. I calendar everything and work from my calendar.

Calendars 100

Calendars AT&T Phones Email 100

Professional Assistant Blog

AUGUST 28, 2008

Home About Me Advertise Clock In The Right Time Zone: Booking Meetings in Microsoft Outlook By The Professional Assistant on Thursday, August 28, 2008 Filed Under: Meetings , MS-Outlook , Organize , Productivity , Travel D o you need to book meetings for your manager(s), but most meetings are all over the country or even internationally?

Microsoft Outlook 100

Microsoft Outlook Time Zones 2008 Cubicle 100

Stephanie LH Calahan

FEBRUARY 18, 2011

Our organization uses Google Apps for our e-mail, calendar and cloud solution. By using labels in combination with filters, I am able to automatically sort and label (file) most of my e-mail before it arrives in my in-box. I'll read and delete and save those of interest in a file. For storage 2. As a "To Do" list.

Email 100

Email Management Filing Monster 100

Laughing all the Way to Work

JULY 30, 2008

As a secretary I typed letters, answered the phone and did the filing. I draft letters, schedule his time, set reminders for deadlines, bring forward items, make travel arrangements, make some business decisions, arrange conferences, manage client relations and some bookkeeping. Are we ready?

Assertiveness 100

Assertiveness Keyboards Filing Administrative Professionals 100

Productivityist

JULY 20, 2017

A wall calendar. Plan one week, one month, one year out around these areas: travel, financial, family, friendships, career, fitness. Whatever it is, get it down on a calendar. You don’t want it filed away and when another year rolls by it has collected dust (digital or analog dust.). Go deep on this list. Get it done.

Credit Card 45

Credit Card PDF Calendars Clothes 45

Stephanie LH Calahan

MAY 13, 2011

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. Oh, did I mention that your meeting confirmation hits your google, outlook or web calendar as well as generates a confirmation email. Find here: steph.bz/EZBackup. Find here: steph.bz/iB5cj3.

Credit Card 100

Credit Card Google Docs Dropbox 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 Health 100

BMT Office Administration

MAY 9, 2024

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. Mail your requests for e-filing waivers to Internal Revenue Service Ogden Submission Processing Center, Mail Stop 1057, Ogden, UT, 84201.

Payroll 52

Payroll 2024 Filing 2023 52

Stephanie LH Calahan

DECEMBER 30, 2010

.  In the picture above you see a standard file cabinet on the left and one that is open and on wheels on the right.    Both are containers for holding files, but one would work better for an "innie" and the other would work better for an "outtie."   If not, now is the time to start!

Filing 100

Filing AT&T Networking Phones 100

Stephanie LH Calahan

MARCH 12, 2010

  While it is really from the grass family, bamboo has some amazing strategic growth processes --heck some can even grow up to 100 feet tall!    The more you can put systems and processes to the work you do, the stronger you become and the more you can grow and even survive harsh conditions.   Bamboo? 

Networking 100

Networking Email Phones Filing 100

Musings of a High-Level Executive Assistant

AUGUST 7, 2012

Tech glitches happen all the time and 2 people controlling one person's calendar is not the easiest thing. You answer the phone, book travel, offer beverages to guests, book meetings, prepare the conference room, order food, etc. Filing Set up a great filing system now. The fewer cooks in the kitchen, the better.

Holidays 40

Holidays Calendars Credit Card Restaurants 40

Stephanie LH Calahan

NOVEMBER 30, 2009

Maybe You Should | Main | The Great Calendar Debate - Paper or Electronic - 21 Experts Weigh In » Do You Hate Your To-Do List?   When we explored her process we found what I see a number of people experience.    Then, when you are back in the office, you put those cards in your in-box and process accordingly. 

Staples 100

Staples Networking AT&T Phones 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. I then put the items in a two-fold file folder with his calendar printed out on the one side and the items he will need for the day on the other side. The system I use is quite simple and has been around for a long time. Thats great!

Time Zones 100

Time Zones IAAP International Meeting Minutes 100

Productivityist

AUGUST 30, 2012

In the Advanced/General preferences panel, you can set Postbox to use Gmail’s keyboard shortcuts and you can also create events within Google Calendar for detected dates. In my job I travel and take my laptop, and with that I use a WIFI modem. If you’re a big Gmail user, then Postbox has you covered. Postbox is rubbish.

Email 40

Email Dropbox Keyboards Filing 40

Laughing all the Way to Work

JANUARY 13, 2009

In some organizations raises are tied to how well you do and it is also a record that is kept on your personnel file. Normally, I put something about needing to get my filing system up to date, but I think I may have missed the point when I have done that. I never know what to put down. That could make for an interesting new posting.

Time Zones 100

Time Zones IAAP 2009 International 100

Laughing all the Way to Work

JULY 26, 2009

It worked and through explaining the process to her I added a column at the end of the table in Word by tabbing over, which automatically creates a new row. Or if you want to attach a file, choose Attach File. She was amazed. All this time she had been right clicking and choosing Insert row each time she needed another row.

Time Zones 100

Time Zones IAAP 2009 International 100

Men With Pens

APRIL 8, 2010

FreeMind This software tool helps you to prioritize and know where you are in your thought processes, where you have been and where you are going. Google Calendar Use this Google calendar tool to track events, set reminders and share with others. Includes a calendar and to-do-list to keep you organized and on-task.

2010 40

2010 Dropbox Google Calendars 40

Loosely Speaking

MARCH 5, 2009

However, if the blog has been offline for more than 7 days we will not have a backup on file. All the support files you should need are on the web. Jodi —- Symptom #3: Categories, Links, and Tags Missing Following Version Update Tues, 24 Feb 2009 So, begins the process of trying to get my categories back. Upgrading to 2.7

2009 100

2009 AT&T Filing 2004 100

Office Dynamics

DECEMBER 9, 2016

Paper and Digital Files. Travel Planning. Filing – paper and digital. Travel Planning. Travel Planning Example: Your travel planning system involves lots of different forms, templates, and checklists. You have an executive profile form with their key travel preferences and frequent flier details.

Travel 100

Travel Filing Forms Skills 100

Men With Pens

APRIL 25, 2010

Straighten up your files. I have to start on the new travel guide I’m writing for my publisher and have made it to an outline, which I think is pretty kick ass. I don’t read this like a list but run it like a process, and when I think it’s becoming to easy, back to step 4 or 6 Jean-Baptiste´s last blog.

2010 40

2010 Doodle Facebook AT&T 40

Stephanie LH Calahan

DECEMBER 10, 2010

Create email folders same as you would for word doc and paper files. Utilize your calendar to schedule tasks. Sit down at your calendar and block out the time for your tasks. If you need to write/send your holiday cards then look at your calendar and schedule it in. In the calendar. Grocery shopping?

AT&T 100

AT&T Calendars Social Media Stress 100

Brilliantly Better

JULY 17, 2010

And this is exactly what I’m going to do in this blog post, I will publish these daily logs (in a more or less abridged version of course) giving you a time based description of the whole process, from installing Xcode to having your app in the AppStore. This post will not cover this process. Can be tricky at times. Big trouble.

2010 40

2010 AT&T Learning Promotion 40

Stephanie LH Calahan

MAY 20, 2011

Blog posts and articles can turn into: ebooks, presentations, calendar/tip-of-the-day. 5) Read your article and record as an mp3 file. (6) The online tool Odiogo allows you to transform your blog post into what it calls high-fidelity, near human quality audio files ready to download and play anywhere, anytime, on any device.

Social Media 100

Social Media PowerPoint Facebook Gifts 100