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Your Roadmap to Effective Office Systems

All Things Admin

Procedures, forms, and checklists combine to create systems for how you get things done efficiently. Let’s use meeting and event planning as our example, and focus on creating a system for planning monthly staff meetings. When you’re planning a staff meeting, what do you do and in what order?

Agenda 90
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12 Days of Christmas Webinar: The Organized Admin with Julie Perrine

Office Dynamics

Travel Planning. Event/Meeting Planning. Travel Planning Example: Your travel planning system involves lots of different forms, templates, and checklists. Travel Planning Example: Your travel planning system involves lots of different forms, templates, and checklists. Project Management.

Travel 100
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The pronouns you use can reveal a lot about where your head is

Laughing all the Way to Work

I keep a meeting scheduling form at my desk. I know exactly where I am at with the meeting planning just by looking at the form. Calendars - The new person will be starting with a fresh calendar. Take anything off your calendar and write it down for them so they can transfer it to their calendar.

Filing 100
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On the job tips for new Admins.

Laughing all the Way to Work

Put it in a folder for your boss’s signature in completed form, i.e. envelope clipped to letter and attachments. If you are sending the letter by regular mail, courier or registered mail, make sure you have the proper postage, courier slips or forms filled out. I usually put a sticky note on it for that as well.

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Meetings Plus: Taking them offline

Laughing all the Way to Work

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. Minute taking made easier. Dealing in real time.

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Laughing All the Way to Work: A Survival Blog for Today's.

Laughing all the Way to Work

In its simplest form minutes are a record of discussion, decisions and actions to be taken and the date by when it needs to be completed. I gave at the office Calendar "ah ha" Introducing The Administrative Bloopers Blog What ever happened to the "us" in Service? Lets enjoy our day together.©

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When you need it later: The Bring-Forward System

Laughing all the Way to Work

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 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.