Effective Committee meeting management

Practically Perfect PA

Last week I wrote a blog on minute taking during meetings. The minutes are the end product of a meeting but how do we ensure the meeting itself is well organised, productive and attended by the right people? The meeting space. Committee meetings tend to be long drawn out affairs and can go on all day so the attendees need to be comfortable. Every agenda should have the following details: The name of the Committee meeting. During the meeting.

2012 170

Effective Committee meeting management

Practically Perfect PA

Last week I wrote a blog on minute taking during meetings. The minutes are the end product of a meeting but how do we ensure the meeting itself is well organised, productive and attended by the right people? The meeting space. Committee meetings tend to be long drawn out affairs and can go on all day so the attendees need to be comfortable. Every agenda should have the following details: The name of the Committee meeting. During the meeting.

2012 170
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Calendar "ah ha"

Laughing all the Way to Work

© Copyright Patricia Robb 2010 16 January, 2010 Calendar "ah ha" I was participating in a Harvard sponsored webinar with my boss the other day. One of the things they recommended to executives was to use their electronic calendar to leave themselves reminders. From a personal branding point of view they suggested that if you kept reminders then you would be seen as someone who is on top of things and nothing gets by you. -- Wait a minute! Minute taking made easier.

Routine Procedure – Thursday

Practically Perfect PA

I also have a quick check over my emails and calendar for the day, I do have a few meetings today that I also need to attend. I also have some answers following the requests I sent out earlier this morning, some of the replies are easy for me to deal with, for example adding meetings to my directors diaries. . 1230 – Heading into a meeting knowing I’m probably going to come out with some actions. 1630 – Another meeting to attend.

2011 109

Routine Procedure – Monday

Practically Perfect PA

The train turned up on time, I managed to get a seat and was able to check my emails and calendar for the day ahead. My Directors are all in a meeting so no chance to connect yet. 1125 – One of the Directors has popped out of the meeting to ask me to scan a 40 page document without removing the binder for another colleague in the meeting. This takes 10 minutes. The Directors finish their meeting so I pop into their offices to say hello and check they are okay.

2011 109

Ask the Admin: Records Retention

Administrative Arts

I got this e-mail from Kelly: What is the business standard for the length of time to keep meeting minutes? You didn’t specify what type of minutes you need to keep. How long you retain meeting minutes will depend on the type of meetings you are referring to. Most record retention schedules I’ve seen have recommended keeping board meeting minutes permanently. Managing Calendars Part 2: Scheduling More Than Meetings.

When your boss arranges meetings behind your back.

Laughing all the Way to Work

© Copyright Patricia Robb 2010 5 April, 2010 When your boss arranges meetings behind your back. Does your boss ever organize a meeting behind your back? He will have a quick conversation with a staff member and set up a meeting, but not tell me anything about it. That makes it difficult when I am supposed to be organizing his calendar, but since I am responsible to organize his time and in spite of my frustration, I have to make it work. Minute taking made easier.

2010 100

Admin in the Spotlight: Interview with Lynn Holgate, 2010 Stevie.

Laughing all the Way to Work

Lynn has organized strategic events such as the companys internal trade show, all-hands meetings, the annual awards banquet, internal events and leadership off-site meetings. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway?

2010 118

Dealing in real time.

Laughing all the Way to Work

If it is a big project I use a calendar and write down all my required to-dos on the dates I need to get them done to make my deadline. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Minute taking made easier.

2010 109

We don't know what we don't know

Laughing all the Way to Work

If you are part of an administrative team you can use your meetings to share knowledge with each other or give tips on something new you have discovered. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Minute taking made easier.

2010 116

When your voicemail goes awry.

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back. Minute taking made easier.

2010 118

Meeting preparation.

Laughing all the Way to Work

© Copyright Patricia Robb 2010 14 June, 2009 Meeting preparation. I have an upcoming Board meeting and want to be prepared for everything that is needed to make it run smoothly. To-do lists I have to-do lists for the Board and Committee meetings and a to-do list for the Board Reception and Dinner. My favourite to-do list is a calendar timeline so I can see at a glance where I am at and what I need to do to get there. Good thing to check before the meeting begins.

2009 100

Admin Buddies

Laughing all the Way to Work

If it is a planned time off then you can meet with your buddy and give them any instructions or information they will need to handle in your absence and any contact names and numbers. You hear something while walking down the hall or are copied on an email and know something about the purpose of a meeting coming up. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on.

2010 109

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

Laughing all the Way to Work

As an Executive Assistant to a busy CEO, I have to organize my boss and I needed a bring-forward system to meet his needs. My boss likes me to print his weekly calendar on Monday so he can see at a glance what he has for the week so I clip that to the front of the folder. I then print his daily calendar and slip that in the left pocket of the folder and on the right side I put everything he will need for the day. Taking Effective Meeting Minutes ► August (3) Pass it on.

2008 125

Where's the remote thingy for the PowerPoint?

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back. Minute taking made easier.

Now that is dedication.Executive Assistant donates kidney to her.

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back. Minute taking made easier.

2009 109

Preparing your boss for meetings away from the office or at home

Laughing all the Way to Work

© Copyright Patricia Robb 2010 8 November, 2009 Preparing your boss for meetings away from the office or at home I had a good tip from my boss that I have used to help me prepare him for meetings whether they are away or at home. He advised that I ask myself the following question for any meeting he is asked to attend: What would I need if I was going to the meeting? What is the purpose of the meeting? Does your boss need to be at the meeting?

2009 109

A twelve step program to survive as an Admin

Laughing all the Way to Work

Schedule meetings with your boss regularly, but at the very least annually, to identify areas that need improvement and also for encouragement in areas you are doing well. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway?

2009 109

Whose meeting is it anyway?

Laughing all the Way to Work

© Copyright Patricia Robb 2010 16 May, 2010 Whose meeting is it anyway? Do you ever get a meeting request and an agenda has not been provided, or if it is a teleconference the call-in details have not been given or the boardroom hasnt been booked for an internal meeting? When booking meetings ownership of the meeting has to be established. I love having a checklist so suggest for each meeting you start a checklist to make sure you cover all the bases.

2010 100

We did it Canada!

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back. Minute taking made easier.

2010 100

I gave at the office

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back. Minute taking made easier.

2010 100

Introducing The Administrative Bloopers Blog

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back. Minute taking made easier.

2010 100

On the job tips for new Admins.

Laughing all the Way to Work

I have daily meetings with my boss so sometimes I print the e-mails that I have questions on and put it in a folder and then we go through each item and he lets me know what, if anything, I need to do. If he is travelling, I send it by e-mail, but it has been my experience that I will get better results with a face-to-face meeting. Sometimes e-mail is not the best way to communicate and it needs to be followed up by a phone call or face-to-face short meeting.

2009 132

Atlanta, Georgia: The City that Smiles

Laughing all the Way to Work

Click on that and you will find a wealth of templates from a resume, cover letter, minutes, agenda and many others. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Minute taking made easier.

2009 100

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

Laughing all the Way to Work

For instance, waiting for a meeting participant to choose a date, waiting for someone to order something that I need to do my job, waiting for someone to call me back, waiting for someone to get back from holidays and then to top it off they don’t put their out-of-office assistant on so you have no idea why they havent gotten back to you. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on.

2009 100

Meetings Plus: Taking them offline

Laughing all the Way to Work

© Copyright Patricia Robb 2010 19 December, 2009 Meetings Plus: Taking them offline I organize a lot of meetings in a day, week, month; heck, even into next year. 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.

2009 109

A funny thing happened on the way to the office.

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back. Minute taking made easier.

2009 100

Colour Coding Works.

Laughing all the Way to Work

I was in back-to-back Committee meetings and I decided to use two different colours of folders, a blue one for the Committee members, with an attendance sheet stapled to the inside cover for my purposes, along with their meeting packages, and a red one for the Chair with everything the Chair was going to need. Because the meetings were right after the other and I had lots of packages with me, it was easy to distinguish what went to whom just by looking at the colour.

2009 100

Go with your gut feeling!

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back. Minute taking made easier.

2009 100

Word and Outlook 2007 tips

Laughing all the Way to Work

To set a recurring 9-5 meeting (as opposed to clicking all-day meeting) I dont like the all-day meeting settings as they are out of sight at the top of the calendar and easily missed. His calendar then shows blocked time and nobody misses seeing that he is away. To do this Open a New Meeting. Your bosses calendar will now show Monday to Wednesday blocked from 9-5. EST Taking Effective Meeting Minutes Join me for a Webinar Oct.

2007 100

Do you like what you do?

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back. Minute taking made easier.

2009 132

Will Google ever stop amazing me? Introducing Goog/411

Laughing all the Way to Work

She would say, "Just a minute." EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back.

2009 100

When taking initiative isn't the best thing.

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back. Minute taking made easier.

2009 100

Happy Administrative Professionals' Day!

Laughing all the Way to Work

I am speaking this morning at an administrative event so looking forward to meeting some new assistants. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Minute taking made easier.

How to get Office fat fast.

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back. Minute taking made easier.

2009 100

I always have the perfect answer. the next day!

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back. Minute taking made easier.

2009 100

Spring cleaning on the blog

Laughing all the Way to Work

Under My Favourites, I have added a Meeting section with some useful sites and combined many of my travel related links under one title simply called Travel. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Minute taking made easier.

2009 100

Different spellings: British, Canadian and American

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back. Minute taking made easier.

2009 100

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

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back. Minute taking made easier.

2009 100

Housecleaning in Word 2007: Customizing your Dictionary

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back. Minute taking made easier.

2007 100

Training On-line

Laughing all the Way to Work

I use a place based in Toronto, Canada called Last Minute Training. It works in the same way as last minute flights do. It was a convenient alternative to a live classroom, but I still do appreciate the classroom setting and nothing can compare with the people you meet and discussions you can have with your classmates during a break. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on.

Happy New Year! Now don't forget to put the correct year on your.

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back. Minute taking made easier.

2009 100

Building Relationships one Assistant at a Time

Laughing all the Way to Work

If I hear from the assistant I know I am going to get answers and the process of setting up a meeting will go smoothly, but should I try to develop a working relationship with them? Knowing assistants and having a working relationship with them is very important and can make the difference when you need to set up a meeting or if your boss needs to have a quick phone call with their boss. EST Taking Effective Meeting Minutes Join me for a Webinar Oct.

2010 118