Fail to Plan; Plan to Fail – Meeting Planning Success

Office Dynamics

Planning and executing meetings and events is no easy task and requires a PLAN and a PROCESS and a TEAM of experts to make it happen and for it to be deemed a success. If you fail to plan appropriately, you are setting yourself up to fail and who wants to do that?

Administrative Assistants Broaden Your Skillset

Office Dynamics

At our recent Annual Conference for Administrative Excellence , I surveyed 350 attendees about the topics they would like me to address at future conferences or training events. When it comes to figuring out your soft skills, enlarge your vision; don’t just look at the tasks such as meeting planning or calendaring. For example, what are the skills you need to be excellent at meeting planning? Personally, I prefer live classes or conferences over online.

2019 154
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Finding my Niche by Mary Jo Wiseman

Office Dynamics

Not all people who plan meetings are “meeting planners,” nor do all meeting planners start out their careers as meeting planners. This office reported to a Board of Trustees and was responsible for planning and executing quarterly board meetings.

2020 190

Atlanta, Georgia: The City that Smiles

Laughing all the Way to Work

It was an amazing conference. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. New South Wales Australia Time) Turning Soft Skills Into Tangible and Recognizable Skills That You Can (and Should) Bring to The Office Conference December 6/7, 2010, Gold Coast, QLD, Australia IQPC’s 8th Executive and Personal Assistant Summit is on again in 2010! Taking Effective Meeting Minutes ► August (3) Pass it on.

2009 100

April 22nd - Administrative Professionals' Day

Laughing all the Way to Work

How often I have organized a conference or arranged a Board meeting and after all the organization and planning it goes off without a hitch. 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?

That's not my job!

Laughing all the Way to Work

If a conference comes up and they are looking for someone to do the registration, we can step in and do that or we can organize it from start to finish. Sometimes scheduling meetings can be a headache with no end in sight trying to get all the parties together. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Meetings Plus: Taking them offline On the job tips for new Admins.

2009 100

SURROUND yourself with a team of experts to make you and your organization SHINE!

Office Dynamics

A meeting planner by MY definition is the go-to person within an organization – be it corporate, association or otherwise – charged with the responsibility of planning and executing a meeting or special event. Not all people who plan meetings are “meeting planners,” nor do all meeting planners start out their careers as meeting planners. Did I think of this as meeting planning? Planning meetings is very involved.

2019 173

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? I’ve worked with quite a few Boards and Committees over the years and have organised some worthwhile meetings and also some useless time wasting meetings so I understand the balance needs to be right and steps have to be followed to ensure the meeting is a success.

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? I’ve worked with quite a few Boards and Committees over the years and have organised some worthwhile meetings and also some useless time wasting meetings so I understand the balance needs to be right and steps have to be followed to ensure the meeting is a success.

2012 170

A Day in the Life of an Admin

The Office Professionals Place

Their duties include (but are not limited to) answering and screening calls, meeting and greeting clients and customers, maintaining executives calendars, writing correspondence, generating reports, meeting planning, filing, travel arrangements, maintain client/customer data records, supervising others, and the list goes on. Attend seminars and conferences, subscribe to professional publications, get or become a mentor, and take classes (i.e.

2009 100

Experience vs. a university degree part two

Practically Perfect PA

I’ve attended numerous seminars in leadership, time management, MS Word, Excel, Outlook, meeting planning, event planning, and disaster recovery planning (Joan Eisendot and her website are fantastic resources) as well as is Tyler Davidson at Meetings Focus magazine/website, and freely shared the knowledge with my peers and anyone who asked. A few months ago I asked the Practically Perfect PA readers if they could complete a survey for me.

2014 157

Thinking Outside the Job Description Box

Professional Assistant Blog

Event Planning: Event planning is a big industry that looks for people who are skilled in planning big events without a hitch. What better candidate to take on that role as a career, than the assistant who regularly plans events from small meetings to large conferences. Some assistants regularly manage small budgets when planning functions or have bookkeeping responsibilities and work regularly on spreadsheets.

2008 100

Thinking Outside the Job Description Box

Laughing all the Way to Work

Event Planning: Event planning is a big industry that looks for people who are skilled in planning big events without a hitch. What better candidate to take on that role as a career, than the assistant who regularly plans events from small meetings to large conferences. Some assistants regularly manage small budgets when planning functions or have bookkeeping responsibilities and work regularly on spreadsheets.

2008 138

A twelve step program to survive as an Admin

Laughing all the Way to Work

I recently met with another administrative assistant and as we were discussing an upcoming admin conference, we started to talk about our role and how we are the do-all and go-to position in our offices. 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. Come up with a plan on how you are going to improve in the areas you identified as needing improvement.

2009 109

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

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?

2010 116

When your voicemail goes awry.

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. New South Wales Australia Time) Turning Soft Skills Into Tangible and Recognizable Skills That You Can (and Should) Bring to The Office Conference December 6/7, 2010, Gold Coast, QLD, Australia IQPC’s 8th Executive and Personal Assistant Summit is on again in 2010! Taking Effective Meeting Minutes ► August (3) Pass it on. Meetings Plus: Taking them offline On the job tips for new Admins.

2010 118

Calendar "ah ha"

Laughing all the Way to Work

When you are checking through the Scheduler, it gives no details on the meeting, just that you are not free. How many times I have booked a meeting thinking the day was free, only to notice later that an all-day event was put in unnoticed at the top. For those who do use this feature, they get a little annoyed if we dont realize their meeting with the purple colour means the meeting is out of the office. EST Taking Effective Meeting Minutes Join me for a Webinar Oct.

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

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

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. New South Wales Australia Time) Turning Soft Skills Into Tangible and Recognizable Skills That You Can (and Should) Bring to The Office Conference December 6/7, 2010, Gold Coast, QLD, Australia IQPC’s 8th Executive and Personal Assistant Summit is on again in 2010! Taking Effective Meeting Minutes ► August (3) Pass it on. Meetings Plus: Taking them offline On the job tips for new Admins.

Dealing in real time.

Laughing all the Way to Work

I’m a visual person so it really helps me to plan my way to my goal. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. New South Wales Australia Time) Turning Soft Skills Into Tangible and Recognizable Skills That You Can (and Should) Bring to The Office Conference December 6/7, 2010, Gold Coast, QLD, Australia IQPC’s 8th Executive and Personal Assistant Summit is on again in 2010! Taking Effective Meeting Minutes ► August (3) Pass it on.

2010 109

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. New South Wales Australia Time) Turning Soft Skills Into Tangible and Recognizable Skills That You Can (and Should) Bring to The Office Conference December 6/7, 2010, Gold Coast, QLD, Australia IQPC’s 8th Executive and Personal Assistant Summit is on again in 2010! Taking Effective Meeting Minutes ► August (3) Pass it on. Meetings Plus: Taking them offline On the job tips for new Admins.

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

Guest Blog: Networking Like a Pro

Laughing all the Way to Work

Networking at a conference does little good if you never speak with the person after the event. If you meet someone at an Administrative Assistant conference, for example, make sure to follow up with that contact within a week or two after the event. If you meet another executive assistant at a conference, check in with her a few weeks afterwards to see if you can help her out with anything. If you discussed a need at the conference, be sure to address it.

2008 100

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. Assess which meetings can be adjusted without too much disruption. Internal meetings can usually be changed more easily so start there. Preparing your boss for meetings away from the off.

2010 100

We did it Canada!

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. New South Wales Australia Time) Turning Soft Skills Into Tangible and Recognizable Skills That You Can (and Should) Bring to The Office Conference December 6/7, 2010, Gold Coast, QLD, Australia IQPC’s 8th Executive and Personal Assistant Summit is on again in 2010! Taking Effective Meeting Minutes ► August (3) Pass it on. Meetings Plus: Taking them offline On the job tips for new Admins.

2010 100

I gave at the office

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. New South Wales Australia Time) Turning Soft Skills Into Tangible and Recognizable Skills That You Can (and Should) Bring to The Office Conference December 6/7, 2010, Gold Coast, QLD, Australia IQPC’s 8th Executive and Personal Assistant Summit is on again in 2010! Taking Effective Meeting Minutes ► August (3) Pass it on. Meetings Plus: Taking them offline On the job tips for new Admins.

2010 100

Introducing The Administrative Bloopers Blog

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. New South Wales Australia Time) Turning Soft Skills Into Tangible and Recognizable Skills That You Can (and Should) Bring to The Office Conference December 6/7, 2010, Gold Coast, QLD, Australia IQPC’s 8th Executive and Personal Assistant Summit is on again in 2010! Taking Effective Meeting Minutes ► August (3) Pass it on. Meetings Plus: Taking them offline On the job tips for new Admins.

2010 100

Do you like what you do?

Laughing all the Way to Work

I feel a great sense of accomplishment when I’ve been able to plan and complete a project successfully. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. New South Wales Australia Time) Turning Soft Skills Into Tangible and Recognizable Skills That You Can (and Should) Bring to The Office Conference December 6/7, 2010, Gold Coast, QLD, Australia IQPC’s 8th Executive and Personal Assistant Summit is on again in 2010!

2009 132

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

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 funny thing happened on the way to the office.

Laughing all the Way to Work

How do you plan to be funny in December? EST Taking Effective Meeting Minutes Join me for a Webinar Oct. New South Wales Australia Time) Turning Soft Skills Into Tangible and Recognizable Skills That You Can (and Should) Bring to The Office Conference December 6/7, 2010, Gold Coast, QLD, Australia IQPC’s 8th Executive and Personal Assistant Summit is on again in 2010! Taking Effective Meeting Minutes ► August (3) Pass it on. Meeting preparation.

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. New South Wales Australia Time) Turning Soft Skills Into Tangible and Recognizable Skills That You Can (and Should) Bring to The Office Conference December 6/7, 2010, Gold Coast, QLD, Australia IQPC’s 8th Executive and Personal Assistant Summit is on again in 2010! Taking Effective Meeting Minutes ► August (3) Pass it on. Meetings Plus: Taking them offline On the job tips for new Admins.

2009 100

Will Google ever stop amazing me? Introducing Goog/411

Laughing all the Way to Work

There is also a service through text messaging that is free (unless you have charges associated with texting through your phone plan). EST Taking Effective Meeting Minutes Join me for a Webinar Oct. New South Wales Australia Time) Turning Soft Skills Into Tangible and Recognizable Skills That You Can (and Should) Bring to The Office Conference December 6/7, 2010, Gold Coast, QLD, Australia IQPC’s 8th Executive and Personal Assistant Summit is on again in 2010!

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. New South Wales Australia Time) Turning Soft Skills Into Tangible and Recognizable Skills That You Can (and Should) Bring to The Office Conference December 6/7, 2010, Gold Coast, QLD, Australia IQPC’s 8th Executive and Personal Assistant Summit is on again in 2010! Taking Effective Meeting Minutes ► August (3) Pass it on. Meetings Plus: Taking them offline On the job tips for new Admins.

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. New South Wales Australia Time) Turning Soft Skills Into Tangible and Recognizable Skills That You Can (and Should) Bring to The Office Conference December 6/7, 2010, Gold Coast, QLD, Australia IQPC’s 8th Executive and Personal Assistant Summit is on again in 2010!

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

How to get Office fat fast.

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. New South Wales Australia Time) Turning Soft Skills Into Tangible and Recognizable Skills That You Can (and Should) Bring to The Office Conference December 6/7, 2010, Gold Coast, QLD, Australia IQPC’s 8th Executive and Personal Assistant Summit is on again in 2010! Taking Effective Meeting Minutes ► August (3) Pass it on. Meetings Plus: Taking them offline On the job tips for new Admins.

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. New South Wales Australia Time) Turning Soft Skills Into Tangible and Recognizable Skills That You Can (and Should) Bring to The Office Conference December 6/7, 2010, Gold Coast, QLD, Australia IQPC’s 8th Executive and Personal Assistant Summit is on again in 2010! Taking Effective Meeting Minutes ► August (3) Pass it on. Meetings Plus: Taking them offline On the job tips for new Admins.

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?

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. New South Wales Australia Time) Turning Soft Skills Into Tangible and Recognizable Skills That You Can (and Should) Bring to The Office Conference December 6/7, 2010, Gold Coast, QLD, Australia IQPC’s 8th Executive and Personal Assistant Summit is on again in 2010! Taking Effective Meeting Minutes ► August (3) Pass it on. Meetings Plus: Taking them offline On the job tips for new Admins.

2009 100