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Ask the Admin: Meeting Minutes Retention

Administrative Arts

You don’t indicate if you are talking about Board minutes or membership meeting minutes. According to every reference I can find for document retention, Board minutes should be kept permanently. I didn’t find any specific references to membership meeting minutes in any of the research I’ve done.

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NEW! OneNote 2016 Training Series

All Things Admin

Whether it’s creating effective systems for minute taking, follow-up on action items, travel planning, procedures documentation, or developing communication systems that are easy for your executives to scan for information, organization is a vital skill for success-minded admins. Inserting files, screenshots, and links.

2016 52
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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. 10 Tips for Effective Meeting Minutes.

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Routine Procedure – Thursday

Practically Perfect PA

Spend time reading through some of the emails I’ve filed over the last week, including LinkedIn updates and other networking emails. This takes 15 minutes of me running from one floor to the next until I manage to find him. Walking back to my desk one of my directors asks me to scan some documents for him.

Email 100
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Routine Procedure – Friday

Practically Perfect PA

Most of the jobs are small but there are a lot of them, including booking rooms, answering email queries and setting up meetings. 1130 – One of the Directors comes out of the Board meeting to ask if I can photocopy some documents for him. It takes 10 minutes to photocopy the documents and take them to the Boardroom.

Email 100
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10 E-mail Etiquette Pet Peeves and How to Handle Them

Office Dynamics

The “oops” factor: If you need more than two paragraphs to cover your topic, you’re better off using the phone, or attaching a Word* file. Sometimes people feel that they need to send me every document at once. Getting a few items is fine – but who wants an email with a dozen files attached?”.

Etiquette 100
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Anyone can be an Administrative Assistant, right?

Laughing all the Way to Work

Try to anticipate the need so you can have the file or the answer your boss needs, before he or she even knows they need it. A good assistant knows just where to find the document or file needed, or they won’t stop looking till they do. EST Taking Effective Meeting Minutes Join me for a Webinar Oct.