Success

JUNE 23, 2021

You do not need to be managing email and invoicing and bookkeeping,” she says. “If She relieves me from things I don’t need to be doing like email, booking travel and project planning. The question executives and entrepreneurs launching startups often ask is, “When should I hire an assistant?”

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Tips From T. Marie

FEBRUARY 14, 2018

I’ve used Slack a few times and I’ve tested various online project management apps, but they all seemed like overkill for my little business. For the past 11 years I’ve slowly transitioned from storing files on my computer hard drive to using a combination of removable storage and online file storage.

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BMT Office Administration

OCTOBER 4, 2022

An example would be call centers, where employee phone calls and voicemails were recorded and closely monitored to ensure their quality and efficiency. Post-COVID-19, many employee tracking software programs started popping up, allowing companies to track employee productivity , computer activity, emails, and even individual keystrokes.

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Office Dynamics

APRIL 20, 2017

Just forward your confirmation emails to the app (hotel, rental car, airline tickets, etc.), Project Management Apps: Teamwork is, by far, my favorite project management app. You can update statuses, track time and tasks, and get real-time updates on all your projects. It’s what I use to keep my own team on track.

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Musings of a High-Level Executive Assistant

JULY 30, 2012

So the task at hand is tackling the unread emails and sorting them as follow up, projects, inquiries, factory orders, catalog etc. They want to print them out and organized that way, but there are over a thousand emails. You have been tasked with a major project. My boss hired me to help them get organized.

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Stephanie LH Calahan

OCTOBER 5, 2011

Call, write, pay, scan, enter data, read, file and write are all examples of the verbs you might have. 4 -- Pick up your SMEAD Stadium File Organizer (you can find them at most office supply stores) and take it out of the packaging. Use any remaining spots to hold project files or quick reference information. 

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Professional Assistant Blog

APRIL 1, 2008

Home About Me Advertise Productivity With Shared Files By The Professional Assistant on Tuesday, April 01, 2008 Filed Under: MS-Word , Organize , Productivity D o you share your files with others in your firm? Do you find that you are being bombarded with updates to the same files time and time again?

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All Things Admin

FEBRUARY 27, 2024

You might be using a new phone system or dealing with new project management software. Communication Introduce them to the company’s communication channels and email distribution lists. Set up a branded email for the new hire, complete with an appropriate title and auto-signature.

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Stephanie LH Calahan

DECEMBER 23, 2009

Work With Stephanie « Cause and Effect - Productivity is an Action, Not a Result @QuietSpacing | Main | Organize Your Ideas and Watch Them Unfold » Planner Or Tickler (1-31) File? - Sometimes I wonder if I am duplicating my efforts by using a calendar and the tickler files. What are your thoughts in this area?

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Page Personnel

OCTOBER 2, 2022

Administrative assistants also often work closely with senior-level employees and executives to take care of organisational duties such as answering phones, booking meetings and making travel arrangements on their behalf. Clear communication skills – admin assistants absorb all the communications that executives haven’t time to deal with.

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Stephanie LH Calahan

JANUARY 26, 2011

  The situation: Tweet "Rob" is a project manager that is responsible for a number of projects across the world and he needs to keep track of all of them.    I LOVE basecamp I have used it to coordinate many different projects where team members are all over the place. How will you use Basecamp?

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Office Dynamics

JUNE 28, 2016

As a business owner, you’ll want to check in with your remote workers on a pretty regular basis, either through scheduled phone calls or with email updates. To make sure your remote group of employees accomplishes everything they need to do will require a great deal of transparency on their part about their projects and tasks.

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Office Dynamics

JANUARY 21, 2020

The writer immediately points out that technology and automation have chipped away at duties like papers to be filed and landlines to be answered. And yet assistants help file digital documents and manage calls through their cell phones, so the skills required for these tasks haven’t completely gone away.

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Clutter Coach

MARCH 8, 2017

He looked at his project list and felt they were all equally important, and then he ended up not doing anything because he felt unsure. I told him about David Allen’s four criteria model for prioritizing , which takes into account more information than simply how important a task or project is.

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Office Organization Success

NOVEMBER 3, 2014

For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. A couple of places where you’ll want to create individual clients folders are: In your email program.

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Clutter Coach

JANUARY 18, 2019

One such area is email. I’m not a fan of folders in my email app. I also see the utility of having folders for work projects if you find yourself constantly referring back to email conversations for information not recorded elsewhere, or it’s important to have an immediately available paper trail.

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Productivityist

DECEMBER 22, 2016

As a result, my email went from around 30 a day to well over 150. I already knew the theories of inbox zero, yet here I was, drowning in email. This made finding a specific email very time consuming. Then I brainstormed how I was going to deal with hundreds of emails a day. I review email twice a day now.

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All Things Admin

DECEMBER 18, 2020

I receive a lot of emails from admins who’ve lost their jobs unexpectedly. Go to your human resources department and ask to see your employee file so you can write down all of the job titles, dates, and salary details for each position you’ve held with your current company. Project plans. It lies within you.”. This is so true.

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Worxbee

FEBRUARY 20, 2023

You can delegate all the work that keeps you “busy” - like filling out paperwork, filing, scheduling, budgeting, and making “quick” phone calls. No more endless emails to check or impromptu calls to answer: your admin is your gatekeeper. Subscribe Sign up with your email address to receive news and updates.

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Office Dynamics

APRIL 8, 2016

Here are some tips and key questions to ask managers and executives as requests for your time are made throughout the week: When possible ask that projects and tasks be given to you verbally so you can ask clarifying questions and better understand the work that is being given to you. Find out who else has information related to the project.

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BMT Office Administration

OCTOBER 10, 2022

From secretly checking social media to focusing on less critical work tasks to avoid starting a crucial project – there are many different types of procrastination. Any co-worker checking social media notifications instead of reading employee emails qualifies as online procrastination. What’s that?

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On The Job

FEBRUARY 19, 2015

We can’t remember passwords for our online banking account and lose critical emails or other bits of data important for our work. Become your own enforcer of no email or Internet for certain periods so you can sustain your concentration. If you have a phone conversation that you need to remember, (read more here )' Just say “no.”

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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. Office management qualifications are useful for many reasons.

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Tips From T. Marie

JANUARY 4, 2017

It was sheer coincidence that an Internet search for an ongoing school project happened to return a small article that mentioned a virtual assistant. . Some VA’s began to specialize in things like email marketing, online project management and social media marketing. It was barely a blip on the radar.

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Step It Up VA Coaching

FEBRUARY 6, 2014

Perhaps you spend too much time recreating every proposal or contract, every form, every letter or email each time you need it. Look at everything— the RFPs and email inquiries you respond to, requests you send out for different things, contracts, invoicing forms, etc. Okay, back to the project. First— Standardize.

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Stephanie LH Calahan

APRIL 1, 2011

  He picked up a piece of paper that contained a name and phone number of a contact.    He told me that his next action was to make a phone call to that person for a project they were working on together.    So, the next action was not the phone call, it was the research. . 

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Stephanie LH Calahan

FEBRUARY 11, 2011

Work With Stephanie « Link Lineup: Time Management, Org Tools, Focus Concentration and Top Mobil Phone Apps | Main | Are you Time-challenged Tim or Non-productive Nancy? It houses so much more than a file index. Pile Tamer My favorite is: the Pendaflex Pile Smart Project Sorter. Smart Phone!! And it's a PHONE!

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Office Dynamics

AUGUST 16, 2018

From the first phone call to register for the conference to picking up my name tag, the entire team carried out the professionalism of Joan. If your executive mentions a new project or talk force they will be working with, ask them to tell you more about the mission and the people. I still love the 43 hanging file system.

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Step It Up VA Coaching

APRIL 11, 2013

Perhaps you spend too much time recreating every proposal or contract, every form, every letter or email each time you need it. Look at everything— the RFPs and email inquiries you respond to, requests you send out for different things, contracts, invoicing forms, etc. Okay, back to the project. First— Standardize.

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Office Organization Success

FEBRUARY 26, 2010

For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. You simply print it out and fill it in each time you take on new client. Digital: Create Client Folders.

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Eat Your Career

JANUARY 23, 2020

As a quick example: Many execs would never dream of having an assistant help manage their email inbox. I believe it is the assistant’s responsibility to train executives how to leverage them. Explain what’s possible, offer options, and ease them into it one step at a time.

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Practically Perfect PA

APRIL 1, 2014

Event Management, Project Management, Human Resources and Finance have become a big part of my job. In the past I’d be answering phones, taking memos and maintaining files – nowadays you are an extension of your Executive. I’m now PA to him, his partner in another business (2 email addresses is fun!),

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Stephanie LH Calahan

DECEMBER 4, 2009

Check out these Great Reviews by @JanetBarclay » Be Smart About Using the Telephone How much time do you lose playing "phone tag?"  I   Before you pick up the phone to make another call, consider what you are going to say when you get voice mail.    Start Today!

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Stephanie LH Calahan

OCTOBER 9, 2012

  Back when I had to keep track of phone conversations, email and face-to-face it was simply much easier to do! Here is an example of an interaction that my client had prior to putting a CRM in place: Prospective client calls on the phone about a speaking project and a meeting gets scheduled. " I can relate! 

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Eat Your Career

OCTOBER 23, 2013

You see, for the past several years, I’ve been using a variety of tech tools to help organize my life and work—appointments, tasks, projects and more. And anything stored on your hard drive can be retrieved from backup files (I use Carbonite for those who are interested). Project Notebook. But now, I’m back to paper (sort of).

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Stephanie LH Calahan

MAY 13, 2011

" That is what I heard from her as we were talking on the phone.  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. It allows us to easily email branded invoices to our clients, which they can then pay by mail or online.

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Stephanie LH Calahan

NOVEMBER 19, 2010

Work With Stephanie « You Can Steal Time Back From Email | Main | Increase Your Positive Energy and Productivity by Being Thankful » Caffeine-Free Ways to Increase Focus & Attention "I just can't focus Stephanie.  "  That was one of the first things she said to me on the phone. 

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