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It’s time to review (or create) your document retention policy

BMT Office Administration

They create a document retention policy that clarifies what needs to be saved, where, and for how long. Sticking to a set record retention policy eliminates guesswork and promotes efficiency. Businesses and nonprofits of all sizes should possess a written-out document retention policy. Such action raises concern about cover-ups.

Policies 105
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5 Long-Term Financial Goals and How to Achieve Them

Success

Send your children to college Expected time: 17-25 years Account types: 529 plans, Coverdell Education Savings Account (ESA), custodial accounts, brokerage accounts, high-yield savings accounts , Certificate of Deposit (CD) Welcoming a new child into your family is an exciting step, but it can also be expensive.

Goals 286
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What Is The Impact Of Hybrid Working On Space Optimization?

Allwork

Real estate costs can be reduced by downsizing the amount of space needed and allowing for flexible desk booking policies. After all, commercial real estate is, on average, the second-highest expense for most businesses, only surpassed by payroll. Working policies. Part of the answer lies in your working policies. .

Policies 298
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The tricky world of expenses

Practically Perfect PA

I must admit I’ve been struggling to start writing the blog this week, I knew I would be discussing the dreaded task of processing expenses and as I’m sure you can imagine the subject hasn’t really stirred my creative juices! Do you have an expense policy in place? Here are a few of my hints and tips. Organising the process.

Expenses 100
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Here’s Why Your 2024 Corporate Workplace Strategy Needs Coworking

Allwork

They adopted a digital-first working policy, allowing people to work from home if they choose. The Name Doesn’t Really Matter Fujitsu doesn’t refer to their satellite offices as coworking, nor does Dropbox refer to their studios as coworking spaces. However, this was part of a much larger cultural shift at the company.

2024 279
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How Companies Can Support Moms in–and Returning to—the Workplace

Success

This is driven by a number of factors, one of which has been identified and dubbed the ‘maternal wall,’ referring specifically to the ways women are held back from career growth when they become mothers,” says Dana Kirwin, director of employer and government relations for Medela. Women generally face steeper challenges to career advancement.

2021 266
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How to Create a Sales Policy That is Fair to ALL of Your Clients

Office Organization Success

When you start developing your multiple streams of income business by adding products and programs which are available on your website, there’s a very specific policy you need to have in place … and that is a clearly defined Sales Policy. Then simply have a sentence underneath that says, “Please see Sales Policy for full details”.

Policies 100