Office Organization Success

NOVEMBER 24, 2014

On this form have space for your client to fill in all their details and a place for them to sign so that they can fax this back to you – and include all the details about your program/service that you’ve already discussed. Be sure to include this form on a separate page so that your client can fax back their credit card details to you.

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Office Organization Success

DECEMBER 15, 2012

Ask your VA/service provider if she has a Credit Card Authorization form that she can send to you, and you fax back to her. Sending info via email is like sending a postcard via mail. Instead use one of these options: 1. Put your CC info in a Word document, and send to her via a secure file transfer service like Send This File or Dropbox.

Credit Card 100

Credit Card Dropbox Fax Filing 100

Professional Assistant Blog

SEPTEMBER 27, 2007

Home About Me Advertise 7 Steps to Improve Your Filing System By The Professional Assistant on Thursday, September 27, 2007 Filed Under: Organize , Productivity A re you having trouble with your filing system? Dont know how to organize yourself and things are starting to pile up? It just looks more professional.

Filing 100

Filing 2007 2008 Cubicle 100

Stephanie LH Calahan

JANUARY 25, 2011

Work With Stephanie « Productivity and Organization Link Lineup | Main | 6 Tools to Help You Manage Large Projects with Local & Virtual Teams » Listen to Stephanie on Solace Wealth Management on Blog Talk Radio Listen live to Stephanie answer questions about productivity & organization on the Solace Wealth Management show. 

Management 100

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Office Organization Success

NOVEMBER 3, 2014

Creating a Client Contact Sheet which contains your client’s name, address, email, phone, fax and any other contact information that you want to keep a record of is a useful template to have. I’m a big believer in creating main/sub folders for managing my filing system – both for paper-based and PC files. (If

Filing 100

Filing Staples Email Fax 100

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.  We used this as our project management tool when coordinating Extreme Makeover Home Edition too. Archive Network with Steph Is This You? Your Turn!

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Laughing all the Way to Work

NOVEMBER 2, 2007

The meetings included Administrative Assistants, the Office Manager, team leaders from the service areas: the Mailroom, IT Department, Finance, Reception etc. The team leaders from the service areas and the Office Manager would report to the team new office procedures or software that was upcoming that we needed to know about.

Fax 100

Fax Finance 2007 Goals 100

Stephanie LH Calahan

AUGUST 16, 2010

YOU CANNOT MANAGE TIME! How you manage to focus your attention (or how long you keep your attention focused) will make or break your ability to get things done. " ~Peter Drucker When you consider your system for setting priorities, you must focus on doing the right things, rather than simply doing things right. Not really.

Management 100

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Stephanie LH Calahan

MARCH 3, 2010

The Most Productive Lunch - Weigh in Your Thoughts | Main | Major Meltdown in Time Management - Tips to Avoid it Happening To You » It Everywhere! The Major Meltdown in Time Management - Have You Been Hit?   Time management - smanagement!    Manage your to do list and be OK letting some things go. 

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Management Networking Fax Twitter 100

The Marq

MAY 6, 2010

TheMarq A Human Perspective on Business and Life IT Infrastructure Management Opening Job Posting I received the email below from one of the recruiters Ive worked with in the past. Provides input and recommendations regarding business continuance issues and improvements to the operations of systems and processes supported.

Management 40

Management Fax Twitter Email 40

Professional Assistant Blog

JUNE 8, 2010

By The Professional Assistant on Tuesday, June 08, 2010 Filed Under: Meetings , MS-Outlook , Productivity D o you have trouble trying to book several managers’ meetings, yet you have access to their calendars in Microsoft Outlook 2007? Home About Me Advertise Overlapping Calendars In Microsoft Outlook?

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Microsoft Outlook Calendars 2007 2008 100

Professional Assistant Blog

OCTOBER 29, 2008

as your client relationship manager (CRM)? Did your boss just decide to install it on his/her system and yours then told you, "Read the manual, were going to be using this from now on"? Believe it or not, this was quite an easy system to learn. I am sure that this will beef up your productivity with the system.

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2008 Cubicle Google Docs 2007 100

Professional Assistant Blog

OCTOBER 6, 2009

By The Professional Assistant on Tuesday, October 06, 2009 Filed Under: Meetings , Research , Travel A re you trying to book a flight, hotel or car rental for your manager? Home About Me Advertise Finding The Best Travel Deals - Online! Do you feel like you are going to lots of websites to find the best deal?

Travel 100

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Professional Assistant Blog

SEPTEMBER 22, 2008

By The Professional Assistant on Monday, September 22, 2008 Filed Under: Organize , Productivity A re you asked to make reservations for your manager(s) at particular restaurants? This has become a great tool for me, since I have to make reservations on a regular basis for my managers. Do you feel that you could be doing this faster?

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Restaurants 2008 Cubicle Google Docs 100

Laughing all the Way to Work

APRIL 15, 2008

It is very important if you get phone calls and make decisions on a file to document that by writing a note and putting it on the file by date. You want to file letters, faxes and e-mails received and sent chronologically. No longer do we have our “own” filing system, but our files should be recognizable to all who need to read them.

Filing 100

Filing Staples Fax Phones 100

BMT Office Administration

APRIL 13, 2022

In order to pay your employees correctly, keep track of labor costs, and manage employee attendance, business owners need to invest in a reliable time clock system for their workplace. You can expect to spend at least $100 on a timeclock, but prices for fancier systems can get much higher. Biometric time clocks.

Payroll 52

Payroll Budget Expenses Fax 52

Jen Lawrence

FEBRUARY 15, 2019

Paperwork – If you need to fill out forms and fax them somewhere or process documents and scan them into a digital management system, make a pile and handle all at once on a regular cadence. Business Management – Running your own business can be overwhelming.

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Social Media Fax Clothes AT&T 58

Laughing all the Way to Work

MAY 28, 2008

I said, "If I called you at work in the middle of the day, would you be able to come to the phone and chat?" Any personal calls they have to make to the bank, insurance company or any personal matters, he always asks his wife to do it because he says, "You sit at your desk all day and have a phone readily available, so it is easier for you".

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Professional Assistant Blog

OCTOBER 7, 2009

One piece of advise that I give myself on a regular basis so that I dont feel overwhelmed is to break your tasks down into manageable chunks. Then I would open up the applications associated with the next task. Whats next? Subscribe to The Professional Assistant feeds or get posts e-mailed directly to you today.

2008 100

2008 Cubicle Google Docs 2007 100

Stephanie LH Calahan

NOVEMBER 8, 2013

Having VAs I can simply fax order forms to. so they can enter them into my system for me. I like having a long battery life and having the full functionality of the Windows Platform on my phone. I have Dropbox on my phone as well so I can easily send documents to my consultants while on the road. Another life saver?

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Professional Assistant Blog

JANUARY 21, 2008

Home About Me Advertise How to Cope With Co-Workers Arguing By The Professional Assistant on Monday, January 21, 2008 Filed Under: Meetings , Productivity Y ou’re on the phone with a client and an argument breaks out between two of your colleagues. If all else fails, get a supervisor or manager involved. What do you do?

2008 100

2008 Google Docs Cubicle 2007 100

Professional Assistant Blog

OCTOBER 15, 2008

By The Professional Assistant on Wednesday, October 15, 2008 Filed Under: MS-Access , MS-Excel , MS-Outlook , MS-PowerPoint , MS-Word , Productivity Y ou receive an e-mail from your manager. Your manager asks you to create a report of some sort and wants you to send it to a client, but making sure that they cannot manipulate the information.

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PDF 2008 Cubicle PowerPoint 100

Professional Assistant Blog

FEBRUARY 29, 2008

Finding the right tools to manage your business can be time consuming. Virtual Assistant Manager is a website that I recently stumbled upon which helps you and/or your organization thrive in this type of environment. This lessens the time you have to spend on the phone. Easily recording the time spent on each task.

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2008 Cubicle Google Docs 2007 100

Stephanie LH Calahan

FEBRUARY 18, 2011

Productive & Organized Goes Audio in 3 Different Ways » 19 Tips for Managing Your Email Even When You Dont Want To E-mail, it is the form of communication that we love to hate and love to love.    I don't care what tool you receive your e-mail in, you still have to manage it or it will run you. 

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Email Management Filing Monster 100

Stephanie LH Calahan

SEPTEMBER 6, 2010

Check out this great tool » Favorite Planning/Calendar Tool - Readers Speak Out There are many ways to manage your time and activities.  pamelahazelton    Franklin Covey - been using that system for 10+ years. Since we both have gmail calendars it automatically adds to the hubby phone/calendar.

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Professional Assistant Blog

SEPTEMBER 3, 2008

Home About Me Advertise "Excel"ing to Create Subtotal Row Totals By The Professional Assistant on Wednesday, September 03, 2008 Filed Under: MS-Excel , Organize , Productivity Y our manager sends you an e-mail with a spreadsheet attached. I recently ran into this problem as well.

2008 100

2008 Cubicle Google Docs 2007 100

Professional Assistant Blog

AUGUST 29, 2008

Then, you need to assign tasks to each goal, where you break the goal down into manageable chunks. Narrow them down to the amount that you can manage (usually 3 - 5), but some people can do more or less. Having a to-do list can be very helpful in accomplishing your tasks, but also setting goals. Next, add a time frame to each task.

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Microsoft Outlook 2008 Cubicle Google Docs 100

Stephanie LH Calahan

MAY 19, 2010

Work With Stephanie « Boost Productivity by Picking the Best To-do List for You | Main | Manage Your Time More Effectively by Using the Right Calendar for You (guest post @TimeMgmtWriter) » If You Want to be Productive, Dont Focus on the Rock!   Often it is both.   Often it is both. Part of the Calahan Solutions, Inc.

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Twitter Fax Networking Facebook 100

Professional Assistant Blog

MARCH 26, 2008

To combat these problems, here are some tips you can follow: Boredom: Ask your manager or fellow colleagues to see if they need help with anything. Youre there to get paid and get that promotion or raise, so make yourself and your manager proud. People generally gossip at work due to boredom, insecurity, wanting to belong.

Gossip 100

Gossip 2008 Google Docs Cubicle 100

Professional Assistant Blog

AUGUST 28, 2008

Home About Me Advertise Clock In The Right Time Zone: Booking Meetings in Microsoft Outlook By The Professional Assistant on Thursday, August 28, 2008 Filed Under: Meetings , MS-Outlook , Organize , Productivity , Travel D o you need to book meetings for your manager(s), but most meetings are all over the country or even internationally?

Microsoft Outlook 100

Microsoft Outlook Time Zones 2008 Cubicle 100

Office Organization Success

FEBRUARY 26, 2010

Creating a Client Contact Sheet which contains your client’s name, address, email, phone, fax and any other contact information that you want to keep a record of is a useful template to have. I’m a big believer in creating main/sub folders for managing my filing system – both for paper-based and PC files. (If

Filing 100

Filing Staples Fax Email 100

Stephanie LH Calahan

DECEMBER 7, 2009

.  You may come to the same conclusion as Janet, or you may find that your needs are totally different, but you will get a fabulous overview of some of the most popular planning systems today. Have a planning system you love?  Have a planning system you love?    Tell me about it. 

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Professional Assistant Blog

MARCH 28, 2008

One of the simplest things you can do to help the manager of your dream firm decide if you are right for the job, is to send them a Thank You letter after the interview. But you would be surprised that a simple Thank You letter can win over the hiring manager. My phone number is (XXX) XXX-XXXX. Did you attend a few recently?

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Stephanie LH Calahan

JANUARY 7, 2011

Work With Stephanie « Procrastination, Email, Multi-Tasking, Family Management, Soc Media Backup Etc. Productive & Organized Home Contribute to P&O! Archive Network with Steph Is This You? Link Lineup!   If you can't make the call, ask your questions below and I'll be sure to answer them on the call.

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Interviewing 2011 Networking Calendars 100

Professional Assistant Blog

OCTOBER 31, 2007

If they prompt you to get it done right away (if this is not your immediate supervisor), make sure to let your manager know. They are there to help, since they are managing you. If you feel that your manager thinks of you this way, talk to them about it, but in a professional manner. Dont feel that you are not doing your job.

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2008 Google Docs Cubicle 2007 100

Professional Assistant Blog

SEPTEMBER 5, 2008

Home About Me Advertise Cover Your Tracks: E-mail Archiving By The Professional Assistant on Friday, September 05, 2008 Filed Under: MS-Outlook , Organize , Productivity , System Security D o you back up your e-mails in Microsoft Outlook ?

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Microsoft Outlook 2008 2007 Cubicle 100

Professional Assistant Blog

JANUARY 29, 2008

Since I help out a staff of 30, which includes 6 managers, I constantly am away from my desk doing different tasks such as going to the printer on the other side of the office or bringing rush items to the mail room. Are you the type of person that needs to run between your desk and other places on a regular basis? I am one of these people.

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Filing 2008 Google Docs Cubicle 100