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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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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. I hate it when an email has several people in the To: line with a request for information or action in the body, but no clear assignation of the action to a particular individual.

Etiquette 100
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Mentoring a Young Executive - Jodith Allen

Office Dynamics

Many new executives who have never had an assistant before have a picture in their mind of someone who answers the phone, types, and files. We know how to set and monitor a department budget, take meeting minutes, research topics and write reports, and that’s just for starters.

Mentoring 100
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Mentoring a Young Executive - Jodith Allen

Office Dynamics

Many new executives who have never had an assistant before have a picture in their mind of someone who answers the phone, types, and files. We know how to set and monitor a department budget, take meeting minutes, research topics and write reports, and that’s just for starters.

Mentoring 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.

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Oh where or where is my password?

Laughing all the Way to Work

I hope you keep your address book locked up as that would be a very valuable source of information for someone up to no good. I keep mine in an encrypted Word file on my computer. I also have an encrypted file with various other important numbers like my and my husbands social security numbers and the like. Works so far!