Office Organization Success

MARCH 30, 2013

Recently I held a laser consulting call with a client, and she basically came on the phone and said to me, “Tracey, I’m surrounded by paper. If your business is going to succeed, and you’re going to do the work that you love to do, you have to create systems to support you in your business so that you can focus on doing what you love.

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Practically Perfect PA

OCTOBER 12, 2017

I am guilty of being an email addict and spending unnecessary amounts of time reading, replying and filing my emails. Instead, archive emails that do not need your attention, answer emails quickly if they do not require too much thought and file emails that need more time for a reply. Plan time into your day to do email management.

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BMT Office Administration

OCTOBER 6, 2022

Plan for a lower mandatory e-filing threshold. We don’t yet know whether the IRS will issue final regulations dropping the mandatory e-filing threshold down to 100 or more information returns from 250 or more returns. You can be penalized for filing W-2s, 1099s, and 1095s on which you report incorrect Social Security numbers.

Payroll 52

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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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Office Dynamics

APRIL 18, 2019

Establish a filing system. Most of your files are probably going to be digital, but you still need to know where everything you need is stored. Looking for lost files will take up as much of your time as looking for misplaced items. You need to make sure all your files are in its proper place. Learn to delegate.

Skills 223

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Laughing all the Way to Work

APRIL 15, 2008

Think of a file as a story about what has happened from beginning to end on a matter. 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. When someone new looks through the file they will see a chronological record of incidents.

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Stephanie LH Calahan

JANUARY 6, 2010

and that's your managing. Building a successful long-term profitable business isn't about "marketing" your business, it's about "managing" your business - the marketing comes once you have your management systems in place. CREATE your paper-based filing system.

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Professional Assistant Blog

OCTOBER 9, 2008

Use A Phone Call Log! By The Professional Assistant on Thursday, October 09, 2008 Filed Under: MS-Excel , Organize , Productivity D o you find that when you receive phone calls or voice mail messages, you cant remember who called, what time they called, who they were trying to call, etc? Home About Me Advertise Who Called?

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Stephanie LH Calahan

JANUARY 17, 2011

5 Steps to Meal Planning Success | Main | Productivity and Organization Link Lineup » 10 Reminder Systems for You To Consider Do you have difficulty remembering important dates?  Great reminder system.   Access your calendar from your phone using its built-in calendar or mobile browser.

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Practically Perfect PA

NOVEMBER 10, 2016

On average, office workers will also be on the ‘phone for a total of two years and three months, making 158,982 calls during their entire career. So, getting organised and implementing policies or a filing system to help life in the office run a little more smoothly could be very worthwhile in the long run.

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Professional Assistant Blog

JANUARY 29, 2008

Home About Me Advertise Closing Shared Files While Away From Desk By The Professional Assistant on Tuesday, January 29, 2008 Filed Under: Productivity D o you share files on a network within your office? Retrieve Your Files with Ease Is You Boss Not Giving You Enough Work? I am one of these people.

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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. Tools of the Trade Familiarize them with the essential programs and platforms used by the company (project management, file management, internal communications, virtual meeting platforms, etc.),

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BMT Office Administration

OCTOBER 4, 2022

Managers and supervisors kept track of employee performance and productivity by directly monitoring them throughout the workday. Yet, the COVID-19 pandemic of 2020 threw a wrench into this tried and true system for most companies. Before 2020, employee monitoring in a traditional office environment was pretty straightforward.

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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. Physical: Create a Client Contact Sheet. In your main client folder.

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All Things Admin

JANUARY 11, 2023

What if I told you that your preferences for managing time and space are just as ingrained in your personality as whether or not you’re up for going to a dinner party? Now, we’re going to talk about how your particular personality type manages space. If you’re an introvert, you’re not going to enjoy large crowds on a regular basis.

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The Office Professionals Place

OCTOBER 19, 2009

Monday, October 19, 2009 Choose Your Method of Communication Effectively – Email, Phone, In-person, “Snail&# Mail/Memos Have you ever received an email from someone who just started at the company asking you to do something and you haven’t been introduced? Or have you played the popular “phone tag&# game?

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Office Dynamics

APRIL 20, 2017

Project Management Apps: Teamwork is, by far, my favorite project management app. Chat by phone or video conferencing, record meetings, and share screens to keep each other up to date, even if you’re continents apart! Update, backup, and share files with your executive and team – no flash drives needed!

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Productivityist

SEPTEMBER 20, 2021

But even the most productive and enthusiastic individuals, teams, and corporations require careful management, planning, and collaboration. Fortunately, there are numerous excellent and intuitive apps available for almost all phones using iOS and Android. Systems: Web Browsers. Systems: Windows, Mac, iOS, Android, Web Browsers.

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Stephanie LH Calahan

FEBRUARY 9, 2011

» Link Lineup: Time Management, Org Tools, Focus Concentration and Top Mobil Phone Apps February is Time Management Month, so today I'll share some great articles to help you make the most of the time you have.    Every other Wednesday, I share links to a number of different blogs and sites. 

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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. Remote workers can also access work files from any device that has an internet connection. Set Clear Expectations. Remote work is a win-win for employers and employees.

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Practically Perfect PA

MARCH 6, 2015

The Camscanner App allows users to convert and save any document into a PDF using their mobile phone. From a mobile phone users can: Scan any kind of document in seconds, texts or graphics. Save scan results to system album. Create PDF files for scans. Create PDF files for scans. What does it do?

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Productivity Bits

FEBRUARY 10, 2011

I recently upgraded my GTD Toolkit with the upgrade of my phone to the BlackBerry Bold 9780 with RIM’s latest OS BlackBerry version 6.0 (my my old phone was Nokia E71 ). I think this is a great phone and I have no complaints so far. The performance of the phone and its battery capacity are excellent.

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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. 

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Stephanie LH Calahan

SEPTEMBER 14, 2012

I was on the phone the other day with one of my private clients and we were talking about her social media strategy.  My blogging editor is actually also my major manager of all of the re-purposing. I keep a master text file with all of my 140 character tweets & links.

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All Things Admin

FEBRUARY 20, 2023

Gone are the days when filing, phone skills, and semi-legible shorthand were key requirements for an admin job. Companies use social media platforms to build their brand, engage with their audience, and provide customer service – and they need assistants who are capable of managing their pages.

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Ian's Messy Desk

MAY 1, 2013

You should work to manage of your incoming data with the fewest possible moves; including e-mail, voice mail, real-time phone calls and regular mail. If it takes less than two minutes to answer a message, do it then file or delete the message. File those that are just for information. Use folders to organize messages.

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Office Organization Success

DECEMBER 15, 2012

Put your CC info in a Word document, and send to her via a secure file transfer service like Send This File or Dropbox. Use a self-destruct website to send sensitive information. I had to send my credit card information to a vendor and this is the service they used a service called One Share.

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

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Laughing all the Way to Work

MARCH 15, 2009

.© Copyright Patricia Robb 2010 15 March, 2009 When you need it later: The Bring-Forward System My boss likes me to keep him organized and the way I do that is to have a system to bring forward items, which I then bring to his attention when he needs to see it. The system I use is quite simple and has been around for a long time.

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Office Dynamics

AUGUST 10, 2016

Establish a filing system. Most of your files are probably going to be digital, but you still need to know where everything you need is stored. Looking for lost files will take up as much of your time as looking for misplaced items. You need to make sure all your files are in its proper place. Learn to delegate.

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Practically Perfect PA

DECEMBER 17, 2015

These days, a personal assistant is more likely to be involved in making key decisions, even managing budgets. Secretaries that were retained were required to work for more than one executive, occasionally taking on roles that were traditionally assigned to middle management. Develop your system. Write everything down.

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The Office Professionals Place

AUGUST 22, 2010

Sunday, August 22, 2010 Miscommunication, Misfiled, and Misplaced = Misrepresentation A work day consists of filing, answering phones, greeting visitors, and a host of communication efforts with coworkers, supervisors, and customers, plus other duties and responsibilities that can get overwhelming. Lets grow together!

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Practically Perfect PA

JULY 4, 2016

Diary management and maintenance. Taking phone calls, enquiries and general requests, handling all queries. Taking phone calls, enquiries and general requests, handling all queries. Devising and maintaining office systems, including data management, CRM system and filing.

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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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Office Organization Success

APRIL 28, 2014

And I’ve since found out it only affects certain browsers like Safari and smart phone users! I contacted my hosting company, who confirmed that it looked like there were some abnormal code files on my site and they’re now in the process of cleaning it up. General Biz Training Workshops and Products gmail managing emails'

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On The Job

FEBRUARY 19, 2015

Daniel Levitin, a neuroscientist, psychologist and author of “ The Organized Mind: Thinking Straight in the Age of Information Overload, ” says that while we’re all faced with “an unprecedented amount of information to remember,” most of us are still trying to “keep track of things using the systems that were put in place in a pre-computerized era.”

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Stephanie LH Calahan

JANUARY 3, 2011

Work With Stephanie « Listen Live to Stephanie Share Her Story on #WIBRadio on Jan 3 @ 1pm CST | Main | Procrastination, Email, Multi-Tasking, Family Management, Soc Media Backup Etc.   They do not have systems for handling their most important areas of life.    Then use the system.  Link Lineup!

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