article thumbnail

Time Is Money: Get More of Both with an Executive Assistant

Worxbee

Here’s a short list of things EAs can do: Screening or making phone calls Scheduling or moving meetings Planning a business trip to meet with clients Bookkeeping or budgeting Completing paperwork Initial brainstorming on new projects Two heads are better than one It’s easier to remember or collaborate when two heads are involved.

Agenda 52
article thumbnail

How Assistants Can Save Time and Be More Efficient

Office Dynamics

Read your executive’s sent mail file. Use the P-O-S-T method for strategic calendar planning/invitations. Meeting planning template- yearly with six month check-in. Print calendar and prepare meeting folders for the next day. Manage social interruptions and maintain a focused frame-of-mind. o P- purpose.

Calendars 100
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

More OneNote Must-Knows: History, Search, and Template Creation

All Things Admin

Create a page in OneNote or insert a file from Word that you want to use as your standard template for various needs throughout the notebook. procedures, meeting minutes, travel itinerary, meeting planning, project plans) On the INSERT ribbon, click on Page Templates. Here’s how you create one.

article thumbnail

A Day in the Life of an Admin

The Office Professionals Place

Their duties include (but are not limited to) answering and screening calls, meeting and greeting clients and customers, maintaining executives calendars, writing correspondence, generating reports, meeting planning, filing, travel arrangements, maintain client/customer data records, supervising others, and the list goes on.

Filing 100
article thumbnail

The pronouns you use can reveal a lot about where your head is

Laughing all the Way to Work

My mind is already planning the next Board meeting and how I will organize my desk and the filing at the new place. I want all my filing to be up to date and my desk to be neat and tidy. Filing - We all have filing to do and when you are leaving it is even more important to get it done.

Filing 100
article thumbnail

Your Roadmap to Effective Office Systems

All Things Admin

Travel planning. Meeting and event planning. Other systems you may want to prioritize, depending on your job duties, include: Disaster recovery planning. Using the staff meeting planning example, here are the batches or segments: Date Selection and Participants. Meeting Agenda. Meeting Invitations.

Agenda 90
article thumbnail

Having a good outlook when it comes to Outlook

Laughing all the Way to Work

If the participants are in different time zones it would be beneficial to put that information in the meeting comments. If you need to book hotel, air or a car rental as part of the meeting planning, I put the appointment in the calendar with confirmation numbers and toll free numbers to call if they need assistance.

Calendars 100