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Your Roadmap to Effective Office Systems

All Things Admin

Procedures show you, step-by-step, how to perform a specific task – for example, completing an expense report or submitting a check request. Travel planning. Meeting and event planning. Other systems you may want to prioritize, depending on your job duties, include: Disaster recovery planning.

Agenda 90
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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
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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. Be one step ahead of your boss. Be protective of your boss’s time.

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Oh where or where is my password?

Laughing all the Way to Work

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. Servers are usually backed up daily, so your file will likely be restored. However, you probably want to password protect file. vs. i.e.

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Grrr! moments

Laughing all the Way to Work

At one office I worked in we had a mail cart with slots for everyones mail, but it was filed First name, Last name. the phone book, standard filing practices etc.) This goes for filing and also how your contacts are ordered in Outlook. If you open the contact card you will see in the first section File As.

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Meetings Plus: Taking them offline

Laughing all the Way to Work

When a meeting is finalized, I put the scheduling sheet in a completed file. I dont want to miss a step so always go through the checklist on the travel sheet. Taking it offline is a neat trick a friend of a friend of a friend showed me. Than me That - when should you use it and when should you leave it out? vs. i.e.

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Laughing All the Way to Work: A Survival Blog for Today's.

Laughing all the Way to Work

I use hanging file folders labelled from January through to December. Every afternoon before I leave for the day, I go through the hanging file for that month to see if there is anything I need to bring forward for the next day. A tip she passed along had to do with the bring-forward system and has been a great tool for me.