Assistants Must Excel at the Fundamentals

Office Dynamics

They feel they have been managing calendars or planning meetings forever so why pay attention. For 28 years, I have been teaching assistants to pay attention to the fundamentals such as meeting planning, travel planning, calendar maintenance, organizational skills, follow-up systems, time management, and communications. Meeting Preparation and Coordination. From Joan Burge’s new book, Joan’s Greatest Administrative Secrets Revealed (2018).

2018 181

Calendar Management for Executive Assistants

Office Dynamics

Meetings, meeting, and more meetings! In spite of all the technology, meetings have not gone away. Whether your executive is holding a virtual meeting or attending a virtual or live meeting, there are certain steps you can take to ensure you are properly scheduling meetings and making your executive’s life easier. As an assistant of 20 years, I had one perspective of meeting management. Meeting planning is a cognitive task.

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SURROUND yourself with a team of experts to make you and your organization SHINE!

Office Dynamics

A meeting planner by MY definition is the go-to person within an organization – be it corporate, association or otherwise – charged with the responsibility of planning and executing a meeting or special event. Not all people who plan meetings are “meeting planners,” nor do all meeting planners start out their careers as meeting planners. Did I think of this as meeting planning? Planning meetings is very involved.

2019 173

Successful Assistants Combine Left and Right Brain Thinking

Office Dynamics

Let’s take for example the task of meeting planning or calendaring for your executive. To achieve your best results, you would schedule meetings or appointments for your executive using both sides of the brain. You would: Take into consideration your executive’s travel. Be sensitive to the fact that your executive may have jet lag, or be tired from a hectic schedule of running from meeting to meeting. Can you really fit in another meeting on Wednesday?

2019 175

Meetings, Meetings, and More Meetings

Office Dynamics

I bet that like many people you thought meetings would go by the wayside because of technology or at least there would be fewer meetings. The reasons meetings. have increased are due in part to the rise in teams and requisite team meetings and technology such as video-conferencing accommodating slashed travel budgets. Approximately 11 million meetings occur in the U.S. I would like to give you some tips as you prepare for meetings this week.

2018 124

12 Days of Christmas Webinar: The Organized Admin with Julie Perrine

Office Dynamics

Meetings/Events. Travel Planning. So I wanted to provide a plan of action for these assistants that would help them get and stay organized. Travel Planning. Event/Meeting Planning. Travel Planning Example: Your travel planning system involves lots of different forms, templates, and checklists. You have an executive profile form with their key travel preferences and frequent flier details.

2016 128

Thinking Outside the Job Description Box

Professional Assistant Blog

Event Planning: Event planning is a big industry that looks for people who are skilled in planning big events without a hitch. What better candidate to take on that role as a career, than the assistant who regularly plans events from small meetings to large conferences. Some assistants regularly manage small budgets when planning functions or have bookkeeping responsibilities and work regularly on spreadsheets.

2008 100

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.

2009 100

Experience vs. a university degree part two

Practically Perfect PA

I’ve attended numerous seminars in leadership, time management, MS Word, Excel, Outlook, meeting planning, event planning, and disaster recovery planning (Joan Eisendot and her website are fantastic resources) as well as is Tyler Davidson at Meetings Focus magazine/website, and freely shared the knowledge with my peers and anyone who asked. A few months ago I asked the Practically Perfect PA readers if they could complete a survey for me.

2014 157

Thinking Outside the Job Description Box

Laughing all the Way to Work

Event Planning: Event planning is a big industry that looks for people who are skilled in planning big events without a hitch. What better candidate to take on that role as a career, than the assistant who regularly plans events from small meetings to large conferences. Some assistants regularly manage small budgets when planning functions or have bookkeeping responsibilities and work regularly on spreadsheets.

2008 138

Admin in the Spotlight: Interview with Lynn Holgate, 2010 Stevie.

Laughing all the Way to Work

Lynn has organized strategic events such as the companys internal trade show, all-hands meetings, the annual awards banquet, internal events and leadership off-site meetings. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway?

2010 118

We don't know what we don't know

Laughing all the Way to Work

If you are part of an administrative team you can use your meetings to share knowledge with each other or give tips on something new you have discovered. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway?

2010 116

When your voicemail goes awry.

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back.

2010 118

On the job tips for new Admins.

Laughing all the Way to Work

I have daily meetings with my boss so sometimes I print the e-mails that I have questions on and put it in a folder and then we go through each item and he lets me know what, if anything, I need to do. If he is travelling, I send it by e-mail, but it has been my experience that I will get better results with a face-to-face meeting. Sometimes e-mail is not the best way to communicate and it needs to be followed up by a phone call or face-to-face short meeting.

2009 132

Admin Buddies

Laughing all the Way to Work

If it is a planned time off then you can meet with your buddy and give them any instructions or information they will need to handle in your absence and any contact names and numbers. You hear something while walking down the hall or are copied on an email and know something about the purpose of a meeting coming up. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on.

2010 109

Where's the remote thingy for the PowerPoint?

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back.

Dealing in real time.

Laughing all the Way to Work

I’m a visual person so it really helps me to plan my way to my goal. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Meetings Plus: Taking them offline On the job tips for new Admins. Preparing your boss for meetings away from the off.

2010 109

Now that is dedication.Executive Assistant donates kidney to her.

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back.

2009 109

A twelve step program to survive as an Admin

Laughing all the Way to Work

Schedule meetings with your boss regularly, but at the very least annually, to identify areas that need improvement and also for encouragement in areas you are doing well. Come up with a plan on how you are going to improve in the areas you identified as needing improvement. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Meetings Plus: Taking them offline On the job tips for new Admins.

2009 109

Whose meeting is it anyway?

Laughing all the Way to Work

© Copyright Patricia Robb 2010 16 May, 2010 Whose meeting is it anyway? Do you ever get a meeting request and an agenda has not been provided, or if it is a teleconference the call-in details have not been given or the boardroom hasnt been booked for an internal meeting? When booking meetings ownership of the meeting has to be established. I love having a checklist so suggest for each meeting you start a checklist to make sure you cover all the bases.

2010 100

Atlanta, Georgia: The City that Smiles

Laughing all the Way to Work

I am now leaving Atlanta to travel to Birmingham and the impression I am left with is I have never been in a city that smiles so much. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Meetings Plus: Taking them offline On the job tips for new Admins.

2009 100

When your boss arranges meetings behind your back.

Laughing all the Way to Work

© Copyright Patricia Robb 2010 5 April, 2010 When your boss arranges meetings behind your back. Does your boss ever organize a meeting behind your back? He will have a quick conversation with a staff member and set up a meeting, but not tell me anything about it. Assess which meetings can be adjusted without too much disruption. Internal meetings can usually be changed more easily so start there. Preparing your boss for meetings away from the off.

2010 100

Spring cleaning on the blog

Laughing all the Way to Work

Under My Favourites, I have added a Meeting section with some useful sites and combined many of my travel related links under one title simply called Travel. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway?

2009 100

We did it Canada!

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back.

2010 100

I gave at the office

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back.

2010 100

Under a Bushel

Office Dynamics

While I can’t always answer your requests within 72 hours due to my heavy travel and speaking schedule, I do get to them. Additionally, start keeping a log of the quantity of work you produce in major areas such as telephone, meeting planning, travel planning, email management, etc. Hello Everyone! I really appreciate all the blog comments and e-mails that come my way with questions and specific scenarios for advice.

2009 100

Under a Bushel

Office Dynamics

While I can’t always answer your requests within 72 hours due to my heavy travel and speaking schedule, I do get to them. Additionally, start keeping a log of the quantity of work you produce in major areas such as telephone, meeting planning, travel planning, email management, etc. Hello Everyone! I really appreciate all the blog comments and e-mails that come my way with questions and specific scenarios for advice.

2009 100

Introducing The Administrative Bloopers Blog

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back.

2010 100

Do you like what you do?

Laughing all the Way to Work

I feel a great sense of accomplishment when I’ve been able to plan and complete a project successfully. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Meetings Plus: Taking them offline On the job tips for new Admins.

2009 132

Meetings Plus: Taking them offline

Laughing all the Way to Work

© Copyright Patricia Robb 2010 19 December, 2009 Meetings Plus: Taking them offline I organize a lot of meetings in a day, week, month; heck, even into next year. My first plan of action is to take them offline as much as possible. Once a date is finalized I put it in my bosss calendar and confirm the meeting with the other participants. I also have what I call a Scheduling Bin and I put all my meeting forms in there.

2009 109

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

Laughing all the Way to Work

For instance, waiting for a meeting participant to choose a date, waiting for someone to order something that I need to do my job, waiting for someone to call me back, waiting for someone to get back from holidays and then to top it off they don’t put their out-of-office assistant on so you have no idea why they havent gotten back to you. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on.

2009 100

A funny thing happened on the way to the office.

Laughing all the Way to Work

How do you plan to be funny in December? EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back.

2009 100

Colour Coding Works.

Laughing all the Way to Work

I was in back-to-back Committee meetings and I decided to use two different colours of folders, a blue one for the Committee members, with an attendance sheet stapled to the inside cover for my purposes, along with their meeting packages, and a red one for the Chair with everything the Chair was going to need. Because the meetings were right after the other and I had lots of packages with me, it was easy to distinguish what went to whom just by looking at the colour.

2009 100

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

Laughing all the Way to Work

My last Board meeting I ordered lunch for 10, but I had 15 Board members in attendance. I usually contact the hotel directly, although I sometimes go through a travel agent to find out intial names of hotels in the city that are close to my event, but after the booking I always take over the discussions. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on.

2010 109

Go with your gut feeling!

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back.

2009 100

Will Google ever stop amazing me? Introducing Goog/411

Laughing all the Way to Work

There is also a service through text messaging that is free (unless you have charges associated with texting through your phone plan). EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Meetings Plus: Taking them offline On the job tips for new Admins.

2009 100

When taking initiative isn't the best thing.

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back.

2009 100

Happy Administrative Professionals' Day!

Laughing all the Way to Work

I am speaking this morning at an administrative event so looking forward to meeting some new assistants. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Meetings Plus: Taking them offline On the job tips for new Admins.

How to get Office fat fast.

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back.

2009 100

Building Relationships one Assistant at a Time

Laughing all the Way to Work

If I hear from the assistant I know I am going to get answers and the process of setting up a meeting will go smoothly, but should I try to develop a working relationship with them? Knowing assistants and having a working relationship with them is very important and can make the difference when you need to set up a meeting or if your boss needs to have a quick phone call with their boss. EST Taking Effective Meeting Minutes Join me for a Webinar Oct.

2010 118

I always have the perfect answer. the next day!

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back.

2009 100

Different spellings: British, Canadian and American

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back.

2009 100

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

Laughing all the Way to Work

EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Taking Effective Meeting Minutes ► August (3) Pass it on. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway? Building Relationships one Assistant at a Time ► April (2) Keeping focussed in a busy environment When your boss arranges meetings behind your back.

2009 100