Professional Assistant Blog

OCTOBER 9, 2008

In my case, I am lucky, since I only have to track calls for myself and use my daily journal or agenda (call it what you will) to make notes. You can purge the files as needed, depending on your companys situation and/or policy. Do you wish that you could be able to track calls and make sure that you have all of the details in place?

Phones 100

Phones 2008 Cubicle 2007 100

Laughing all the Way to Work

FEBRUARY 20, 2010

Below are a few tips so the task is not as daunting: Filling in the blanks I take minutes on a laptop so it is easy to make a template ahead of time which is based on the agenda. I put the items from the agenda on the template in the same order and with a space to put the discussion and decisions/actions from the meeting.

Time Zones 100

Time Zones IAAP Agenda 2010 100

Laughing all the Way to Work

NOVEMBER 8, 2009

Follow up with the meeting organizer to request agenda and/or meeting materials, pre-reading, etc. Depending on how formal the meeting is, you may need to draft an agenda for your boss’s review and forward to meeting participants in advance of the meeting. Meeting with Mr. Brown and Ms. Where is the meeting being held?

Time Zones 113

Time Zones IAAP Calendars Meeting Minutes 113

Worxbee

SEPTEMBER 20, 2021

Set a clear agenda Another massive time waster happens when people say “let’s meet at 10am Tuesday,” then don’t prepare ahead for the meeting. To facilitate that, you need an agenda. Most of the time, that means you should also limit the agenda, rather than attempting to cram a lot of things in. There are several options!

Agenda 52

Agenda Etiquette Environment Goals 52

Laughing all the Way to Work

SEPTEMBER 19, 2008

For a boss who is on the road a lot you can use the electronic method of dragging the e-mail or whatever they will need for their meeting into the calendar date, including directions on how to get to the meeting, flight numbers and times, call-in numbers for teleconferences, agendas, e-mails, etc.

Time Zones 138

Time Zones 2008 IAAP Calendars 138

Laughing all the Way to Work

MARCH 13, 2010

The night before I go to a Board meeting, I review all my templates, agendas, binder, attendance sheets and everything I am going to need or might need. Every time I use a bus ticket, I keep a mental inventory so I know when I need to buy some more and dont show up at the bus stop one morning and Oops! no tickets. Do I have everything?

Time Zones 113

Time Zones IAAP 2010 Meeting Minutes 113

Laughing all the Way to Work

MAY 24, 2009

Under Leader, click the leader option that suits your needs i.e. ……1 or --1 Click OK Type text you want i.e. Agenda as in example below. In the Paragraph dialog box, click Tabs (bottom left). Then tab over and your leader will appear. 2 Line Spacing Highlight section you want to change spacing on. spacing To insert a document i.d.

2007 100

2007 Time Zones IAAP 2003 100

Laughing all the Way to Work

SEPTEMBER 18, 2009

Click on that and you will find a wealth of templates from a resume, cover letter, minutes, agenda and many others. Once you log on click on the tab Productivity and you will see on the right Templates. I believe someone mentioned there were almost 500 to choose from. Business Writing Guidelines for 2008 C or cc or copy?

Time Zones 100

Time Zones IAAP Meeting Minutes Administrative Professionals 100

Laughing all the Way to Work

DECEMBER 19, 2009

I tend to keep my scheduling sheets in chronological order and each morning I go through them to see if there is any action I need to take, i.e. follow up to ask for an agenda or see if I can start scheduling. Business Writing Guidelines for 2008 C or cc or copy?

Time Zones 113

Time Zones IAAP International Meeting Minutes 113

Laughing all the Way to Work

DECEMBER 12, 2009

This also works with your Calendar, which comes in handy if you want to either insert the agenda or another document from Word, or if you need to insert an e-mail. I always put OPEN FOR DETAILS in the subject line however, as it is not always evident in a meeting request that there is anything else in it unless you know to open it.

Time Zones 149

Time Zones IAAP 2009 2008 149

Laughing all the Way to Work

SEPTEMBER 6, 2008

Posted by Patricia Robb at 4:16 PM Labels: Administrative Assistant , agenda , checklist , executive assistant , minutes , motions , professional assistant , to-do list , voting Reactions: Newer Post Older Post Home Join me for a Webinar, Sept. Being organized helps de-clutter any task and makes it more manageable and doable.

Time Zones 100

Time Zones IAAP Meeting Minutes Holidays 100

Laughing all the Way to Work

JULY 5, 2009

She had an agenda and was going to let him have it. Can versus Could Capitalization of hyphenated words Capitalization of names Commas in a series Company name Complement vs compliment Confusing words: lunch/luncheon; company/accompany Contractions Currently vs presently Data: singular or plural? Hi, how are you?,"

Time Zones 100

Time Zones IAAP Meeting Minutes International 100

Laughing all the Way to Work

AUGUST 13, 2010

I also drag items from my Inbox if someone sends me an email to advise they will be sending an agenda or some other item by a certain date. (Note: The original email will remain in your Sent items and a copy will open up in your Tasks notes page). I drag it to my Tasks and set a reminder so I can follow up whether the item was received.

Time Zones 100

Time Zones IAAP Email PowerPoint 100

Service Untitled

JULY 15, 2009

Home About Service Untitled Subscribe for Free Consulting Contact Archives Improving a Department in 4 Steps Douglas July 15, 2009 Customer Service , Exercises/Resources 2 Comments Over the last week or so, I have been working with a company on improving the service experience within a small department of theirs.

Customer Service 40

Customer Service Agenda Etiquette 2006 40

Who's the Real Boss?

FEBRUARY 21, 2018

Driven by their own agenda, these assistants care little about their team or having a positive impact on those around them. Now I got asked to write on this topic of ‘mean girls’, and not surprising given my previous articles written on EA etiquette and the obsession we have with status. Is it jealousy perhaps?

Gossip 52

Gossip AT&T Agenda Etiquette 52

Laughing all the Way to Work

JUNE 14, 2009

To prepare a minute template simply use your agenda and put it in minute format. Under each agenda heading you can then record the appropriate information when you are in the meeting. I use the meeting agenda as an index with each item as a tab number. Business Writing Guidelines for 2008 C or cc or copy?

Time Zones 100

Time Zones Agenda IAAP Calendars 100

Musings of a High-Level Executive Assistant

AUGUST 15, 2012

My question is regarding social etiquette: I recently started working in a very small company that is very successful; I attribute this to the fact that we hire only the best (we have people from Google, Facebook, Yahoo, etc.). While the comments she made had some validity, I feel that I should go by each company's specific culture.

Etiquette 40

Etiquette Agenda Promotion Yahoo 40