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Office Etiquette: Dos and Don’ts for a Professional Environment

Success

Follow Meeting Etiquette Office meetings are like mini get-togethers, albeit with a fixed professional agenda. And like any other part of the workday, it’s essential to follow good etiquette in meetings.

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4 Things to Consider Before Working with a Virtual Financial Adviser

Success

Virtual financial advisers can counsel you via video conference, phone or email. Work up an agenda and send it via email a few days in advance. Although you can certainly ask anything during a remote wealth management meeting, you’ll likely need to provide certain documentation (e.g., Making Sense of Virtual Wealth Management.

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11 Things Organized and Productive People Do Every Day

Success

We fear that slowing down and organizing will kill our productivity, but the facts suggest otherwise: The average office employee spends “at least two hours a day—or 25% of their workweek—looking for the documents, information or people they need to do their jobs,” according to Glean ’s 2022 Hybrid Workplace Habits & Hangups survey. “54%

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Upping your A(ssisting) game when you work with a Board of Trustees

Executive Leadership Support Blog

Offer to help put together the agenda for meetings, offer to tackle a project for a committee. As a bonus this will also alleviate emails and phone calls to you asking when something is due. You not only help the board, you increase your knowledge and become more valuable as a partner.

UPS
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9 Types of Journaling and How They Can Benefit Mental and Physical Health

Success

Boosting mental and physical health The impact of journaling goes beyond Leid’s personal experiences; it’s been highly documented as a tool for boosting mental and physical health. You can write whatever comes to mind without a theme or specific agenda. This type of journaling is good for those who need a visual reminder to journal.

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How to organise the perfect conference call

Practically Perfect PA

Ensure that the conference call has an agenda and make sure that all of the participants have the correct paperwork. During the conference call it can be a little disruptive if the participants cannot all see the same documents. There is just one phone number and one PIN so the chances of anyone getting confused are slim!

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How to Plan Business Travel & Business Travel Planning Checklists

Office Dynamics

Main contact''s cell phone number (for emergencies or in-transit arrival delays or changes). Address: Phone: _. Other Special Requests: Meeting Materials: Agenda. Handouts and other documents. To Pack: Cell phone. Cell phone charger (or Universal charger). Phone #: __. Phone # __. Car rental?