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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.

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10 Simple Tips to Improve Your Time Management Skills

Success

An unexpected phone call or a drop-in visitor may be urgent, but the consequences of dealing with either may not be important in the long run. Do you receive phone calls that divide your focus? Even with the best intentions, you can find yourself subject to someone else’s agenda. Has a crisis caused you to drop everything?

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Five tips for keeping a meeting on track

Practically Perfect PA

You know those meetings that go on and on forever with no agenda, no purpose and no end? Often, they can be a phone call or an email, and they never require everyone in the […]. Yup, we’ve all been there, and we all know how much of a waste of time these meetings can be.

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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. If you’ve sent an agenda for your next virtual wealth management session, perhaps organize that information by topic to keep the meeting running smoothly.

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Why Collaborating Can Be a Pain -- and What to Do About It

On The Job

Your inbox may be groaning under the load of emails from collaborating partners. It's no wonder that 85% of most knowledge workers and leaders are bogged down in email, meetings and phone calls. How can you collaborate more effectively without writing emails at 3 a.m. Stop emailing. Here's some ideas: Be stingy.

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Ground rules for team meetings

Practically Perfect PA

Turn their phone onto vibrate. Every meeting must have an agenda . Make sure every meeting has an agenda, it can be very simple for example: Date, time, location. Agenda / meeting’s purpose. The most important aspect of the agenda is the timing of each item. Listen to each other and not interrupt.

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Leveraging Procedures for Effective Training and Onboarding

All Things Admin

You might be using a new phone system or dealing with new project management software. Here’s a glimpse into our comprehensive onboarding agenda: Introduction to Team Dynamics Schedule regular daily huddles in the initial weeks, adjusting to fewer meetings as the new hire becomes more integrated.