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Not all people who planmeetings are “meeting planners,” nor do all meeting planners start out their careers as meeting planners. Not only did I set the meetings up, but I also took notes (in shorthand no less), transcribed the notes and prepared final reports for dissemination. Program Content/Agenda .
When you’re planning a staff meeting, what do you do and in what order? Review calendars and compile date and time options. Determine preferred meeting date, time, and location based on available options for all participants. Determine the agenda and who is presenting. Order food for the meeting.
State the purpose of the meeting in the calendar appointment as well as who will be at the meeting (i.e. Meeting with Mr. Brown and Ms. Follow up with the meeting organizer to request agenda and/or meeting materials, pre-reading, etc. Where is the meeting being held? If your boss calls the meeting.
Here’s a short list of things EAs can do: Screening or making phone calls Scheduling or moving meetingsPlanning a business trip to meet with clients Bookkeeping or budgeting Completing paperwork Initial brainstorming on new projects Two heads are better than one It’s easier to remember or collaborate when two heads are involved.
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. Each meeting has some differences, but usually the basics are the same so your checklist can be pre-populated with those things so you can re-use it for each meeting.
Drafting a letter If your boss asks you to respond to a letter on his or her behalf, draft it as if your boss was going to sign it, i.e. have it set up properly with the date (or [Insert Date]) and the address correctly filled out and then either send it by e-mail or print it for his or her review. Well that is my brain dump for the weekend.
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