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Ask the Admin: Meeting Minutes Retention

Administrative Arts

You don’t indicate if you are talking about Board minutes or membership meeting minutes. According to every reference I can find for document retention, Board minutes should be kept permanently. I didn’t find any specific references to membership meeting minutes in any of the research I’ve done.

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NEW! OneNote 2016 Training Series

All Things Admin

Whether it’s creating effective systems for minute taking, follow-up on action items, travel planning, procedures documentation, or developing communication systems that are easy for your executives to scan for information, organization is a vital skill for success-minded admins. Inserting files, screenshots, and links.

2016 52
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More OneNote Must-Knows: History, Search, and Template Creation

All Things Admin

Create a page in OneNote or insert a file from Word that you want to use as your standard template for various needs throughout the notebook. procedures, meeting minutes, travel itinerary, meeting planning, project plans) On the INSERT ribbon, click on Page Templates. Here’s how you create one.

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Ask the Admin: Records Retention

Administrative Arts

I got this e-mail from Kelly: What is the business standard for the length of time to keep meeting minutes? You didn’t specify what type of minutes you need to keep. How long you retain meeting minutes will depend on the type of meetings you are referring to. 10 Tips for Effective Meeting Minutes.

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Mentoring a Young Executive - Jodith Allen

Office Dynamics

They are used to managing their own e-mail, making their own travel arrangements, and setting up their own appointments. Many new executives who have never had an assistant before have a picture in their mind of someone who answers the phone, types, and files. If they need a database, they create one themselves.

Mentoring 100
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Mentoring a Young Executive - Jodith Allen

Office Dynamics

They are used to managing their own e-mail, making their own travel arrangements, and setting up their own appointments. Many new executives who have never had an assistant before have a picture in their mind of someone who answers the phone, types, and files. If they need a database, they create one themselves.

Mentoring 100
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10 E-mail Etiquette Pet Peeves and How to Handle Them

Office Dynamics

The “oops” factor: If you need more than two paragraphs to cover your topic, you’re better off using the phone, or attaching a Word* file. Bonus fix: Using a separate field indicator (“Flag for Follow-up”) is better than pre-fixing subjects with “AR”. Getting a few items is fine – but who wants an email with a dozen files attached?”.

Etiquette 100