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When was the last time you made an effort to catch up on your filing? Many times, we struggle with filing because it feels overwhelming, we’re not sure where to begin, or we don’t have an easy system in place. Filing can be inconvenient and time consuming. But there are ways to simplify your filing system. Last month?
Updated February 20, 2023 If an administrativeprofessional from the 1950s happened to be magically transported to today’s office, they’d be in for quite a shock! Gone are the days when filing, phone skills, and semi-legible shorthand were key requirements for an admin job.
ADHD can be tough for anyone to handle, but for an administrativeprofessional, where things like attention to detail, time management, and organization are literally in the job description, it can mean disaster. . I keep specific actions on a sticky note for each file to help me get right into the flow of work. Mood swings.
Create permanent homes for the paperwork and files that are cluttering your desktop. . Even the most organized admin sometimes gets behind with filing. Make an effort to spent 15-20 minutes each day filing, or creating files for the items that need to be saved. Reorganize your desk drawers and file drawers.
Linda coaches, mentors, develops and trains administrativeprofessionals. She is co-author of the book “Sitting on a File Cabinet, Naked, With a Gun: True Stories of Silicon Valley CEO Assistants” and has a progressive record of achievement developing and training administrativeprofessionals.
However, after a recent turn of events such as staffing vacancies and promotions, I have found myself providing administrative support to several other key managers while we recruit for vacant positions. Let’s face it—the work of an administrativeprofessional is never ending. To think otherwise is wishful thinking!
AdministrativeProfessionals Week (April 24 – 30, 2022) is an excellent time to show your admin team how much you appreciate their hard work and dedication, especially as they have weathered the global health crisis of the past couple years. It may include file folders, spiral notebooks, pens, and sticky notes.
Setup your file sorters or trays for staging daily work/projects on one side of your desk and move them to pending or completed containers on the other side as you work on them. Take “after” pictures of your workspace, desk drawers, file drawers, and storage cabinets in your immediate work area. Clear the clutter.
Since you, your executive, and team members likely all have different style preferences, you need to be very clear about the organization systems you have in place (for filing paper, filing digital documents, etc.). Include details on how to properly file items in your filing cabinet or the shared office drive.
Since you, your executive, and team members likely all have different style preferences, you need to be very clear about the organization systems you have in place (for filing paper, filing digital documents, etc.). Include details on how to properly file items in your filing cabinet or the shared office drive.
Their duties include (but are not limited to) answering and screening calls, meeting and greeting clients and customers, maintaining executives calendars, writing correspondence, generating reports, meeting planning, filing, travel arrangements, maintain client/customer data records, supervising others, and the list goes on.
Check tickler files. You can — just as long as you include this complete blurb with it: Julie Perrine, CAP-OM, is the founder and CEO of All Things Admin, providing training, mentoring and resources for administrativeprofessionals worldwide. It might look something like this: Beginning of the day: Unlock doors.
My advice is to grab a member and become a mentor or get mentored! Log Files As with most other websites, we collect and use the data contained in log files. The Office Professionals Place Readers What influences your perception of people most? Do you need someone to talk to during the day when you are stressed?
Although most administrativeprofessionals understand that they should have a procedures binder, many still don’t have one. Once you have your template, print out several blank copies, punch three holes in each page, and keep them in a file folder within reach of your workspace. But it doesn’t have to be!
You can also add the Microsoft Office suite of apps (Word, Excel, and OneNote, in particular) or the Google Suite apps to your smart phone and tablet, so your career plan files are easily accessible no matter where you are. I also encourage you to store your crucial career files somewhere besides your work computer or network drives.
Every administrativeprofessional needs a procedures manual. You can quickly insert the contents of a PDF or image file onto a page of your OneNote notebook. Procedures are documented processes that explain exactly how to complete a task. LBL – Avery 6 Per Page Shipping (LBL for Labels).
Even if you can get exceptions to the storage cap, it’s more efficient to save important emails to a shared network folder with your other project files. Outlook has a file extension called.msg just like Word has.doc or Excel has.xls. Set Up Rules. Rules allow you to automate the sorting and prioritizing process.
I do a lot of work with AdministrativeProfessionals. I know from experience (both as an Executive Assistant and as an admin coach, trainer, and mentor) that there are a variety of common challenges facing AdministrativeProfessionals each and every day. Keep Things Separate. for each person or team.
Another perk is that a digital portfolio can include links, downloadable files, and audio and video components that are difficult or impossible to incorporate into a print version. Plus, you can include a link to your professional portfolio website at the top of your resume, which is an instant attention-grabber!
Your files are probably password protected. You can — just as long as you include this complete blurb with it: Julie Perrine, CAP-OM, is the founder and CEO of All Things Admin, providing training, mentoring and resources for administrativeprofessionals worldwide. Do you work with sensitive material?
As administrativeprofessionals, managing large amounts of information efficiently is crucial for ensuring smooth operations. Here’s how you can implement color coding: Physical Files : Use colored folders or labels to differentiate between different projects or document types. Here are two examples of this.
Whether you’re searching for a new job, making a case for a promotion or raise, showcasing your skills during your annual review, or simply want to be in a position to take advantage of opportunities that may come your way, a professional portfolio is an invaluable tool for any administrativeprofessional.
Whether you’re searching for a new job, making a case for a promotion or raise, showcasing your skills during your annual review, or simply want to be in a position to take advantage of opportunities that may come your way, a professional portfolio is an invaluable tool for any administrativeprofessional.
Setup your file sorters or trays for staging daily work/projects on one side of your desk and move them to pending or completed containers on the other side as you work on them. Take “after” pictures of your workspace, desk drawers, file drawers, and storage cabinets in your immediate work area. Clear the clutter.
With OneNote, I can color code my digital notebooks on these topics to match the file colors on my desk. You can — just as long as you include this complete blurb with it: Julie Perrine, CAP-OM, is the founder and CEO of All Things Admin, providing training, mentoring and resources for administrativeprofessionals worldwide.
Whether you’re using it for travel planning, procedures development, project management, or just basic notetaking, OneNote is one of the most dynamic software programs out there for administrativeprofessionals. Previously, I talked about two of my favorite OneNote features – color coding and custom tags. Here’s how you create one.
Example: Filing System Work Sample How your file and organize things is another great example. I can explain the SMEAD VIEWABLES system, my color code, and my tickler file with these three images and a PAR statement in my portfolio without disclosing any private information. In the P.A.R.
Make sure your laptop is charged, your internet connection works, and you have any files or information you’ll need to access ready to go. Arrive on time and come prepared with everything you’ll need for the duration of the meeting.
These files can easily be inserted into other procedures documentation you create. You can — just as long as you include this complete blurb with it: Julie Perrine, CAP-OM, is the founder and CEO of All Things Admin, providing training, mentoring and resources for administrativeprofessionals worldwide.
A stray file, an errant stapler, or even a visible office supply organizer can put them off their game. Yes, the papers may all be in a neat pile, but if that pile contains everything from office memos to personnel files to takeout menus, it’s going to be difficult to find what’s needed in a timely fashion. How You Assign Value.
Whether it’s scribbled notes or complex digital files, the importance of procedures documentation cannot be overstated. Here are some of my favorite tools for advanced procedures documentation: Microsoft Office Suite /OneDrive : For real-time collaboration, document creation, video and audio recording, and file storage.
Here are a few ways to do this: Download our free procedures development template , run 30 double-sided copies, three-hole punch the pages, and put them in a bright colored file folder within arm’s reach of where you sit. We must learn to work with our brains instead of against them.
Tools of the Trade Familiarize them with the essential programs and platforms used by the company (project management, file management, internal communications, virtual meeting platforms, etc.), Professional Development: Opportunities for skill development and growth within the company, including training resources and mentoring programs.
Yes I’ve met plenty of twenty-something’s that I’ve had to mentor and coach on the more responsible and sensible ways to do things and witnessed them do things that an older assistant may never do (again!),
The Admin’s Guide to Organizing Digital Files By Julie Perrine. Just like papers on your desk can pile up, the same thing can happen with digital files. If you don’t have a filing system to put things where they belong when you save them, the virtual mess can accumulate quite quickly. Setup Your Digital Filing Cabinet.
Meanwhile, the Office Dynamics team including Joan Burge and the conference’s featured expert presenters like Julie Perrine, Chrissy Scivique and Lucy Brazier flowed through the space, helping connect people with industry peers and mentors, sharing stories and smiles. Stay tuned for Part 2 of our administrativeprofessionals conference recap!
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