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The reality of being an EA is that while the phones, calendar, and travel are essentially the same in every office your boss and your team are always unique people with their own work styles and needs. So bring your experience, wisdom, and people skills to the table, but have a “I’m green, hungry for the job, I’ll hustle” attitude as well.
My favourite to-do list is a calendar timeline so I can see at a glance where I am at and what I need to do to get there. It is simply using an on-line calendar with space on each day to enter what needs to be done. I feel confident as I check off each item that things will be done on time. Dealing in real time.
Your boss calls you up and tells you that you need to add an agenda to this meeting, but you don’t want everyone to get the meeting request again and have to accept/decline it. To do this, open up your scheduled meeting in the calendar that you are using and click on “Forward as iCalendar&#.
What dates and times does he or she have available (keeping in mind timezones for away meetings)? Secure the date and time in his or her calendar, taking into consideration travel time if outside the office. Follow up with the meeting organizer to request agenda and/or meeting materials, pre-reading, etc.
Under Leader, click the leader option that suits your needs i.e. ……1 or --1 Click OK Type text you want i.e. Agenda as in example below. To set a recurring 9-5 meeting (as opposed to clicking all-day meeting) I dont like the all-day meeting settings as they are out of sight at the top of the calendar and easily missed.
Below are a few tips so the task is not as daunting: Filling in the blanks I take minutes on a laptop so it is easy to make a template ahead of time which is based on the agenda. I put the items from the agenda on the template in the same order and with a space to put the discussion and decisions/actions from the meeting.
My boss likes me to print his weekly calendar on Monday so he can see at a glance what he has for the week so I clip that to the front of the folder. I then print his daily calendar and slip that in the left pocket of the folder and on the right side I put everything he will need for the day. Dealing in real time.
INCOMING MAIL: As with e-mail, you should read the letter to see if there are any action items for your boss (or yourself) and diarize them or put the appropriate dates in the calendar. Dealing in real time. ► January (5) Taking the time to acknowledge someone and say tha. Minute taking made easier.
Once a date is finalized I put it in my bosss calendar and confirm the meeting with the other participants. Another benefit to writing it down is if your boss asks you to cancel it or to quickly tell you when the meeting is, you can look at the sheet rather than trying to search for it in your calendar. Dealing in real time.
I also drag items from my Inbox if someone sends me an email to advise they will be sending an agenda or some other item by a certain date. The Reminders box is the same box where your calendar items pop up when they are due, so should be familiar to everyone. Dealing in real time. So how can we know what we dont know?
Click on that and you will find a wealth of templates from a resume, cover letter, minutes, agenda and many others. Dealing in real time. ► January (5) Taking the time to acknowledge someone and say tha. Once you log on click on the tab Productivity and you will see on the right Templates. Minute taking made easier.
Posted by Patricia Robb at 4:16 PM Labels: Administrative Assistant , agenda , checklist , executive assistant , minutes , motions , professional assistant , to-do list , voting Reactions: Newer Post Older Post Home Join me for a Webinar, Sept. Dealing in real time. I think I feel another checklist coming on, gotta go.
Every time I use a bus ticket, I keep a mental inventory so I know when I need to buy some more and dont show up at the bus stop one morning and Oops! 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. Dealing in real time.
She had an agenda and was going to let him have it. Dealing in real time. ► January (5) Taking the time to acknowledge someone and say tha. I gave at the office Calendar "ah ha" Introducing The Administrative Bloopers Blog What ever happened to the "us" in Service? Hi, how are you?,"
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