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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.
This does increase the preparation time, but on the day of the meeting it goes very smoothly with no stress. To prepare a minute template simply use your agenda and put it in minute format. Under each agenda heading you can then record the appropriate information when you are in 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? Oh where or where is my password?
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. Taking Effective Meeting Minutes ► August (3) Pass it on. Let your fingers do the walking: Quick keyboard sh. In the Paragraph dialog box, click Tabs (bottom left).
Click on that and you will find a wealth of templates from a resume, cover letter, minutes, agenda and many others. Taking Effective Meeting Minutes ► August (3) Pass it on. Let your fingers do the walking: Quick keyboard sh. Once you log on click on the tab Productivity and you will see on the right Templates.
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. Taking Effective Meeting Minutes ► August (3) Pass it on.
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.
She had an agenda and was going to let him have it. Taking Effective Meeting Minutes ► August (3) Pass it on. Let your fingers do the walking: Quick keyboard sh. Taking stock We don't know what we don't know ► June (1) Playing nice in the sandbox ► May (2) Whose meeting is it anyway?
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. Taking Effective Meeting Minutes ► August (3) Pass it on. Let your fingers do the walking: Quick keyboard sh.
For a boss who is on the road a lot you can use the electronic method of dragging the e-mail or whatever they will need for their meeting into the calendar date, including directions on how to get to the meeting, flight numbers and times, call-in numbers for teleconferences, agendas, e-mails, etc.
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. Taking Effective Meeting Minutes ▼ August (3) Pass it on. Let your fingers do the walking: Quick keyboard sh. Oh where or where is my password?
Next week I would like to talk about meetingplanning and give you some scheduling tips that have worked well for me. This also works with your Calendar, which comes in handy if you want to either insert the agenda or another document from Word, or if you need to insert an e-mail. cc = courtesy copy; bcc = blind courtesy copy].
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