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Do you ever get a meeting request and an agenda has not been provided, or if it is a teleconference the call-in details have not been given or the boardroom hasnt been booked for an internal meeting? My goal for this blog is to give good tips and ideas and occasionally put a smile on your face as you start your day!Lets
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.
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.
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.
Click on that and you will find a wealth of templates from a resume, cover letter, minutes, agenda and many others. I also do not claim to give any medical, financial, psychological, veterinary, retail, personal training or HR advice, although at times it may seem like I think I know what Im talking about, it is just my opinion.
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. In the Paragraph dialog box, click Tabs (bottom left). Then tab over and your leader will appear. 2 Line Spacing Highlight section you want to change spacing on. spacing To insert a document i.d.
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. Being organized helps de-clutter any task and makes it more manageable and doable.
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. no tickets. Do I have everything?
She had an agenda and was going to let him have it. I also do not claim to give any medical, financial, psychological, veterinary, retail, personal training or HR advice, although at times it may seem like I think I know what Im talking about, it is just my opinion. When she finally did reach him she started off really nice. "Hi,
I tend to keep my scheduling sheets in chronological order and each morning I go through them to see if there is any action I need to take, i.e. follow up to ask for an agenda or see if I can start scheduling. My opinions are based on experience, education, trial and error and blunders and bloopers made throughout my life and career.
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. (Note: The original email will remain in your Sent items and a copy will open up in your Tasks notes page). I drag it to my Tasks and set a reminder so I can follow up whether the item was received.
Most times dragging and dropping into my Tasks works for me, but if the e-mail and attachments are needed, then click on the Insert Tab and choose Insert Item and then you can choose the e-mail you want. My opinions are based on experience, education, trial and error and blunders and bloopers made throughout my life and career.
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