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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.
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? Enter it in calendar.
When I receive an initial request for a meeting, I use a meeting form and write down the information I need: who is requesting the meeting, what is the purpose of the meeting, where it will be held and a phone number or an e-mail address and dates that are available. 411 Look Up 411.ca
Here’s a short list of things EAs can do: Screening or making phone calls Scheduling or moving meetingsPlanning a business trip to meet with clients Bookkeeping or budgeting Completing paperwork Initial brainstorming on new projects Two heads are better than one It’s easier to remember or collaborate when two heads are involved.
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.
She had an agenda and was going to let him have it. I am sure after that call her husband got off the phone and kicked the dog or was cranky with a sales clerk at the grocery store. It ended up that the phone lines were down because of a thunderstorm in town and he had been trying to reach her since early that afternoon.
Click on that and you will find a wealth of templates from a resume, cover letter, minutes, agenda and many others. Once you log on click on the tab Productivity and you will see on the right Templates. I believe someone mentioned there were almost 500 to choose from. 411 Look Up 411.ca
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. 23, 1 p.m. (for
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. (for
Sometimes e-mail is not the best way to communicate and it needs to be followed up by a phone call or face-to-face short meeting. Next week I would like to talk about meetingplanning and give you some scheduling tips that have worked well for me. cc = courtesy copy; bcc = blind courtesy copy]. I hope you find it helpful.
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. 411 Look Up 411.ca
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.
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. 411 Look Up 411.ca
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