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Use A Phone Call Log! By The Professional Assistant on Thursday, October 09, 2008 Filed Under: MS-Excel , Organize , Productivity D o you find that when you receive phone calls or voice mail messages, you cant remember who called, what time they called, who they were trying to call, etc? Home About Me Advertise Who Called? Whats next?
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. Trust me, people start to get irritated when this happens over and over again.
Plan out an agenda of all points that will need to be discussed. The Timekeeper would make sure each topic is covered within the amount of time mentioned on the agenda. If the person isnt responsible for any of the items discussed in this meeting, dont invite them. Delegate a person to be a a Facilitator, a Timekeeper and a Scribe.
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 23, 1 p.m. (for
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.
Follow up with the meeting organizer to request agenda and/or meeting materials, pre-reading, etc. If it is an external meeting, but local, enter location of meeting in calendar, provide your boss with address and directions, contact phone number, taxi chit. Meeting with Mr. Brown and Ms. Where is the meeting being held? 23, 1 p.m. (for
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
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
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.
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. 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. 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! no tickets. Do I have everything?
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.
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. 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. 411 Look Up 411.ca
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. I use the meeting agenda as an index with each item as a tab number. 411 Look Up 411.ca
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