This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
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? If it is a teleconference have the call-in numbers been provided and moderator code provided to the appropriate person?
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.
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. Depending on how formal the meeting is, you may need to draft an agenda for your boss’s review and forward to meeting participants in advance of the meeting. Meeting with Mr. Brown and Ms. Where is the meeting being held?
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.
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.
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.
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?
She had an agenda and was going to let him have it. The longer she couldnt get in touch with him, the angrier she became. When she finally did reach him she started off really nice. "Hi, Hi, how are you?," she said sweetly. Then you could see it progressing downward from there. What happened? Crankiness and bad moods can be passed on.
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.
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.
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. I always put OPEN FOR DETAILS in the subject line however, as it is not always evident in a meeting request that there is anything else in it unless you know to open it.
We organize all of the trending information in your field so you don't have to. Join 208,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content