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From organizing your calendar to managing intricate project details, they're the Swiss Army knives of the virtual world. Document the established expectations in a detailed project brief or plan and ensure accessibility to all involved parties. They're the versatile professionals who streamline your work life.
Papa knows a couple with “synced calendars so that all family obligations, like taking their kid to the dentist, are clear and in one place.” I similarly document tasks and appointments in a Google Calendar. This means we have to consciously focus on successes.”
My current boss travels a lot so I put his travel schedule in the calendar as well. Undoubtedly if the meeting is put as an all-day meeting and someone is looking in your calendar to see if you are busy, they will probably not notice the all-day meeting that is at the top of the calendar.
I share the CEO''s Outlook calendar with my assistant. Since we both book meetings for him, it is important if we have proposed dates for a meeting that we secure them in his calendar so one of us doesn''t use it for another meeting. And if you share the calendar like we do, it is very important that you are both on the same page.
And yet assistants help file digital documents and manage calls through their cell phones, so the skills required for these tasks haven’t completely gone away. They are not paid the big bucks to manage a calendar and book flights. A great executive assistant looks at the entire calendar for a month—what happened last week?
I document everything and that is how I keep track. I put items in my calendar as a reminder, but the problem with calendar reminders is unless you know which day you put it on or what you named it, you can't easily find it. So I document that as well. If I am waiting to hear back from someone, that is documented as well.
Boosting mental and physical health The impact of journaling goes beyond Leid’s personal experiences; it’s been highly documented as a tool for boosting mental and physical health. The Scheduler Tool: calendar Method: Write just a sentence or two in every calendar day’s box.
He does not use Google Calendar but has an iPhone. . The other Chief, older, but very organized and uses online calendars and his phone as well. I set reminders on my cell and Google Calendar. I prepare files with the documentation he will need for the meetings and leave on his desk. What are your thoughts?
I rely heavily on Outlook to help with not only scheduling, but simple reminders, shared calendars, etc. Also, having full access to each person’s calendar is a must. If an exec is unexpectedly out of the office and a meeting that they scheduled needs to be cancelled, you can easily cancel it and manipulate their calendar.
Takes the initiative and has the comfort level to proactively review documents in preparation for my meetings. My assistant looks at my calendar weeks away and helps me think about the time needed to complete projects or get ready for presentations. Proactively puts together documents for upcoming meetings.
Does your documents folder or email inbox resemble a junk drawer with everything tossed in together? For documents, designate a naming structure such as “descriptive keywords-type of document.” Get out your calendar, and schedule regular recurring dates with yourself to keep your data in order. Get organized. Make a Plan.
This allows me to keep my e-mail in-box, calendar, to-do list , address box and journal synced between my desktop and handheld. Lotus Notes Calendar and Scheduling explained! You can move to Notes documents while you’re still in another document without going to the view. Access actions from within a document.
Don’t ask for last-minute reviews of documents or projects, and honor their preferred method of contact. If they reply with “not right now” instead of “no,” mark your calendar to follow up in a month or two politely. This is often shown best through the progress you’ve made toward your goals. Be persistent, and it may pay off.
One user told us they take screenshots of each individual site then import it into a Word Document so they can easily scroll through options and compare them side-by-side. These automatic reminders mean you no longer need to create calendar items for yourself to follow-up with a traveler. TRAVO As A Solution.
Whether you use OneNote , Evernote , or the default notes app that came with your phone, you’re just a few keystrokes away from documenting these important comments in a place where they won’t get misplaced or thrown out. With a calendar app , you’ll never forget an important date again. When is that important meeting?
But its system will assist in automating entire email and social media campaigns while repurposing documents into effective press releases. Plus, with calendar features, performance insights and the NLP versatility you expect, Jasper may be the right marketing option for your team. will write blogs and emails.
Recurring tasks, delegation, comments, calendar integration, kanban-style productivity visualizations and subtasks are some of the most notable features of Todoist. In a world of Google Docs and learning Zoom etiquette , pen-and-paper to-do lists leave a lot to be desired.
EAs use AI to transcribe and summarize meetings and complex documents, simplify online research, analyze information, learn new skills, and draft letters and documents, among many other activities. Technology helps them stay better organized by managing calendars and to-do lists. What are the uses of AI for executive assistants?
Yes, I’m the co-founder of Calendar and a keynote speaker. You don’t need to go back and edit the document before you get into the flow of writing. As a leader, people are often surprised when they discover my big secret: I’m not a natural writer. But when it comes to putting pen to paper, I’m not the best.
I keep a rigorous calendaring system to manage my time-based events and activities. I document the steps of processes that I do infrequently so as not to forget. I am on-time for appointments and meetings. I have systems to remind me of recurring tasks that take place at different intervals (quarterly, annually, etc.).
Today, Microsoft announced the new Business Chat, which offers comprehensive language models, the Microsoft 365 apps, plus customer’s calendars, emails, conversations, documents, appointments, and contacts. Why it matters: Copilot is integrated within the Microsoft 365 suite: Word, Excel, PowerPoint, Outlook, Teams, and more.
There are so many ways we can help them with this from managing their calendar effectively, minimising interruptions and generally keeping them on track. Administration of documents. Assistants should manage the administration of documents on behalf of their manager. The same applies for board papers and board level reports.
She shares an onboarding document with every new freelancer. “It Set up a calendar for regular check-ins and deadlines. Erin Balsa, head of content marketing at The Predictive Index , has been hiring freelance writers since 2011 and managing them since 2015. Her secret? Find a time for 1:1 weekly standups with your marketer.
Your tasks are visible pretty much everywhere – on Gmail, Calendar, iGoogle and through the Google Tasks API that can be used to sync your tasks with third-party applications and devices. Google Calendar. With Google Calendar you can easily manage your upcoming events. Share critical documents on the web with your team.
Most of the time, presentations and documents can be sent via email instead of giving a hard copy to the intended person. In order to organize these papers, set up a box where each document type can be placed on your desk. An accordion file is also a great way to organize documents. Tip #2: Manage Your Papers.
- How to Use Both For Optimal Professional & Personal Productivity (guest post by Meggin McIntosh) A question that often comes up in workshops as well as on my blog is this one: How do you suggest people use their calendar (planner) in conjunction with the tickler (1-31) files? What are your thoughts in this area?
Here are some ideas for the first week of November: Take inventory of your accomplishments and make sure you document them so you have them ready for your annual review or your success book! Look at your calendar between now and year-end. Mend broken relationships. It does no good to hold grudges.
Having access to your emails, your calendar, and your documents, from whichever portable device you’re using, makes running your business a whole lot easier. It means you’re no longer tied to your office, and you can take your business with you, wherever you go.
Get a calendar to use purely for keeping track of your business activities. Store documents on your computer or online rather than keeping physical copies. This will allow you to dispose of mountains of paper and search quickly for documents. This helps separate your personal and working life plus it avoids confusion.
When the HVAC system was installed, someone thought we might want the user manual for the system: a 400 page PDF document. Instead of filing the PDF on the network, the document was printed and placed in a filing cabinet , where it will sit until doomsday. We really didn’t need the manual. DELEGATE IT.
I have written a lot about diary management over the years, which is not surprising when you think assistants spend at the very least a third of their day organising their manager’s calendars. Prior to confirming a meeting in the calendar always look at what your boss has schedule either side of the meeting.
Google Calendars. Good ole’ Google calendars are a really quick and simple project management tool. You can overlay your calendars with one another so you can see if there are any conflicts or gaps with your planning. And similarly you can just view one calendar at a time. Actually it’s the one I use myself!
Confidential electronic documents (anything that is visible on your computer screen). In addition to this you also see all of the attachments that have been sent to your manager and all of the documents they are working on as well. I would suggest the following: Confidential electronic documents. b) Encrypt any attached files.
Eco-Calendars. There are a variety of calendars that use sustainable, recycled paper and give daily tips on how to live green and protect the planet. Check out Every Day is Earth Day 2011 daily calendar. Rather, they cut out tiny strips of paper in the corner of documents and use the strips to hold the pieces together.
The phone comes with 2GB microSD (capacity is up to 32GB) which makes it a decent storage device for documents and other files. The Calendar app is slick. Cue lets me create alerts on the fly without going to the calendar or clock to create a new alarm. The MemoPad is pretty basic but good enough.
A good system is documentable, sharable, and repeatable. The best way to explain how to document your systems on paper is to show you. Review calendars and compile date and time options. Review calendars and compile date and time options. Review calendars and compile date and time options. Step 1: Brainstorm.
My suggestion would be to backup your documents, electronic files, spreadsheets, etc. In the event your system crashes or you get some terrible virus, you will be able to access documents and work on another computer while IT restores your data. A good practice is to perform a weekly backup of documents and files.
When the HVAC system was installed, someone thought we might want the user manual for the system: a 400 page PDF document. Instead of filing the PDF on the network, the document was printed and placed in a filing cabinet , where it will sit until doomsday or at least until someone cleans out those files. DELAY IT. DELEGATE IT.
A good place to start is to streamline your files and documents. Clean up electronic files and documents. Marketing), so it’s easy to find that physical or electronic document when you need it. Uncover those long-hidden surfaces! Clean out your file cabinet. Clear out your e-mail inbox and file away. Update your databases.
This means that you process documents as soon as they are received. Read it, process it, and file it away – never allow documents to pile up on your desk or in your inbox. Grouping similar messages or documents together will also make them easier to retrieve later, but you can store them in a way that suits you best.
Your processes, standard operating procedures and policies should be clearly documented and accessible to those who need to use them. Process documentation tools. Once you’ve determined everything that needs to go into a process, it’s important to devise clear steps and document them. Document storage. Scheduling SOPs.
Time Management : manage your calendar as well as coordinate your work and personal calendars, schedule meetings, and most importantly help you set scheduling priorities on your calendar Organization : Help you set up standard operating procedures and improve business processes including “electronic organization.
They are creating separate pages for each product with a “one-page simple explanation of each specific product…Forget jargon-filled ads and book-like bank documents; the bank of the future needs to cut straight to the point.&# One of the changes being made effects the bank websites. Two enthusiastic thumbs up.
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