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o Calendaring. Read your executive’s sent mail file. Use the P-O-S-T method for strategic calendarplanning/invitations. Meetingplanning template- yearly with six month check-in. Print calendar and prepare meeting folders for the next day. Manage priorities. Make To-Do lists. Social Media.
Organizing someone else’s calendar can be challenging. In other words, you will probably not be able to speak to the person, but you have to communicate to them in some way that you have updated their calendar. It involves an understanding that you have to look ahead and see what is in the calendar.
My mind is already planning the next Board meeting and how I will organize my desk and the filing at the new place. I want all my filing to be up to date and my desk to be neat and tidy. Filing - We all have filing to do and when you are leaving it is even more important to get it done.
Their duties include (but are not limited to) answering and screening calls, meeting and greeting clients and customers, maintaining executives calendars, writing correspondence, generating reports, meetingplanning, filing, travel arrangements, maintain client/customer data records, supervising others, and the list goes on.
Paper and Digital Files. Meetings/Events. Travel Planning. Filing – paper and digital. Travel Planning. Event/MeetingPlanning. Process your emails OUT of your inbox and into a TASK or CALENDAR appointment so you get them into your system for follow up, tracking, and completion.
I use hanging file folders labelled from January through to December. Every afternoon before I leave for the day, I go through the hanging file for that month to see if there is anything I need to bring forward for the next day. A tip she passed along had to do with the bring-forward system and has been a great tool for me.
Travel planning. Meeting and event planning. Other systems you may want to prioritize, depending on your job duties, include: Disaster recovery planning. Let’s use meeting and event planning as our example, and focus on creating a system for planning monthly staff meetings. Meeting Agenda.
Try to anticipate the need so you can have the file or the answer your boss needs, before he or she even knows they need it. A good assistant knows just where to find the document or file needed, or they won’t stop looking till they do. Be one step ahead of your boss. Be protective of your boss’s time. Dealing in real time.
If that is not happening, schedule yourself in their calendar. If you do arrange to meet with them, be prepared with questions and information so they will see the benefit. Keep up to date on their calendar and look ahead to see what is coming up and what your boss might need to prepare for that. Return the favour if you can.
I keep mine in an encrypted Word file on my computer. I also have an encrypted file with various other important numbers like my and my husbands social security numbers and the like. Servers are usually backed up daily, so your file will likely be restored. However, you probably want to password protect file.
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. Minute taking made easier. Dealing in real time.
At one office I worked in we had a mail cart with slots for everyones mail, but it was filed First name, Last name. the phone book, standard filing practices etc.) This goes for filing and also how your contacts are ordered in Outlook. If you open the contact card you will see in the first section File As.
Tried and True Method: I set up 12 hanging file folders labelled January through to December. I then put the items in a two-fold file folder with his calendar printed out on the one side and the items he will need for the day on the other side. The system I use is quite simple and has been around for a long time. Thats great!
This can be as simple as having hanging file folders marked from January to December and then you just put items in the appropriate month that you need to bring forward for your boss. Next week I would like to talk about meetingplanning and give you some scheduling tips that have worked well for me. I hope you find it helpful.
This is useful if you want to file the email and change the Subject line to something that better describes what the email is about or to put notes in the email. You can also attach a file from Word, Excel or PowerPoint or a business card from your Contacts if it is someone you need to remember to call and want that information available.
If there are any deadlines or appointments, put them in your boss’s calendar or task list with appropriate reminders. Get any files they may need as a result of the e-mail correspondence. Going through some major organizing and filing here at our office and this is another 'a propos' topic that hits home.
Ctrl + Home moves the cursor to the beginning of the open file or document and Ctrl + End moves the cursor to the end of the open file or document, but if you are in the middle of a document and want to select everything from there down, press Ctrl + Shift + End or if you want to select everything from there up, press Ctrl + Shift + Home.
Posted by Patricia Robb at 6:39 AM Labels: Administrative Assistant , colour coding , coloured file folders , professional assistant Reactions: 0comments: Post a Comment Newer Post Older Post Home Subscribe to: Post Comments (Atom) Join me for a Webinar, Sept. EST Taking Effective Meeting Minutes Join me for a Webinar Oct.
In some organizations raises are tied to how well you do and it is also a record that is kept on your personnel file. Normally, I put something about needing to get my filing system up to date, but I think I may have missed the point when I have done that. I never know what to put down. Minute taking made easier. Dealing in real time.
Or if you want to attach a file, choose Attach File. I gave at the office Calendar "ah ha" Introducing The Administrative Bloopers Blog What ever happened to the "us" in Service? On the right, make sure Attachments is clicked. I always set reminders on my tasks. If you press Ctrl. Minute taking made easier.
If you know what works best for you and if your job is 80/20 on what you like then you can put up with the small stuff like filing and filling out expense forms. I gave at the office Calendar "ah ha" Introducing The Administrative Bloopers Blog What ever happened to the "us" in Service? Minute taking made easier.
I gave at the office Calendar "ah ha" Introducing The Administrative Bloopers Blog What ever happened to the "us" in Service? Minute taking made easier. Dealing in real time. When your voicemail goes awry. ► January (5) Taking the time to acknowledge someone and say tha.
This article is extremely well written, and I have already printed a hardcopy, which I am going to add to my file. I gave at the office Calendar "ah ha" Introducing The Administrative Bloopers Blog What ever happened to the "us" in Service? I love the way you relate the potholes, road blocks, etc.
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