Office Dynamics

JULY 10, 2018

The meeting is typically a way to evaluate the past year’s project management, acknowledge achievements, receive valuable feedback for performance improvement and create new goals for continued productivity. I’ve spoken with several assistants that have voiced frustration at the standard process.

Goals 202

Goals Stress Filing Email 202

Success

DECEMBER 4, 2024

Use Organizational Tools Utilizing calendars, task lists and project management apps can help you stay on deadline and honor your commitments. You can see a snapshot of your workload in one place so you can manage your time accordingly. This ritual can help you set the tone for the day to come.

Stress 223

Stress Management Assertiveness Self Esteem 223

C-Suite Assistants

NOVEMBER 26, 2024

Project management skills required for executive assistants to COOs and executive assistants for CEOs are similar, but these two officers have different areas of responsibility so there can be variation. For example, PC magazine has a useful ranking of the top project management platforms based on various criteria.

Project Management 52

Project Management Skills Management Administrative Professionals 52

Eat Your Career

SEPTEMBER 5, 2018

However, the planning process can be hard. Put dates from your timeline in your calendar and use a project management tool like Trello to keep all dates and information about your event in one place. For a more detailed event planning calendar, download The Complete Guide to Office Management from Managed by Q.

Stress 160

Stress Holidays Calendars Goals 160

Worxbee

FEBRUARY 28, 2022

From task apps to full-blown project management tools, the software has never been easier for task management. Trello - Trello is a kanban (cards) style of project management tool. Each card can represent a deliverable, task, or piece of a process. Calendly will sync with most calendar apps, too.

Calendars 122

Calendars Project Management Networking Email 122

Success

OCTOBER 2, 2024

Editors and project managers don’t “owe” freelancers anything, like they do their own staff, so they might stop communicating midproject and change directions completely and without explanation. Nobody teaches you how to run a business or who to ask about running a business. Sometimes that mindset works and sometimes it doesn’t.

Doodle 246

Doodle 2023 Budget Email 246

BMT Office Administration

AUGUST 17, 2022

For example, CRMs can often streamline the process of sending outreach emails or follow-ups by automating the process or providing email templates. If you use QuickBooks for payroll processing , the integration is convenient. Asana is one of the most popular project management tools for teams. Calendar blocking.

Management 102

Management Calendars Payroll Phones 102

Worxbee

FEBRUARY 14, 2022

For example, someone who has previously held a project manager role but opted for a career change to executive assistant may have a head start for a senior role. Longevity within the same company is often valued because the executive assistant knows it inside out and has efficient processes and procedures down pat.

Salary 124

Salary Project Management Skills Budget 124

Worxbee

MAY 17, 2021

Process management tools. Executive assistants are masters of process management and that requires some quality tools to keep track! Your processes, standard operating procedures and policies should be clearly documented and accessible to those who need to use them. Process documentation tools.

Google Docs 78

Google Docs Basecamp Doodle Calendars 78

Office Dynamics

AUGUST 19, 2013

MindMeister is an online mind mapping software that enables you to develop a visualization of your thought processes. Rule is a web-based project management and cloud collaboration tool. The app is available for iPhone /iPad, whereas FlowyDroid is for Android devices. MindMeister. It works on both Microsoft and OS X systems.

Project Management 100

Project Management Collaborate Health Calendars 100

Men With Pens

DECEMBER 10, 2009

And it’s sweet because now I get to discuss my ultimate, favorite topic: T, for Time-based, which has a great deal to do with project management. And project management is what I do best. And then, you’ll be managing your project properly. To begin well, to progress well and to end well.

Project Management 40

Project Management Management 2009 AT&T 40

Worxbee

JANUARY 3, 2022

Here’s how it works: You block off particular times on your calendar for managing email each day. In most work settings, anything truly urgent isn’t sent via email anyway… During your email responding time, open each email and do one of three things: respond to it, delete it, or put it in your task/project management tool.

Email 126

Email Calendars Social Media Management 126

All Things Admin

JANUARY 24, 2022

You will need to change how you think about your inbox and task management. You will also need to create a new system for how you manage your inbox, and that system has to include a task and project management component so you process email out of your inbox and into that system. Calendar Appointments.

Calendars 98

Calendars Microsoft Outlook Email Filing 98

Step It Up VA Coaching

JUNE 25, 2015

There are so many ways you can keep your name and face in front of your prospects, and the follow up process should absolutely be part of your overall marketing plan. Mark your calendar to follow up with a brief email no more than one week following your meeting. Here are a few ideas to try after you send the thank you note –.

Networking 100

Networking UPS Calendars Email 100

Step It Up VA Coaching

MARCH 14, 2013

There are so many ways you can keep your name and face in front of your prospects, and the follow up process should absolutely be part of your overall marketing plan. Mark your calendar to follow up with a brief email no more than one week following your meeting. Here are a few ideas to try after you send the thank you note –.

Networking 100

Networking UPS Calendars Email 100

Office Dynamics

FEBRUARY 6, 2017

Discuss and implement consistent processes. In last week’s Monday Motivators™, I said the magic formula for a stellar executive and assistant team is People + Processes = Success. An executive and assistant will be much more productive when they have proven processes in place and consistently use them.

2017 100

2017 Administrative Professionals Travel Calendars 100

Tips From T. Marie

FEBRUARY 14, 2018

I’ve used Slack a few times and I’ve tested various online project management apps, but they all seemed like overkill for my little business. If you’ve ever been through the process, it includes a lot of emailing. Like how I can connect Paper to my Office 365 calendar. Dropbox just changed my mind.

Dropbox 100

Dropbox Google Docs Filing Collaborate 100

All Things Admin

JUNE 23, 2021

Every office needs different systems to run smoothly, but most administrative professionals will require most or all of the systems in this core group: Time and task management. Project management. Review calendars and compile date and time options. Look for logical breaks in the process. Travel planning.

Agenda 90

Agenda Equipment Administrative Professionals Calendars 90

Worxbee

MAY 10, 2021

A key difference is that executive assistants tend to take a project management role, managing several moving parts and not necessarily doing all of the “doing,” but making sure others do. In contrast, virtual assistants are task managers. You’re in a process rut. They follow a set list of tasks in a day.

Calendars 78

Calendars Email Goals Environment 78

C-Suite Assistants

NOVEMBER 18, 2024

Technology helps them stay better organized by managing calendars and to-do lists. Automation tools and AI for executive assistants reduce their need to do manual expense tracking and scheduling so that they can focus on more strategic tasks like decision-making support and project management.

Microsoft Outlook 52

Microsoft Outlook UPS Calendars Administrative Professionals 52

Practically Perfect PA

APRIL 1, 2014

Event Management, Project Management, Human Resources and Finance have become a big part of my job. Tasks and responsibilities involving heavy project management are becoming commonplace for the admin too.” I think many of us already know how our roles have diversified in our own firms.

Finance 100

Finance Salary Filing Project Management 100

Andrea Kalli

JULY 28, 2010

Great content is not just an interesting diversion or attention-grabbing piece of information – it is an opportunity to move your readers through the sales process. One of the most famous sales processes is known as AIDA – attention, interest, decision, action. Build your content as a part of that sales process.

Social Media 100

Social Media Purchasing Microsoft Outlook 2010 100

Worxbee

MAY 3, 2021

Calendar management, email taming, and process design and management are our top three tasks, but executive assistants can do more. An EA might be kept very busy with calendars and emails for two executives, leaving little time for other tasks. Strong project management and process management skills.

Calendars 75

Calendars Skills Networking Project Management 75

Office Dynamics

DECEMBER 9, 2016

There are 5 core systems I encourage assistants to look at first: Time and Task Management. Project Management. 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. Filing – paper and digital. Travel Planning.

Travel 100

Travel Filing Forms Skills 100

Productivity Bits

AUGUST 5, 2010

The Next-Action Lists, along with the calendar, are at the heart of daily action-management organization. If you think about it, the tasks you do are really parts of particular projects. Managing your tasks under these two elements become easy with the use of the online tool called Simple GTD. Follow me on t witte r.

Management 100

Management AT&T 2011 Calendars 100

Eat Your Career

OCTOBER 23, 2013

Some online task and project management systems are more up to speed on this kind of thing and have apps for your phone to make capturing information easy even when you’re offline. Talk about wasting time to manage time!! It’s a Franklin Covey binder with the following elements: Month-at-a-glance calendar sheets (on 2 pages).

Management 100

Management Basecamp Calendars Phones 100

Jen Lawrence

DECEMBER 5, 2023

In the fall of 2022, Harvard Business Review published the results of a case study done with the task-management company Asana. The method: clear the calendar. I ran my own experiment of resetting my work in three areas: my task list, calendar, and workflows. Next up came the reminders and holds on my calendar.

Calendars 52

Calendars Stress 2022 Goals 52

Andrea Kalli

AUGUST 31, 2010

Once you’ve perfected processes, automate them. From online bots to outsourced employees, there are hundreds of ways to cut down on development time and eliminate labor-intensive processes. Target your rivals, not the search engine itself, and you will enjoy a great level of search-related success.

Social Media 100

Social Media Microsoft Outlook Twitter Google 100

BMT Office Administration

DECEMBER 13, 2022

Cloud-based project management software has revolutionized how companies manage their workflows, time-tracking, and communications for years now. That is unless you’ve yet to upgrade to a project management app, in which case you’re still stuck with the hassles of managing projects across multiple locations.

Management 52

Management Project Management Forms Calendars 52

Productivity Bits

MAY 5, 2016

The recipe must be handled as a process, or you’ll end up with a sticky mess. Each complex project consists of several small components. Kayla Matthews is a productivity blogger and calendar-planning enthusiast. Think about it: a chef doesn’t make a baked Alaska in one step. Thank you for subscribing!

Stress 100

Stress Calendars Twitter Google 100

Andrea Kalli

JULY 19, 2010

The best part of this whole process is that, once your video has been uploaded, it will generate opt-ins to your list without you having to lift a finger. Include your links to your video description as well. This is just one version of the highly regarded autopilot marketing that many online entrepreneurs refer to.

Email 100

Email Social Media Constant Contact Microsoft Outlook 100

Andrea Kalli

JULY 19, 2010

The best part of this whole process is that, once your video has been uploaded, it will generate opt-ins to your list without you having to lift a finger. Include your links to your video description as well. This is just one version of the highly regarded autopilot marketing that many online entrepreneurs refer to.

Email 100

Email Social Media Constant Contact Microsoft Outlook 100

All Things Admin

APRIL 17, 2024

As administrative professionals, managing large amounts of information efficiently is crucial for ensuring smooth operations. Whether it’s handling emails, documents, or projects, having a well-organized system can significantly improve productivity and streamline decision-making processes.

Management 52

Management Dropbox Administrative Professionals Filing 52

Jen Lawrence

NOVEMBER 16, 2020

Email, Calendar, Task Management, Document Management, Password Database. Client Management. CRM, Client Experience Processes, Records Management. The Essential Procedures Trello Template gives you a framework, tips, and resources for documenting all of your important processes and procedures.

Legal 52

Legal Social Media Customer Service Calendars 52

Jen Lawrence

NOVEMBER 16, 2020

Email, Calendar, Task Management, Document Management, Password Database. Client Management. CRM, Client Experience Processes, Records Management. The Essential Procedures Trello Template gives you a framework, tips, and resources for documenting all of your important processes and procedures.

Legal 52

Legal Social Media Customer Service Calendars 52

Andrea Kalli

SEPTEMBER 30, 2010

Let your customer base or demographic get to know you better, even if it’s just a simple video blog, giving an update on your latest projects or a new product you’re going to offer. Consider this: how many times have you been faced with the necessity to call your cable or insurance company and found yourself dreading the process?

Social Media 100

Social Media Promotion Microsoft Outlook Twitter 100

Andrea Kalli

SEPTEMBER 21, 2010

For entrepreneurs operating an online service business — a web design agency, consultancy firm, or support business — the process can be even more difficult. Pay-per-click advertising becomes less effective, product advertising is impossible, and finding ideal clients can take years without a good strategy.

Social Media 100

Social Media Purchasing Microsoft Outlook Promotion 100