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You don’t indicate if you are talking about Board minutes or membership meetingminutes. According to every reference I can find for document retention, Board minutes should be kept permanently. I didn’t find any specific references to membership meetingminutes in any of the research I’ve done.
Spend time reading through some of the emails I’ve filed over the last week, including LinkedIn updates and other networking emails. This takes 15 minutes of me running from one floor to the next until I manage to find him. Walking back to my desk one of my directors asks me to scan some documents for him.
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. EST Taking Effective MeetingMinutes Join me for a Webinar Oct.
I have gotten in the habit of doing this frequently during the day and hardly even think about it until the system shuts down for some reason and then I breathe a sigh of relief when I open the document (by pressing Ctrl + o by the way) and find that I have not lost any of my work. Ctrl + a - Selects the whole document.
Most of the jobs are small but there are a lot of them, including booking rooms, answering email queries and setting up meetings. 1130 – One of the Directors comes out of the Board meeting to ask if I can photocopy some documents for him. It takes 10 minutes to photocopy the documents and take them to the Boardroom.
Recently I was working with someone on an Excel document. They sent an e-mail wondering if any of the assistants could help them export a document from Excel to Word. Unlike Word you will only see the header repeated when you do a print preview or print the document. Or if you want to attach a file, choose Attach File.
The “oops” factor: If you need more than two paragraphs to cover your topic, you’re better off using the phone, or attaching a Word* file. Sometimes people feel that they need to send me every document at once. Getting a few items is fine – but who wants an email with a dozen files attached?”.
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. EST Taking Effective MeetingMinutes Join me for a Webinar Oct. Thats great!
Whether it’s creating effective systems for minute taking, follow-up on action items, travel planning, procedures documentation, or developing communication systems that are easy for your executives to scan for information, organization is a vital skill for success-minded admins. Inserting files, screenshots, and links.
I got this e-mail from Kelly: What is the business standard for the length of time to keep meetingminutes? You didn’t specify what type of minutes you need to keep. How long you retain meetingminutes will depend on the type of meetings you are referring to. 10 Tips for Effective MeetingMinutes.
1125 – One of the Directors has popped out of the meeting to ask me to scan a 40 page document without removing the binder for another colleague in the meeting. This takes 10 minutes. Filed under: Uncategorized. The deadline is Friday. I make a good start as it is still fairly quiet this morning.
EST Taking Effective MeetingMinutes Join me for a Webinar Oct. Taking Effective MeetingMinutes ► August (3) Pass it on. Be sure to ask before you take the job. so you clearly understand the supervisor's expectations, especially if this is the first time the supervisor has had their own assistant!
Of course my comments are limited because the subject matter is not my expertise, but he relies on my input and corrections to make the document look good. Get any files they may need as a result of the e-mail correspondence. EST Taking Effective MeetingMinutes Join me for a Webinar Oct. Very good article Patricia!
Creating and Modifying Documents. This one item can become a whole list on some job descriptions if they get specific as to the particular documents you’ll manage. This includes setting up and managing electronic and physical files. Scheduling and Setting Up Meetings. Managing Calendars. Project Management.
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. EST Taking Effective MeetingMinutes Join me for a Webinar Oct. Taking Effective MeetingMinutes ► August (3) Pass it on.
ADMIN Data entry Set up online questionnaires and feedback surveys Proofreading and editing Calendar/diary management Email/inbox management Customer service Set up email templates for customer service enquiries Create document template Travel arrangements Organise gifts for clients and or staff members Research Create PowerPoint Presentations Set (..)
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