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The Admin’s Guide to Organizing Digital Files By Julie Perrine. Just like papers on your desk can pile up, the same thing can happen with digital files. If you don’t have a filing system to put things where they belong when you save them, the virtual mess can accumulate quite quickly. Setup Your Digital Filing Cabinet.
Then, document your ideas and the value they would contribute in a formal business case. Go through old computer files and archive or delete anything that’s no longer needed. It’s also a good time to review your filing structure. Create/update procedural documentation. Does it still make sense? Plan out large projects.
Good systems are documentable, so you start by writing down the process required to accomplish the task at hand. Since you, your executive, and team members likely all have different style preferences, you need to be very clear about the organization systems you have in place (for filing paper, filing digital documents, etc.).
In the world of process improvement, documented procedures help facilitate operational efficiency. Whether it’s scribbled notes or complex digital files, the importance of procedures documentation cannot be overstated. Having procedures in any form is better than having no documented procedures at all.
Good systems are documentable, so you start by writing down the process required to accomplish the task at hand. Since you, your executive, and team members likely all have different style preferences, you need to be very clear about the organization systems you have in place (for filing paper, filing digital documents, etc.).
If you don’t implement it then it’s just a document taking up space on your hard drive. You can also add the Microsoft Office suite of apps (Word, Excel, and OneNote, in particular) or the Google Suite apps to your smart phone and tablet, so your career plan files are easily accessible no matter where you are. Keep It Visible.
Whether you’re a seasoned admin or just starting your career, documenting procedures are essential for maintaining consistency, efficiency, and clarity in your work. Now, let’s explore some of the built-in functionalities of these apps that make them indispensable for procedures documentation.
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, meeting planning, filing, travel arrangements, maintain client/customer data records, supervising others, and the list goes on.
Your resume is one of the most important documents you have to offer so you don’t want to rush it or ignore it for years on end. Get a mentor. A professional mentor can help guide you through your career by sharing his or her experiences and offering practical advice. Become a mentor.
My advice is to grab a member and become a mentor or get mentored! Log Files As with most other websites, we collect and use the data contained in log files. Do you need someone to talk to during the day when you are stressed? Or do you have a question, call a member! Believe me, it is the best form of release therapy!
Procedures are documented processes that explain exactly how to complete a task. You can quickly insert the contents of a PDF or image file onto a page of your OneNote notebook. When you save your documents like this, I strongly recommend a naming convention that keeps your documents organized for quick reference.
A handwritten procedure is still a documented procedure. Once you have your template, print out several blank copies, punch three holes in each page, and keep them in a file folder within reach of your workspace. But it doesn’t have to be! These seven tips will help you to create an easy-to-understand set of procedures in no time!
The software is a very powerful, yet simple indexing system for paper office files. It works like a search engine for paper files to help you stay organized. Paper Tiger does not involve scanning your documents. Rather, the software uses the power of the computer to index the hanging file folders in office file cabinets.
Whether it’s handling emails, documents, or projects, having a well-organized system can significantly improve productivity and streamline decision-making processes. By assigning different colors to various categories or types of documents, you can quickly identify and retrieve them when needed. Here are two examples of this.
So if you have travel planning experience, you need to document it! The following are some examples of how to document your travel planning abilities in your professional portfolio. I could upload the three documents as three separate work samples. Work Sample: My Travel Planning System I love to travel!
Example: Filing System Work Sample How your file and organize things is another great example. I can explain the SMEAD VIEWABLES system, my color code, and my tickler file with these three images and a PAR statement in my portfolio without disclosing any private information. In the P.A.R. There’s Always a Workaround!
Procedures are more than just documents; they are a roadmap for new hires, guiding them through the complexities of their new role and the company culture without constant supervision. The Power of Documentation If you have everything documented and ready to go when a new hire begins, it expedites the onboarding process.
descriptions , a screenshot, photo, and several links to uploaded files or blog articles. They don’t just show that you can do something; they also show that you’re willing to document the process so that others can benefit from your expertise. This single page spotlights several skills by sharing a few P.A.R.
How are you supposed to document everything for reference, as well? If you want to make consistent progress on procedures documentation, you need to make it a habit, not a project. So, the trick is to find a way to integrate procedures documentation and process improvement into the natural flow of your daily work.
Sharing job-relevant information and documentation, an itinerary for the first week (at least) and background details on some of the assignments they’ll be taking on can be extremely helpful in easing them into their position. One of the most effective ways of onboarding, however, is designating a mentor to your new recruit.
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. Mentoring a Young Executive. Managing Calendars. Scheduling and Setting Up Meetings.
Be a student and view them as your mentors/teachers. I am hoping the secretary will be a good boss, mentor, and leader to you. Learn to walk the fine line of having initiative but not stepping on anyone’s toes. You are their to conform and fit into the dept and company as the newest member. Second, the personal side.
When Harry Hecht, an Orlando, Florida-based mentor with SCORE—originally named the Service Corps of Retired Executives—encounters business owners who are reluctant to outsource, he has them track their time. “I For this reason, Hecht recommends spending some time documenting exactly, step by step, how you do things. Bring it on.
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