Success

NOVEMBER 2, 2021

Because you can meet regularly with this individual remotely, a relationship may form as they come to understand your unique circumstances. Although you can certainly ask anything during a remote wealth management meeting, you’ll likely need to provide certain documentation (e.g., investment documentation, tax info) beforehand.

Agenda 264

Agenda Goals Email Management 264

Success

OCTOBER 29, 2022

In one form or another, each of them did it. Whatever form you find is most conducive for you is the one to use. Some like to pull up an empty document on their computer and record thoughts. Marcus Aurelius the emperor. Seneca the statesman and playwright. In this way, journaling is Stoicism.

2017 264

2017 Forms Learning UPS 264

BMT Office Administration

SEPTEMBER 1, 2022

Someone asked recently if we have a one-page document explaining the revised W-4 that HR can provide to new employees who may not have filed a W-4 in years. It’s important not to give employees tax advice; you must let them fill out the form themselves. Parts 1 and 5 aren’t any different from the old, half-page form.

Forms 98

Forms UPS Filing Management 98

Allwork

MARCH 23, 2023

Coworking spaces aren’t meant to be invasive, but as employee monitoring technology and other forms of automated micromanagement become popular, coworking spaces may get a bit dystopian. For time-sensitive documents or deliveries, a fast-acting drone would be a massive benefit to any coworking space.

Legal 299

Legal Forms Management 299

Eat Your Career

OCTOBER 24, 2022

Nearly every week it seems, I hear from someone in this community asking some form of this question: Is it selfish to quit my job? When the time is right for you to move on, do everything in your power to minimize disruption for the team: document your procedures, organize information, and train others.

AT&T 296

AT&T Forms Training Goals 296

Success

OCTOBER 3, 2024

I similarly document tasks and appointments in a Google Calendar. Because I document daily activities in my Google Calendar, I can review it at the end of the week to recognize my accomplishments—whether they include finally doing my laundry, submitting a project or catching up with a long-distance friend.

Google Docs 290

Google Docs Calendars Microsoft Word Google 290

Eat Your Career

JUNE 4, 2024

I’m talking about things like not filing documents immediately, leaving emails unanswered, or not updating project statuses. These small, postponed tasks accumulate over time, forming a backlog that requires significant effort to clear. Consider the difference between emptying an inbox with 10 messages versus one with 100 messages.

Filing 246

Filing Policies Forms Stress 246

Success

SEPTEMBER 13, 2021

She regularly avoided all forms of interaction with her team, holing herself in her office without talking to anyone except during meetings. My co-workers and I began to document conversations ourselves and eventually had to speak directly with the manager’s supervisor to deal with the situation.

Gossip 290

Gossip 2016 Training Management 290

Allwork

FEBRUARY 27, 2023

As the future of work becomes even more tech-driven and tech-savvy, more companies are providing work laptops even for remote workers…but the majority of these laptops have some form of bossware installed on them. Problems with gender and racial bias have been well documented in facial recognition technology for example.

Stress 306

Stress Training Forms Phones 306

Tips From T. Marie

AUGUST 25, 2021

Complete these habits enough times and a good habit forms, which can help shift your mindset. I use a small, journal to do this in, but you could do it in an electronic document or even by posting those three things every day on social media. One way to shift a fixed mindset is to incorporate tiny habits into your routine.

Cubicle 290

Cubicle Social Media Lifestyle Facebook 290

Success

MARCH 1, 2024

While you may not be sure how your nonprofit is going to solicit donations in the foreseeable future, it’s important to estimate income for the next three years in order to know which form to use when you apply for tax-exempt status. Form 1023 is the application needed to apply for section 501(c)(3) status.

Filing 162

Filing Forms Legal Budget 162

Allwork

APRIL 27, 2023

Information about the club is sparse and the website provides nothing more than an inquiry form and a way to log in for already-approved members. If Colette is successful, it will further prove that coworking spaces are a legitimate option for businesses that simply do not need access to regular physical space.

2023 290

2023 Restaurants Expenses International 290

Step It Up VA Coaching

OCTOBER 23, 2014

You can do this by creating a Q&A sheet, or an “Interview with…” type document that they read before getting in touch, giving them all the information you want them to have and know about you. Let them know the kinds of clients you work with, how you work, and your ‘policies’ even, in an indirect way.

Forms 100

Forms Social Media Confidence Policies 100

Step It Up VA Coaching

JULY 11, 2013

You can do this by creating a Q&A sheet, or an “Interview with…” type document that they read before getting in touch, giving them all the information you want them to have and know about you. Let them know the kinds of clients you work with, how you work, and your ‘policies’ even, in an indirect way.

Forms 100

Forms Social Media Confidence Policies 100

Step It Up VA Coaching

SEPTEMBER 6, 2012

You can do this by creating a Q&A sheet, or an “Interview with…” type document that they read before getting in touch, giving them all the information you want them to have and know about you. Let them know the kinds of clients you work with, how you work, and your ‘policies’ even, in an indirect way.

Forms 100

Forms Social Media Confidence Policies 100

Tips From T. Marie

OCTOBER 7, 2016

For businesses with a large amount of paper files it may be time consuming to scan those already existing paper files into electronic form, but once that task is done, a totally electronic files system is going to make life easier and faster , with no room needed for those ugly file cabinets. It’s all straight up money savings from there.

Filing 149

Filing Fax Expenses Forms 149

Allwork

APRIL 22, 2024

Workplace dynamics are evolving as technology augments human roles, creating a symbiotic relationship that fosters new forms of collaboration and innovation. Shared documents and online collaborative environments similarly empower distributed teams to work together easily.

Collaborate 290

Collaborate Environment Training Interviewing 290

Success

SEPTEMBER 20, 2024

With the right mindset, planning and financial strategies, freelancing can be a stable(ish) form of work or additional income stream. And “if you didn’t document it, it didn’t happen,” Dettloff says. These trade-offs don’t necessarily have to be viewed as disadvantages. However, freelancers must ride the tide of pay for projects.

Budget 246

Budget Retirement Expenses Salary 246

BMT Office Administration

NOVEMBER 21, 2022

Knowing what to keep and the location of each document is vital to easy retrieval and to maintaining compliance with government and industry regulations. If so, then the document should be included in the employee’s general personnel file.”. Recruiting and screening documents. Termination documentation.

Filing 121

Filing Medical Payroll Forms 121

Office Dynamics

OCTOBER 2, 2018

Think of someone filling out a finance form in excel then switching to writing an email that concerns the items needed for a meeting. This is a bit “old school” and some people may say that this isn’t a great idea, however, if you treat this document like any other valuable document then you could use this idea. Write them down.

Stress 255

Stress ASAP Email Finance 255

Allwork

JUNE 30, 2023

.” In this form of business, the freelancer is personally responsible for all aspects of the business, including its debts and legal obligations. Firstly, it is the simplest and least expensive form of business to set up and maintain. There is no legal distinction between the owner and the business.

Legal 264

Legal Expenses Filing Lifestyle 264

Office Dynamics

JUNE 14, 2018

With each project you take on you should document each step of the way, add screenshots for more complicated steps, and add copies of forms that are necessary for the completion of the project. Creating and keeping manuals on specific work tasks and procedures will help alleviate some of the stress when someone is out of the office.

Purchasing 169

Purchasing International Forms Stress 169

Practically Perfect PA

AUGUST 11, 2017

PDFescape is a free, online PDF reader, editor, form filler, & form designer. It frees users from the typical software requirements for using the standard PDF document file format. Features include: Open PDF documents natively in your web browser. Save, download, & print PDF documents. What is PDFescape?

PDF 110

PDF Filing Forms Management 110

Allwork

SEPTEMBER 18, 2024

Not taking vacation time can have a deleterious effect on both our personal and professional lives, the impacts of which have already been well-documented: fatigue, a lack of focus, decreased productivity, and reduced creativity are just a few. With fall upon us, we hope you find some time and space to relax as the year winds down.

2018 278

2018 Travel Lifestyle International 278

Success

MAY 19, 2023

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. And it takes 66 days to form a habit, according to a 2009 study published in the European Journal of Social Psychology.

Health 264

Health 2013 Social Media Calendars 264

Office Dynamics

APRIL 7, 2017

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. Solution 1: Create a travel request form that you can send to your traveler with the information that you absolutely need to have.

Travel 188

Travel Administrative Professionals Agencies Calendars 188

All Things Admin

JUNE 10, 2021

However, because systems are so automatic, many people don’t have them documented. So why should you document something you already know how to do? Documented systems: Allow someone else to fill in for you. A documented system allows you to mark your place so you know exactly where to begin when you return to it.

Travel 52

Travel Administrative Professionals Forms Filing 52

Allwork

JUNE 5, 2023

A ‘program’ can then be documented for each team that itemizes the mix of SOLO and TEAM spaces—and is updated over time; and tallys to a total useable square footage that informs future order of magnitude spatial requirements.

Collaborate 245

Collaborate Confidence Policies Stress 245

Allwork

MARCH 6, 2024

Whether digital cloud stores, print materials such as HR documents and floor plans, or peer knowledge, employees need access to these data to successfully complete projects. The deconstructed office is a new form of workplace alchemy and creates new models of autonomy, agency, and accountability.

Agencies 306

Agencies 2020 Collaborate Keyboards 306

Jen Lawrence

AUGUST 1, 2022

CRM (client relationship management) forms are one of the most effective ways to gather or share information with a client. When used well, CRM forms can cut down on the number of emails and meetings you may have to have, as well as save your sanity by easily documenting details. . What do I mean by “forms”?

Forms 52

Forms International Phones Email 52

BMT Office Administration

AUGUST 9, 2023

The IRS and the National Taxpayer Advocate have been going at each other hammer and tongs over the mountains of paper forms the agency still processes. Earlier this year, it kicked off a new scanning process for Form 940. It says by next winter’s filing season, you should be able to e-file Forms 941-X and 945-X and amended Form 940.

Forms 52

Forms Filing Payroll Agencies 52

Ian's Messy Desk

FEBRUARY 1, 2012

Here’s a great way to save space in your Notes form or memo — create a collapsible section. You can move to Notes documents while you’re still in another document without going to the view. All you have to do is click the Next icon in the SmartIcon bar or press Enter when you have the first document in read mode.

Calendars 100

Calendars 2012 Forms Filing 100

All Things Admin

FEBRUARY 20, 2024

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.

Learning 52

Learning Google Docs Microsoft Word Mentoring 52

All Things Admin

MARCH 6, 2024

A procedure is a documented, step-by-step list of instructions that guides a person through a specific task from start to finish. This series of procedures, forms, templates, and checklists combines to create our system for producing new training webinars. Document the step-by-step details for each section. Test your procedure.

Microsoft Word 52

Microsoft Word Mentoring Administrative Professionals 2024 52

Success

MARCH 28, 2022

I sell you water if you’re thirsty; you sell me paper if I need to print out documents or write letters. If the right opportunity is presented, who’s to say that a few of your neighbors wouldn’t form a club of some sort and buy a boat jointly?” Waltz agrees: “Focus on the problem that you are solving.

Learning 279

Learning Social Media Goals 2011 279

Allwork

AUGUST 24, 2023

For example, Rather than speaking “at” the target audience via a static website or lead form, we can employ tools to speak with the target audience, using adaptive questions, and offering solutions prior to connecting live.

Purchasing 246

Purchasing Negotiating Restaurants Finance 246

Allwork

AUGUST 29, 2024

Digital Nomad Visa and Other Documents A growing list of countries are offering specialized digital nomad visas in hopes of reaping the economic benefits that come with attracting international remote workers.

2024 264

2024 Medical Lifestyle Travel 264