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Meetingminutes are a staple of all Board meetings, and many internal company meetings, as they serve as an official written record of a meeting to aid in future decision-making and fill in employees who couldn’t attend. Yet, if you’ve never written meetingminutes before, it may seem like an intimidating process.
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.
After many requests, the editors of the Administrative Professional Today newsletter have produced a webinar to take your minute taking skills beyond the basic level to master minute taker. What makes a master minute taker? Do you have a moment of panic when you're asked to take meetingminutes? It's a $39.95
So, the very best advice I can give you around how to write good minutes is to read other people’s minutes and start to work out what’s good, what isn’t; what fits your style, and what doesn’t. Like anything, preparation is everything, and for taking minutes, it is critical in preparing a good minutedocument.
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.
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. It isn’t urgent but sometimes I just like to get these little jobs over as quickly as possible, so I scan the document and hand the papers back to him.
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.
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. Sharing notebooks. Using search effectively.
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. The deadline is Friday. I make a good start as it is still fairly quiet this morning.
to optimize scheduling; streamline customer service; transcribe meetingminutes; edit documents, photos, and videos; create dynamic presentations and graphics; even plan and organize multi-city travel. Ask other office professionals what systems they’re using and how they’re using them. You’re likely to be surprised!
Bonus fix: Use a SharePoint* meeting site or shared drive for attachments. Sometimes people feel that they need to send me every document at once. The “oops” factor: Also consider whether you really need to include meetingminutes or status reports with your email. Pet peeve: Too many attachments on an email.
Less Meeting has helped me deal with meetings more effectively and efficiently — and it scales in a way that allows people to slowly adopt it without feeling overwhelmed. The service acts as a one-stop shop for all of your meeting needs.
Less Meeting has helped me deal with meetings more effectively and efficiently -- and it scales in a way that allows people to slowly adopt it without feeling overwhelmed. The service acts as a one-stop shop for all of your meeting needs.
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. Also included here would be taking and transcribing meetingminutes. Managing Calendars. Project Management.
Some specific uses of speed writing include: When taking meetingminutes at a staff or board meeting. Documenting quotes and information during an interview. It won’t give you a polished first draft that is ready to be shared with others, but it will help you jot down everything you need quickly.
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.
spacing To insert a document i.d. or a filename path to your document Insert Footer, Edit Footer On Insert Tab, click on drop down menu for Quick Parts. Then open a new document and paste (Ctrl v). To print the entire screen, press the PrintScreen key and then paste it into a blank document. Choose Field.
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. To automatically insert a new row at the end of a table.
Meetingdocuments: some people have it printed single sided and others double sided. It is very hard to follow along when not all members have the document printed the same way. EST Taking Effective MeetingMinutes Join me for a Webinar Oct. Taking Effective MeetingMinutes ► August (3) Pass it on.
Coming from a legal background, we were always taught if you are using an acronym or initialism in writing, on the first use you should spell it out and then put the acronym in brackets, which makes a lot of sense and saves a lot of head scratching and searching the document to figure out what the person is referring to. 5, 2010 at 12 p.m.
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!
For paper things that I need to remember to follow up on, I put the letter or document in my Wait Bin (which is a tray for things I am waiting on). That wouldnt work for me because I dont have that many paper documents to bring forward, but I can see it being necessary if you have lots of items. Where can I put this paper? Thats great!
You can save money on space and security costs; it’s incredible how much space you use storing hard copies of board packs, meetingminutes, and more. Even if your business has robust processes, the chances of misfiling or losing electronic documents without trace is tiny compared to how easy it is to misplace hard copies of things.
Now dont forget to put the correct year on your documents. EST Taking Effective MeetingMinutes Join me for a Webinar Oct. Taking Effective MeetingMinutes ► August (3) Pass it on. My goal for this blog is to give good tips and ideas and occasionally put a smile on your face as you start your day!Lets
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. Taking Effective MeetingMinutes ► August (3) Pass it on. Be prepared and think ahead. Be good at tracking things down.
In this new age of not doing anything more than a quick spell check on documents, make sure you do not have any spelling mistakes in your resume. EST Taking Effective MeetingMinutes Join me for a Webinar Oct. Taking Effective MeetingMinutes ► August (3) Pass it on. 5, 2010 at 12 p.m.
Proofing documents can also be funny. EST Taking Effective MeetingMinutes Join me for a Webinar Oct. Taking Effective MeetingMinutes ► August (3) Pass it on. I left his office to the sound of his chuckles behind me. What a start to a Monday morning. I thought it was wonderful until I read one.
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. EST Taking Effective MeetingMinutes Join me for a Webinar Oct. Taking Effective MeetingMinutes ► August (3) Pass it on. 5, 2010 at 12 p.m.
This also works with your Calendar, which comes in handy if you want to either insert the agenda or another document from Word, or if you need to insert an e-mail. I always put OPEN FOR DETAILS in the subject line however, as it is not always evident in a meeting request that there is anything else in it unless you know to open it.
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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