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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.
Many new executives who have never had an assistant before have a picture in their mind of someone who answers the phone, types, and files. We know how to set and monitor a department budget, take meetingminutes, research topics and write reports, and that’s just for starters.
Many new executives who have never had an assistant before have a picture in their mind of someone who answers the phone, types, and files. We know how to set and monitor a department budget, take meetingminutes, research topics and write reports, and that’s just for starters.
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.
Home About Me Advertise How to Hold Effective Meetings By The Professional Assistant on Friday, September 07, 2007 Filed Under: Meetings , Organize , Prioritize , Productivity H ave you ever wondered why you have so many meetings to attend and most of the time, you feel that you dont have a need to be there?
I keep mine in an encrypted Word file on my computer. I also have an encrypted file with various other important numbers like my and my husbands social security numbers and the like. Servers are usually backed up daily, so your file will likely be restored. However, you probably want to password protect file.
At one office I worked in we had a mail cart with slots for everyones mail, but it was filed First name, Last name. the phone book, standard filing practices etc.) This goes for filing and also how your contacts are ordered in Outlook. If you open the contact card you will see in the first section File As.
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. Getting a few items is fine – but who wants an email with a dozen files attached?”. A link to a shared drive, where all files can be stored, can be an easier way for people to access your data.
Remind them verbally as well when you meet with them. Keep an organized filing system and file list. If your boss tends to misplace things when they get it, make an extra copy for your file before giving it to them. EST Taking Effective MeetingMinutes Join me for a Webinar Oct. 5, 2010 at 12 p.m.
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!
I use hanging file folders labelled from January through to December. Every afternoon before I leave for the day, I go through the hanging file for that month to see if there is anything I need to bring forward for the next day. EST Taking Effective MeetingMinutes Join me for a Webinar Oct. I know what you mean.
Spend time reading through some of the emails I’ve filed over the last week, including LinkedIn updates and other networking emails. Filed under: Motivation. It is fairly quiet this morning so it seems a good time to finish the slide deck for HR. I’ve managed to finish the slide deck without any interruptions.
When a meeting is finalized, I put the scheduling sheet in a completed file. EST Taking Effective MeetingMinutes Join me for a Webinar Oct. Taking Effective MeetingMinutes ► August (3) Pass it on. 5, 2010 at 12 p.m. love the simplicity and the way you "tell it like it is".Thank
Ctrl + Home moves the cursor to the beginning of the open file or document and Ctrl + End moves the cursor to the end of the open file or document, but if you are in the middle of a document and want to select everything from there down, press Ctrl + Shift + End or if you want to select everything from there up, press Ctrl + Shift + Home.
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.
Posted by Patricia Robb at 6:39 AM Labels: Administrative Assistant , colour coding , coloured file folders , professional assistant Reactions: 0comments: Post a Comment Newer Post Older Post Home Subscribe to: Post Comments (Atom) Join me for a Webinar, Sept. EST Taking Effective MeetingMinutes Join me for a Webinar Oct.
In some organizations raises are tied to how well you do and it is also a record that is kept on your personnel file. Normally, I put something about needing to get my filing system up to date, but I think I may have missed the point when I have done that. EST Taking Effective MeetingMinutes Join me for a Webinar Oct.
Or if you want to attach a file, choose Attach File. EST Taking Effective MeetingMinutes Join me for a Webinar Oct. Taking Effective MeetingMinutes ► August (3) Pass it on. On the right, make sure Attachments is clicked. I always set reminders on my tasks. If you press Ctrl. 5, 2010 at 12 p.m.
This is useful if you want to file the email and change the Subject line to something that better describes what the email is about or to put notes in the email. You can also attach a file from Word, Excel or PowerPoint or a business card from your Contacts if it is someone you need to remember to call and want that information available.
If you know what works best for you and if your job is 80/20 on what you like then you can put up with the small stuff like filing and filling out expense forms. EST Taking Effective MeetingMinutes Join me for a Webinar Oct. Taking Effective MeetingMinutes ► August (3) Pass it on. 5, 2010 at 12 p.m.
Get any files they may need as a result of the e-mail correspondence. Going through some major organizing and filing here at our office and this is another 'a propos' topic that hits home. EST Taking Effective MeetingMinutes Join me for a Webinar Oct. For example, Patricia Robb on behalf of [boss’s name].
1725 – Finish all of the tasks given to me by the directors and spend the last five minutes of the day checking my emails one last time before I leave for the day. Filed under: Uncategorized. It will be great to be ahead of myself when I come into the office on Monday. 1730 – Finish the day and head off for a well needed drink!
It was a quiet day in the office and I’m not sure how the routine will fair tomorrow when all of my Directors are in and out of meetings and I have a few scheduled for myself as well. Filed under: Uncategorized. Follow me on twitter @PracticalPA.
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!
This article is extremely well written, and I have already printed a hardcopy, which I am going to add to my file. EST Taking Effective MeetingMinutes Join me for a Webinar Oct. Taking Effective MeetingMinutes ► August (3) Pass it on. 5, 2010 at 12 p.m. Let your fingers do the walking: Quick keyboard sh.
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.
Create a page in OneNote or insert a file from Word that you want to use as your standard template for various needs throughout the notebook. procedures, meetingminutes, travel itinerary, meeting planning, project plans) On the INSERT ribbon, click on Page Templates. Here’s how you create one.
This includes setting up and managing electronic and physical files. Scheduling and Setting Up Meetings. Also included here would be taking and transcribing meetingminutes. You may also, depending on your position, be responsible for handling and stamping outgoing mail. Project Management.
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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