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Not all people who planmeetings are “meeting planners,” nor do all meeting planners start out their careers as meeting planners. Not only did I set the meetings up, but I also took notes (in shorthand no less), transcribed the notes and prepared final reports for dissemination. Get Your Copy Today!
Meetings/Events. TravelPlanning. So I wanted to provide a plan of action for these assistants that would help them get and stay organized. TravelPlanning. Event/MeetingPlanning. TravelPlanning Example: Your travelplanning system involves lots of different forms, templates, and checklists.
Procedures, forms, and checklists combine to create systems for how you get things done efficiently. Travelplanning. Meeting and event planning. Other systems you may want to prioritize, depending on your job duties, include: Disaster recovery planning. Meeting Agenda. Meeting Invitations.
When I receive an initial request for a meeting, I use a meetingform and write down the information I need: who is requesting the meeting, what is the purpose of the meeting, where it will be held and a phone number or an e-mail address and dates that are available.
If you have a few ideas or requests in your e-mail, it is best to set it out in point form so the person does not have to dig for it. Robbs drivers license; - A completed application form; and - a cheque or money order in the amount of $10 made out to the Ministry of Heath." Point being.
I have daily meetings with my boss so sometimes I print the e-mails that I have questions on and put it in a folder and then we go through each item and he lets me know what, if anything, I need to do. If he is travelling, I send it by e-mail, but it has been my experience that I will get better results with a face-to-face meeting.
I only use this if I have a form or something that I always want the current date on it. If you change your mind later and decide you prefer another format, it is easy to go back and re-set the default in the same way as above.
For my readers from other countries, you will note there is a section for foreign dignitaries and if you click on that it will give you the proper form to address just about anyone in the world. This is a must-have resource.
If there are forms that need to filled in and it has a due date in June, I put those forms in the June folder with a bf date on it for a week before it is due. I create a corresponding Task reminder and write something like this: WAITBIN need to prepare form for production by March 23rd.
Where I used to work we had a Mailroom and I would plunk what I needed in a tray with a form to tell them how I wanted it to turn out and return to get it when it was finished. I am good at some things, but not as confident in other things. For instance, I am horrible at collating. I liked that. Now I have to do it myself.
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. This is an important thing to know.
All important information, but I knew I couldnt possibly retain much of what I was looking at in one sitting so I started to cheat and flip through a few tabs because I had to sign a form that I read the manual.
Food, food and more food If your event requires food the venue will send you a banqet event form and you will need to estimate the amount of food you need. Highlight that date as well and put it in your Tasks with a reminder to get back to them with final numbers. I keep a list of the contacts I make at various venues.
I’ve attended numerous seminars in leadership, time management, MS Word, Excel, Outlook, meetingplanning, event planning, and disaster recovery planning (Joan Eisendot and her website are fantastic resources) as well as is Tyler Davidson at Meetings Focus magazine/website, and freely shared the knowledge with my peers and anyone who asked.
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