This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Many believe that the terms “procedures” and “systems” are interchangeable, but that’s not exactly true. A system contains all the information you need to handle the accounting functions for your job. Procedures, forms, and checklists combine to create systems for how you get things done efficiently. Systems have many benefits.
They feel they have been managing calendars or planningmeetings forever so why pay attention. For 28 years, I have been teaching assistants to pay attention to the fundamentals such as meetingplanning, travel planning, calendar maintenance, organizational skills, follow-up systems, time management, and communications.
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. Online Registration .
Making sure agendas are going out timely, meeting with leaders to create the agenda, taking notes, bringing attention to meetings, etc. I would like to know of any system that works on how to stay organized with possible at a glance template to show the leadership team what all is going on. This is a wonderful question!
Your systems have to be bullet proof if you want your executives to trust you and the partnership to remain strong. What are the most important systems an assistant should have mapped out to move from chaos to control? There are 5 core systems I encourage assistants to look at first: Time and Task Management. Travel Planning.
I find this is a good back up system so we are both aware of upcoming appointments and commitments. If the participants are in different time zones it would be beneficial to put that information in the meeting comments. This can also be accomplished by creating a rule for the dates to automatically go in both calendars.
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, meetingplanning, filing, travel arrangements, maintain client/customer data records, supervising others, and the list goes on.
Administrative Assistants have a list of things they specialize in including business writing, proofreading, minute taking, meetingplanning, travel agent, desktop publishing, editing, public relations and client liaison to name a few.
I have a similar system with my boss. I put travel in red and action reminders in yellow, but that is our own system and it works for us. but I don't use that system or know what the colours mean. January 16, 2010 Patricia said. Some people use the Outlook assigned colours and they each mean something.
procedures, meeting minutes, travel itinerary, meetingplanning, project plans) On the INSERT ribbon, click on Page Templates. 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. Click on Page Templates at the bottom of that window.
Bring Forward System or Using Tasks in Outlook Have a system to follow up on items your boss has asked you to do or things you know you need to do. I love this system and at the end of each day I go through my folder and pull out what I need for the next day. I also use Tasks in Outlook to follow up on electronic items.
Thank goodness I get three tries to pick the right one before the system locks me out. On some sites there is an option to "Remember my password," which is helpful until your system crashes and you lose everything and then how are you ever going to remember what the password was in the first place since you havent had to enter it in a year?
Maintaining a good bring-forward system is important to have things ready when needed. Having a good filing system and keeping the file list up to date is something every assistant needs to be able to do. Be prepared and think ahead. Be good at tracking things down.
A good bring-forward system is a must for this as you will want to bring forward items they will need for meetings and conference calls. Remind them verbally as well when you meet with them. Keep an organized filing system and file list.
I must admit that it helps that I learnt to use a computer on the old DOS system and shortcut keys were the only option, but even those who normally use a mouse can transition over quite easily. Better for you ergonomically as well. Once you see the benefits and get into the habit, I am sure you will not look back.
Using a Bring-Forward System to Help Organize Your. . ► June (3) ► May (7) ► April (4) ► March (5) ► February (7) ► January (8) ▼ 2008 (215) ► December (3) ► November (6) ► October (5) ▼ September (5) Cystic Fibrosis Using an electronic Check Box - Check! Why I love my job?
Until you remember on your own what year you are in, this is a good back up system. It is not a good idea to use on a letter because once you open and print it, it will automatically update to todays date, which may not be what you want if you are using the letter as a history of when you sent it. Happy New Year everyone!
When you need it later: The Bring-Forward System I always have the perfect answer. . ► June (3) ► May (7) ► April (4) ▼ March (5) When working isn't fun: Ho hum, ho hum, it's off t. How to get Office fat fast. the next day!
When you need it later: The Bring-Forward System I always have the perfect answer. . ► June (3) ► May (7) ► April (4) ▼ March (5) When working isn't fun: Ho hum, ho hum, it's off t. How to get Office fat fast. the next day!
But, as I learned the hard way it doesn't work on all systems. EST Taking Effective Meeting Minutes Join me for a Webinar Oct. Yes, I did mean "awry" and not "array" thanks for pointing that out and glad you are paying attention :) Patricia February 13, 2010 Louis said. 5, 2010 at 12 p.m.
Posted by Patricia Robb at 7:53 PM Labels: Administrative Assistant , buddy system , professional assistant , work buddy Reactions: 0comments: Post a Comment Newer Post Older Post Home Subscribe to: Post Comments (Atom) Join me for a Webinar, Sept. It can also improve team work and general office dynamics.
Using a Bring-Forward System to Help Organize Your. . ► June (3) ► May (7) ► April (4) ► March (5) ► February (7) ► January (8) ▼ 2008 (215) ► December (3) ► November (6) ► October (5) ▼ September (5) Cystic Fibrosis Using an electronic Check Box - Check! Why I love my job?
Using a Bring-Forward System to Help Organize Your. . ► June (3) ► May (7) ► April (4) ► March (5) ► February (7) ► January (8) ▼ 2008 (215) ► December (3) ► November (6) ► October (5) ▼ September (5) Cystic Fibrosis Using an electronic Check Box - Check! Why I love my job?
When you need it later: The Bring-Forward System I always have the perfect answer. . ► June (3) ► May (7) ► April (4) ▼ March (5) When working isn't fun: Ho hum, ho hum, it's off t. How to get Office fat fast. the next day!
When you need it later: The Bring-Forward System I always have the perfect answer. . ► June (3) ► May (7) ► April (4) ▼ March (5) When working isn't fun: Ho hum, ho hum, it's off t. How to get Office fat fast. the next day!
This way, you always have it at your fingertips in a quick easy-to-find system. Just recall what its like when you start a new job or if your computer crashes and you lose all your settings. Reactions: 0comments: Post a Comment Newer Post Older Post Home Subscribe to: Post Comments (Atom) Join me for a Webinar, Sept.
Check: Do you have a system for prioritizing your workload? Managing messages in bulk, but still in a consistent fashion, can help save time. If you don’t have e-mail folders, create some and sort messages as they are received. Manage: Use paper sticky notes or the computer desktop version to prioritize tasks.
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. One of the hardest questions for me on my performance appraisal is the one about my goals. I never know what to put down.
Providing administrative support is a big statement and can be anything from arranging a meeting, making a reservation at a restaurant for a business luncheon, bringing items forward for action, following up for your boss, making travel arrangements, data entry, taking minutes, drafting letters, preparing correspondence for distribution, typing reports, (..)
To be effective in any position you need to be on the forefront of technology and systems use so I have attended many training courses for software and technology. Yes – some local courses as well as two certificates in specific things. Yes, Outlook Training and Training in Supporting a University Committee.
I tried a number of different sleep ‘systems’ with no real success. hours’sleep the other day but was able to make up the lost sleep a bit later in the day, as I had no meetingsplanned. Before there was just too much to do and I was concerned about what happened when I wasn’t available. I had about 3.5
We organize all of the trending information in your field so you don't have to. Join 208,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content