Posts

Showing posts from January, 2011

Guidelines for correspondence

Recently at an admin meeting I went over these guidelines with our team and wanted to share them with you. When addressing correspondence you should ensure you have the correct date, name, title and full address.  It is worth the check to make sure this information is correct.  I have worked in many offices and it has never failed that some very strange spellings of my boss's name have appeared on a letter.  Do you think they are going to take those letters seriously?  I recall one letter where the year on the letter was 23000.  Talk about into the future! You should have a salutation and closing.  I would suggest Dear Ms. Brown and end with Yours sincerely or Yours truly.  If you are addressing dignitaries you should consult a protocol book or website to ensure you address it properly.  Here is a site the Canadian government put together, which gives proper addressing protocol for royalty, government dignitaries and other important people -  Styles of Address .  If there are attac

Can you ever ask too many questions?

My current boss gave me some good advice when I first started working for him and it has served me well.  He suggested that when I set up a meeting or organize travel for him I should ask myself, if I was the one going to the meeting, or on a business trip, what would I need in order to be prepared?  So I do and when he has a meeting I make sure he has the agenda and any back-up materials, the location and directions if needed, the name and title of the person he is meeting, especially if he doesn't know them well, and the purpose of the meeting.  Most of this information you can get in your initial phone call or email correspondence with the other party when you are organizing it.  If they are not sure then they can ask their boss so both of them will be prepared to meet each other.  If my boss is travelling abroad I check to see if a visa is required and make a note to remind him to bring his passport with him.  I also register him with the Canadian Embassy in the country he is t

Taking Effective Meeting Minutes Webinar

Hi Everyone, Once again I will be presenting on Taking Effective Meeting Minutes .  The webinar is scheduled for January 25, 2011 at 1 p.m. ET.  It is an informative session that will bring you from the pre-meeting checklist to taking the minutes, with ideas for formatting and suggested wording. Please click on the link for more information or to register:  http://www.businessmanagementdaily.com/glp/35355/index.html?campaigncode=286EPR I look forward to meeting you live on the webinar. Patricia  P.S. Here is a previous article I wrote on minute taking that will give you a flavour of some of the things the webinar will include: Minute Taking Made Easy

Looking Forward in 2011

Happy New Year everyone!  The new year is a good time to bring up the Look-Forward Agenda.  One of the challenges the recording secretary will have is to make sure they don't miss items that need to be dealt with at each meeting.  The Look-Forward Agenda is very helpful for this.  It is basically a list of items that are regularly dealt with throughout the year and provides a timetable of when these items need to be added to the agenda.  For example, our senior leadership team review financial statements each month at the first meeting after the 10th business day, and each year they need to set the annual budget in February to bring to our Board of Directors.  As well as business items, I put things such as the All-Staff Appreciation Breakfast and the Christmas Party.  These items are put on the agenda to make the decision on what date we will have it and who will arrange it. Small items, but still things we need to remember to look at.  Depending on what level of meeting you atten