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Showing posts with the label checklists

Taking stock

Whenever I finish a project I always ask myself, or get together with those who assisted me, and ask the question, "What went well and what could have gone better?" It is always good to take stock and congratulate each other on a job well done, but also to point out areas that could be improved or brainstorm the best way to do it better.  On my most recent assignment everything went very smoothly.  I mentally checked off that the checklists of what to bring to the various functions were critical to have.  This meeting was held out of town and those are a bit more hectic because I can't easily go to my desk to get what I need. Before I left I went over my checklists a few times to make sure I had everything and it was stress free each day as I reviewed the lists and checked off the items to bring. I also made templates for the minutes of the various meetings and those were wonderful to have.  I was in a meeting all day taking minutes and then had a...

Meeting preparation...

I have an upcoming Board meeting and want to be prepared for everything that is needed to make it run smoothly. To-do lists I have to-do lists for the Board and Committee meetings and a to-do list for the Board Reception and Dinner. You can never go wrong if you are making a list and checking it twice. My favourite to-do list is a calendar timeline so I can see at a glance where I am at and what I need to do to get there. It is simply using an on-line calendar with space on each day to enter what needs to be done. I fill it out from start to finish and each day check what needs to be done and where I am at. I feel confident as I check off each item that things will be done on time. No surprises! To generate a calendar in Word 2007, click on the Office Button (in the top left-hand corner). Choose New . Under Office Microsoft Online, click on Calendars . You will be given a choice of many styles and types of calendars. My favourite is the basic design, with large squares to fill in my t...