Friday, July 28, 2023

What to do post-meeting

So, you’ve just come out of the weekly/monthly/quarterly general meeting of your organization or not-for-profit. What is next?

Herein lies one big issue. Everyone in that meeting will either be required to undertake actions from the meeting, or you have just compiled a list of notes that are filed away, never to become exposed again.

During the meeting, actions should be assigned to people within the meeting. How can you assist, as the minute taker?

  • As soon as possible post-meeting (within 24 hours), arrange concise notes, which clearly show WHO is responsible for an action. Ensure that any relevant points about each resolution are included
  • In your notes, include the date, time, and location of the meeting, attendees (include apologies), topics discussed, and all decisions made. Ensure people understand clearly who is allocated to action which resolutions and action items.
  • The minutes (or summary) should include the topic/s discussed, the resolution, a timeline, if necessary, what actions are to be undertaken, and who is assigned to complete.
  • Ensure you have your draft minutes/summary typed up and approved within the timelines given to you so that distribution to key personnel is timely.
  • If appropriate, provide a follow-up email/memo to each assigned person with a summary of the areas they have been assigned.  You may like to provide this in between meetings, as a way of improving communication, but also to encourage them. Often, good managers, will have completed the assigned tasks, or have them in progress, and a follow-up message can be edifying as they read and can say, yes, this is completed and ready for the next meeting.
  • When preparing the next meeting agenda, you may choose to include a list from the previous meeting to check through what has been completed from the last meeting.

If there is anything I have learned over 30 years of writing minutes, it is communication is key to ensuring all actions/resolutions are followed up promptly.

What actions can you undertake to improve the timeliness of information reaching assigned personnel in your workplace?



Friday, July 21, 2023

How Tight Do You Hold On?

How Tight Do You Hold On - to people, to things, to past experiences?

Enjoying our relationships, the material items that surround us, and the amazing experiences that we encounter or plan, provide memories that we can reflect on throughout our life.

The ability to let go - of people, items, and experiences is difficult. However, if we hold too tight and are unable to let go, we risk losing the opportunity to meet new people, and experience new adventures or release some of our possessions and bless others by helping to meet their needs.

Why is it hard to let go?  Why do we hold on so tight?  

  • seeking affection,
  • seeking fulfillment,
  • trust,
  • encountering a misunderstanding with another,
  • wanting to have what we were unable to as a child,
  • wanting to give our children or loved ones the things they did not have growing up,
  • seeking to fill our lives with things so we appear successful,
  • seeking love,
  • seeking satisfaction
  • security,
  • comfort.

“You can clutch the past so tightly to your chest that it leaves your arms too full to embrace the present.”– Jan Glidewell

"This is what the past is for! Every experience God gives us, every person He puts in our lives is the perfect preparation for the future that only He can see." Corrie Ten Boom


I read the following quote by Walt Disney, “We keep moving forward, opening new doors, and doing new things because we’re curious and curiosity keeps leading us down new paths.”

This quote inspires me.  It can be difficult and overwhelming to let go of people, things, and past experiences.  How many more people, things, and experiences will we encounter if we keep moving forward, opening new doors, undertaking new things, stepping out into a new adventure!

Corrie Ten Boom says it well with the following quote, "Hold loosely to the things of this life so that if God requires them of you, it will be easy to let them go."

Don't hold onto people, things, and past experiences so tightly, that you are too afraid to open new doors and allow your curiosity to lead you down new paths of adventure.





Friday, July 14, 2023

How do you handle emails?

Have you ever opened your email inbox and then groaned as you read the volume of messages?  

One complaint many business operators, managers, and N-F-P volunteers make is about the numerous emails they receive. Life is busy without the endless stream of emails, often having nothing to do with the day-to-day running of the organization.

You ask for one downloaded report from a specific website, and suddenly you are inundated with emails from that company providing 'offers'. You volunteer and take on a position within a not-for-profit organization and again, you become overwhelmed with emails.



How do you manage the volume and work out what is necessary to respond to?

You may like to consider having sub-folders within your email inbox where you quickly look over emails and then assign them to the appropriate sub-folder in order of importance.

For example, you may choose to have an "Action Now" sub-folder, or several project folders. There are many ways to organize your inbox so that you are not overwhelmed.

  • Quickly scan through your inbox.
  • Place emails into sub-folders according to the importance of responding. What do you need to respond to today, and what can wait until tomorrow, or be actioned later?
  • create a list (either paper or digital) if you find this helpful, to tick off or remind yourself.
  • unsubscribe from digital newsletters, catalogs, campaigns, etc that you are no longer interested in.
  • every now and then do a thorough clean out of your inbox. You may like to file important emails, but deleting out from your email system will assist in only keeping what is important.
You may choose to have an administrative staff work through your inbox and assign appropriate emails to managers, staff, or tasks.  Then you can focus on the key areas of your role without having the overwhelming volume of emails to work through.




Friday, July 7, 2023

Preparing Your Report

Currently, I'm preparing progress reports for upcoming meetings. As this year progresses, I have been considering how to achieve a concise, straightforward way to ensure that each report delivered covers relevant information. If you are reporting to different organizations and in different portfolios, then ensuring you are communicating clearly and concisely will help make better use of your time.

There are numerous ways to draft your report. You may choose to use paragraphs, bullet points, or sub-headings.  Some organizations may have a proforma template that each person or departmental manager uses.

From writing many progress reports over the years here are a few tips I have learned that might be helpful to consider:

  • address report to the appropriate manager or board.
  • be concise.
  • be current (don't write on events or projects that are out-of-date, unless the historical value adds to the report).
  • ensure you address the areas over which you manage.
  • if part of your report, ensure any problems or challenges are noted and what you have done to address the issue, or what assistance you are seeking.
  • include any future planning for your area of management.  This may also include advising staff leave, travel plans, and project deadlines.
  • choose an easy-to-read font in a suitable size.
  • do not use slang or cliches.
  • do not include favorite quotes, etc.  Usually, reports are business based, even in not-for-profit, so keep your report looking clean and professional.