Following up Post Meeting

 One of the key points I have learned over the past 30+ years of working in the N-F-P areas and participating in meetings is that having an ‘Action Sheet’, or ‘Follow-up post meeting’ sheet for the different people involved is a very helpful document.

So, what I am talking about?

You attend a meeting, take notes, type minutes, correspondence, etc. as a secretary.  You send out the final minutes, and a week before the next meeting, one of the managers/directors, etc. will contact you asking what they were supposed to complete before the upcoming meeting? So, you scurry through the last set of minutes trying to note where they were assigned tasks and then collate all you’ve found to send to them.

One way I have learned to overcome this issue from many years of experience writing minutes is to have an ‘action sheet’ where I note the tasks to be completed by different portfolios/managers as I am finalizing the minutes to be sent out.

You may have one sheet and note all actions with the name of the assigned person and perhaps a ‘tick box’   next to their name; alternatively, you may choose to have a sheet per portfolio/manager and list for them all their assigned tasks.  It would be very helpful to them if you also include where in the minutes each task has been assigned to them.

Example:

Name of Portfolio:                           XXXX XXXXXXXX

Minutes of Meeting:                       XX – XX XXXX

Tasks Assigned:

             Item #                                 Task: ______________________________________________

             Item #                                 Task: ______________________________________________

 

This step in your finalizing minutes and post-meeting steps will assist, not only you but also the portfolios/managers who have been assigned tasks.

You may think, well it’s their responsibility, and that is true, however, as the secretary/administrator, it helps you to be a positive communicator.

 

 

Involved, Invested and Excited

Recent articles that I've read advise against multi-tasking.  If you are multi-tasking, you are likely to become less efficient in your job/role. 

I smiled, reading these articles and social media posts.  One question I had was, 'Do any of these writers have experience as receptionists or front office staff'? 

Working for many years in both front of the office and in the back of the office, I am aware of the different demands on how you manage your time and tasks.

Introducing streamlined processes is not to be less efficient.  Streamlined processes are to ensure that the work requiring detail and research is given sufficient time and diligence. However, if you are tasked to prepare detailed reports, and ensure that the reception area, phone calls, and emails are dealt with simultaneously, then it may become difficult to accomplish all tasks in a timely manner without either a less-than-acceptable report, or staff becoming frustrated and flustered, which unfortunately, shows up with complaints from clients, who do not see the workload imposed upon the staff member trying to juggle many tasks concurrently.

Regardless of whether your staff is paid or volunteers, it is in your interest as an employer, office manager, or volunteer coordinator to ensure that those in the reception areas have support.  Have you ever entered a business or organization and spoken to the receptionist, only to feel that (a) they don't care, (b) they don't value the business/organization, (c) they treat you with the barest civility.

Why does this occur? On occasion a person may be employed who does not care about their job, it is simply a form of income for them.  However, my experience has shown me that most people do want the best for the business they work for, and they do care.  What has happened that your reception staff begin to show otherwise?  

• lack of communication within the workplace,
• managers not rotating staff so that they can accomplish all tasks,
• piling too many tasks on one or two people,
• expecting tasks completed in periods not allowing for continual interruptions due to being at front desk,
• expecting staff to work without breaks or work overtime without compensation,
• expecting staff to take work home to complete tasks in their own time,
• not providing staff with appropriate breaks,
• not working with staff to have streamlined processes,
• not listening to staff who raise concerns or encounter abuse from clients and co-workers,
• your staff/volunteers become burnt out, anxious and exhausted.

Streamlined processes may include:

• emails being assigned to different managers/staff, relevant to each role,
• work being assigned to appropriate managers/staff instead of just one or two staff,
• rotation of staff - i.e. allowing reception staff to have a break from the front desk to the back desk to work on reports, etc that require full concentration, without interruptions,
• any abbreviations used in the workplace are communicated to all staff so that everyone knows what is being communicated.

Supporting your staff and volunteers in practical, caring actions will help them to be involved, invested, and excited about their roles and assisting clients.

How can you streamline processes and assist your staff/volunteers to be invested in the organization you are all part of?

How To

 As a 'seasoned adult', I've had many years of experience in areas of not-for-profit, as well as paid employment.

Having trained several incoming staff through a variety of various positions, I noted it can be difficult to pass on all information that the incoming staff member may require.

Trivial things such as where floral arrangements/wreaths are purchased, or what to remember at various times of the year may not be recorded in the job guidelines but are intrinsically part of the role.

That's where a "How To" document might be helpful.  In this document (which I refer to as a 'living document), you note small incidentals, timelines, and practical notes that can assist the incoming staff member as they learn about what is required, especially after you are no longer working in that area. Looking back, I now realize that such a document in my early years of working in both paid and N-F-P work, would have been invaluable.

This document can be continually changed and updated by those referring to it so that as functions, timelines, and things change in your role, there is an up-to-date place of reference. It is an intentional document and one you are continually updating.

Such a document might seem to be a waste of your time, however, once you are not in that role, it can assist the new person, especially if they cannot contact you. Such a document, alongside the PD and PG, can stimulate conversation and help with communication in the working environment.

One way you might like to begin your "How To" document is by going through your Position Description (PD)/Guidelines (PG) and making notes on the small points that are not listed in these documents.

In some roles, knowing the manager's coffee preference can help set a more positive start to the working day!

Small incidental points, which seem trivial, can help create a positive working environment, or cause dysfunction as people become frustrated because the previous staff member "knew", but the new member of the team does not.

How can you create a "How To" document today and into the future, for when you train someone in your role?

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.

If You Fail to Plan, You Plan to Fail!

 You've read the saying, "If you fail to plan, you plan to fail!

Being organized and ensuring you have your day planned out, helps in planning to succeed, instead of planning to fail. Over many years, I have watched many people both succeed and fail.  Some tell me, "I just go with the flow!", or "I can't plan past the new couple of days, it's just too far." 

Others tell me how they have planned out their goals and what actions will need to be undertaken up to a year or more ahead so that they have the best possible chance of success.  The difference between these two types?  

Simply, it's having an action plan in place and ensuring that they consistently work towards the goal they have set rather than "let's hope for the best".

This quote, I think sums up 2023 for me and part of what I want to achieve: 

"To be successful at anything, you must simply be what most people aren't: Consistent." (Anon)

How can you begin to plan for success instead of failure?

• Set aside time each week to dream, research, and plan the activities you want to achieve.
• Determine what activities are urgent, short-term planning, and long-term planning.
• Begin collating what you need for short-term and long-term plans. E.g. you decide to apply for a housing loan. In undertaking this process, documents will need to be gathered and certified, book an appointment with an authorized broker or local bank.
• Action urgent jobs promptly; don't leave until the last minute.   Ensure the work undertaken is your best.
• Have a notebook or daily planner sheet that you can tick off jobs as they are completed.
• Don't be overwhelmed; break the jobs down into manageable tasks. I have found this helps manage stress and anxiety levels, especially when undertaking a role or request that I have never done before.
• Review, review, and review documents and information before sending.  This saves time and embarrassment.  
• Have regular times that you are at your desk, so people know when they can contact you.
• Plan time to rest and have a break.
• Take care of yourself.

(Canva)

Embracing Change?

Over the past few months, significant changes have occurred in our family life. Changes in employment, our youngest graduating from High School, and myself, taking up a new Not-For-Profit executive position.

Change can bring the feeling of being uncomfortable and challenging, and certainly cause you to either embrace it or hide away.

Undergoing change in your life is not comfortable. Often friendships formed in the workplace, and other organizations change, even end. Relationships change. Finances change. Family life changes.

Recently, I have been reflecting on how to embrace the changes positively. Is this easy? No. But to live life to be effective means being willing to change, even when your mind is screaming NO!

To begin this process, I have begun:

• Getting up earlier in the morning and having breakfast (or a cuppa) with my husband.
• General House tidy-up (making the bed, cleaning bench tops, washing, dishes, general household duties).
• Set time aside for reflecting on God’s Word.
• Deal with urgent emails, accounts, and the import “To Be Done” items on my list.
• Set time aside later in the day to read, rest, pray, and visit.

It is so easy to fall into procrastination or become overwhelmed.

Iveth Luna (song “In You” sings, I can do all things...even when the darkness comes, even when the mountains tower...in You (the Lord).

That is how I get through each day - with the Lord. If the past few months have taught me anything, it is I cannot get through the changes without the Lord

As organized as one tries to be, unless the Lord directs our path, the journey will be rough. The path may have stones that irritate you because they get in your shoe, or there may be a block on the path, your health may be under attack, or your family life has changed. Whatever the situation, the constant presence, and love of the Lord is comforting and reassuring

What changes can you make today to start each day more positively?

Planning, Listing, Learning!

Those who know me, they will understand that I am usually organized. I have lists everywhere, a planner colored for the month ahead, a diary (digital and/or paper) reflecting what's coming up, where I need to be, what needs to be purchased and bills to be paid.

It's Important to Plan

With the busyness of life in our modern society, it is important to plan - at least have some idea of what's coming up, what bills need to be paid, and what appointments must be attended.

It's easy to say, "well, I get to that when I feel like it," and for some, I guess that works. 

However, having a plan of action helps to lower stress levels, and ensure we get to those important appointments and events on the right day and at the right time. Can you imagine missing your child's special day at a school event or forgetting an important medical appointment?

Planning can be simple, or, depending on your work, voluntary positions, and demands on your time, more complex.  By planning at least, the basics, you can find ways to free up portions of your time so that you can invest in family, learning, relaxing, spiritual growth, and assisting in the community.

Lists

Over the years, lists...yes boring lists...have been my go-to, the lists ticked off have provided reassurance and have sometimes been used to prove that certain jobs have been completed. More than once, producing my list has proven that time-sensitive deadlines were met.  

Just having a tick-and-flick list can ensure you accomplish what's necessary to be completed on a certain day or meet a deadline. Ticked-off lists help to visually show there has been movement on the given task and give a sense of accomplishment.  You can use a list to break down a large job into smaller blocks of work, so you are not overwhelmed.

Learning

Never stop learning! If you stop learning, you are not breathing! Learning is life-long.  Perhaps taking on a new role is daunting but gather around yourself trusted people to affirm and encourage you as you step out.

A positive environment where you are encouraged to experience innovative ideas and challenges can bring a spark that fans into a flame of creativity.  Imagine what your creativity can bring to a not-for-profit group or your workplace? You may just have the idea they need to progress into a new and exciting pathway of growth!

Planning, having a list, continuing to learn - living life to make a difference!

Canva 2022

Teamwork

 Teamwork.  We often hear this word, read about the importance of it and in our workplaces are encouraged to participate in it.

What is Teamwork? The Cambridge Dictionary tells us, "the activity of working together in a group with other people, especially when this is successful."

Teamwork isn't always easy.  Some people find it much more appealing to work alone, whilst others relish the opportunity to work with others.

Teamwork, when everyone in the group chooses to participate and work together, can lead to creative and successful outcomes.  To achieve successful outcomes, all participants need to intentionally  ensure a numbe of actions occur.

1. Turn Up on Time!  Meetings (either in person or online) to brainstorm, collerabrate, and compile are important and it is very frustrating if participants are late joining the meeting or not turn up at all.  If you are part of a team of people, then TURN UP! Turn up to participate, turn up on time, be proactive.

2. Do Your Part!  Your contribution is important.  Ensure you complete the assigned tasks ontime and to the best of your ability.

3. Ask for Help! If you are overwhelmed or struggling, then reach out to the team and ask for help.  That's not, I don't want to do the task or I haven't ensure enough time.  It's asking for help when I've tried and need someone to review or assist.

4. Affirm Each Other!  Encourage one another and affirm the team members abilities and skills.

5.  Celebrate Your Success and Milestones!  Don't forget to celebrate together the milestones achieved and successful outcomes.  When things don't quite go to plan, find what to celebrate and then how together work out the issues that still require resolution.

Check Twice, Measure Once

 Have you heard the quote, "Check twice, measure once"?  I'm told that's what woodworkers do when they are working.

It's the same with planning an event.  Whether it's an event for work, community, church or family, we can use the same idea.

By "checking twice" and "measuring once" we can reduce potential situations that are created because it was overlooked or note considered.

So how can we "check twice"?

• make a list of what needs to be actioned - each job no matter how small or large;
• delegate to different team members if need be;
• make a list of items that are needed and don't just think about food but items such as tables, chairs, cutlery, crockery and even notepads and pens.  Everything you can think of.  It's easier to cross of the list than try to remember;
• think about who is attending (and ensure they are invited) and what their needs may be (access, parking, food allergies/intolerances;
• create a check list so you can tick each job/item off.

"Measure Once":

Whilst we might think, let's go with the flow, is ok and that is fine for something informal; taking the time to put pen to paper and ensure you don't forget important points in the planning will save time, stress and potential difficult situations that could have been avoided.

Planning and Preparation

 When you have a busy period, what's your "Go to"?  

For some of us it's a list (or several), scheduling tasks, a diary (paper or digital), maybe sticky notes.

I am a list person.  I make lists for all sorts of jobs.  It may be planning an event (or even a BBQ), meeting deadlines for acquittal purposes, ensuring that people are contacted for meetings, making sure that travel itineraries are submitted on time.

Whatever your reason, having some form of reminder is helpful, especially in today's fast-paced; information overload world.

Learning how to use technology to assist you and make life easier is a must.  Scheduling emails, texts and reminders can mean that your time is better utilised so that deadlines can be met, reports or documents reach the recipients on time.

You may find that a simple list, or scheduling reminders can help free up your valuable time.

A monthly planner, a few highlighters and a decent pen, plus a few minutes each week can make the difference between fluster and focus.

Have Your To Do List ready!

Tidy Workstation - Helping You Focus

How do you feel when you walk into a room that's cluttered and chaotic?  Do you feel like you can focus, or do you feel overwhelmed?

A tidy workstation or office helps us to focus.  We don't become distracted by the clutter, the "I must attend to that".

Simply having a clean desk, jobs sorted, drawers tidy help us to focus on the immediate task at hand.

Some suggestions:

• a basket/box for mail in and out,
• clipboards for jobs in progress (alternatively you may choose folders, marked desk trays),
• Monthly planner (to see what is coming up and to note deadlines),
• current year calendar,
• notepad,
• printer paper in easily accessible drawer/shelf,
• pens, highlighters, rulers, etc in a tidy drawer,
• Important documents (birth certificates, marriage certificates, passports, certificates, etc) in a folder.  I have made one for each of my children so that they can simply collect their folder and have all the relevant documentation available easily when they need to complete Identification/applications for loans, business, education, etc.

People have different ways of using their office/workstation space.  You may prefer paper; others prefer to have everything digital.  When you find what works the best for you, keep the flow going.  

In today's digital world, it's important to have a back-up.  If you have had children completing senior schooling then you will know what happens when their assignment is suddenly "lost"! Having a backup hard-drive or cloud storage will help lessen the stress that comes when you suddenly need to send an urgent email or upload a document to an online application. Ensure you have strong passwords and software protection.

A tidy workstation is important and makes working less stressful.

Break It Down, Don't be Overwhelmed

 In your daily work life, it's easy to become overwhelmed. 

Expectations are high.  Demands are constant.  People phoning, attending to the front desk (if you have a 'shop front'), everyone wants their questions they asked today answered yesterday.

How do we cope? Stress is a huge factor in today's work place.  We were told that computers and going digital would make work easier; however, many can attest this is not what has happened.

A few tips I'm learning:

Break it down.  What has to be accomplished first? Is there a few small jobs on your list that can be done easily and quickly? Which jobs will take longer and do they need to be done today or later in the week?

Plan your day.  Some people find daily planners helpful or creating tasks with deadlines.  Some may find a list for each day helpful or notes in their diary.  Whatever works best for you.

List.  I am a 'lists' person.  I love lists.  Probably drives everyone around me crazy.  I love routine and planning what needs to be accomplished.  However, life and work life don't usually run naturally on lists. You will need to account for sudden change and the upending of your plans.

Breathe!  Take a moment and just breathe.

Complete a task that helps you calm down.  For me, its digital filing - crazy I know, however it's a routine of doing the same actions.  You may find making a pot of tea or taking a 5 minute walk helps.

Move!  Don't sit in one place.  You need to move.  Have your printer or photocopier away from your desk so you must move.  Administration and secretarial roles are often sedentary.  Lack of movement, or routinely doing the same movements can lead to muscle aches and pain.

Remember, today is just one day.  

Breathe...just breathe