I have worked with countless business executives who keep track of things by making list after list, scribbling on scraps of paper and shoving them in their pockets. At meetings they start pulling out notes or reference the backs of file folders, post-its and even envelopes. How often I have heard them exclaim, "I know I wrote it down somewhere!"
The system I use is the Master Journal, a hand written notebook. You can keep this list on your electronic devices but, I find that the notebook is more versatile and then can be transferred to your smart phones and computers.
A great Master Journal can be used to look back on any information jotted down during meetings and phone calls. Small, but important details that may escape your memory today but can easily be confirmed by thumbing back through these pages.

* Make items easier to find by marking important notes with an asterisk, use arrows to show relations, or draw borders around after thoughts. Use your imagination!
* Write the date at the top of each page.
* Regularly transfer important information into an electronic calendar, phone, or computer.
* Get in the habit of writing down details as they happen: contact information; project descriptions; delivery dates; and who said what, when and where.

The beauty of this system is: as a Virtual Assistant, once you introduce it to your client they will be able to scan their pages over to you and in turn, you will be able to organize everything according to the agreed specifications.
Old

Create Your Own Organizing Method

Posted 01-04-2011 at 08:39 AM by Wendy-Works
I remember when I was younger my father used to keep a very unique system for organizing his bills and invoices. He owned his own moving and delivery company and was working many hours on the job and away from his home office. His method was the coat hanger method. He would straighten out a metal coat...
Wendy-Works's Avatar
Contributing Member
Posted in Uncategorized
Comments 0 Wendy-Works is offline
Old

New Years Resolutions or New Years Commitments

Posted 12-30-2010 at 07:38 AM by Wendy-Works
Have you created a New Years Resolution or a New Years Commitment? I like mine to be always on an upbeat note. I think if you decide to stop complaining or procrastinating in the coming year, then just by being a negative statement it may set you up for failure. Instead, why not try making your resolutions...
Wendy-Works's Avatar
Contributing Member
Posted in Uncategorized
Comments 0 Wendy-Works is offline
Old

Virtual Groups vs Local Meet-ups

Posted 12-27-2010 at 08:40 AM by Wendy-Works
I have been reading lately about the benefits of support groups in growing a successful business.

I belong to a few virtual groups and forums, but I am also enjoying the benefits of joining a group that hosts occasional meet-ups. These usually take place in the backroom of a restaurant,...
Wendy-Works's Avatar
Contributing Member
Posted in Uncategorized
Comments 0 Wendy-Works is offline
Old

New Years Day is the Official Launch of Wendy-Works VA

Posted 12-26-2010 at 08:13 AM by Wendy-Works
As the new year approaches the beginning of my new virtual assistant business has become a reality and not just a hope and a prayer. The excitement is building.
I have already learned a lot from this forum and my stacks of bought and borrowed books and community programs. I think one of the most...
Wendy-Works's Avatar
Contributing Member
Posted in Uncategorized
Comments 0 Wendy-Works is offline

All times are GMT -7. The time now is 08:55 PM.

Virtual Assistant Forums Advertising
Virtual Assistant Directory
Work from Home | Become A Virtual Assistant
Create a Professional New Client Welcome Packet
Virtual Assistant Forums Advertising

© Virtual Assistant Forums 2014 Content and images protected under copyright law.
Google+ - Facebook