planner. Friday , July 21st , 2017 - 12:58:49 PM
6. Insert an agenda item immediately after Confirmation of the minutes - "Action Status Report". In this report (which is written, not verbal) you list the current status of every item of action which is outstanding, as well as the completed items assigned at the last meeting. The minute taker would prepare this document immediately before the meeting.
Some advisory firms assign teams of professionals and backup staff to work with clients. Smaller firms usually have just one advisor working with each client. There can be benefits and drawbacks to both models, and it is important that you understand the potential relationship so you can make a decision that you feel will be best for you.
2. Take breaks to think and take stock of your situation. When you do this you will be able to assess what is truly critical in the moment and reorient yourself to concentrating your energy where you are most effective. As planners you will always have multiple and minute details to consider in creating the perfect event or meeting. Rather than just getting through what is directly in front of you, take the time to manage your time.
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