Office Organization Documents
description
Transcript of Office Organization Documents
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Office Organization Documents:
5 essential forms to help you attain an organized and
productive work life
Includes:
Production Task Form
Office Supply Checkout Form
Time Sheet
Look-Forward Agenda
Meeting Preplanning Question Checklist
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DATE OF REQUEST
DATE/TIME NEEDED
(no ASAP please)
DATE COMPLETED
REQUESTED BY
WORDPROCESSING
DRAFT
FINAL
DOUBLE SPACE
OTHER
COPYING
# of copies _________ Code________
PAPER
SINGLE SIDED
DOUBLE SIDED
COLLATE
STAPLE
WHITE XEROX
BLUE
WHITE LTR HEAD
OTHER_______
SPECIAL INSTRUCTIONS/DISTRIBUTION
COMPLETED
BY
Please notify Office Manager if work request requires less than 24-hours turnaround.
DATE OF REQUEST
DATE/TIME NEEDED
(no ASAP please)
DATE COMPLETED
REQUESTED BY
WORDPROCESSING
DRAFT
FINAL
DOUBLE SPACE
OTHER
COPYING
# of copies _________ Code________
PAPER
SINGLE SIDED
DOUBLE SIDED
COLLATE
STAPLE
WHITE XEROX
BLUE
WHITE LTR HEAD
OTHER_______
SPECIAL INSTRUCTIONS/DISTRIBUTION
COMPLETED
BY
Please notify Office Manager if work request requires less than 24-hours turnaround.
DATE OF REQUEST
DATE/TIME NEEDED
(no ASAP please)
DATE COMPLETED
REQUESTED BY
WORDPROCESSING
DRAFT
FINAL
DOUBLE SPACE
OTHER
COPYING
# of copies _________ Code________
PAPER
SINGLE SIDED
DOUBLE SIDED
COLLATE
STAPLE
WHITE XEROX
BLUE
WHITE LTR HEAD
OTHER_______
SPECIAL INSTRUCTIONS/DISTRIBUTION
COMPLETED
BY
Please notify Office Manager if work request requires less than 24-hours turnaround.
DATE OF REQUEST
DATE/TIME NEEDED
(no ASAP please)
DATE COMPLETED
REQUESTED BY
WORDPROCESSING
DRAFT
FINAL
DOUBLE SPACE
OTHER
COPYING
# of copies _________ Code________
PAPER
SINGLE SIDED
DOUBLE SIDED
COLLATE
STAPLE
WHITE XEROX
BLUE
WHITE LTR HEAD
OTHER_______
SPECIAL INSTRUCTIONS/DISTRIBUTION
COMPLETED
BY
Please notify Office Manager if work request requires less than 24-hours turnaround.
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OFFICE SUPPLY CLOSET Please use this form to check items IN or OUT.
This is important so we can calculate cost savings.
Items are to be utilized within the office and are NOT for private use.
HONOR SYSTEM - please follow rules and keep the room tidy.
For assistance or questions contact: (name and extension).
CHECK IN / OUT - INVENTORY FORM Your help in keeping track of the items that are processed is greatly appreciated. Thank you.
Department:________________________________ Date:_____________________
ITEM DESCRIPTION QUANTITY IN QUANTITY OUT
Thanks for your help!
Please DEPOSIT FORM IN BOX PROVIDED. Use back of form for additional items.
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Items Q1 Q2 Q3 Q4
Financial Matter
Approve quarterly financial statements X X X X
Approve year end audited financial statements X
Approve banking and signing resolutions (as required)
Strategic/Business Planning & Budget
Review and approve annual strategic and business plan
X
Review and approve annual budget X
Appointment of Directors & Officers
Appoint members to Board of Directors
Appoint Chair of the Board
Appoint Committee Members
Appoint Officers of the company (as required)
General
Receive and review Chairs report
Receive and review CEOs report X X X X
Review reports on corporate performance measurements
Review and approve amendments to by-laws or letters patent (as required)
Approve corporate policies, code of business conduct, etc. (as required)
Receive report of Corporate Secretary on disclosure by Officers and Directors of conflicts of interest
Meet in camera with and without the CEO at each Board of Directors meeting
X X X X
Approve appointment of auditors and their fees X
Receive and approve reports of Chairs of Committees X X X X
Participation in Chair and CEO Review Process (as required)
Look-Forward Agenda
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Planning Your Meetings: A Checklist for Success
To make sure you've planned an event well, answer these questions from meeting professional Bonnie Wallsh:
Goals and Objectives
* Why is this meeting being held?
* What are the consequences if the meeting is not held?
* What are the long-range anticipated outcomes?
* What specific objectives do you want attendees to achieve?
Needs Assessment
* What is the program schedule? (Are you starting the day with a breakfast meeting and ending with a reception?)
* When will the meeting be held (week, date, time)? Is this flexible?
* What is the budget?
* Who is the ultimate decision-maker?
* What are the preferred facilities?
* What is the historical data on the meeting?
* In evaluating destinations, what are your priorities?
Attendee Profiles
* Who will develop the list of prospective attendees?
* At what level in the organization do the attendees work? (Are they executives or front-line managers?)
* What is their age range? Income level? Proportion of males and females?
* What is their geographic location?
Program Design and Development
* What is the outline of the program?
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* Will there be: General sessions? Breakouts? Panel discussions? Individual speakers? A trade show? Food and beverage functions?
Budget
* How much is budgeted?
* Will attendees be paying their own expenses?
* Will you be attracting exhibitors? Sponsors?
Negotiations
* What is negotiable?
Food and Beverages
* Why is the food function being held? (Is it only for sustenance, or is it for networking or as part of a presentation?)
* What are the groups demographics?
* How many people are expected?
* Can we receive a discount if we order the same menu as another group?
* What are the taxes and service charges? Are the service charges taxed?
* When is the attendance guarantee due?
* Have bartenders attended training in intervention procedures for servers of alcohol?
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YOUR COMPANY NAME Revised: September, 2006
TIME REPORT x 1st - 15th Employee
PERIOD ENDING: Sep-12 16th - 31st Signature: Date:
NAME: Dept: Reviewed &
Approved by: Date:
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DESCRIPTION
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