Quick and Easy Tips to Organize Yourself

The single most important trait of any good assistant are good organizational skills. ThinkstockHaving systems and following through with them alleviates your mind and remedies needless anxiety. Let’s face it, you have enough to worry about.

When you are moving every minute of every day, responsible for hundreds of details, managing others and making sure your boss is not encountering any hiccups, do you really want to stress over remembering where you put that phone number on that slip of paper? How many of you have woken up in the middle of the night sucking in all the air in the room because you just remembered something you forgot to do?

Here’s are my personal Top 5, Cannot Live Without, tips to stay organized:

Tip #1: Write down everything. Use the same book and keep it with you ALWAYS. This way there is no doubt where your notes are. I recommend a book that fits into your laptop bag or purse.

Tip #2: Make yourself an end-of-the-day plan for the next day. Make this list while your priorities are fresh in your head because I guarantee you, there will be new “surprise” items to deal with in the morning. This will keep you from forgetting those holdover items.

 Tip #3: Before quitting time, transfer your daily notes into your appropriate systems. Phone numbers written down hastily in shorthand that only you can read should be put into your contacts or onto call sheets with their full name; to do’s should be put on the list for tomorrow; and tasks that were completed should be crossed off.

 Tip #4: A status email should be sent to your employer at the end of the day. This should include calls they still need to make or return, appointments for the next day, vendors who may be working at their home the following day, papers to be signed; and anything else important you were not able to communicate to them during the day. This list is a big help to you as well. Note—Never assume it got read by your employer, but you can read it to them in the morning and it’s a great CYA move.

Tip #5: Keep a “hot” folder that has all the paperwork you need to deal with immediately. Even if items carry over to the next day or week, you know where to put your hands on those that are most urgent.

While the brain is an assistant’s most valuable asset, give it some much-needed help! Trust in your processes so that when you cannot remember, you know where to look.

Sign Off

Women Supporting Women Rock

I had a heartwarming experience lately with the most unlikely of persons. imagesI say unlikely because the old paradigm of competition in business, with women in general, is changing. The Internet is giving women an opportunity to start businesses and reach the masses like never before. And with more women doing business with other women, a new level of support and authenticity is emerging.

I grew up in a time when you were encouraged to climb to the top and kick over the ladder when you got there so you couldn’t be followed up. Women were taught that to compete in a man’s world, you had to think and behave like one to get ahead. I can still painfully remember the first time I was betrayed by my good friend in the workplace yet I  never had it in me to do what some women feel they must.

I’ve always believed that what works for a man, is not the same for a woman. While we can out-think the best of them, we aren’t wired to communicate and strategize in the same ways. The authors of the new book “Mean Girls at Work” offer an exclusive take on how men and women differ at the office. Their conclusion, to paraphrase one bestseller: “men are from the combat zone, women are from the support circle.” [1]

My heartwarming experience came from a confident woman who encouraged me to do what she is doing, to be a competitor. I prefer to support and mentor assistants one-on-one, but Bonnie Low-Kramen has been training groups for well over a decade teaching workshops on everything you will encounter in this profession.[2] Not only did she encourage what I was doing but helped me to make connections with others to expand my business. And she hipped me to an amazing new book by the COO of Facebook, Sheryl Sandberg, a woman who is “kick-starting modern feminism in the workplace.”[3] My good friend Dee Morrison at www.lagirl13.com is always there to advise, and give me an impromptu and amazingly accurate tarot or astrology reading.[4] Marie Forleo, Ali Brown and Sharla Jacobs are all women who are changing the way women do business. A large part of their training is in supporting, connecting and listening to your customers and they’ve all built six and seven figure businesses doing so!

So while the ruthless are still among us, I know things are changing for the better and Bonnie proved me right.  I encourage you to see your business and everyone you encounter with fresh eyes and a willingness to inquire how you can help them. I wish you all love and success!

Sign off

Extreme Assistant and Your First Year

This is the toughest year for you and your employer. This is because if good files were not left for you, you are re-creating the wheel as far as getting to know the preferences of your new employer.  But no problem (right?) for the fearless extreme assistant that you are!

As with any new job, there is a lot to get to know. But for a personal assistant there are many foundational lists to be made: who do they give gifts to regularly; where do they like to eat; travel preferences; food preferences; medical issues and allergies, best friends, holiday gift lists, holiday card lists; habits and routines; etc.  There are other lists of vendors they prefer to use as well. If you are lucky enough to have those lists readily available and currently updated, lucky you. However, those I have followed enjoyed shredding those lists, no, torching them all the while dancing around the fire like they were at the Burning Man Festival.

What do you do? I have a small list of important forms I fill out on each category for every new client I get now. Sometimes they will happily fill it out, sometimes you have to sneak in questions and ask for five minutes a day for the first month or so, (as long as their patience holds out). More than likely you will learn from assimilation and observation. But it will really pay off in year two!

The other bit of good news is usually the first couple of months you’re really in the bonding year, the honeymoon period, if you will. You can make mistakes that are easily forgiven and your new employer and their existing team will do more to assist you! If you are honest with your need to understand and take notes so you don’t have to repeat the questions, soon you’ll know the routines and preferences like your own. Your Sylvia Brown mind-reading gene will kick in and, if the match is right, you’ll be on your way to a successful future together and live happily every after.