Welcome, Guest Blogger Angie Berman of Werner Paddles!
I had the pleasure of attending my Werner Sales Meeting in beautiful Orondo, WA this past weekend and I have got some things to share. Angie Berman, who heads up Human Resources at Werner Paddles gave a great presentation called, Working Smart/Smart Working. There is something all of us can take away from this. Please share it with the floor staff too!
Basic Organizational Skills
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What is the #1 thing you do to stay organized?
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focus on what is important
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long term goals
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daily priorities
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keep photos of your family or inspirational pictures nearby
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Use Outlook
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use alarm and reminders
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ENTER all commitments
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don't use multiple tools, use one that is integrated.
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schedule meetings so the time and date is set
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Make Lists
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daily, weekly and monthly
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review daily priorities at the beginning of each day
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always have your computer or phone with you for
entering notes
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Manage Your Time Well
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don't do what you're good at, get good at doing what's
important
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work smart not hard
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Use Deadlines to Get Things Done
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make an action item after a meeting or seeing a dealer
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set realistic time frames for tasks
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use TASKS in outlook, deadlines are easy to set
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Managing Your Mail and Phone Calls
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sort incoming mail into categories by priorities or action
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How do you sort your INBOX?
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Stay Organized
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reduce clutter, focus on priorities
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keep electronic files organized, it's easy to save in odd
places
Email Etiquette
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be concise and to the point
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read thoroughly, answer all questions
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use proper spelling, grammar and punctuation
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answer as quickly as possible
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do not attach unnecessary files
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use proper layout and structure
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do not overuse the high priority option
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Do not write in capitals
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Don't leave out the message thread
- Read the email before you send it
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Do not overuse Reply to All
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take care with abbreviations and emoticons
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be careful with formatting
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do not copy or forward a message or attachment with
permission
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use caution emailing confidential emails
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use a meaningful and relevant subject line
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use cc sparingly.
- don't email to avoid personal contact
- use email trailers for confidential emails
- be sparing with group emails
- wait to fill in the TO email address (no accidents)
Phone Etiquette
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SMILE!!! (you can tell)
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State your name
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Have a purpose and an agenda for your call
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Know the caller (casual vs. professional)
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leave short concise messages
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slow down
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know their names
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LISTEN
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