Creating Effective Forms, Templates, and Checklists

Do you ever struggle to stay on top of all of the projects, meeting requests, and tasks that cross your desk? Do you ever forget the details associated with each of those projects or requests? Has something ever slipped through the cracks because you lost track of it, or didn’t have a good method of follow-up to support your hectic office environment?

If you answered yes to any of these questions, it’s time to create some forms, templates, and checklists to keep you better organized.

During this session, you’ll learn:

• The purpose of forms, templates, and checklists.
• What to convert into forms, templates, and checklists.
• How to create effective checklists.
• How to create useful forms.
• How and when to create a reusable template.

About Julie Perrine: Julie Perrine is an executive assistant turned founder of All Things Admin. She is an enthusiastic trainer, author, Certified Myers-Briggs Type Indicator Administrator, and perpetual planner. As an advocate of the administrative profession, Julie encourages admins to be prepared, hone their skills, and always keep their minds open to new career opportunities.