Personal Assistant

As an Assistant, observing and analyzing any situation quickly, accurately and without bias is essential. Working in a fast-paced environment can make it challenging to develop critical observational skills. Using critical observation as an Assistant is important.

We work at one hundred miles an hour, and quite often, we spend a good part of our day putting out fires and dealing with urgent matters. However, those aware of the importance of critical observation will often find themselves ahead of their peers.

To give yourself a competitive edge as an Executive or Personal Assistant and add value within your organization, you must learn the value of knowing when, where and how to use critical observation.

It can make all the difference in your ability to support those around you. This article will explore what critical observation means in practice and how it can benefit Assistants professionally and personally immensely.

SOURCE: Practically Perfect PA

Collecting and processing expenses is not fun and expense management can be a real-time zapper for Assistants. So what can we do to make this tiresome task less of a pain? Here’s how you can implement a great expense management process and some tools that will help you speed up the task.

Do you have an expense policy in place?

If you do, read it to the point that you have memorized it and can repeat it back to your colleagues because when you are doing their expenses, you will find you will get asked about what can and can’t be expensed frequently. If you don’t have an expense policy, speak to other assistants and see a common approach to expenses. It would be well worth asking your manager if this is something you can put in place, it would be precious, and they should be pleased that you want to save the company money.

Organizing the process

From previous experience, processing expenses goes something like this…

Your boss walks into the office after clearing out their wallet/purse/briefcase the night before. They have a load of receipts from all manner of places, both for work-related purposes and personal items. They ask you to sort the receipts out for them so that they get some money back. They have no idea how much money they’ve spent, where they’ve spent it and when they spent it. You have to decipher all of this by looking at the date on the receipt and in their calendar and try to work out what they were doing…

Sounds familiar? It is a nightmare, especially if they travel abroad a lot and have loads of foreign currency in addition to the receipts and credit card statements. So how do you get to grips with this process? Here are a few easy steps…

1. You should have regular meetings with your Executive, at these meetings always always always ask if they have any expenses, even if it is one taxi receipt take it from them and ask when they spent this money. If they don’t know at least, you will have a good chance of guessing it will be a date between your last meeting and this one, check their diary and go from there.
2. After every trip, put half an hour in their diary for a debrief meeting, ask them for their receipts/ foreign currency etc. I find it easier to process expenses from my Executive’s trips because you have specific dates and can generally work out what the receipts refer to. If in doubt, it is probably a taxi receipt!
3. Once you have the receipts, attach them to a piece of paper in date order, this makes it easier to process and photocopy later. I usually put a week commencing date on the paper and write the places visited if the expenses are from a specific trip. I then put the pieces of paper in a designated folder. I have different expense folders for each of my Executives.
4. Try to do all of your expenses at the same time at least once a week. I usually do mine on a Friday morning, as it is relatively quiet in my office, and I can just get on with it.

Some assistants I know ask their manager to write a note on the receipt detailing what the expense was for. Although this is helpful, if you keep on top of the process, you can generally work it out on your own.

Rogue receipts

Along with the bundle of work-related receipts, you will generally get the odd rogue receipt which you will have to query with your manager. The rouge receipt comes in a few different versions:

• The personal receipt: If it is a personal receipt, ask them to clarify what the expense was for. Nine times out of ten, they should say they’ve made a mistake and apologize. If they want you to process it anyway, refer to the expense policy – they know what it is and what the rules are! If they persist with expensing personal items, speak to your finance department to get clarification. If you can’t argue the case with your manager, ask the finance team to investigate it and go back to your boss directly.
• The social receipt: This is the receipt for those after-work drinks and dinners that tend to be over budget and can be considered outside the regular expense policy. I have two ways of dealing with this: if the receipt comes from a Director, I process it. Generally, they do get lumbered with the bill at these events, and in my mind, I think it is work-related and acceptable. If the expense is from a middle manager, I will ask them to get their boss to sign the back of the receipt to approve the payment. If you get a kickback, show them the policy. Alternatively, you could expense the cost to the maximum budget and ask them to pay the rest personally.
• The overseas receipt: This could come in the form of a minibar treat, room service, laundry or a movie. I tend to use the common sense approach to these expenses. If it is not completely preposterous, I process all of the expenses from overseas because they are away from home, working long hours and should use the company’s money to fund what they need. By preposterous, I mean things like spa treatments, expensive meals (alone), duty-free gifts.

SOURCE: Practically Perfect PA

An executive assistant’s job functions cover a wide range. You may be a dedicated assistant to one executive in a large corporation or a do-it-all in a small business.  Neither position allows for wasted time and effort on emails. If you are having difficulties managing your email, here are a few ideas to help you manage your emails and keep them under control.

1. Why Do I Have So Many CC’d Emails?

CC’d emails can clog up your inbox very quickly and are frequently unnecessary. Reduce your cc’d emails by understanding why you are getting so many and determining how many are necessary. You do not need to be copied on every email sent to your boss or every email communication between the team developers. Unfortunately, this happens because of a lack of trust and a need to control. If you trust your team, don’t demand to be cc’d in every correspondence. If they want to tell the executive something about you, it won’t be on an email including you. If the boss only reads things you send to him, stop the process of the team sending everything to him.

2. How Do I Write Great Emails?

One of the common duties of an Executive Assistant is writing outgoing emails. It may be up to you to establish professional protocols for your office. Always use appropriate business salutations and professional signatures. Keep the message as brief and simple as possible. Be sure to check for spelling and grammar errors. If you are sending an attachment, be sure that you have it attached.

3. How Should I Reply to Emails?

When replying to emails, the Executive Assistant should follow the same rules as advised when writing an email. You may address the sender in the way that he or she signed the email sent to you. One of the biggest mistakes made in this area is the “Reply All” selection. Your correspondence is between you and the sender; if they need to send to more team members, let them do that. If you are communicating within your organization it may be acceptable to use reply all, but be careful.

4. Can I Get a Daily Schedule?

Automate a daily schedule email to you at the time you want to start your day. This schedule is generated from the calendar you indicate. You can create a schedule for your boss with appointments and calls for the day. You can create another from your calendar with the tasks and calls that you need to complete that day. This can get your day off to a productive start.

SOURCE: American Society of Administrative Professionals