Category Archives: Tips and Tricks

Broad Distribution Emails – Don’t Give Away the Crown Jewels

Many of us receive regular emails from various recruiters, as well as groups and associations that we belong to, with the latest opportunity, offer or scuttlebutt from the gang. Thank goodness that email is largely paperless; I often worry that my ancient Celt ancestors were right about worshiping trees, and I’m going to be held accountable to the… Read More »

“Supplemental” temporary/term employee; the worst of both worlds

Many people seeking employment these days are tempted by the question:  do I want to be an independent contractor or an employee? While the choice has always existed, many organizations are back to promoting a third option:  contractual/term-employee (supplemental) – which may sound good for a short engagement, but could be costing you more than you think. Lets put our roles in… Read More »

Effective Meeting Invitations

So there you are, scanning through the myriad of endless emails in your inbox, as you do each and every morning. And as fate would have it, there they are waiting amongst the email onslaught. Much like young children waiting behind fortified snow hills, snowballs prepared in advance for the unsuspecting character to wander by: the often dreaded… Read More »

Quick Meeting Minutes (Record of Decisions/Discussion)

I’ll admit it; I was notoriously bad for not writing up minutes or records of decision after meetings (I’ll leave the distraction between the two for a future article). I’ve gotten much better in recent years – due in part to using the actual original meeting invitation (assuming you issued one electronically) as part of the solution/quick fix.… Read More »

Top Project Management Tools & Templates

What are the core Project Management tools/templates and processes? I realize we already have a wonderful “body of knowledge”, with its 42 processes in 5 process groups and 9 knowledge areas, but I’m really talking about the “core” essentials.  What do you need, as a minimum, to “manage” a moderately challenging project? Of course the phrase “moderately challenging”… Read More »

Quick capture solution for whiteboarders…

What did we do before whiteboards?  It’s hard to imagine some days.  Despite us supposedly entering an era of technology and the (eventual) paperless office – it seems that we always wind up going back to our most fundamental roots and start making the cave-drawings on the walls again.  The problem, of course, is after the meeting –… Read More »

FAX and e-mail integration… convergence for the small business

“Convergence” is essentially the joining of multiple information and media streams into one seamless integrated work environment. The integration of customer data/relationship management systems with the telephone system and operator workstation is one example of “convergence” that is taking place on the desktop. It’s often believed that convergence is only for the well- established large company… but there… Read More »

“Minuting” Documents

I never cease to be amazed at how much paper is on my desk and inundating my project files despite living in this “paperless” era. Post-Its aside (which invariably disappear when you need them most) one of the key problems that many of us encounter is how to keep track of updates and other various notations on activities/events… Read More »