Office Organization Documents:

5 essential forms to help you attain an organized and

productive work life

Includes:

Production Task Form

Office Supply Checkout Form

Time Sheet

Look-Forward Agenda

Meeting Preplanning Question Checklist

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DATE OF REQUEST

DATE/TIME NEEDED

(no ASAP please)

DATE COMPLETED

REQUESTED BY

WORDPROCESSING

DRAFT

FINAL

DOUBLE SPACE

OTHER

COPYING

# of copies _________ Code________

PAPER

SINGLE SIDED

DOUBLE SIDED

COLLATE

STAPLE

WHITE XEROX

BLUE

WHITE LTR HEAD

OTHER_______

SPECIAL INSTRUCTIONS/DISTRIBUTION

COMPLETED

BY

Please notify Office Manager if work request requires less than 24-hours turnaround.

DATE OF REQUEST

DATE/TIME NEEDED

(no ASAP please)

DATE COMPLETED

REQUESTED BY

WORDPROCESSING

DRAFT

FINAL

DOUBLE SPACE

OTHER

COPYING

# of copies _________ Code________

PAPER

SINGLE SIDED

DOUBLE SIDED

COLLATE

STAPLE

WHITE XEROX

BLUE

WHITE LTR HEAD

OTHER_______

SPECIAL INSTRUCTIONS/DISTRIBUTION

COMPLETED

BY

Please notify Office Manager if work request requires less than 24-hours turnaround.

DATE OF REQUEST

DATE/TIME NEEDED

(no ASAP please)

DATE COMPLETED

REQUESTED BY

WORDPROCESSING

DRAFT

FINAL

DOUBLE SPACE

OTHER

COPYING

# of copies _________ Code________

PAPER

SINGLE SIDED

DOUBLE SIDED

COLLATE

STAPLE

WHITE XEROX

BLUE

WHITE LTR HEAD

OTHER_______

SPECIAL INSTRUCTIONS/DISTRIBUTION

COMPLETED

BY

Please notify Office Manager if work request requires less than 24-hours turnaround.

DATE OF REQUEST

DATE/TIME NEEDED

(no ASAP please)

DATE COMPLETED

REQUESTED BY

WORDPROCESSING

DRAFT

FINAL

DOUBLE SPACE

OTHER

COPYING

# of copies _________ Code________

PAPER

SINGLE SIDED

DOUBLE SIDED

COLLATE

STAPLE

WHITE XEROX

BLUE

WHITE LTR HEAD

OTHER_______

SPECIAL INSTRUCTIONS/DISTRIBUTION

COMPLETED

BY

Please notify Office Manager if work request requires less than 24-hours turnaround.

OFFICE SUPPLY CLOSET Please use this form to check items IN or OUT.

This is important so we can calculate cost savings.

Items are to be utilized within the office and are NOT for private use.

HONOR SYSTEM - please follow rules and keep the room tidy.

For assistance or questions contact: (name and extension).

CHECK IN / OUT - INVENTORY FORM Your help in keeping track of the items that are processed is greatly appreciated. Thank you.

Department:________________________________ Date:_____________________

ITEM DESCRIPTION QUANTITY IN QUANTITY OUT

Thanks for your help!

Please DEPOSIT FORM IN BOX PROVIDED. Use back of form for additional items.

Items Q1 Q2 Q3 Q4

Financial Matter

Approve quarterly financial statements X X X X

Approve year end audited financial statements X

Approve banking and signing resolutions (as required)

Strategic/Business Planning & Budget

Review and approve annual strategic and business plan

X

Review and approve annual budget X

Appointment of Directors & Officers

Appoint members to Board of Directors

Appoint Chair of the Board

Appoint Committee Members

Appoint Officers of the company (as required)

General

Receive and review Chairs report

Receive and review CEOs report X X X X

Review reports on corporate performance measurements

Review and approve amendments to by-laws or letters patent (as required)

Approve corporate policies, code of business conduct, etc. (as required)

Receive report of Corporate Secretary on disclosure by Officers and Directors of conflicts of interest

Meet in camera with and without the CEO at each Board of Directors meeting

X X X X

Approve appointment of auditors and their fees X

Receive and approve reports of Chairs of Committees X X X X

Participation in Chair and CEO Review Process (as required)

Look-Forward Agenda

Planning Your Meetings: A Checklist for Success

To make sure you've planned an event well, answer these questions from meeting professional Bonnie Wallsh:

Goals and Objectives

* Why is this meeting being held?

* What are the consequences if the meeting is not held?

* What are the long-range anticipated outcomes?

* What specific objectives do you want attendees to achieve?

Needs Assessment

* What is the program schedule? (Are you starting the day with a breakfast meeting and ending with a reception?)

* When will the meeting be held (week, date, time)? Is this flexible?

* What is the budget?

* Who is the ultimate decision-maker?

* What are the preferred facilities?

* What is the historical data on the meeting?

* In evaluating destinations, what are your priorities?

Attendee Profiles

* Who will develop the list of prospective attendees?

* At what level in the organization do the attendees work? (Are they executives or front-line managers?)

* What is their age range? Income level? Proportion of males and females?

* What is their geographic location?

Program Design and Development

* What is the outline of the program?

* Will there be: General sessions? Breakouts? Panel discussions? Individual speakers? A trade show? Food and beverage functions?

Budget

* How much is budgeted?

* Will attendees be paying their own expenses?

* Will you be attracting exhibitors? Sponsors?

Negotiations

* What is negotiable?

Food and Beverages

* Why is the food function being held? (Is it only for sustenance, or is it for networking or as part of a presentation?)

* What are the groups demographics?

* How many people are expected?

* Can we receive a discount if we order the same menu as another group?

* What are the taxes and service charges? Are the service charges taxed?

* When is the attendance guarantee due?

* Have bartenders attended training in intervention procedures for servers of alcohol?

YOUR COMPANY NAME Revised: September, 2006

TIME REPORT x 1st - 15th Employee

PERIOD ENDING: Sep-12 16th - 31st Signature: Date:

NAME: Dept: Reviewed &

Approved by: Date:

Enter Times as hh:mm Sat Sun Mon Tue Wed Thu Fri Sat Sun Mon Tue Wed Thu Fri Sat TOTALCODE AM/PM or 24-hr format 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 HOURS

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other hours

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DESCRIPTION

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