30 January 2009

Out of Office Assistant

I regularly make use of the Out of Office Assistant in MS Outlook. It is extremely handy, especially when I am away from the office on annual leave. It lets clients and colleagues know that I value their correspondence and that I will reply. It also offers a reason for not returning e-mails promptly.

Click on image to enlarge

Below are some easy to follow steps to activate the Assistant. Click on the pictorial above for more info.

Activating the Out of Office Assistant in MS Outlook
  1. Click on Tools Tab in the task bar
  2. Then click on the Out of the Office Assistant Tab
  3. Choose the ‘Out of the Office’ option by pointing your mouse on and clicking in the little circle –it should be filled with a blue bubble
  4. Type in your message. To activate the box, simply point your mouse inside the box and click in it. A cursor will now appear, and you may start typing. Remember to check for spelling and grammar errors!
  5. Now click the OK button.

All incoming mails will now automatically receive your Out of Office message.

To turn off the Assistant, follow the same steps, but at Step 3, instead of clicking ‘I am currently Out of the Office’ click on ‘I am currently In the Office’.

The Assistant will also save your message, so next time you want to use the Assistant, your old message will be there for you to use or change.

To see what the message will look like, send yourself a message, and you should receive an Out of Office Message :-)

An example of an Out of Office Message

Thank you for your mail.
I will be out of the office from 1 January until 9 January inclusive.
Should your mail require urgent attention, kindly contact:
Tessamar Baines, Departmental Secretary at
tessamar@_ _ _.com or telephone _ _ _
Kind Regards
Gretchen Scrompton-Hayes
Personal Assistant

Tips:

  • Include your contact number only if you are able to receive calls to that number
  • Before you include a colleague’s contact details, obtain their permission first
  • You may make your message as detailed or as concise as you wish
  • Read your message before clicking the OK button
  • Always thank the sender for their mail, and remember to end off the mail with a greeting
  • Keep it professional at all times – watch your wording and use proper format

Offices in the 18th century

As I am on leave from work, I decided to explore the historical town of Swellendam yesterday. Swellendam is a beautiful town situated at the foot of the Langeberg Mountains. It is also the third oldest town in South Africa and it is named in honour of Governor Hendrik Swellengrebel. I took a tour through the old Drosdty Building; now a museum. The Drostdy is dates back to 1746 and it was built to serve as the headquarters of the Dutch East India Company's 'Landdrost'. Thus, it is a very good representation of what 'offices' would have looked like in those days. 263 years ago, things were very different from today, but it seems that little has changed regarding the fundamentals of office space - the offices back then had a desk, chair and cupboard - talk about minimilism! :-) I took a few pics to share with you what office life might have been like nearly three centuries ago.

Click on the pics to enlarge the image.
Please note that these pictures are copyright.


The Secretary's office. This office would traditionally have been occupied by a man, as almost all Secretarial roles in were back then. The item on the table is an inkwell. I wonder if the inkwells ever 'froze', caught viruses or needed bigger ram like our PC's do today? :-)

Equivalent to a 'Directors' office in today's world.
The large item behind the desk is a safe.

This is what a boardroom would have looked like back in the day
If needed to rush off to attend a meeting, you would have had to get the horses from the stables, commission a driver, prepare the carriage, drive very slowly on untarred gravel roads and then hope to get to your appointment on time!

23 January 2009

Star Assistance | Part 2 of 2

This is the second of the two-parts ‘Star Assistance’ article. Part one was published on 16 January 2009.

Prepare
Firstly, you will need to establish: What type of party it will be – will it be an intimate cocktail party, sit-down dinner or informal bash? Knowing what type of party you are planning will give you an idea as to how to plan and prepare.
How many people will be attending – remember to also check any special dietary requirements and find out if children will be attending, as you will have to make special provision for the little people
What time the party will be starting – you will need to prepare well in advance and be ready with all the drinks and snacks well before the guests arrive
Any special arrangements that need to be made – for example do you have to pre-book a DJ or invite a press photographer – these usually have to be booked weeks in advance

Plan the Menu
By having a menu you will be able to create a shopping list. If you are making the food yourself:If you are doing the snacks and meals yourself, then it is a good idea to employ the services of an assistant. This could be someone on your employer’s staff. You will need help with everything, and it’s best to source reliable help well in advance. Make sure that you have everything you need to prepare the food and make sure that you have ample time to prepare the food. Make a shopping list and ensure that seasonal foods are ... well ... in season – if not, then substitute If you are ordering from a caterer:Arrange that the food is delivered or collected timeouslyMake use of beautiful serving dishes – hire these if necessary (many catering companies also hire out gorgeous serving dishes)

Serving
If you need to serve snacks, make use of a beautiful serving plate. If you serve guests individual plates, make use of a tray. Do not over-dress the tray with frilly cloths, unless you are at a high-tea. Always offer a napkin.
Serve drinks on a tray and include a coaster or saucer. Coffee and Tea should be served on a tray, and guests should be able to spoon their own sugar - never simply assume that they take sugar. You may set the tray down, then ask guests if you may add their sugar and milk. Sugar lumps add a lovely touch (do not touch the lumps with your fingers - provide a little lifter or teaspoon). Keep both white and brown sugar handy as well as honey and sugar-free pellets. For tea, have sliced lemon at hand and remember to serve a spoon or toothpick with the lemon slices, as guests cannot be expected to lift the lemon slices with their fingers. You may opt to make use of pre-packed lemon juice, but fresh ingredients add a nice touch. Always ask guests if they prefer hot or cold milk, and remember to ask guests before you add it to the beverage.

Bar & Drinks
Discuss with your employer beforehand what drinks they would like you to purchase and keep the bar well stocked. Don’t forget about any extra’s such as cherries, limes, lemons and soda water.

Keep in Mind
Ensure that food is kept heated/cold according to necessityEnsure that food is served to guests at the correct temperature – there is nothing worse that eating warm sushi or cold mini-quiche!Presentation is paramount – display the food and drinks in a gorgeous manner. Impress guests with your eye for detail and presentation perfectionSpecially catered-for Kosher and Halaal foods will have to be served on Kosher and Halaal crockery. Make provision for this – it shows respect and will certainly be appreciatedHygiene is important – keep your hair tied and out of your face, make use of an apron, use disposable gloves when preparing salads and other ready-to-eat food and wash your hands regularly

Work within Budget
Remember to establish a budget and to work within that budget. Discuss the budget with your employer beforehand. Factor in tipping for service providers and breakage costs. Discuss payment with the service providers (i.e. caterers, hiring companies, DJ) and establish whether they expect to be paid immediately after the function or if they will invoice. Make arrangements as necessary.
The cutlery should be polished, glasses should be clear as crystal, napkins should preferably be cloth (not paper) and table cloths should be ironed and free of creases (yes –people notice the little things!)Ensure that there is enough crockery, cutlery and glasses to go around. I once attended a swanky dinner party where there was a shortage of glasses – not a good impression!

Make the most of the space
Pretty the place up by adding fresh flowers and by re-arranging furniture if necessary. Candles add a gorgeous touch if you are having an evening function. Make sure that there is matching, delicious-smelling hand wash and hand cream at the basins and that there is extra loo paper (do not display the loo paper at the top of the cistern – make use of a more discreet spot) and ensure that the loos are impeccably clean. Light a few scented candles in the bathroom as this always add a nice touch.

Communication
Keep in touch with your employer; let them know what is happening and assure them that everything is going according to plan. Keep in touch with service providers and ensure that all appointments are confirmed, payment arrangements have been made and that they are providing exactly what you require.

Impress 'em
You want to be perceived as incredibly capable and efficient so check the details and ensure that all goes as smoothly as possible on the day of the event. If your employer is a woman, she might want you to book her a massage or beauty therapy session before the event. If you employer is man, he might require a hair cut appointment. Check on this, and make the arrangements timeously. Also check if your employer needs items dry cleaned or pressed before the party.

After the party
Send hired items back to the suppliers or arrange for it to be collected; send items for dry cleaning; neaten the space and arrange furniture back to it’s original positions; inform the cleaning staff that their services will be required after the party. Sort out any outstanding accounts and make payments as necessary. Oh, and have a refreshing hangover tonic waiting for your employer – they might need it after the awesome party! :-)

Don't forget about yourself
You will be meeting your employer’s acquaintances and friends so you need to look presentable. If you have been running around in shorts and sneakers all day, then take some time out to change your clothes and freshen up. Select appropriate clothing, do your hair and make-up and remember your most important accessories: your smile, charm and professionalism.

Good Luck!

16 January 2009

Star Assistance | Part 1 of 2

This is the first of the two-part "Star Assistance" article.

My one little indulgence (besides coffee:-) is watching the Lifestyle Entertainment Channels on DSTV – not for the lives of the celebs, but for their assistants. I simply love watching the lives of celebrity assistants – how they brush shoulders with the crème de la crème of society, travel the world, arrange parties with million-dollar budgets and attend glittering events, all in the name of work.
On one of my favourite shows recently, I watched as the show’s beautiful star celebrated her birthday with an intimate dinner party at her home. She asked her PA to assist and I watched in horror as the PA focused on buying party favours (for a home-made dinner!) and then seemed to have no idea how to prepare or present the snacks and meal. They ended up ordering take-out, after the guests had been kept waiting for food for hours!
This led me to ponder the importance of being able to do one’s job effectively - whether preparing an office luncheon or a super-important meeting.

A Personal Assistant is a very broad spectrum job.
A solely corporate PA is responsible for (amongst other things) taking minutes of meetings, diary management and travel – all the professional office duties.
A personal PA’s duties could include diary management, having their employer’s clothing dry-cleaned, purchasing and wrapping gifts, even occasionally taking care of the employer’s children – a mixture of professional office and personal duties.
There are also PA’s whose sole responsibility is to do personal duties (very much like the celeb assistant that I mentioned earlier). These PA’s arrange and assist with their employer’s private dinner parties, shop for their employer’s make-up and magazines and even carry their employer’s shopping and hand bags!
There is often the perception that one sort of PA is more important than the other: that is simply not true. Every kind of Personal Assistant plays a pivotal role, whether a ‘strictly corporate’ or ‘personal PA’ or ‘a bit of both’. No matter the type of PA role you have, it is incredibly important that you do a fabulous job and excel in all things!

Referring back to the dinner party that the reality star’s PA had tried so hard to arrange: I thought that it would be interesting to make a note of how to host a succesful dinner party. This can apply to your own private dinner parties as well as office luncheons.

These are the rules that I follow and I hope that you will find it useful as well.

The second part of this article will follow next week; in the meanwhile I will give you a little snippet of what to expect:
  • Prepare
  • Plan the menu
  • Bar & Drinks
  • Keep in mind
  • Work within budget
  • Make the most of the space
  • Communication
  • Impress 'em
  • After the party
  • Dont't forget about yourself

Look out for Part 2 of this article, to follow on 23 January 2009

09 January 2009

The Importance of Proper Etiquette

Happy 2009! I find it hard to believe that we are now nearly a decade into the new millennium. Times may change, yet the need for proper etiquette in the corporate world remains constant. I have found that what is perceived as lack of good manners is most often ignorance or lack of understanding of the basic rules of etiquette.

A fellow member of what I would term as “The Unofficial Secretaries Club” (i.e.: a fellow secretary), a marvellous young woman with a flair for all things secretarial, was unfortunately perceived as being sloppy because of her approach to organising refreshments at the office meetings. Tea and snacks would be served at the monthly management meetings - in a most disorderly fashion. Tea cups and saucers did not match, serviettes were offered straight from the packaging, snacks were served on the very plates on which it had arrived from the caterers (these were most often soggy paper plates) and arranged like it was meant for kindergarteners.
Until someone decided to address the issue with her: they explained to her that presentation was paramount and that the manner in which she displayed the refreshments was a direct reflection on her.
Not only was the secretary blissfully unaware of the fiasco surrounding the refreshment display, she was also incredibly grateful to her colleague for highlighting the problem and offering suggestions to improve the situation.
At the next meeting, the refreshments table looked neat, organised and very appetising, indeed.

So very often we take for granted that fellow colleagues are familiar with the basic rules of etiquette, yet more often than not, the basic rules of etiquette are lost in the rush that is daily life.

The article that follows is about the all important issue of etiquette – in the office and beyond. It is written by Leslie Back – an amazing writer and one of my favourite columnists.
I am incredibly excited to introduce Leslie Back as the very first guest contributor to the Secretary Diaries blog.
When I first read this particular article, I printed it out and added it to my file, as I found it to be incredibly useful and very enjoyable to read. In it's entirety, this article also includes sections such as "Cellphone Etiquette", "E-mail Netiquette", "At the Table" and "Weddings" etiquette.

I do hope that you enjoy it as much I did – please remember to mail me with your comments.

May I present to you the very first guest contribution to the Secretary Diaries blog... *drum roll*


ETIQUETTE REVISITED by LESLIE BACK
This article is the work of Leslie Back and has been used with permission. Please note that this work is Leslie Back’s own and is copyright.

This guide deals with rules of civility and also acts as a reminder of courtesy however much the rules of courtesy appear to have changed with the times - manners matter! We need to adapt to a new etiquette.

Etiquette is defined in the Oxford English Dictionary as
“the conventional rules of behaviour in polite society.”

Goethe wrote,
“A man’s manners are a mirror in which he shows his portrait.” {Fine words often forgotten.}

The generation gap has produced a chasm of difference one must accept that youth view situations differently, act differently, but should nevertheless behave according to a code of conduct.

THE WORKPLACE
The workplace is an area that embraces many of the changes of attitude. The feminist movement has created different expectations. Gender rules have been pretty much discarded in the corporate culture. A woman who is confident and gracious enough, may accept a door that is held opened for her, but it cannot be expected as a right.

Familiarity and nicknames are considered sexist and patronising.
Sexual harassment is the new ogre. This applies to everyone.
Inter-personal skills are paramount, one has to interact with people of so many backgrounds and mindsets.

Colleagues should be treated courteously and superiors with dignity and respect.
The use of first or surnames is generally dictated by the office ethos. Beware! The use of a first name does not confer familiarity.

Never underestimate the importance of dress in the business arena. Abide by the dress code of the organisation and when in doubt, take your lead from your superiors. ‘Sexy’ is strictly out. Even if you are a member of MENSA, you will be thought of disparagingly if you are dressed as a sex kitten, no cleavage and thigh high skirts. Dressing appropriately for any occasion is a good maxim. The niceties, nuances and details of conduct in the workplace will be revealed in time through exposure. Good Luck!

TIMING
Punctuality means so much. It has become less important to some who are late for everything. Being too early is as irritating as being late.Timing is important for a hostess. An over eager early guest can be as great an embarrassment and nuisance as a guest who has no regard for time and is unconscionably late.
Punctuality is the courtesy of princes; some would do well to remember this.

Knowing when to leave is also important. There are various rules of convention.Some suggest waiting until fifteen minutes after coffee is served. Whichever system one chooses, it must be flexible, but not so flexible as to leave hosts exhausted and disenchanted by guests that just don’t know when enough is enough.

ENTERTAINING
Being entertained in someone’s home is a forum where manners and etiquette prevail. Punctuality counts for much, as do many other factors.
The dress code should be observed if at all possible. If uncertain, a telephone call to your host or hostess will clarify this point.

It is a courtesy to advise hosts and hostesses about food constraints. The ‘healthy eating’ explosion has accompanied the techno-explosion. A hostess needs to know if you are a vegetarian, have food allergies, observe kosher or halaal laws or just simply avoid certain foods.

For the hostess there are many things to do and remember. A party is an opportunity to bring people together, so invite those that will appreciate the invitation and will make an effort to contribute to the success of the party. The chemistry of the group is vital. While it is pleasant to be able to invite like-minded people, do not invite one type of person only, just doctors or lawyers for example. This can be deadly dull, whilst inviting well-known adversaries may be abrasive. A host would be wise to work out the seating in advance and never let it happen by accident.

Choose your guests’ dinner partners carefully, using place cards or table plans or merely by verbal agreement. Woe betides guests that rearrange place cards to suit themselves. Beware the Romeo who has a dalliance planned and place cards that move mysteriously. Serve your guests from the left. Drinks are always on the right. The starting point at a sit down dinner is the woman at the host’s right. If the man on the hostess’s right is the guest of honour, he is served first. After that the service goes round the table clockwise.

Hostesses go to incredible lengths to make their guests feel special, so do your bit and don’t go into a decline as to whether you eat your asparagus with your fingers or not. The ideal guest should take part in conversations and be a lively and happy presence. Home etiquette largely applies when dining or entertaining in a restaurant. Certainly, punctuality and seating arrangements apply, as well as making food preferences known beforehand.

Don’t spend an eternity studying the menu and hogging the waiter with zillions of questions. Try and keep a steady pace with the rest of the party and do not keep people gasping for their next course whilst you pick at your starter. Table-hopping is an example of grossly bad manners. Tipping is generally dependant on service and tends to be between 10% and 15% of the bill.

With special thanks to Leslie Back for the use of the above article. In it's orginal format, this article also contains sections such as, "Cellphone Etiquette", "E-mail Netiquette", "At the Table" and "Weddings" etiquette.