Free Resources
The following links or downloads are materials I have developed over the years. They may have come about through a client need or in collaboration with a client. I am making them available to you free of charge in hopes that they may make your organizing journey easier.
Some are in Word or Excel format so that you can adapt it to your personal needs.
Working Relationships Tools
- Admin / Manager Expectations Agreement
- 21 Strategies to Work Effectively as a Corporate Team
- 21 Strategies to Work Effectively as a Field Based Team
- Minimize Interruptions - Door Sign
Travel Help
- Mileage Tracker Labels
- Travel Expense Receipt Tracker
- Travel Packing Checklist
- Trip Builder Checklist
- Trip Details at a Glance
Paper
Software Resources
Meeting Management Resources
- Agenda Item Request BOD Meeting
- Meeting Email Template
- Meeting Scheduling Request Template 1
- Meeting Scheduling Request Template 2
- Sample Agenda 1
- Sample Agenda 2
- Sample Agenda 3 Project Update Meeting
Personal Resources