Assess the effectiveness of your next meeting by using this evaluation form. It's easy to customize and very helpful!

For help making your meeting great, check out these articles: How to Avoid an Unprofitable Meeting and How to Make Any Meeting More Productive.

As if there wasn’t enough stress at the airport with security checks, making sure you’ve remembered everything can occupy your mind when you need to focus on the business for which you are traveling. Follow this easy checklist on what to pack for a business trip.

For more help organizing and preparing for travel, read 24 Things You Might Not Think About When You Travel and The Art of Packing: Keep it Simple.

This incredibly helpful checklist helps you organize for a trade show from beginning to end. It even breaks out when to start certain tasks. Give it a try the next time your company decides to set up a booth at a trade show. It'll save you tons of time and stress!

For even more help, be sure to read How to Successfully Organize for a Trade Show.

This template was provided by OA member GeeBee, who says: 

"This form can be used and modified to help businesses determine if their meetings are effective (i.e. run appropriately, correct information is being disseminated, discussions are effective and decisions are being made). It can even help determine if the type of meeting is required at all! I have used some version of this form for years (over 25). I believe this is also a great tool to use especially if you are training, including outside presenters or taking your meeting outside of your normal office environment...

"I make reference to Ground Rules on the scorecard. Ground Rules are the code of conduct that each business puts in place to ensure effective meetings. They can be simple or as defined as required. Some quick examples of common ground rules: start and finish on time, come prepared, stay on track and avoid lengthy discussions, be open and honest, leave with one voice, turn off cell phones and PDAs."

For some tips on running a more effective meeting, check out How to Make Any Meeting More Productive and Keep Your Meeting on Track.

Use this delegation log to keep track of projects and who you've delegated them to.

Use the priority matrix to help you weigh the importance of each task against the amount of effort it will take. 

Begin by plotting the problem, frequency, importance and feasibility of the task. Let each person involved in the project rank each task. 

Tally each tasks vote to determine what the priority should be.

Use our memo template for inter office memorandums. Simply fill your information out according to the instructions on the sheet for a no fuss office memo.

Fill out your information on this fax cover sheet to get your faxes out fast.

Use our handy recycle sign to post next to your bins or on the wall for your employees to see. 

Laminate it for extended use and to reduce waste.

An RFP (or Request for Proposal) is a document you send to potential vendors and/or service providers. These providers will then supply you with a proposal and your company can make an informed decision. An RFP should outline your project needs and requirements. It should also clearly identify the information you are requesting from the company. For more on what should be included, read What is an RFP? 


This template provides a general outline to follow when creating an RFP. Customize it and add sections as needed for your specific project.

Tip: You can also use our Vendor/Service Provider Rejection letter for those who have submitted declined RFPs to your company.

Use this document to help you make accurate and complete notes after verbally addressing a performance issue with an employee. Even though the problem is not being written up in a formal warning, you still need to ensure proper documentation is taking place – for your own protection and the protection of your company as well.

For some helpful hints on how to handle this process, check out Managing People: Addressing Performance Issues - Yes, It's Hard. 

And if things don't improve, you may need to read How to Terminate an Employee. Let's hope things don't go that far...

Use this memo template as a guide for providing an employee with a written warning regarding performance issues. This helps you go step-by-step through defining the problem, the prior warnings, the necessary steps for resolution, and the consequences for not improving.

For some helpful hints on how to handle this process, check outManaging People: Addressing Performance Issues - Yes, It's Hard. 

If things don't improve, you may also need this article: How to Terminate an Employee. Let's hope it doesn't go that far...

When you begin a project, it's important to hedge any potential issues that may slow the completion of that project. Use this risk log to manage potential problems within a project.

Make sure your press release gets seen and not trashed. Use this template to ensure you’re using the correct format and you’ll look like a pro!

For more help, be sure to read these articles as well: 
Writing a Successful Press Release
Press Release: Good Distribution is Key 
Preparing for the Press

This activity log template is an account of how you spend each and every minute of your day. 

Without altering any behavior, write down what each minute of your day is spent on. Once you've done this for a few days, analyze your log to determine what jobs are time wasters and use it to help you better manage your activities throughout the day.

If you’re interested in setting up a new home office for business purposes, this checklist will help get you going. Use this form to determine what space most appropriately meets your needs and what supplies you’ll need to get working. This checklist also helps you organize your day effectively – a difficult task when working in a new space.

Also, be sure to check out these articles to help you get your new office organized: 

How to Set Up a Home Office 

10 Tips for Organizing Your Desk.

Use our handy purchase order template to keep track of purchases being made within your organization. Simply insert your company logo to make it your own.

Use this checklist to fully stock your supply closet.

Use our office exercise log to document exercises and repetitions that can be done at your desk. Use our recommendations or create your own routine.

Once you've downloaded the log, be sure to read the article Office Exercises to Decrease the Aches, Pains, and Strains
to help get you started.

Use this handy Project Management Worksheet to organize and track all of the details associated with important projects. From scheduling to constraints and risks, you will cover all of the bases with this helpful template. Simply fill in the blanks and complete your project with ease.

Now that you've got the worksheet, don't miss our articles Manage Projects with Wrike and Project Management Simplified.

Use this sample review to prepare for your real one. While your company's review may differ from ours, it's meant to help you brainstorm your accomplishments and focus on articulating your skills and abilities.

Don't forget to check out our articles Performance Reviews: Are You Prepared to Get a Raise? and It’s Annual Review Time!

Print out and place our collections checklist near your phone or computer to refer to often. Simply use it as a reminder to the steps to take to make effective collections.

Once you've downloaded the checklist, read our related articles:

 Tips for Effective Collections 

Past Due: Collections Made Easy

Moving an office is a huge project. Use our checklist to help you organize and execute the move.

Once you've downloaded the checklist, read our articles:

Relocate Your Office Without a Hitch
6 Essentials for a Smooth Office Relocation.

When an employee decides to leave your company, an exit interview can be a helpful way to determine what happened. Use this document for a face-to-face meeting. The questions are open-ended to encourage discussion. If mailing to the former employee, use the Employment Exit Survey form instead.

For help with the difficult task of letting an employee go, check out How to Terminate an Employee.

The OfficeArrow membership has spoken, and we’ve heard your voices loud and clear. While Administrative Professional’s Week is a nice gesture, you’re really looking for simple, sincere recognition all year long. We’ve listened to you and, in the spirit of “working together for you,” we’re encouraging a new approach to Admin Week.