Welcome to our November newsletter (yes, there wasn’t an October one, partly because our event was one week earlier than usual).
Our October event was a terrific evening with Deanne Kelleher of kAos Group presenting on “Measuring, Learning and Planning” (see below for a recap of her presentation).
Our programming year is drawing to a close but we’re really excited about some of the events that we’ve got in the pipeline for next year as well as a few new initiatives that Board is looking into. Prior to our November event is our Annual General Meeting (AGM) at 6:00pm in our usual meeting room at the hotel. Please come out to hear the Board report on the past year as well as our plans for next year (a light snack will be available).
Speaking of planning, our survey of the membership will be on its way to you soon. Please complete it–it’ll only take 5 minutes or so; the information is invaluable in helping the Board plan for future events and services.
At last month’s event…
If you missed last month’s event, (or if your were there and didn’t take any notes) presenter Deane Kelleher of the kAos Group, graciously provided us with a recap of her presentation on Measuring, Learning and Planning. (Thanks Deanne!)
We covered three specific areas of business functionality.
Here are some high level items in the three areas we covered:
Customer/Client Relationship Management–CRM entering all your contacts into one database and creating categories so you can effortlessly find them.
Emails that are action items should be scheduled into your calendar or updated in your To-Do (task) list. Other cool tricks with Outlook email include: dragging and dropping emails into your ‘Contacts’, ‘calendar’ or ‘to-do’ list where they will auto populate the information. Remember to fine tune the details in each section if you choose to drag and drop. (If you are unfamiliar with the drag and drop option, then right click on an email, drag down and explore the options that pop up (and then practice a few times)).
Paper Flow—use The Core Four System:
Want a few ideas on how to track this information so you can refer back to it easily?
- Use Evernote
- Bookmark the pages and put them into a folder called ‘productivity’ or ‘kAos Group’
- If you subscribe to my Organized Lifestyle Magazine (the easiest way to get the tools and tips) create a folder in your Inbox under ‘subscriptions’ or ‘to-read’ called ‘organized’ and create a rule so the emails auto populate in that folder
Most importantly of all Back Up your information!
You can find out more about all of Deanne’s suggestions at her website. (http://www.kaosgroup.com).
Quote of the Month
I’ve been reading Daniel Pink’s Free Agent Nation (I highly recommend it; a more complete book review is on its way). In it, he quotes from an interview he did with an entrepreneur, and I immediately thought about AIC:
Every day, entrepreneurs, free agents, and individual business owners face challenges that they cannot discuss with their clients, their employees, or their families. So where do they turn? To their peers. With peers, they can establish a level of trust that allows them to talk openly and intimately about what’s going on. Developing a support system, which includes peer-to-peer groups, is critical to the sanity of sole entrepreneurs.
See you all on the 28th!