Meeting Management
description
Transcript of Meeting Management
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Module Meeting Management
Learning Outcomes
Build keyboarding skill.Format agendas.Format minutes.Format itineraries.Prepare labels and name badges.Prepare meeting management guides.
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Lesson
Keyboarding & Formatting, Lessons 61-120 Module 17, Slide 2 ©2008 South-Western Cengage Learning
Agendas103
Heading providing information about the meetingList of the topics to be discussed at the meetingName of the person or group responsible for leading the discussion of each topicAmount of time allocated for the topic (optional)
Components of an agenda:
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Lesson
Keyboarding & Formatting, Lessons 61-120 Module 17, Slide 3 ©2008 South-Western Cengage Learning
Agenda Format
103
2”
Remove extra space
Remove extra space
Left tab 1.0”
Left tab 1.5”
6.5” right leader tab
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Lesson
Keyboarding & Formatting, Lessons 61-120 Module 17, Slide 4 ©2008 South-Western Cengage Learning
Agenda Format (continued)
103
2”
Remove extra space
Left tab .5”
Left tab 1”
6.5” right leader tab
Remove 1” tab
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Lesson
Keyboarding & Formatting, Lessons 61-120 Module 17, Slide 5 ©2008 South-Western Cengage Learning
Insert Text From File104
Position the insertion point where you want to insert the file.On the Insert menu, in the Text group, click Object.Choose Text from File.
Text from File
Object button
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Lesson
Keyboarding & Formatting, Lessons 61-120 Module 17, Slide 6 ©2008 South-Western Cengage Learning
Minutes104
Date, time, and place of the meetingName of the presiding officer or meeting leaderNames (may also include titles) of attendeesMeeting objectivesSummary of decisions madeSummary of action itemsHandouts and meeting materials
Components of minutes:
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Lesson
Keyboarding & Formatting, Lessons 61-120 Module 17, Slide 7 ©2008 South-Western Cengage Learning
Minutes Format
104
2
Remove space after
Minutes are formatted in basic report style.
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Lesson
Keyboarding & Formatting, Lessons 61-120 Module 17, Slide 8 ©2008 South-Western Cengage Learning
Itinerary105
Dates and times of meetings and eventsTransportation information
Airline flight numbers and timesTicket informationPassport or visa requirementsRental car or ground transportation
Hotel informationName and addressConfirmation numberSpecial requests made
Components of an itinerary:
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Lesson
Keyboarding & Formatting, Lessons 61-120 Module 17, Slide 9 ©2008 South-Western Cengage Learning
Itinerary (continued)
Restaurant informationName and addressReservation information
Meetings or appointmentsIndividual and company namesTimesAddressesTransportation information
Leisure-time activities and information
105
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Lesson
Keyboarding & Formatting, Lessons 61-120 Module 17, Slide 10 ©2008 South-Western Cengage Learning
Itinerary Format
105
Set left tab and hanging indent at 1.5”Title Style
Position heading 1” to 2” depending on document length
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Lesson
Keyboarding & Formatting, Lessons 61-120 Module 17, Slide 11 ©2008 South-Western Cengage Learning
Create Labels106
Select and set up the labels using the label main document.Connect the labels to your address list (the data source).Edit the recipient list.Add merge fields (placeholders).Preview and complete the merge.
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Lesson
Keyboarding & Formatting, Lessons 61-120 Module 17, Slide 12 ©2008 South-Western Cengage Learning
Create Labels (continued)106
On the Mailings tab, in the Start Mail Merge group, click the Start Mail Merge button.Click Step by Step Mail Merge Wizard and follow the steps.
To start the Mail Merge Wizard:
Step by Step Mail Merge Wizard
Start Mail Merge button
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Lesson
Keyboarding & Formatting, Lessons 61-120 Module 17, Slide 13 ©2008 South-Western Cengage Learning
Create Labels (continued)106
Select Labels as the document type.Click Next located at the bottom of the task pane.Select Change document layout and then click Label options.
To create labels:
Labels
Label options
Change document layout
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Lesson
Keyboarding & Formatting, Lessons 61-120 Module 17, Slide 14 ©2008 South-Western Cengage Learning
Create Labels (continued)106
Select the Printer, select the Label vendor, the Product number, and then click OK.Then click Next: Select recipients at the bottom of the Mail Merge Wizard task pane.
Printer
Label vendor
Product number
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Lesson
Keyboarding & Formatting, Lessons 61-120 Module 17, Slide 15 ©2008 South-Western Cengage Learning
Create Labels (continued)106
Select Use an existing list or Type a new list and then Create to display the New Address List dialog box.Click Customize Columns to display the Customize Address List dialog box.Select each field not needed and rename or delete; click OK.
Type a new list
Create
Add, Delete, Rename
Customize Columns
Select fields to rename or delete
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Lesson
Keyboarding & Formatting, Lessons 61-120 Module 17, Slide 16 ©2008 South-Western Cengage Learning
Create Labels (continued)106
Key the variables in the fields, tapping the TAB key to move from one field to the next; then click OK.The Save Address List dialog box displays. Select the drive, key the filename in the File name box, and click Save.
Key the variables
Save Address List dialog box
Key the filename
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Lesson
Keyboarding & Formatting, Lessons 61-120 Module 17, Slide 17 ©2008 South-Western Cengage Learning
Create Labels (continued)106
Click OK and then click Next: Arrange your labels in the Mail Merge Wizard task pane.Click Address block; then click Update all labels.Click Next: Preview your labels in the Mail Merge Wizard task pane.Click Next: Complete the merge; then click Print.Print all records.
Address block
Update all labels
All button