The first section preparation before the meeting
I. Contents of the preparatory plan for the meeting:
1, determine the theme and topic of the meeting.
2. Determine the name of the meeting.
3. Determine the agenda of the meeting.
4. Determine the time and place of the meeting.
5. Determine the meeting equipment and tools to meet the needs of the meeting.
6, determine the scope of the meeting documents, and do a good job of printing or copying.
7. Determine the composition of representatives.
8. Determine the meeting accommodation and catering arrangements.
10, determine the preparatory body for the meeting.
Second, the role of the meeting preparation plan:
1, to ensure the careful organization of the meeting.
2. Ensure that the quality of conference services and communication and coordination are in place.
3. Ensure that the leaders' intentions are carried out.
Three. Advantages of conference call preparation scheme:
1, saving time and money.
2. Agree to the telephone service organization to make permanent records in the form of tapes.
3. Communication is more direct and short.
Four. Division of labor requirements of conference institutions:
1. Organize personnel according to the scale and type of meeting.
2, a clear division of labor, responsibility to the people.
3. Strengthen coordination and communicate regularly.
Five, the basic requirements of the preparatory work before the meeting: full, thorough and safe.
Six, meeting seating arrangement method:
1. Seating arrangements for larger venues: large, Little Square and semicircle.
2. Seating arrangements for small and medium-sized conferences: square arch, half moon, ellipse, circle, rectangle and T-shape.
Seven, the main contents of the meeting to check:
1, whether the meeting preparation is sufficient (duration, personnel, scale)
2. Whether all kinds of interference can be eliminated.
3. Environmental conditions and material preparation.
4. Preparation of documents and materials.
5. Layout of the venue.
6. Conference security work.
7. Other contents.
Eight, the meeting to prepare the form of inspection results:
1, in written form. 2. Oral form. 3. Form of coordination meeting.
Nine. Types of meeting documents:
1, project. 2. Preparation. 3. Content of the meeting. 4. Conference publicity. 5. Conference management and services. 6. Information of different carriers. 7. Various forms of documents and information (guidance, themes, procedures, reference, management, achievements, publicity and exchange documents)
X methods of reviewing conference documents: proofreading, folding proofreading and reading proofreading.
XI。 Review procedure of meeting documents: self-examination-preliminary examination-joint examination-final examination.
Twelve. Significance of communicating with leaders on matters related to the meeting;
1, improve efficiency 2, coordinate the whole 3, and play their respective roles.
Thirteen. The principle of communicating with leaders about matters related to the meeting: timeliness, timeliness and comprehensiveness.
Fourteen Ways to communicate with leaders about matters related to the meeting:
1. Submit reports regularly.
2, by the person in charge of the meeting regularly oral report.
3. The leader attended in person.
4. Other ways
Fifteen, the distribution of conference organization and service work should be considered:
1, member experience
2. Total amount of work undertaken
3. Overall distribution
4. Interests and hobbies of meeting members
5. Reasonable and fair distribution
6. Flexible implementation
Sixteen, the contents of the meeting emergency plan:
1. Possible problems (personnel, site, equipment, data, health and safety, behavior)
2. Meeting personnel responsible for solving problems)
Seventeen. The characteristics of emergency plan: pertinence, prevention first, leaving room.
Eighteen, the principle of meeting emergency plan implementation:
1. Pay full attention to it ideologically.
2. Personnel and material measures are in place.
3. Adhere to regular inspection.
Section II Conference Services
First, the principles to be followed in promoting the conference process:
1. Listen carefully and don't interrupt.
2, build confidence, must have a positive impact on any unexpected events.
3. Eliminate communication barriers.
Step 4 emphasize the problem
5. Use excellent interpersonal communication skills.
Two. Types of conference funds:
1, participants pay 2, participants pay 3, co-organizers pay 4, advertising, sponsorship and donation 5, company distribution 6, other income items.
3. The main aspects of conference funds: 1, document fee 2, post and telecommunications fee 3, conference equipment and supplies fee 4, conference venue rental fee 5, conference office membership fee 6, conference publicity and communication fee 7, conference accommodation subsidy fee 8, conference food subsidy 9, conference transportation fee 10, and other expenses.
Four, the supervision method of the use of conference funds:
1, reports and meetings
2. Authorization and self-control
3. Quality
4. Profit and loss balance sheet
5. Ratio analysis
6. Check carefully item by item when auditing.
Verb (abbreviation for verb) Types of emergencies in meetings: personnel, health and safety, and behavioral problems.
Handling procedure of unexpected events during intransitive verbs meeting;
1, report the emergencies in the meeting to the leaders in time.
2, start the meeting emergency plan of various measures.
3, mobilize the relevant personnel of the meeting to remedy and deal with in a timely manner.
4. When necessary, seek support from public emergency agencies.
5. Deal with the aftermath of emergencies.
Implementation after the third session
First, the purpose of the meeting summary:
1, check the realization of meeting objectives.
2, the division of labor of each group
3, the combination of self-summary and collective summary, continuous improvement.
4. Reward and punish relevant personnel and properly solve the remaining problems.
Two. Minutes of meeting: meeting name, time, place, scale, number of delegates, main topics, leaders attending the meeting, meeting host, main points of leaders' reports or speeches, basic evaluation and implementation requirements for the meeting, meeting resolutions and future work arrangements.
Three. Meeting minutes require:
1, guided by scientific performance evaluation criteria.
2, check item by item
3. Summarize experiences and lessons and explore laws.
4. Focus on the key points.
5. Divide into two, giving priority to incentives.
6. Summarize the simple procedures and systems for convening meetings.
Four. Working procedure of meeting summary: solicit opinions, prepare working draft, report meeting conclusion to leaders, summarize and finalize, print and file, and organize all personnel to summarize.
Verb (the abbreviation of verb) matters needing attention in writing news articles:
1, timely 2, accurately reflect the spirit of the meeting 3 must be reviewed before release.
The reasons why intransitive verbs affect the meeting effect;
1, the necessity of the meeting
2. Quality of preparatory work
3. Division of responsibilities for meetings
Seven. Meeting evaluation criteria:
1, objective 2, meeting time 3, status and gains of participants 4, meeting service evaluation 5, actual meeting expenses and meeting cost evaluation 6. When the same meeting is held again, continue to promote writing and maintenance matters.
Eight. Factors to be considered in designing meeting evaluation form:
1, table length
2, the difficulty of filling in
3. Questions raised
4, the way of questionnaire.
5, the way to analyze data
Third-level Secretary —— Review Outline of Enterprise Management
Section 1 Reception
1, principle of external reception:
Be neither humble nor supercilious, act according to the law, be different inside and outside, respect individuals, give priority to ladies, and do as the Romans do.
2. There are five arrangements of protocol order:
1, the Latin alphabet of a country or region.
2, the specific identity and position of the guests.
3. The specific time of the guest's arrival.
The guests told them the specific time of their visit.
5, there is no arrangement.
3. Protocol sequence determination steps:
Determine the plan = = = Advance notice = = = Arrange the seating, ranking and appearance order according to the protocol order.
4. Steps for arranging foreign-related welcoming ceremony:
Determine the welcome personnel = prepare welcome items = pay attention to etiquette when meeting = visit before seeing off = arrange the farewell ceremony.
5. The difference between meeting and meeting.
6. Working procedures for arranging foreign-related meetings and talks:
Agreement = Informing the other party of relevant matters = Preparation (background information, venue layout, personnel arrangement) = Meeting = End.
7, the principle of foreign banquets
8. Western food etiquette: the preparation before dinner, the seating arrangement of western food, the etiquette of entering and leaving the table, the use and etiquette of tableware during dinner, and the drinking etiquette of western food.
9. Reception etiquette: invitation reception, buffet dinner etiquette, reception etiquette.
10. Gift-giving requirements: taboo in various countries, and gift-giving etiquette (giving and receiving gifts).
1 1. Points for attention in choosing gifts:
Relationship with the recipient
Explain the reasons for giving gifts.
Understand the characteristics of the recipient
Economic constraints
Section 2 Office Environment Management
1, type of office environment:
Work from home, telecommuting, virtual office, temporary desk, flexible working hours, part-time, contract workers, cross-work, project team.
2. Types, management methods and characteristics of different office models (see textbook chart)
3. The reasons leading to the change of office style: cost, traffic problems, scientific and technological development, flexible use of human resources, competition among enterprises, changes in enterprise organizational structure, and loose social environment.
4. Types of office layout:
Open: easy to communicate, easy to communicate; Disadvantages: the room is prone to noise, such as noise, phone calls, etc., which affects others.
Closed: it is convenient to ensure the confidentiality of the work.
5. The role of reasonable office layout: forming an efficient workflow is conducive to the staff's work distribution and the smooth completion of the work.
7. Factors to be considered in designing office structure and layout: number of people, area, organizational structure and classification of office space, nature or content of organization and operation, working contact between departments, office spacing mode, layout of corridors, stairs and passages, and design flexibility.
Section 3 Office Daily Affairs Management
1, the basic idea of improving the workflow of office daily affairs:
Rearrange = = = Modify = = = Replace = = = Merge = = = Simplify
2, the basic steps of the workflow:
Definition = = = Evaluation = = Analysis = = Improvement = = Implementation
3. Type of emergency: fire, injury, disease, bomb threat or panic.
4, the principle of dealing with emergencies:
1, react quickly and control the development of the situation;
2. People-oriented, protecting public interests;
3. Open and transparent, and sincerely face the public;
4. Rebuild the image and regenerate after execution.
1. When an accident occurs, the secretary shall fill in the accident record form; If someone is injured in an accident, each participant should fill in a work-related injury report form, and the main information should include: the signature and date of the person who filled in the form, the accident participant, the accident witness and the person who filled in the form. Be careful not to have an appraiser.
5. Accident record form: record the time, place, name, accident or disease details of the accident, so as to sum up the lessons and judge the responsibility in the future.
Content: time, place, personnel, witnesses, process, and signature of the filling person.
The industrial injury report form records the basic information of the injured person, the time and place of the accident, the details of the injury, the actions taken and the emergency treatment.
6, emergency prevention measures:
Determine the emergency handling procedures in writing.
Conduct training
Post relevant emergency procedures
Implement emergency simulation drills.
Clearly define the tasks and responsibilities of managers at all levels.
Ensure that relevant equipment resources are available, and regularly check for updates.
Response measures:
Prepare clear written emergency procedures.
Train all personnel.
Clearly demonstrate relevant emergency procedures.
Conduct emergency simulation drills to test the written program.
Clarify the responsibilities of employees
Ensure that there are personnel trained in emergency handling in the workplace.
Ensure that relevant equipment is equipped, and check and update it regularly.
7. Workflow for handling emergencies:
Find it early, report it immediately, and protect the scene = = = Find out the cause of the problem = = = Set up a temporary command center = = = Control the source, stop at the root of the problem = = = Hold a press conference.
8. Characteristics of secretarial supervision: complexity, principle, time limit and authority.
9, inspection work should adhere to the principle of:
Seeking truth from facts, taking the initiative, implementing at different levels, being timely and effective, and combining supervision with deputies.
10, supervision mode: written, telephone, special topic, meeting and investigation.
1 1. Supervision procedures for matters assigned by superiors: assignment = = project establishment = = registration = = handover = = undertaking = = supervision = = inspection = = report completion = = review = = filing = = filing.
12, investigation and urging skills: combining with information work, combining with investigation and research work, insisting on centralized handling, grading responsibility, and adhering to the feedback system.
13. Matters needing attention in supervision work: seeking truth from facts, authorizing supervision, demanding time limit, doing practical things, being modest and prudent.
14. Types, formulation methods, contents, requirements and precautions of the work plan
15, working procedure for working out work plan:
Measure the opportunity = = Determine the goal = = Determine the prerequisite of the planned work = = Draw up a feasible scheme = = Evaluate the alternative scheme = = Select the scheme = = Draw up a sub-scheme = = Prepare the budget.
16, the content, system and significance of the commitment period.
17. Significance of office job evaluation: improving work efficiency, clarifying organizational structure, promoting employees to take responsibility, and contributing to control and supervision.
18, office work target management process:
Establish a complete target system = = set targets = = organize implementation = = = check and evaluate.
19, office work evaluation: quantitative target evaluation, quality target evaluation.
The fourth quarter office supplies management
1. Ways to obtain the right to use equipment: purchase and lease.
2. The subjects of government procurement: procurement agencies and suppliers.
Main methods: public bidding, invitation bidding, competitive negotiation, inquiry and single source.
3, office supplies and equipment procurement procedures:
Purchase application = = approval, guarantee fund = = invitation to bid, selection of suppliers = = signing of supply contract = = warehousing = = payment for goods.
4. Principles of making procurement budget plan: authenticity, emphasis, target relevance and economic rationality.
5. General procedure for preparing purchasing budget: determine the accounting base of the budget = = conduct market research = = determine the type and model price of purchased products = = = prepare the budget plan = = = solicit opinions and improve the plan.
6. Budget method: traditional budget method and zero-based budget method.
Example: As a secretary, how do you control and supervise office supplies?
A: First of all, in order to control the inventory, we must determine the inventory card, that is, determine the maximum inventory, minimum inventory and reorder quantity.
Two, strengthen the inventory management and supervision of office equipment and consumables, and require the purchase card, delivery card and inventory card to be consistent. The shopping card records all the information received; The delivery card is an application for picking list, which records the quantity of distributed items; The inventory card is the inventory balance of each item, representing the actual quantity of the item in the inventory.
Third: Finally, check the application form and inventory card of the inventory items to understand the use of the items by various departments and individuals; ② Check the inventory record card regularly to find out the items of inventory items, the maximum and minimum inventory quantity and the reorder quantity; ③ Check the actual inventory, and compare the balance of the items actually stored in the inventory with the balance on the card to see if there is any discrepancy, so as to prevent waste and theft.
Section 5 Information Management
1. Characteristics of information development: diversity
2. Types of information development:
Information Development: Briefing
Secondary information development: indexing, cataloging and abstract
Three Leaps in Information Development: Newsletters and Survey Reports
4. Types of information compilation: trends, suggestions, experiences, problems and forecasts.
5. Working procedures of information development:
Determine the theme = analyze information materials = select information development methods (collection method, induction method, depth method, Lian Heng method, concentration method, transformation method, icon method.
) = Select information development form = Information product form
6. Characteristics of information utilization: periodicity, regularity, extensiveness and effectiveness.
7. Working procedures of information utilization:
Familiar with the information content = determine the utilization demand = determine the information utilization mode and service = obtain information = provide information.
8. The characteristics of information feedback are pertinence, timeliness and continuity.
9, the form of information feedback:
Positive feedback and negative feedback;
Vertical feedback and horizontal feedback information;
Before and after feedback
10, information feedback working procedure:
Clear objectives = = Select the method of information feedback = = Obtain feedback information = = Process and analyze feedback information = = Pass feedback information = = Use feedback information.
1 1, the main function of information feedback is
1. Check and adjust the basic basis of information transmission
2. An important basis for decision-making
3. Reliable guarantee for improving information quality
Third-level Secretary-Review Outline for Writing and Handling Official Documents
Section 1 Documents to be Written
A circular is an official document that announces what all relevant parties in society should abide by or know. It is also an informative document commonly used by organs, enterprises, institutions and social organizations at all levels.
Restrictive notice
Notification notification
Title+body+signature+writing date
The difference between announcement and announcement:
1. The range is different, and the announcement is greater than the announcement;
2. The announcement matters are different, and the announcement is more important than the notice;
3. If the publishers are different, the state administrative organ or power organ shall issue an announcement.
Circular is a document that commends the advanced, criticizes mistakes and conveys important spirit or situation.
Commendation bulletin
Criticism bulletin
Communication of notification
Title+sending agency+text (+attachment)+signature+writing date.
The difference between notification and notification:
1. Notification is a reward and warning document, and notification has no intention;
2. Belonging to the same official document, the notice focuses on conveying the spirit and the notice focuses on the issue;
3. Notice is generally not mandatory, but it is.
Decision-making is an imperative writing. It is an official document that makes arrangements for important matters or major actions, rewards relevant units and personnel, and changes or cancels inappropriate decisions made by subordinate organs.
Command decision-making
Informed decision
Title+sending agency+text (+attachment)+signature+writing date.
1. Don't just use "language (decision)" as the title.
2. Use "decision" with caution
The letter of request and reply is a (parallel) official document request and reply to the examination and approval items between different subordinate organs.
write in reply
Title+sending agency+text+signature+writing date
1, the selected language is accurate. Requests and replies are used for lower-level organs. Instructions are addressed to superiors, and replies are addressed to subordinates.
2, grasp the discretion of language
transaction file
Plan is a kind of transactional document that organs at all levels, enterprises and institutions, social organizations and individuals set goals, contents, steps, measures and completion deadlines for activities in a certain period in the future.
Divide by content
Divide by scope
According to time (calculation, search, etc.)
According to the nature and function, it can be divided into article format and table format.
Article-based planning structure: title+body+ending
1, policy first, as the guiding ideology
2. Proceed from the reality of this department.
3. The language is concise and clear
Summary is a transactional document for all enterprises, organizations and individuals to find out experiences and lessons through reviewing, analyzing and studying the work in the past stage, and to draw a regular understanding to guide their future work.
Comprehensive summary
Subject summary
(Other classifications are omitted)
Title+body+ending
1, the correct guiding ideology
2. Insist on seeking truth from facts
3. Summarize the regular things.
4. Prioritize and highlight key points
5. The language is concise and accurate
work report
Features: individuality, truthfulness and popularity.
Title+Title+Text+Signature+Date of Writing
Seeking truth from facts, highlighting characteristics and concise language.
A speech is a manuscript written in advance by the speaker to express his views or clarify something in public.
Divide by occasion
According to the identity of the speaker
According to the purpose of the speech
Divide according to the content of the speech
Beginning+body+end
1, articulate clearly, enunciate accurately, and pay attention to cadence.
2. The content is targeted
3. Clear views and clear themes.
4. Language should be popular and vivid.
Business document market research report is a written report written after sorting out the information obtained from market research, drawing conclusions and putting forward reasonable action suggestions.
According to the scope and methods of investigation, there are comprehensive investigation reports and special investigation reports;
According to the purpose, function and content, there are situations, events, experiences and investigation reports.
Title+Preface+Body+End
1. Make an in-depth investigation and fully grasp the materials.
Seek truth from facts
Bidding documents, also known as bidding specifications, are informative documents for bidders to make the best use of the competitive advantages among bidders, and are explanations and explanations for the relevant matters and requirements of bidding in order to recruit contractors or collaborators.
Simple classification.
Features: clarity, competitiveness, concreteness and standardization.
Title+body+ending
1. Do a good job in investigation and study, grasp market information, make calculations, and evaluate funds scientifically and reasonably;
2. The language is concise, the text is accurate, and the text, data and charts are required to be accurate.
The tender, also known as the "letter of tender", is a specific proposal for the tenderer to conclude a contract according to the requirements of the tenderer in order to win the bid, and it is an alternative text provided to the tenderer.
Features: targeted, realistic and contractual.
Title+body+ending
1. Define the bidding requirements, seek truth from facts, do not resort to deceit, use concise language and be modest in tone.
Section 2 Handling of Sending and Receiving Documents
I. Document review
Concept: a comprehensive inspection and revision of the draft document from content to form.
Audit requirements: correct the problems found one by one; General problems are directly modified; Major changes, specific negotiations.
Audit procedures:
1, define the audit scope.
2. Determine whether you need to write.
3. View the contents of the document
4, check the text expression
5, check the file style
6. Check whether the documents are handled properly and completely.
Secondly, the proposed document.
Idea: Put forward preliminary opinions on the handling of documents for the reference of leaders when reviewing.
Requirements for the proposed document:
1, familiar with policies and regulations
2. Be familiar with the scope of duties and business conditions.
3, familiar with the procedures and regulations.
4, put forward opinions should comply with the provisions and the actual.
5. The opinions put forward should be accurate, timely and concise.
Proposed working procedure:
1, and specify the proposed scope.
2. Read the contents of the document
3, put forward suggestions
Three. Commitment of documents
Concept: It is the work of processing documents in detail according to the requirements of documents or the instructions of leaders, combined with the actual situation of work.
Significance: It is the key link of official document processing, the stage of solving specific problems, and one of the important signs to test the quality and efficiency of work.
Commitment requirements:
1, carefully understand the opinions put forward and approved.
2. The acceptance of documents should be given priority.
3. The content of communication involves the previous receipt, and it is necessary to find or read relevant documents as a reference for undertaking the reply.
4, has been carried out and processed files, as well as clear cleaning and description.
5. Completed and pending documents should be kept separately.
Procedures for undertaking work:
1, to understand the document content.
2, study the opinions of the batch office
3. Make specific treatment.
Fourth, file reminder
Concept: it is to supervise and inspect the handling of documents, so that the organizer can handle them in time according to the time limit of documents.
Reminder requirements:
1. Report any problems found during the reminder.
2. Fill in the reminder record form.
Reminder's working procedure:
1, determine the alert range.
2, determine the reminders (telephone, letter, visit, invite the contractor to report)
3. Reminder
Section 3 Document Management
I. Utilization of archives
Concept: It is the work of developing and directly providing files to meet the needs of users. It is divided into two concepts: providing archives utilization and utilizing archives.
Requirements:
Carry out in accordance with the law, take the initiative to carry out in time, continuously improve the service methods and means, and master the recent key work and major activities of the unit.
Working procedures for file utilization:
1, familiar with storage
2. Analyze the utilization demand.
3. Choose the way to use files
Step 4 get the file
Step 5 provide documents
Second, the compilation of archival reference materials.
Concept: it is a processed product of archival materials for people's reference, which is comprehensively sorted out by archival departments or personnel according to certain themes and saved files.
Compilation requirements: true, accurate, typical, practical and confidential.
Write working procedures:
1, determine the types of reference materials (memorabilia, organizational evolution, statistical data collection, conference introduction, scientific and technological achievements introduction, enterprise yearbook, enterprise history).
2. Collect archival materials
3, to write
Third, the management of electronic documents.
Concept: Electronic archives are the original records of social activities with reference value formed in computers.
Features: Non-manual literacy
Dependence on electronic technology and equipment
Separability of information and carrier
* * * enjoyment of information
Integration of various information carriers.
Classification:
According to the existing form of electronic archives
According to the function of electronic documents
The environment in which electronic documents are produced
According to the attributes of electronic documents, electronic documents are divided into different types according to the way they are generated.
Management requirements: authenticity, integrity and readability
Working procedure:
1, collection and accumulation of electronic documents
2. Filing of electronic documents
3. Preservation of electronic documents
4. Electronic documents used yesterday