How to Be an Organization's Secretary

Decide that this is the right job for you., Meet with the outgoing secretary if possible., Get a filing cabinet or a briefcase., Learn that good organizational skills make a good secretary., Go from small to big when organizing files and documents...

6 Steps 2 min read Medium

Step-by-Step Guide

  1. Step 1: Decide that this is the right job for you.

    Some people think that it is easier to be secretary than treasurer or president, but many meeting veterans will tell you that the secretary's job is much more difficult.
  2. Step 2: Meet with the outgoing secretary if possible.

    Have him or her give you the previous meetings' minutes, correspondences, reports, administrative orders, etc..

    With any luck, these will already be well organized and ready for you to take them over; if not, read the next step. , These should be provided by your organization, but if they are not, buying used is a good first step and an excellent way to reduce unnecessary expenses on your part or on the part of your organization.

    There are many filing systems that can be employed for administrative documents like meeting minutes, by-laws and so on; read up on these and determine which is the easiest to follow and the cheapest to implement, and stick to that system.

    If you received the files in a disorganized mess, you don't want to leave them that way for the next secretary when your tenure is completed. , If your organization's office is not well organized, this is something that should be addressed right away.

    Use the office to store all relevant documentation and try to employ the same filing system that you have used on your filing cabinet. , Begin by filing all relevant documentation into a filing cabinet or briefcase, and then organize the entire office and organization using the same system, but on a larger scale.

    That will make the office very user friendly and afford a lot of peace of mind to you and your successor. , A friendly, professional demeanor is very important to an organization's secretary.

    You will learn very rapidly that most secretaries rely on an intricate network of friends and contacts to conduct day-to-day business.
  3. Step 3: Get a filing cabinet or a briefcase.

  4. Step 4: Learn that good organizational skills make a good secretary.

  5. Step 5: Go from small to big when organizing files and documents.

  6. Step 6: Develop good contacts and use them wisely.

Detailed Guide

Some people think that it is easier to be secretary than treasurer or president, but many meeting veterans will tell you that the secretary's job is much more difficult.

Have him or her give you the previous meetings' minutes, correspondences, reports, administrative orders, etc..

With any luck, these will already be well organized and ready for you to take them over; if not, read the next step. , These should be provided by your organization, but if they are not, buying used is a good first step and an excellent way to reduce unnecessary expenses on your part or on the part of your organization.

There are many filing systems that can be employed for administrative documents like meeting minutes, by-laws and so on; read up on these and determine which is the easiest to follow and the cheapest to implement, and stick to that system.

If you received the files in a disorganized mess, you don't want to leave them that way for the next secretary when your tenure is completed. , If your organization's office is not well organized, this is something that should be addressed right away.

Use the office to store all relevant documentation and try to employ the same filing system that you have used on your filing cabinet. , Begin by filing all relevant documentation into a filing cabinet or briefcase, and then organize the entire office and organization using the same system, but on a larger scale.

That will make the office very user friendly and afford a lot of peace of mind to you and your successor. , A friendly, professional demeanor is very important to an organization's secretary.

You will learn very rapidly that most secretaries rely on an intricate network of friends and contacts to conduct day-to-day business.

About the Author

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Alice Ramos

Committed to making DIY projects accessible and understandable for everyone.

143 articles
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