article thumbnail

How to Handle Sensitive Documents In Business

Strategy Driven

In business sometimes you will need to handle highly confidential documents. When you need to handle extremely confidential documents you have to have a system in place on how you are going to keep them secure. You run the risk of getting the documents into the wrong hands.

Document 109
article thumbnail

Digital Office Security: 4 Ways to Protect Your Documents

Strategy Driven

Nearly every office has gone digital, but many still live in the dark ages when it comes to protecting their documents. Here are the top tricks to protect your digital documents: 1. Outsourcing technology management will ensure every document you create stays out of the wrong hands.

Document 114
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Strategic Planning with Biel’s Document Management

Mike Cardus

For the 3rd year in a row I had the pleasure of facilitating Biel’s Document Management Strategic Plan. We provide innovative document management solutions using digital and microfilm technology. We provide software that streamlines business processes, hardware for in-house document scanning, and any solution in between. Thank you Biel’s Document Management for a great day…and I look forward to continuing to support your great work!

Document 111
article thumbnail

What/Why Submit a Context Document?

David A Fields

A question I was asked… What exactly is a Context Document and why do I need one?… The post What/Why Submit a Context Document? Agreements Consultants Context Discussion Creating Value Fees Positioning Proposals Relationships adding value Consultative selling context discussions Context Document positioning. … See my response in the Solo Consultant’s Network. appeared first on David A. Fields.

article thumbnail

Get A Second Read On Important Documents

Eric Jacobson

When writing important memos, policies, instructions and/or global communications, ask a co-worker or fellow manager to read your document before you distribute it. Sometimes, she (or he) can help you tweak the tone to better fit your document's audience. It likely won't take much time for your co-worker to review your document. In my experience, every time I've asked a fellow employees to preview a document, they've always had good suggestions for improvement.

article thumbnail

Why You Need a Decision Document

Modern Servant Leader

Document 245
article thumbnail

Why You Should Document Best Practices at Work

Women on Business

We've Moved! Update your Reader Now. This feed has moved to: [link] If you haven't already done so, update your reader now with this changed subscription address to get your latest updates from us. link]. Operations best practices business operations business processes business systems

Document 169
article thumbnail

Professional Development Best Practice 7 – Document ‘I’ll Take Care of You’ Promises

Strategy Driven

The post Professional Development Best Practice 7 – Document ‘I’ll Take Care of You’ Promises appeared first on StrategyDriven. Premium Professional Development career management document promises professional development strategydriven strategydriven professionalFrom time-to-time, managers ask subordinates to perform tasks beneficial to the company that do not directly contribution to the individual's goal achievement.

article thumbnail

Start your Meetings with Silent Reading of Shared Documents; Paper Documents! – A Brilliant Practice from Jeff Bezos

First Friday Book Synopsis

The best, most successful organizations have really good, really useful and productive leadership team meetings. But… what to do in those meetings? Here is one problem. A team gets together to meet. The team members need to “know stuff” before they start the meeting. So, they are sent something to read. But, some put it […]. Randy''s blog entries

Document 120
article thumbnail

The importance of documenting failure

Chartered Management Institute

When it comes to research, the publication process is quite clear in its preference for success. You never get to hear of the clinical trials that failed or the experiments that didn’t work. The big journals are wall to wall with experiments that went well. You are not watching this post, click to start watching read more

article thumbnail

Management Observation Program Best Practice 12 – Documented Management Observation Program

Strategy Driven

Documenting the business performance assessment process provides the framework necessary to achieve this level of focused execution consistency. The post Management Observation Program Best Practice 12 – Documented Management Observation Program appeared first on StrategyDriven. Effective performance improvement programs promote alignment of business operations with the organization’s vision, mission, values, and goals.

article thumbnail

Self Assessment Program Best Practice 8 – Documented Self-Assessment Process

Strategy Driven

Documenting the self-assessment process provides the framework necessary to achieve this level of focused execution consistency. Components of a Well-Documented Self-Assessment Process. Well-documented processes are clear, concise, and comprehensive; easily understood and executed by those participating in its performance. Consequently, the self-assessment process should contain the following documents: The text above is only a small portion of this article.

article thumbnail

The Role of Social Collaboration in Knowledge & Document Management #socialbiz

Rapid BI

In organizations there is often confusion between terms such as Knowledge Management, Document Management, Social networking or communications (Lync, Yammer etc) and more recently Social Business or Social Collaboration. Social business is a real buzzword, but what does it mean, and will it impact your business or organization?

article thumbnail

Corrective Action Program – Benefits of Documenting Adverse Conditions and Work Requests

Strategy Driven

Documenting adverse conditions and work requests is an administrative task viewed by some as burdensome and valueless. You just finished reading Corrective Action Program – Benefits of Documenting Adverse Conditions and Work Requests ! The post Corrective Action Program – Benefits of Documenting Adverse Conditions and Work Requests appeared first on StrategyDriven. Corrective Action Program Best Practice 7 – Document Reasons for Condition Report Cancellation or Closure.

article thumbnail

Complimentary Resource – Document Process Management: The Case for an Integrated Lifecycle Approach

Strategy Driven

Document Process Management : The Case for an Integrated Lifecycle Approach. Learn how you can manage enterprise information and evidentiary records in a well documented and consistent manner, while reducing costs and increasing productivity. IDC has found a direct correlation between effective document management and improved business performance. Yet recent research reveals that half of organizations rate their document process management processes as ineffective.

article thumbnail

Corrective Action Program Best Practice 7 – Document Reasons for Condition Report Cancellation or Closure

Strategy Driven

You just finished reading Corrective Action Program Best Practice 7 - Document Reasons for Condition Report Cancellation or Closure ! The post Corrective Action Program Best Practice 7 – Document Reasons for Condition Report Cancellation or Closure appeared first on StrategyDriven. Condition reports requiring no processing past the Identification Phase are either cancelled or closed so to prevent the unnecessary expenditure of the organization’s resources.

article thumbnail

Corporate Cultures – Supervisor Initiated, Documented Processes Controlled Environment

Strategy Driven

The Supervisor Initiated, Documented Processes Controlled Environment represents move toward standardized, centralized control. Subsequently, organizations where work activities are supervisor initiated and controlled by documented processes tend to exhibit a very limited degree of creativity and flexibility. The following characteristics, benefits, risks, and risk mitigators are representative of the Supervisor Initiated, Documented Processes Controlled Environment.

article thumbnail

Corporate Cultures – Leader Initiated, Documented Processes Controlled Environment

Strategy Driven

The Leader Initiated, Documented Processes Controlled Environment is one of two anchor points on the Culture-based Work Performance Model. The following characteristics, benefits, risks, and risk mitigators are representative of the Leader Initiated, Documented Processes Controlled Environment. You just finished reading Corporate Cultures - Leader Initiated, Documented Processes Controlled Environment !

article thumbnail

Decision-Making Best Practice 13 – Document the Decision-Making Process

Strategy Driven

Every decision made represents a risk to the organization; some large, others small; some immediate, others latent; some positive, others adverse. Regardless of the impact, it is desirable to have each decision bring optimal benefit to the organization.

article thumbnail

Corporate Cultures – Individual Initiated, Documented Processes Controlled Environment

Strategy Driven

The following characteristics, benefits, risks, and risk mitigators are representative of the Individual Initiated, Documented Processes Controlled Environment. You just finished reading Corporate Cultures - Individual Initiated, Documented Processes Controlled Environment ! The Individual Initiated, Knowledge and Skills Controlled Environment represents a culture that seeks to actively harness and channel worker creativity.

article thumbnail

What Is an I-9 Form and What Is It Used For?

HR Digest

The HR Digest has created a section-wise breakdown for completing I-9 verification form along with a list of acceptable I-9 documents for HR compliance. The I-9 form is a document that must be completed by all new employees to prove that they are legally allowed to work in the United States.

article thumbnail

Effective Ways To Protect Your Customer’s Data

Strategy Driven

An off-site document storage facility should be considered as well. Risk Management business management data security Document Storage strategydrivenAlmost every week, a new data breach is announced in the news.

Strategy 110
article thumbnail

Organizational Performance Measures Best Practice 29 – Documented and Retained Causal and Action Intelligence

Strategy Driven

You just finished reading Organizational Performance Measures Best Practice 29 - Documented and Retained Causal and Action Intelligence ! The post Organizational Performance Measures Best Practice 29 – Documented and Retained Causal and Action Intelligence appeared first on StrategyDriven. Performance measures reflect the organization’s successes and shortfalls over extended periods of time.

article thumbnail

Get A Second Read On Your Important Documents

Eric Jacobson

When writing important memos, policies, instructions and/or global communications, ask a co-worker or fellow manager to read your document before you distribute it. Sometimes, she (or he) can help you tweak the tone to better fit your document's audience. It likely won't take much time for your co-worker to review your document. In my experience, every time I've asked a fellow employees to preview a document, they've always had good suggestions for improvement.

article thumbnail

Tips To Keep Your Files Organized

Strategy Driven

You can use computers to store things; others use an HDD, cloud, or are considering implementing electronic document management. Your documents for work will contain sensitive data; it will contain details of the work you have done, the work you need to do, and more.

article thumbnail

Stop Documenting, Start Experiencing

Harvard Business Review

The unthinkable happened at a friend's wedding last month. As the groom was asked to confirm his desire to accept the bride as his lawfully wedded wife, he held up his hand, as if to say "wait a minute." The audible gasps among the attendees turned to relieved chuckles as he pulled out his iPhone in the middle of the vows. He was tweeting, "I Do," to his hundred or so followers.

article thumbnail

8 Simple Ways to Declutter Your Office

Strategy Driven

These can include documents, sticky notes, business cards, and meeting notes, among others. Therefore, instead of preserving all this paper clutter, you can digitize the important documents by scanning the documents or typing them.

article thumbnail

Business: Dealing With The Digital World

Strategy Driven

All of the documents are something you’re going to heavily rely on. As your business grows and the amount of documents you have grows with it, it’s important to think about how you can organise and utilise this whenever you need to.

article thumbnail

Protected: How to Construct a Perfect Proposal

David A Fields

Agreements Closing Consultants Fees Proposals Templates agreements closing Consultative selling Context Discussion Context Document fees proposals writing There is no excerpt because this is a protected post.

article thumbnail

How to Document a Performance Review

Harvard Business Review

But while many managers focus their attention on what they’ll say in the face-to-face conversation, they forget the importance of documenting their impressions in the right way. If an employee’s work is beginning to suffer, or if you suspect that you might need to dismiss someone due to poor performance, it’s vital that you document the individual’s behavior and the steps you’ve taken in attempting to correct it.

article thumbnail

I-9 Form and Employment Eligibility Needs

HR Digest

The I-9 form is a legal document that allows the employees to do their job in the United States. The document serves to verify identity, and it is an employment authorization of individuals who are hired by the specific employer. These documents are: U.S.

article thumbnail

One Phone Call That Will Supercharge Your Pipeline

David A Fields

Consultants Relationships agreements benefits closing Connections context discussions Context Document Marketing positioning. Let’s make a Yay and Blech list. Raisins, yay; unsweetened cranberries, blech. Netting big dollars on a project, yay. Paying taxes on big dollars, blech. Playing hockey with other old men, yay; Being humiliated on the ice by 25-year olds, less yay. Fielding out-of-the-blue requests for projects, yay; outbound calling to replenish the pipeline, blech.

article thumbnail

How to Leverage Your Book into Business

David A Fields

Consultants Context Discussion Creating Value Fees Positioning Proposals Relationships adding value agreements benefits Consultative selling Context Document Marketing starting projects value proposition A question I was asked: I just wrote a book, how can I leverage it to generate more income? What would your suggestion be to this consultant? What has worked for you? Post your suggestion by using the ‘Leave a Comment’ box below.

Books 74
article thumbnail

Following Up vs. Being a Nag

David A Fields

Consultants Context Discussion Creating Value Positioning Relationships adding value agreements benefits closing Connections Context Document positioning. A question I was asked… I have one client that is resistant to follow-up and it always seems as though I am bothering him. How do I follow-up with a client without it seeming that I am bothering them?… … See my response in the Solo Consultant’s Network. The post Following Up vs. Being a Nag appeared first on David A.

article thumbnail

5 Ideas To Ensure That Lessons are 'Really' Learned

QAspire

You then document these lessons in a nice looking template and share it with all stakeholders before getting onto the next project. Lessons-Learned ” often end up being “ Lessons-Documented-In-Last-Project-That-Are-Going-To-Show-Up-Again ”. All improvement depends on lessons you document and what you, as a leader, do about it. Focus on “actions” : Once documented, identify a set of immediate actions to be taken to ensure that these lessons go into practice.

Document 149
article thumbnail

How to Research a Prospective Client

David A Fields

Consultants Context Discussion Creating Value Positioning Proposals Relationships adding value Consultative selling Context Document positioning. A question I was asked: What are the best sources to research a company that I’m pitching? What would your suggestion be to this consultant? What has worked for you? Post your suggestion by using the ‘Leave a Comment’ box below.

article thumbnail

Corrective Action Program Best Practice 12 – Formally Defined Corrective Action Program

Strategy Driven

Effective corrective action programs engage employees in the identification, documentation, evaluation, prioritization, and resolution of organizational challenges thereby enhancing achievement the organization’s vision, mission, values, and goals. Corrective Action Program Premium business management corrective action program documented program nathan ives performance improvement process consistency program consistency strategydriven

article thumbnail

What if You’re Bad at Closing?

David A Fields

Agreements Closing Consultants Context Discussion Creating Value Fees Positioning Proposals Relationships adding value agreements Consultative selling Context Document starting projects value proposition A question I was asked: Help! I am terrible at closing. Do you have any advice on how to confidently close a deal? What would your suggestion be to this consultant? What has worked for you? Post your suggestion by using the ‘Leave a Comment’ box below. (I’ll

Advice 68
article thumbnail

Research Shows How to Close $3 Million in Consulting Business

David A Fields

Agreements Consultants Creating Value Fees Positioning Proposals Relationships adding value agreements benefits Consultative selling Context Document fees Marketing positioning. Rick, a friend and colleague of mine routinely sells $3 million per year in consulting projects for his small, independent consulting firm. Being a quant-geek (like yours truly), he’s conducted some internal research on why he’s able to win projects and why some projects don’t sell.

article thumbnail

What if the Decision Maker is Overseas?

David A Fields

Consultants Context Discussion Creating Value Positioning Relationships adding value agreements closing Consultative selling context discussions Context Document decision maker positioning. A question I was asked… Is there an advantage to dealing with a Decision Maker who is based outside the region?… … See my response in the Solo Consultant’s Network. The post What if the Decision Maker is Overseas? appeared first on David A. Fields.

article thumbnail

Responding to “What’s Your Rate?”

David A Fields

Agreements Closing Consultants Context Discussion Creating Value Fees Positioning Proposals Relationships adding value agreements Consultative selling Context Document positioning. A question I was asked… What do I say to someone who in an initial conversation wants to know my rate?…See …See my response in the Solo Consultant’s Network. The post Responding to “What’s Your Rate?” appeared first on David A. Fields.

article thumbnail

Chinese Activists Are Using Blockchain to Document #MeToo Stories

Harvard Business Review

carduus/Getty Images. One of our main jobs when teaching and advising students who are thinking of founding blockchain companies is to get them to question whether or not their idea actually requires it. Data integrity is the main benefit conferred by blockchain technology, and a few questions can help determine whether that’s a particular problem for a given business or use case: If the data that my business collects is corrupted, how much do people suffer?

article thumbnail

Are You at Risk of Being a Chameleon?

David A Fields

Agreements Closing Consultants Context Discussion Creating Value Fees Positioning Proposals Relationships adding value agreements benefits Consultative selling Context Document positioning positioning. A question I was asked: What are the warning signs that you are a Chameleon? If I expand what I do within a client, am I becoming a Chameleon? What would your suggestion be to this consultant?