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Administrative Professional Procedures and Skills Canadian 3Rd Edition Fulton Calkins Solutions Manual Full Chapter PDF
Administrative Professional Procedures and Skills Canadian 3Rd Edition Fulton Calkins Solutions Manual Full Chapter PDF
Solution Manual:
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administrative-professional-procedures-and-skills-
canadian-3rd-edition-calkins-blaney-0176532064-
9780176532062/
Chapter 13
Planning and Organizing Meetings and Other Events
LEARNING OUTCOMES
1. Describe types of business meetings and appropriate formats for various situations.
2. Describe the roles and responsibilities of the meeting leader, the administrative
professional, and participants for meetings and conferences.
3. Identify types of virtual meetings—teleconferences, video conferences, and web
conferences.
4. Plan meetings and prepare related materials.
5. Prepare agendas and minutes.
CHAPTER OVERVIEW
Productive meetings do not just happen—they require careful planning and an effort on
the part of all participants to be prepared and focused on accomplishing a particular goal.
This chapter discusses types of meetings, meeting formats (face-to-face and virtual), what
The content of this chapter is organized to present the roles and responsibilities of the
executive/meeting leader, the participants, and the administrative professional before,
during, and after the meeting. While the administrative professional can also be a meeting
leader or a meeting participant, emphasis is on the duties of the administrative assistant
when assisting the meeting leader—selecting, reserving, and preparing the meeting room;
preparing and distributing notices, agendas, and other materials; and following up with
minutes and action items after the meeting.
CHAPTER OUTLINE
Learning Outcomes........................................................................................................233
Meetings in the Workplace ..............................................................................................233
Types of Meetings............................................................................................................234
A. Informal Meetings .......................................................................................234
B. Formal Meetings .........................................................................................234
Face-to-Face Meetings .....................................................................................................234
Virtual Meetings ..............................................................................................................234
A. Teleconferences ..........................................................................................234
B. Video Conferences ......................................................................................236
C. Web Conferences ........................................................................................236
Before the Meeting—Roles and Responsibilities ............................................................237
A. The Meeting Leader’s Responsibility .........................................................237
B. The Administrative Professional’s Responsibilities ...................................239
C. The Participants’ Responsibilities...............................................................244
During the Meeting—Roles and Responsibilities............................................................244
A. The Meeting Leader’s Responsibilities ......................................................244
B. The Administrative Professional’s Responsibilities ...................................246
C. The Participants’ Responsibilities..............................................................247
After the Meeting—Roles and Responsibilities ..............................................................247
A. The Meeting Leader’s Responsibilities ......................................................247
B. The Administrative Professional’s Responsibilities ...................................248
C. The Participants’ Responsibilities...............................................................248
International Meetings .....................................................................................................249
Conferences and Other Events .........................................................................................250
A. Before the Event .........................................................................................250
B. During the Event .........................................................................................251
C. After the Event ............................................................................................251
Chapter Summary ............................................................................................................252
Key Terms ........................................................................................................................252
Responses to Self-Check..................................................................................................252
Discussion Items ..............................................................................................................253
Critical-Thinking Activity ...............................................................................................253
Building Workplace Skills ...............................................................................................253
4. Survey students to learn how much experience they have had with planning and/or
attending meetings. Ask them if they have observed the characteristics of a good
leader—one who made a meeting productive.
5. Plan a mock meeting. Divide the class into small but similar-size groups. Each group
should choose a leader, an administrative professional (who will take minutes), and
several participants. You could assign a topic for the meeting or leave students to
determine an appropriate topic. Allow approximately 20 minutes for the small group
“meeting” to take place and then have the students critique their group meetings and
share their critique with the rest of the class.
5. From the board of directors to the office staff, meetings are commonplace in
companies and other organizations. For each of the following situations, discuss
the type of meeting described and the format(s) that could be used for the
meeting.
a. The persons responsible for the overall direction of a company are meeting to
discuss long-range plans and policies.
b. A group of employees from one location are meeting to discuss the ongoing issue
of office safety.
c. A group of employees from locations around the country are meeting to write a
recommendation for a new flextime work policy for the company.
d. The manager of the human resources department is meeting with people who
work in that department to discuss the progress of work assignments.
e. Company representatives and customers from the United States, Germany, and
India are meeting to learn about new products the company will introduce next
quarter.
f. A new flextime work policy has been approved by the Board. Employees need to
be informed.
Answers: The meeting formats may vary. Students may suggest the following for
these different types of meetings:
▪ Travel to and from another city, province, or country can be costly, particularly if
those costs include transportation and accommodation.
▪ Productive work time is lost when travelling.
▪ A rental cost may be incurred if an appropriate meeting space is not available in-
house, or conflicts may occur when booking an in-house meeting room that is also
used for other purposes. A cost may be incurred for refreshments if the meeting is
a fairly long. Since people are freer to interact with each other, socializing can
consume a major part of the meeting time unless controlled by the chairperson.
▪ Creativity could suffer if individuals (particularly those who work together daily)
rely on their colleagues’ suggestions or solutions.
SOLUTIONS TO PROJECTS
Project 13-1 (Learning Outcomes 1, 2, 3, 4, and 5)
Collaborative Project
Students are to work in groups of three on this assignment. They are to plan to meet with
their classmates. A suggested option is to use Doodle or another electronic invitation
software to poll their classmates to determine the best time to meet. Students are to
determine how they will work together at this meeting using the team evaluation form
provided on the MindTap site.
2. Students are to summarize these details in a memo to you. They are to use the
memorandum form SCDP13-1, which can be found on the MindTap site, access to
which is provided with the printed access card located on the inside cover of their
textbook.
3. Students are to prepare a draft of a letter for Mr. Albertson, inviting the participants to
the first meeting, along with an agenda. The letterhead is provided file SCDP13-1a. A
possible draft of the letter and agenda that students might prepare are presented on the
following two pages. Students are to hand in a draft copy of the letter and agenda to
you; once you approve the documents, students are to prepare letters and envelopes
for the invitees. Addresses are provided in file SCDP13-1b.
4. Students are provided with a team evaluation form in file SCDP13-1c. Each student is
to complete the form and then discuss their evaluation with their team members. They
are then to prepare a team evaluation that consolidates the opinions given by each
team member. The group evaluation is to be submitted to you.
Draft Letter
Thank you for agreeing to serve on a task force designed to help our city deal with
some of our most important issues—transportation, crime, housing, and public
education. If we are to continue to be a vibrant community, one where the quality of
life is excellent, we must find innovative solutions to these issues and develop a
strategic plan for the implementation of the solutions.
Although developing this plan will be time-consuming, I believe it will be time well
spent for all of us. I am pleased you agree and are willing to give some of your
valuable time to help our community address the issues. Several metropolitan areas
have discovered that a learning community model can help them solve their
problems. This model is a participatory one in which all segments of the community
come together on an ongoing basis to consider the issues and determine how to
address them.
Our first meeting of business and non-profit leaders will be held on November 15 and
16. We will begin at noon on the 15th and continue through 11 a.m. on the 16th. The
meeting will be held in the Board Conference Room at CanAsian; a map is enclosed
for your convenience. The purpose of the meeting will be to determine a model that
will work for us in Calgary as we address our issues. Dr. Peter Sigman, who has done
work with learning communities, will join us via interactive video conference on
November 15. We will be able to ask him questions about how his model works and
get his advice for our area. A complete agenda for the meeting is enclosed.
I look forward to seeing you on November 15 and 16. Your ideas and suggestions
will be invaluable. Together we can make a difference in the quality of life in
Calgary. Please give me a call at 403-555-2347 by November 5 to let me know if you
will be in attendance.
Sincerely,
Copyright © 2016 Nelson Education Ltd. 7
Instructor’s Guide to accompany The Administrative Professional, 3Ce
Martin Albertson
Vice President of Corporate Marketing and Communications
(reference initials)
Enclosure
Draft Agenda
AGENDA
November 15
Lunch
November 16
They are also to write a short report that describes the behaviour and comments of the
meeting leader and the participants. They are also asked to evaluate the success of the
meeting and the effectiveness of the leader and the participants by using the meeting
evaluation form in Figure 13-9.
It is suggested that students look at other conference websites to view the formats used
for other conferences. Students are encouraged to use graphics, different fonts, and any
other design elements they fell appropriately represent the activities. Once the flyer is
Copyright © 2016 Nelson Education Ltd. 9
Instructor’s Guide to accompany The Administrative Professional, 3Ce
completed, students should submit a copy to you and place a copy in their e-portfolio if
they wish.
Note: CanAsian, the simulated office in which students work throughout the
projects is located in Calgary. To maintain consistency, this project is also
situated in Calgary, at the Coast Plaza and Conference Centre. You could suggest
to students that they access the hotel website to view the room configurations so
they have a better understanding of where the conference activities will be held.
Alternatively, you may wish to have students complete this project using a
hotel/conference centre situated in your area. The project could be expanded by
having students research a suitable venue for the conference and use actual
meeting room names on the program. You should determine and advise students
how many participants are likely to attend the conference and, on average, how
many are likely to attend the workshops so that they are able to determine an
appropriate venue.
OPTIONAL PROJECT
Optional Project 13-1
The project is in the Student Course Data file SCDOP13-1a. Students are to call and ask
to visit a local hotel to learn about planning meetings and conferences. Since students are
to visit hotels in teams of four, if possible, make sure each group goes to a different hotel.
Students are to talk with an individual responsible for planning conferences, and obtain
any materials the hotel has about its conference facilities and services. They are to submit
their findings to you using the memorandum form SCDOP13-1b.
ADDITIONAL RESOURCES
Students may use the Internet to search for information on teleconferencing and video
conferencing. The following book may provide some helpful tips:
— Se ei käy laatuun.
Yhä nojaten pylvästä vastaan, pani hän käsivarret ristiin rinnan yli
ja kysyi:
— Te ette tarvitse jatkaa. Kaikki mitä voi, sitte sanoa neiti Klaara
Wygryczistä, tiedän ennestään ja ehkä vielä enemmänkin.
Haluatteko viedä tervehdyksen neiti Klaaralle minulta?
Hän painoi päänsä alas ja vaikeni hetkisen, mutta sitte hän sen
jälleen nosti ja vastasi:
— En.
— Annatteko ruhtinaallisen sananne sen vakuudeksi? — kysyi
eukko.
— Voikaa hyvin!
— Naikaa hänet!
— Ha ha ha haa! Ha ha ha haa!
— Ha ha ha haa! Ha haa!
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