Itinerary
An itinerary is a planned route or journey, usually a detailed outline of future plans or events; like a plane trip, a wedding, or a vacation.Below are two itineraries one in Word and one in Excel.
Word Itinerary
Excel Itinerary
Agenda
An agenda is a list of items to be discussed at a formal meeting or and appointment diary.I have attached how you would make one of these in Excel for anyone who wants to do this.
Instructions
- 1 Open a blank Microsoft Excel 2007 spreadsheet. Highlight the "1" cells from "A" through "E." Press the "Merge Cells" button on the tool bar. This looks like a square box with an lower-case "a" in it, with arrows pointing to the left and right away from the letter. Type "Meeting Agenda" in this new space. Center it, change the font and size according to your specifications.
- 2 Type "Title" in the B2 column. Underneath it, type "Location:" and "Date:" in B2 and B3. Next to the "Title" and "Location" cells, highlight from the "C" column through the "D" column. Merge them so that both "Title" and "Location" each have a longer cell.
- 3 Extend the "D" column at the top of the spreadsheet by clicking and holding on the divider between "D" and "E." Drag it to the right until it lines up with the divider between "G" and "H." This will make it longer. Highlight all the cells starting with A7 and dragging your cursor to E10. Right-click and select "Format." Enable the lines to appear around all the cells. Click in column A7 and type "Start." Type "End" in the next column over, "Time" in the next, "Item" in the next (the longer "D" column) and "Contact" in the last.
- 4 Highlight all rows of time selections, from "Start" through "Time." This means selecting the "A," "B" and "C" columns under these categories. Click the "Home" tab and select the arrow next to "Number Format" in the "Number" group. Click "More Number Formats." Choose "Custom" from the "Category" list. Choose "h:mm" to give you the difference in hours and minutes between the times. Close the box.
- 5 Type "=B8-A8" in the C8 cell and press enter. This will give you the difference between time in the two cells. Repeat this process for each cell in the "C" column, substituting the appropriate numbers next to the "B" and "A" as necessary. Click the Microsoft Office button in the upper left hand corner. Choose "Save." Save in a place where you will find it easily, title it "Template" and save it with a template extension. Enter your agenda into your new template. Be sure to "Save As" a new document so that you don't overwrite your template.
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Read more: http://www.ehow.com/how_8587732_make-agenda-excel.html#ixzz2g8EsXr7h
Minutes of a Meeting
If your job entails going to meetings, at some point your boss will ask you to take minutes. Meeting minutes serve as an official record. This means you will have to take notes during the meeting and submit a report that provides details of what transpired. This isn't a task reserved for secretaries only. Any person who attends a meeting may be asked to take notes. Accuracy is of the utmost importance.Before the Meeting
- Choose your recording tool: Decide how you will take your notes, for example pen and paper, laptop computer or tablet, or tape recorder. Make sure you boss doesn't prefer you to use a particular method. It is unlikely, but possible.
- Make sure your tool of choice is in working order and have a backup just in case. If you bring a laptop, for instance, have pen and paper handy as well. You don't want to have to stop the meeting while you search for something to write on if your computer crashes.
- Use the meeting agenda to formulate an outline. Leave some space below each item on it and write your notes there. This will make it easier to take accurate minutes, as long as the person running the meeting sticks to the agenda.
During the Meeting
- Pass around an attendance sheet and make sure everyone signs in. You will need to include a list of all attendees at the beginning of the document.
- Make sure you know who everyone is. That way you will be able to identify who is speaking and correctly record that information.
- Note the time the meeting begins.
- Don't try to write down every single comment. It is okay to include only the main ideas but be careful not to leave out items with which you disagree. This is no time to flaunt your biases. Remember this is an official account!
- Write down motions, who made them, and the results of votes, if any; you don't need to write down who seconded a motion. Of course, the rules at your organization may differ so verify them first.
- Make note of any motions that must be voted on at future meetings.
- Note the ending time of the meeting.
After the Meeting
- Type up the minutes as soon as possible after the meeting while everything is still fresh in your mind. If there's an error in your notes or if you have a question, you can get it cleared up quickly by talking to other attendees.
- Include the name of the organization, name of the committee, type of meeting (daily, weekly, monthly, annual, or special) and the purpose of it.
- Provide the time it began and ended.
- Include the list of attendees including a note about who ran the meeting. This is also a good place to indicate that you took the minutes. You can make a note in parentheses after your name. Alternatively, at the end of the document you can sign off by writing "Respectively submitted by," followed by your name.
- Proofread the minutes before you submit them. Ask someone else who attended to look them over as well. He or she will be able to let you know if you accidentally left something out.
- Submit the meeting minutes to the person who ran the meeting unless instructed otherwise
Any of these can be notes in Word or Excel. You decide where you want to please it and where it will look the best.
