Agenda, Minutes and Itinerary Module 5 Lesson 7
Agenda
Agenda <ul><li>An  agenda  includes the order of topics to be covered at a meeting and the individuals responsible for eac...
Agenda Guidelines <ul><li>Leave a 2” top margin. </li></ul><ul><li>Use a columnar format. </li></ul><ul><li>Arrange the to...
Agenda Guidelines <ul><li>Begin keying the entries at the tab stop. </li></ul><ul><li>Key the time information in the firs...
Agenda Guidelines <ul><li>Key the descriptive information in the second column. </li></ul><ul><li>If the descriptive infor...
Agenda Guidelines <ul><li>If the speaker’s name or the room number is keyed in a third column, use the right align feature...
Minutes
Minutes <ul><li>Minutes  are a summary of the events and business conducted during a meeting.  Minutes  are the official r...
Minutes Guidelines <ul><li>Because minutes are often kept in a three-ring binder, set margins for a bound report (LM = 1.5...
Minutes Guidelines <ul><li>Key the organization’s name 1” from top of first page. </li></ul><ul><li>Double-space and key M...
Minutes Guidelines <ul><li>Key side headings in all capital letters. Double-space before and after the side headings. </li...
Minutes Guidelines <ul><li>Quadruple-space before the closing to allow for signature. Start keying the closing at the cent...
Itinerary
Itinerary <ul><li>An  itinerary  is a list which includes the dates, times, schedules, lodging, and method of travel to be...
Itinerary Guidelines <ul><li>Use a 2” top margin  or  vertically center the itinerary. </li></ul><ul><li>Use default margi...
Itinerary Guidelines <ul><li>Double-space after the heading. </li></ul><ul><li>Key the day of the week and the date at the...
Itinerary Guidelines <ul><li>Double-space after the date information. Indent all time .5” from the left margin. Use  local...
Itinerary Guidelines <ul><li>Use the indent feature to align wrap-around lines in the event section of the itinerary. </li...
Itinerary Guidelines <ul><li>Note:  It is also acceptable to key an itinerary in a table with or without gridlines. </li><...
 
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Ag minitin

  1. 1. Agenda, Minutes and Itinerary Module 5 Lesson 7
  2. 2. Agenda
  3. 3. Agenda <ul><li>An agenda includes the order of topics to be covered at a meeting and the individuals responsible for each topic. </li></ul><ul><li>Sample Template 1 </li></ul><ul><li>Sample Template 2 </li></ul><ul><li>Sample Template 3 </li></ul>
  4. 4. Agenda Guidelines <ul><li>Leave a 2” top margin. </li></ul><ul><li>Use a columnar format. </li></ul><ul><li>Arrange the topics in chronological order or in a logical sequence if no times are used. </li></ul>
  5. 5. Agenda Guidelines <ul><li>Begin keying the entries at the tab stop. </li></ul><ul><li>Key the time information in the first column. </li></ul>
  6. 6. Agenda Guidelines <ul><li>Key the descriptive information in the second column. </li></ul><ul><li>If the descriptive information is very short, center the program horizontally. </li></ul>
  7. 7. Agenda Guidelines <ul><li>If the speaker’s name or the room number is keyed in a third column, use the right align feature of your word processing program to align the column at the right edge. </li></ul>
  8. 8. Minutes
  9. 9. Minutes <ul><li>Minutes are a summary of the events and business conducted during a meeting. Minutes are the official record of a meeting and are kept by the secretary of an organization. </li></ul><ul><li>Formal Template </li></ul><ul><li>Informal Template </li></ul><ul><li>PTA Template </li></ul>
  10. 10. Minutes Guidelines <ul><li>Because minutes are often kept in a three-ring binder, set margins for a bound report (LM = 1.5”; RM = 1”). </li></ul>
  11. 11. Minutes Guidelines <ul><li>Key the organization’s name 1” from top of first page. </li></ul><ul><li>Double-space and key MINUTES OF THE REGULAR MEETING in all caps. Double-space and key the date. </li></ul><ul><li>Double-space after the heading. </li></ul>
  12. 12. Minutes Guidelines <ul><li>Key side headings in all capital letters. Double-space before and after the side headings. </li></ul><ul><li>Single-space minutes. </li></ul>
  13. 13. Minutes Guidelines <ul><li>Quadruple-space before the closing to allow for signature. Start keying the closing at the center. The closing includes the secretary’s name and title. </li></ul>
  14. 14. Itinerary
  15. 15. Itinerary <ul><li>An itinerary is a list which includes the dates, times, schedules, lodging, and method of travel to be used on a trip. </li></ul><ul><li>Europe Tour </li></ul><ul><li>Hiking Tour </li></ul><ul><li>Wedding Itinerary </li></ul><ul><li>Conference Itinerary </li></ul>
  16. 16. Itinerary Guidelines <ul><li>Use a 2” top margin or vertically center the itinerary. </li></ul><ul><li>Use default margins. Set left align tabs .5” and 2.5” from the left margin. </li></ul>
  17. 17. Itinerary Guidelines <ul><li>Double-space after the heading. </li></ul><ul><li>Key the day of the week and the date at the left margin. </li></ul><ul><li>B old the date information. </li></ul>
  18. 18. Itinerary Guidelines <ul><li>Double-space after the date information. Indent all time .5” from the left margin. Use local time and align times at the colon. </li></ul>
  19. 19. Itinerary Guidelines <ul><li>Use the indent feature to align wrap-around lines in the event section of the itinerary. </li></ul><ul><li>Single-space the individual event notations. Double space between events. </li></ul>
  20. 20. Itinerary Guidelines <ul><li>Note: It is also acceptable to key an itinerary in a table with or without gridlines. </li></ul>

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