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Every day, we juggle a series of tasks, from answering emails and attending meetings all the way to cooking dinner or finally folding that pile of laundry staring us down for days. Task management is everywhere around us, whether we realize it or not. 

But here's the catch: managing tasks is more than checking boxes. It's making sure the right boxes are checked at the right time, by the right people.

For individuals, good task management can mean less stress and more time to spend on what matters most to them. For teams and organizations, it's the difference between controlled chaos and seamless collaboration. When done well, task management becomes a superpower, moving businesses toward growth and ensuring projects are delivered on time (and with fewer sleepless nights).

In this guide, we're going to explore strategies, tools, and best practices that turn task management into a fine-tuned system. Whether you're wrangling your own to-do list or leading a team toward big goals, this can be your roadmap to staying on top of your game. 

Let's get started!


The Ultimate Guide to Task Management: Strategies, Tools, and Best Practices

## WEDO featured in *Focus Futur Digital* by *Bilan Magazine*

In its special [Focus Digital edition](https://issuu.com/smart_media/docs/focus_futur_digital), [Bilan Magazine](https://www.bilan.ch/) highlights WEDO, the Swiss collaborative platform revolutionizing meeting management and task tracking. As companies face growing challenges in organization and productivity, WEDO stands out as an innovative solution that simplifies planning, enhances collaboration, and optimizes decision follow-up.

### Key highlights from the article:

🔹 **A response to modern business needs**: WEDO overcomes the limitations of traditional tools by centralizing information and enabling real-time collaboration.

🔹 **Optimized meeting management**: The platform standardizes agendas, ensures smooth discussion follow-up, and records decisions transparently.

🔹 **A powerful task-tracking tool**: With advanced features such as Gantt charts and standardized checklists, WEDO improves team coordination and efficiency.

🔹 **Added value for HR processes**: The platform structures onboarding and offboarding procedures while facilitating recruitment tracking.

🔹 **A measurable time-saving solution**: Companies using WEDO report an average 55% reduction in time spent on meeting organization and task management.

🔹 **A solution designed for the future**: Adapted to remote and hybrid work, WEDO ensures security and accessibility, meeting the needs of modern organizations.


💡 Discover the full article and explore WEDO, the platform that transforms teamwork into a more fluid, efficient, and structured process!


::button-primary[Read the article]{link="https://issuu.com/smart_media/docs/focus_futur_digital"}

![image de l'article de l'édition spéciale du magazine Bilan, mettant en lumière WEDO, la plateforme collaborative suisse qui révolutionne la gestion des réunions et le suivi des tâches](https://wedo-assets.sos-ch-gva-2.exo.io/2502_BIL_LAU_Futur_Digital_9cf678362e.png)

### Learn more about WEDO

WEDO is committed to providing businesses with the tools they need to boost productivity, ensure data security, and facilitate collaboration.

**Want to try the tool? Start your 14-day free trial today.**
::button-primary[Try WEDO for free]{link="/signup"}

In its special Focus Digital edition, Bilan Magazine highlights WEDO, the Swiss collaborative platform revolutionizing meeting management and task tracking.

February issue of Bilan magazine, special Focus on Digital Futures

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## WEDO im Rampenlicht in *Focus Futur Digital* von *Bilan Magazine*

In der [Sonderausgabe Focus Digital](https://issuu.com/smart_media/docs/focus_futur_digital) stellt [Bilan Magazine](https://www.bilan.ch/) WEDO vor – die Schweizer kollaborative Plattform, die das Sitzungsmanagement und die Aufgabenverfolgung revolutioniert. Angesichts der steigenden Herausforderungen von Unternehmen in Bezug auf Organisation und Produktivität erweist sich WEDO als innovative Lösung, die die Planung vereinfacht, die Zusammenarbeit verbessert und die Entscheidungsverfolgung optimiert.

### Die Highlights des Artikels:

🔹 **Eine Antwort auf die Bedürfnisse moderner Unternehmen**

WEDO überwindet die Grenzen traditioneller Tools, indem es Informationen zentralisiert und die Zusammenarbeit in Echtzeit erleichtert.

🔹 **Optimiertes Sitzungsmanagement**

Die Plattform standardisiert Tagesordnungen, gewährleistet eine reibungslose Nachverfolgung von Diskussionen und dokumentiert Entscheidungen transparent.

🔹 **Ein leistungsstarkes Tool für die Aufgabenverfolgung**

Mit erweiterten Funktionen wie Gantt-Diagrammen und standardisierten Checklisten verbessert WEDO die Koordination und Effizienz von Teams.

🔹 **Ein Mehrwert für HR-Prozesse**

Die Plattform strukturiert Onboarding- und Offboarding-Prozesse und erleichtert die Verfolgung von Bewerbungsprozessen.

🔹 **Messbare Zeitersparnis**

Unternehmen, die WEDO nutzen, reduzieren die für Sitzungen und Aufgabenmanagement aufgewendete Zeit durchschnittlich um 55 %.

🔹 **Eine zukunftssichere Lösung**

WEDO ist an Remote-Arbeit und moderne Kollaborationsmethoden angepasst und bietet höchste Sicherheit sowie optimale Zugänglichkeit für Unternehmen.

💡 Entdecken Sie den vollständigen Artikel und tauchen Sie ein in die Welt von WEDO – die Plattform, die Teamarbeit strukturierter, effizienter und reibungsloser macht!

::button-primary[Artikel lesen (auf Französisch)]{link="https://issuu.com/smart_media/docs/focus_futur_digital"}


![image de l'article de l'édition spéciale du magazine Bilan, mettant en lumière WEDO, la plateforme collaborative suisse qui révolutionne la gestion des réunions et le suivi des tâches](https://wedo-assets.sos-ch-gva-2.exo.io/2502_BIL_LAU_Futur_Digital_9cf678362e.png)

### Mehr über WEDO erfahren

WEDO bietet Unternehmen die richtigen Werkzeuge, um die Produktivität zu steigern, Datensicherheit zu gewährleisten und die Zusammenarbeit zu erleichtern.

**Möchten Sie WEDO ausprobieren? Starten Sie noch heute Ihre 14-tägige kostenlose Testversion.**
::button-primary[WEDO kostenlos testen]{link="/signup"}

In der Sonderausgabe Focus Digital stellt Bilan Magazine WEDO vor – die Schweizer kollaborative Plattform, die das Sitzungsmanagement und die Aufgabenverfolgung revolutioniert.

WEDO im Rampenlicht in Focus Futur Digital von Bilan Magazine

## WEDO à l'honneur dans le *Focus* *Futur Digital* de *Bilan Magazine*

Dans son [édition spéciale Focus Digital](https://issuu.com/smart_media/docs/focus_futur_digital), [Bilan Magazine](https://www.bilan.ch/) met en lumière WEDO, la plateforme collaborative suisse qui révolutionne la gestion des réunions et le suivi des tâches. Face aux défis croissants des entreprises en matière d’organisation et de productivité, WEDO s’impose comme une solution innovante qui simplifie la planification, améliore la collaboration et optimise le suivi des décisions.

### Les points forts de l’article :

🔹 **Une réponse aux besoins des entreprises modernes** : WEDO pallie les limites des outils traditionnels en centralisant les informations et en facilitant la collaboration en temps réel.

🔹 **Une gestion optimisée des réunions** : La plateforme permet d’uniformiser les ordres du jour, d’assurer un suivi fluide des discussions et de consigner les décisions en toute transparence.

🔹 **Un outil puissant pour le suivi des tâches** : Avec ses fonctionnalités avancées, dont les diagrammes de Gantt et les checklists standardisées, WEDO améliore la coordination et l’efficacité des équipes.

🔹 **Une valeur ajoutée pour les processus RH** : La plateforme structure les procédures d’intégration et de départ des collaborateurs, tout en facilitant le suivi des recrutements.

🔹 **Un gain de temps mesurable** : Les entreprises utilisant WEDO observent une réduction moyenne de 55 % du temps consacré aux réunions et à la gestion des tâches.

🔹 **Une solution pensée pour l’avenir** : Adaptée au télétravail et aux nouvelles méthodes de collaboration, WEDO garantit sécurité et accessibilité, répondant ainsi aux exigences des organisations modernes.

💡 Découvrez l’article complet et plongez dans l’univers de WEDO, la plateforme qui transforme le travail d’équipe en un processus plus fluide, efficace et structuré !

::button-primary[Lire l'article]{link="https://issuu.com/smart_media/docs/focus_futur_digital"}

![image de l'article de l'édition spéciale du magazine Bilan, mettant en lumière WEDO, la plateforme collaborative suisse qui révolutionne la gestion des réunions et le suivi des tâches](https://wedo-assets.sos-ch-gva-2.exo.io/2502_BIL_LAU_Futur_Digital_9cf678362e.png)

### En savoir plus sur WEDO

WEDO s’engage à fournir aux entreprises les outils nécessaires pour augmenter la productivité, assurer la sécurité des données et faciliter la collaboration.

**Vous souhaitez découvrir l’outil ? Démarrez dès aujourd’hui votre essai de 14 jours gratuit.**

::button-primary[Essayer gratuitement WEDO]{link="/signup"}

Dans son édition spéciale Focus Digital, Bilan Magazine met en lumière WEDO, la plateforme collaborative suisse qui révolutionne la gestion des réunions et le suivi des tâches.

La solution suisse qui centralise vos réunions, tâches et procédures

The Swiss solution for centralising your meetings, tasks and procedures

![An illustration with people using the task-centered method, breaking tasks into smaller, actionable components.](https://wedo-assets.sos-ch-gva-2.exo.io/Header_Task_Centered_Approach_946bf1b0df.png)

Think about the last time you worked on a big project. Did it feel like your to-do list was spiraling out of control, sticky notes were cluttering your desk, and deadlines somehow kept sneaking up on you?

This is exactly the kind of chaos a task-centered approach is designed to fix.
Rather than getting lost in the big picture, this approach focuses on the real drivers of productivity—breaking projects and tasks into manageable steps, assigning tasks with clarity, and tracking progress in real time.

And it’s not just for project managers. Whether you’re planning a major campaign, juggling day-to-day responsibilities, or even organizing a grocery list, zeroing in on individual tasks instead of the big picture can completely change the way you work.

In this article, we’ll explore how the task-centered approach works, the benefits it brings to your productivity, and how tools like task management apps and checklist templates can help you stay ahead of the curve.

## What is the task-centered approach?
At its core, a task-centered approach is exactly what it sounds like: focusing on tasks as the building blocks of productivity. Instead of viewing a project as one massive undertaking, this method breaks it into smaller, actionable components. It’s like building a puzzle, piece by piece, you get closer to the complete picture.

What makes this approach stand out is its simplicity. By focusing on tasks, it shifts the emphasis from abstract goals to tangible actions. For example, instead of saying, “Finish the marketing campaign,” you break it into steps: “Write the email copy,” “Design the graphics,” and “Schedule social media posts.” This structure helps clarify what needs to happen and when, making it easier to keep projects moving.

### How it’s different from a project-focused method
Unlike broader project-focused methods, which often prioritize overarching goals and timelines, a task-centered approach zeroes in on the smaller details. This shift creates more transparency for team members, makes [assigning tasks clearer](https://wedo.com/features/tasks), and simplifies task tracking. For example, while a project-focused method might track progress by milestones, a task-centered approach tracks every step, ensuring nothing slips through the cracks.

### Why task-centered approach works
The task-centered approach is particularly effective for managing project tasks because it creates structure where chaos might otherwise reign. Using tools like a task checklist template or a task management app, it’s easier to break down complex work, set priorities, and organize tasks.

Let’s say you’re managing multiple projects. Instead of feeling overwhelmed, you can create a task list for each, prioritize items based on deadlines or importance, and keep everything on track.

## Key benefits of a task-centered approach
A task-centered approach is more than just a method for getting things done; it’s a practical way to manage work more effectively, whether you’re working solo or as part of a team. 

![Graphic titled 'Key Benefits of a Task-Centered Approach' with four benefits listed: 1. Improve team collaboration through clear task assignments, 2. Save time with streamlined processes, 3. Simplify managing multiple projects, 4. Increase focus and clarity with actionable steps.](https://wedo-assets.sos-ch-gva-2.exo.io/blog_key_benefits_of_a_task_centered_approach_en_73951fa942.png)

Here are some of its standout benefits:

### 1. Save time with streamlined processes
Instead of constantly figuring out what to work on next, a task-centered approach provides a clear plan of action. Tools like to-do list software and task management apps simplify the process, helping you outline priorities and track progress. For recurring activities, a task [checklist template](https://wedo.com/features/checklists) can be a lifesaver, ensuring you avoid wasting time on repetitive planning.

### 2. Improve team collaboration
When tasks are clearly defined, communication becomes much smoother. Everyone knows their role and responsibilities, which means fewer misunderstandings and greater accountability. By assigning tasks with specific goals, you help your team members stay aligned and productive.

### 3. Make managing multiple projects easier
Handling several projects at once quickly becomes overwhelming, but breaking them down into individual tasks makes everything feel more manageable. A task management app helps you organize tasks, set priorities, and adapt as needed.

### 4. Increase focus and clarity
When work is broken into actionable steps, it’s easier to focus on what matters most. Instead of feeling scattered, you can set goals for each task, tackle them one at a time, and build momentum with every small win.

## How task-centered tools make a difference
Let’s be real, no one wants to spend half their day figuring out what they’re supposed to do next. That’s where the right tools come in. They make the task-centered approach effortless, keeping you organized and helping your team stay on the same page.

### Task management apps
A solid task management app does more than just let you create a list. It helps you stay flexible and focused with features like real-time updates, and progress tracking. Need to reprioritize something? No problem, just move it up the list. These apps are built for handling multiple projects and make assigning tasks to team members clear and simple.

### Collaborative platforms for meetings and tasks
If your work involves meetings (and let’s be honest, whose doesn’t?), a tool like WEDO takes things to the next level. WEDO is more than a task tracker, it’s a collaborative workspace that ties your [meetings and tasks together](https://wedo.com/features/meetings). You can prepare meeting agendas, take real-time meeting minutes, and assign tasks as discussions unfold.

For example, instead of leaving a meeting with a vague idea of what’s next, your team walks away with a complete list of action items, deadlines, and ownership for every task. By the time the next meeting rolls around, you’re not chasing updates, WEDO’s task tracking keeps everything on point.

### To-do list software
For smaller, day-to-day operations, to-do list software can get the job done. It’s like an upgraded version of those old-school sticky notes, but smarter. You can categorize, prioritize, and track your progress all in one place without worrying about losing important details.

These tools don’t just make your work easier, they make it smarter. They help you save time, avoid bottlenecks, and stay organized, whether you’re leading a team or managing your own workload.

## Implementing a task-centered approach in your workflow
Making the switch to a task-centered approach doesn’t require a complete overhaul of your processes, but it does take a bit of intentionality. Here’s how you can start integrating this method into your workflow:

![Graphic titled 'How to Implement a Task-Centered Approach' with five steps: 1. Get everyone on the same page about the benefits of a task-centered workflow, 2. Choose the right tools for task tracking and team collaboration, 3. Set clear expectations and standards for task creation and deadlines, 4. Start small, monitor progress, and gather feedback before scaling, 5. Lead by example and demonstrate the approach in action.](https://wedo-assets.sos-ch-gva-2.exo.io/blog_how_to_implement_task_centered_approach_en_95adfa2cae.png)

### 1. Get everyone on the same page
Start by explaining to your team what a task-centered approach is and why it works. Highlight how breaking down large projects into smaller tasks makes them more manageable, improves accountability, and keeps everyone on track. 
Share examples of how this method can reduce stress and increase clarity across the team. Hold a kickoff meeting to introduce the idea, discuss benefits, and set expectations for how the team will work moving forward.

### 2. Pick the right tools
Choosing the right tools is key. Look for software that allows for easy task tracking and clear assigning of tasks to make adjusting workflows straightforward. Make sure the tool can handle both individual and team needs, whether you’re working on a single project or managing multiple priorities. Before rolling it out, test the software with a small team or project to ensure it’s the right fit for your workflow.

### 3. Set clear expectations and standards
Establish how tasks will be created, assigned, and tracked. For example:

- Write tasks in plain, natural language to ensure clarity.
- Always include deadlines, even for small tasks.
- Update task progress regularly so everyone is in the loop.

Having clear, consistent guidelines makes it easier for the team to adopt the new workflow and stay accountable.

### 4. Start small and build momentum
Introducing a task-centered approach across the board can feel overwhelming. Instead, begin with a single project or department. Monitor how the team adapts, gather feedback, and make adjustments before scaling up.

### 5. Lead by example
Change starts with leadership. If you’re a team lead or project manager, demonstrate the benefits by actively using the tools, assigning tasks thoughtfully, and keeping track of progress. Your team is more likely to embrace the approach when they see it working in action.

## Overcoming challenges in a task-centered workflow
Adopting a task-centered approach doesn’t mean your workflow will be flawless overnight. Challenges like shifting priorities, team alignment, and unexpected delays are all part of the process. The key is anticipating these roadblocks and having practical strategies to tackle them.

### Addressing shifting priorities
When deadlines overlap or new projects are added, it’s easy for tasks to feel like they’re spiraling out of control. This is where flexibility becomes essential.

**What to do:** Build buffer time into your schedules and embrace tools that let you adjust on the fly. For example, if a project’s scope changes, reassign tasks or tweak deadlines in your [task management](https://wedo.com/blog/master-collaborative-task-management-for-remote-teams) tool to reflect the updated plan.

### Ensuring clear communication
Miscommunication can quickly lead to missed deadlines or duplicated work. A task-centered approach depends on everyone knowing their role and how their work fits into the bigger picture.

**What to do:** Regularly review task assignments with the team, ensuring each one is specific and actionable. Use tools that centralize updates so no one is left guessing about what’s happening next.

### Managing task overload
A well-organized workflow can still be overwhelming if the sheer volume of tasks is too high. Taking on too much at once can lead to frustration or burnout.

**What to do:** Be realistic about what can be accomplished. Spread tasks evenly across the team, and don’t hesitate to adjust priorities when workloads become too heavy. Encouraging short breaks and celebrating progress can also go a long way in maintaining energy and focus.

## Conclusion
A task-centered approach offers a way to bring structure and clarity to the busiest of workflows. By focusing on actionable tasks and clear communication, it simplifies the path to achieving your goals. The real advantage comes when you combine this approach with the right tools to keep everything on track.

[WEDO](https://wedo.com) is designed to make this easier. With features like shared agendas, real-time meeting minutes, and task tracking, it helps teams move seamlessly from planning to execution. Every task is assigned, deadlines are clear, and progress is visible to everyone. It’s a collaborative platform that ensures nothing gets lost, and every meeting ends with actionable outcomes.

Ready to see how it works? [Try WEDO for free](https://wedo.com/signup) and discover how it can transform your workflow today.


Improve productivity with a task-centered approach. Break tasks into steps, improve team collaboration, and simplify workflows. Try WEDO for free today!

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What Is a Task-Centered Approach and How It Can Improve Productivity?

In the fast-paced world of administrative management, executive assistants play a crucial role. The Swiss army knives of any organization juggle many tasks and deadlines while supervising those of others. Faced with these challenges, they often find themselves overwhelmed by routine, repetitive responsibilities. We immersed ourselves in the daily lives of 6 executive assistants who use the WEDO platform to understand the workings of their organization, the challenges they face, and the tools they have put in place to facilitate their management.

According to our study, the most time-consuming tasks for executive assistants revolve mainly around administrative functions. These activities, while necessary, tend to monopolize a significant proportion of their working time, preventing them from concentrating fully on more crucial aspects of their role, such as operational and strategic development.

Among the most time-consuming tasks in their job descriptions, the executive assistants surveyed identify the following:

**1. Meeting preparation:** preparing agendas and presentation documents, taking and sharing minutes, following up on decisions and tasks delegated at meetings,

**2. Diary management and meeting organization:** planning and coordination of appointments, team meetings, and conferences, taking care to avoid scheduling conflicts,
**3. Document preparation and management:** drafting, proofreading, and organizing important documents such as reports, presentations, correspondence and contracts,

**4. Project coordination:** managing and following up on specific projects, liaising between different departments, and meeting deadlines.

Internal and external communications, administrative support, and human resources management closely follow those.

## How to lighten the administrative load for an executive assistant?

When asked what tools were used to monitor collaboration before WEDO was integrated, the most common programs were Outlook, Word (for taking minutes), and Excel. However, these tools had significant limitations. Respondents reported difficulties related to the cross-functionality of information between different team members. For example, these tools were not conducive to **active, real-time collaboration when taking PVs**, making this task often cumbersome and time-consuming, and necessitating numerous round-trips. The systematic use of e-mail to distribute these documents wasted considerable time without guaranteeing effective communication.

Furthermore, the limited nature of these tools prevented efficient tracking of tasks and projects. Users faced significant challenges maintaining a clear, up-to-date overview of projects. In short, although these tools are widespread and familiar, their use in team collaboration and project management needs to be improved.

This situation underlines the importance of cross-functional tools and solutions to lighten the administrative workload. With the implementation of WEDO, the executive assistants surveyed were able to optimize their administrative processes.

### 1. Meeting preparation and management

![computerized agenda for real-time note-taking](https://wedo-assets.sos-ch-gva-2.exo.io/reunion_ENEN_aad2ef7f0e.png)

One of the most time-consuming aspects of the job is the preparation of meetings. With WEDO, executive assistants benefit from automated management and considerable time savings in preparation and follow-up. The platform enables uniform management of minutes, clear distribution of post-meeting tasks, and automatic tracking of topics from one session to the next. Users report an average time saving of 55% for these tasks.

![save time spent on meetings](https://wedo-assets.sos-ch-gva-2.exo.io/55_ENEN_83c8604c19.png)

WEDO's meeting module lets you integrate blocks of paragraphs, tasks, file attachments, personal notes, votes and signatures, among others.

![testimonial Regula Oberdorfer](https://wedo-assets.sos-ch-gva-2.exo.io/Regula_Oberdorfer_ENEN_1a54d3c30f.png)

### 2. Project management and task tracking

![efficient task management](https://wedo-assets.sos-ch-gva-2.exo.io/tasks_ENEN_be99588a59.png)

Project management and tracking represent another major challenge. WEDO simplifies this task by offering clear delegation possibilities, the creation of checklist templates to standardize processes, and real-time task tracking. This leads to better prioritization and more efficient day-to-day management.

![testimonials Aline Volery and Nicole Thalmann](https://wedo-assets.sos-ch-gva-2.exo.io/testimonials_Aline_et_Nicole_ENEN_11a8dc6cff.png)

### Use case: facilitating HR processes and the transmission of specifications

When executive assistants are involved in HR processes, the integration of WEDO proves to be a major asset. The platform makes it possible to standardize on-boarding and off-boarding procedures by means of specific checklists. These checklists, drawn up for each stage of the process, automatically assign the relevant tasks to the team members concerned. This method ensures structured, efficient management of personnel transitions, eliminating the operational uncertainties often associated with the question "What steps should I take?".

By simplifying these processes, WEDO not only eases the workload for HR managers, but also contributes to a clear, documented handover of tasks and knowledge from one employee to the next.

![simplified hr processes](https://wedo-assets.sos-ch-gva-2.exo.io/Modeles_checklists_ENEN_fdf58af70f.png)

One of the decisive advantages of WEDO, highlighted by our management assistants, is the ease with which recruitment interviews can be documented in real time. Each exchange can be recorded directly in a standardized (and customized if required) agenda, enabling these interactions to be saved methodically and instantaneously.

### 4. Transmission of information

WEDO lets you link documents to tasks or meetings, ensuring that all the necessary information is in the right place. Global search makes it easy to retrieve documents, and to find a specific file based on a keyword found in the PDF file.

In terms of communication, WEDO users particularly appreciate the immediate visibility of entries and the ability to restrict access to certain information.

![Alexandra Locher](https://wedo-assets.sos-ch-gva-2.exo.io/Alexandra_locher_ENEN_e53527e95c.png)

**We asked our users to rate the platform on a scale of 1 to 10, to qualify the positive impact WEDO has on their daily tasks.**

![Best collaborative software for executive assistant productivity and organizations](https://wedo-assets.sos-ch-gva-2.exo.io/preparation_reunion_note_ENEN_1_d92c7629a1.png)

![Alicia Aubert](https://wedo-assets.sos-ch-gva-2.exo.io/Alicia_Aubert_ENEN_5d3644b8f7.png)

Executive assistants can greatly ease their workload by equipping themselves with a collaborative platform. Do you have any questions or doubts about WEDO's compatibility with your needs? We'll be happy to give you a short 30-minute demonstration.

::button-primary[Try WEDO for free]{link="/signup"}

::button-primary[Schedule a live demo]{link="/demo"}

In the fast-paced world of administrative management, executive assistants play a crucial role. The Swiss army knives of any organization juggle many tasks and deadlines while supervising those of others

an executive assistant overwhelmed by work and demands

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Making daily life easier for executive assistants

Held once a month, quarter, or half-year, as required, these privileged meetings provide a confidential and open communication space, encouraging in-depth discussion of individual and collective objectives. They create a valuable opportunity to discuss each employee's specific challenges and needs, fostering better mutual understanding. Moreover, these meetings provide a framework for recognizing individual achievements and contributions, reinforcing a sense of accomplishment and belonging to the team. Thanks to these personalized exchanges, bilateral meetings contribute to more effective personnel management, more focused professional growth, and solid, fulfilling working relationships.

## Key topics for a bilateral meeting

During a bilateral meeting between a team leader and an employee, several key topics must be addressed to ensure effective communication and optimal management. Here are some of these topics:

### 1. Ongoing assessment
Discuss objectives for the current period and assess progress and results achieved. Identify successes and areas requiring further attention.

### 2. Professional Development
Explore opportunities for employee development, training, and professional growth. Identify skills to be strengthened and possible progression paths.

### 3. Feedback
Exchange constructive feedback on work performed, highlighting strengths and addressing areas for improvement. Encourage open dialogue to stimulate continuous learning.

### 4. Needs and Challenges
Allow employees to express their needs regarding resources, assistance, or support to accomplish their tasks. Discuss possible obstacles and find solutions together.

### 5. Work-Life Balance
Address workload-related issues, stress levels, and work-life balance. Identify measures to support employee well-being.

### 6. Projects and Initiatives
Discuss future projects, new initiatives, and potential employee contributions. Encourage active participation and creativity.

### 7. Management feedback
Offer employees the opportunity to share their feelings about management, work methods, and team communication. Foster an environment of trust and continuous improvement.

### 8. Focus on Vision
Ensure that the employee understands and adheres to the team or company's overall vision, values, and goals.

### 9. Resources and Support
Identify the resources required for the associate's success and ensure that he/she has the proper support to carry out his/her tasks.

### 10. Long-Term Planning
Examine longer-term perspectives and discuss the employee's career aspirations and how these align with team or organizational goals.

_"Enabling discussions in bilateral meetings, in a more intimate way and with a long-term vision, brings a notable benefit to the employee's career in the company. It makes them feel valued, heard and recognized above all. Setting clear, long-term objectives is a real motivator for them."_

**Marie Rudaz-Jaeggi**, *[AmbitionSuccess.ch](http://ambitionsuccess.ch/)* - MORGES

Team leaders and employees can establish fruitful collaboration, foster professional development, and maintain a positive working climate by addressing these topics regularly and in-depth at bilateral meetings.

## Use WEDO to keep track of your bilateral meetings!

![1_1 ENFR.png](https://wedo-assets.sos-ch-gva-2.exo.io/1_1_ENFR_78b8a89537.png)

With WEDO, you can prepare your agenda jointly with your manager or colleague. In this way, each participant can prepare the questions or topics to be addressed.

Generally speaking, the agenda items for a bilateral meeting are recurrent. WEDO enables you to set the topics so that they recur from one time to the next to ensure that discussions are followed up and that objectives evolve.

Once completed, the minutes are locked and remain available to both participants for consultation.

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During a bilateral meeting between a team leader and an employee, several key topics must be addressed to ensure effective communication and optimal management.

The Swiss solution for centralising your meetings, tasks and procedures

WEDO featured in Focus Futur Digital by Bilan Magazine

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