Administrative office procedures may not be glamorous, but they are essential to the success of any enterprise. A well-run office reduces miscommunication and helps to eliminate common errors. By making the administrative office a priority, you will establish clear policies and procedures with employee understanding and buy-in, which will ensure a smooth running work environment.

 

Course Outline


INTRODUCTION
Course Objectives


MODULE 1
Why Your Office Needs Administrative Procedures
Business Continuity
Succession Planning
Internal and External Audit Requirements
Recovery Planning
Knowledge Check


MODULE 2
Gathering the Right Tools
Binder
Section Divider
Sheet Protectors
Cover to Cover Binders
Knowledge Check


MODULE 3
Identifying Procedures to Include
Tracking Tasks for Some Days
Reach Out to Other Employees for Feedback/Ideas
Write Down Daily Tasks
Keep Track Using a Spreadsheet
Knowledge Check


MODULE 4
Top Five Procedures to Record
Use a Template to Stay Consistent From Track to Track
Be as Detailed as Possible
Use Bullet Points Instead of Paragraphs
Ask Someone to Execute the Procedure
Knowledge Check


MODULE 5
What to Include in Your Binder (I)
Phone Etiquette
Business Writing
Effective Time Management
Creating Meeting Arrangements
Knowledge Check


MODULE 6
What to Include in Your Binder (II)
Policy on Absenses
Breaks
Salaries
Benefits
Knowledge Check


MODULE 7
Organizing Your Binder
Create a Table of Contents
List Each Section (e.g. Accounting)
List Procedures in That Section
Keep Binder Updated With Any New Changes
Knowledge Check


MODULE 8
What Not to Include in the Procedure Guide
Passwords
Identify Other Confidential Information Via Your Employer
Store Information in a Separate Folder Outside of the Guide
Find a Secure Location to Store
Knowledge Check


MODULE 9
Share Office Procedure Guide
Give Guide to Boss/Executive to Review
Inform Office Personnel of Procedure Guide
Place Guide in a Visible Area
Allow Office Personnel to Express Improvements/Updates if Needed
Knowledge Check


MODULE 10
Successfully Executing the Guide
Create a One Hour Meeting/Seminar for Employees
Stay Consistent With Procedures
Make Employees Aware of Any Updated Changes
Keep Open to Improvements
Knowledge Check


ASSESSMENT
Post Test

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