


Administrative Office Procedures
Course Description
Administrative office procedures may not be glamorous, but they are essential to the success of any enterprise. A well run office reduces miscommunications 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 ensures that your work environment runs smoothly. Objectives • Organize a binder • Develop procedures • Prepare checklists • Understand succession planning • Collect the correct tools Course Contents: • • Why Your Office Needs Administrative Procedures • Business Continuity • Succession Planning • Internal and External Audit Requirements • Recovery Planning • Gathering the Right Tools • Binder • Section Divider • Sheet Protectors • Cover to Cover Binders • 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 • 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 • What to Include in Your Binder (I) • Phone Etiquette • Business Writing • Effective Time Management • Creating Meeting Arrangements • What to Include in Your Binder (II) • Policy on Absences • Breaks • Salaries • Benefits • 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 • 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 • 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 • 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 • Wrapping Up • Words from the Wise What You Will Get When Enrolling? 1. Course PowerPoint Presentation 2. Training Manual 3. Training Audios 4. Training Videos 5. Course Activities 6. Case Studies On Completion Book for a Free Course Assessment Session and receive Your Course Certificate


