Administrative Office Procedures

Administrative Office Procedures

Administrative office operations may not be attractive, but they are critical to the success of any business. A well-managed workplace avoids confusion and helps to eliminate typical blunders. Making the administrative office a priority allows you to develop clear policies and processes that employees understand and buy into, ensuring that your workplace works efficiently. 

With our Administrative Office Procedures session, your attendees will learn how an Administrative Office Procedure binder promotes professionalism and efficiency in an organization or office setting. It is also an excellent tool for rapid reference and use. Strategies and procedures serve as a critical link between the company's goal and day-to-day operations.

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 Absences
  • 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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