Administrative Office Procedures

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.

With the Administrative Office Procedures workshop, you will understand how an Administrative Office Procedure binder demonstrates professionalism and efficiency in an organization or office setting. It is also a marvelous instrument for quick reference and utilization. Strategies and procedures are a vital connection between the company’s vision and its everyday operations.

INTRODUCTION
1. Course Objectives

MODULE 1
1. Why Your Office Needs Administrative Procedures
2. Business Continuity
3. Succession Planning
4. Internal and External Audit Requirements
5. Recovery Planning
6. Knowledge Check

MODULE 2
1. Gathering the Right Tools
2. Binder
3. Section Divider
4. Sheet Protectors
5. Cover to Cover Binders
6. Knowledge Check

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

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

MODULE 5
1. What to Include in Your Binder (I)
2. Phone Etiquette
3. Business Writing
4. Effective Time Management
5. Creating Meeting Arrangements
6. Knowledge Check

MODULE 6
1. What to Include in Your Binder (II)
2. Policy on Absenses
3. Breaks
4. Salaries
5. Benefits
6. Knowledge Check

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

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

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

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

ASSESSMENT
1. Post Test