Workshop Objectives

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.

  • Organize a binder

  • Develop procedures

  • Prepare checklists

  • Understand succession planning

  • Collect the correct tools

Course curriculum

  • 1

    Module One: Getting Started

    • Getting Started
    • Workshop Objectives
  • 2

    Module Two: Why Your Office Needs Administrative Procedures

    • Why Your Office Needs Administrative Procedures
    • Business Continuity
    • Succession Planning
    • Internal and External Audit Requirements
    • Recovery Planning
    • Case Study
    • Module Two: Review Questions
  • 3

    Module Three: Gathering the Right Tools

    • Gathering the Right Tools
    • Binder
    • Section Divider
    • Sheet Protectors
    • Cover to Cover Binders
    • Case Study
    • Module Three: Review Questions
  • 4

    Module Four: Identifying Procedures to Include

    • 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
    • Case Study
    • Module Four: Review Questions
  • 5

    Module Five: Top Five Procedures to Record

    • 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
    • Case Study
    • Module Five: Review Questions
  • 6

    Module Six: What to Include in Your Binder (I)

    • What to Include in Your Binder (I)
    • Phone Etiquette
    • Business Writing
    • Effective Time Management
    • Creating Meeting Arrangements
    • Case Study
    • Module Six: Review Questions
  • 7

    Module Seven: What to Include in Your Binder (II)

    • What to Include in Your Binder (II)
    • Policy on Absences
    • Breaks
    • Salaries
    • Benefits
    • Case Study
    • Module Seven: Review Questions
  • 8

    Module Eight: Organizing Your Binder

    • 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
    • Case Study
    • Module Eight: Review Questions
  • 9

    Module Nine: What Not to Include in the Procedure Guide

    • 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
    • Case Study
    • Module Nine: Review Questions
  • 10

    Module Ten: Share Office Procedure Guide

    • 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
    • Case Study
    • Module Ten: Review Questions
  • 11

    Module Eleven: Successfully Executing the Guide

    • 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
    • Case Study
    • Module Eleven: Review Questions
  • 12

    Module Twelve: Wrapping Up

    • Wrapping Up
    • Words from the Wise

Investment

Investing in yourself is one of the best return on investments you can have.