Administrative Office Procedures

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 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.

With our Administrative Office Procedures workshop, your participants 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.

Course Outline

Module One: Getting Started

Workshop Objectives

Module Two: Why Your Office Needs Administrative Procedures

Business Continuity
Succession Planning
Internal and External Audit Requirements
Recovery Planning
Case Study
Module Two: Review Questions

Module Three: Gathering the Right Tools

Module Four: 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

Module Five: 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

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

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

Module Eight: 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

Module Nine: 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

Module Ten: 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

Module Eleven: 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

Module Twelve: Wrapping Up

Words from the Wise
Review of Parking Lot
Lessons Learned
Completion of Action Plans and Evaluations