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.

‌‌‌ Online Course

Administrative Office Procedures – Course Outline:

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.

Module One: Getting Started

• Housekeeping Items
• The Parking Lot
• 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

• Binder
• Section Divider
• Sheet Protectors
• Cover to Cover Binders
• Case Study
• Module Three: Review Questions

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)

• Phone Etiquette
• Business Writing
• Effective Time Management
• Creating Meeting Arrangements
• Case Study
• Module Six: Review Questions

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

• Policy on Absences
• Breaks
• Salaries
• Benefits
• Case Study
• Module Seven: Review Questions

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