Professional Development

Administrative Office Procedures (E1001)

Administrative Office Procedures

This course provides a basic understanding of office procedures. It covers business continuity and succession, as well as the basic tools and processes required to function effectively.

Business Office Procedures are put in place to ensure the survival of the company in any event or situation. From catastrophes, to change, to basic day-to-day activities, administrative office procedures address them all when they are done correctly. Business continuity, succession planning, audit requirements, and recovery planning are all included in administrative 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 procedures and administration manuals, with employee understanding and buy-in, which ensures that your work environment runs smoothly.

Course Objectives:
• Organize a binder
• Develop procedures
• Prepare checklists
• Understand succession planning
• Collect the correct tools

Course Modules:

Module One: Getting Started

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
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
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
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
  • Administrative Office Procedures
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever