Administrative procedure is essential to the success of any business. A well run office, keeps efficiency high, reduces common errors and miscommunication. Keeping the role and function front and centre of any business, you’ll be able to establish clear policies and procedures that all staff can buy into and adopt.
With our course, you’ll learn how a policy book demonstrates professionalism and efficiency within an organisation or office environment. This document is a vital connection between the company’s vision and operations.
Throughout the course you will develop key skills as you cover the following topics
- Why a procedures manual is important and helps meet requirements for the following
- Business Continuity
- Succession and Recovery Planning
- Audit requirements
- What policies to document in the guide
- Implementing your new guide
Module One: Introduction
- Overview
- Course Objectives
- How it works
Module Two: Why Your Office Needs Administrative Procedures
- Business Continuity
- Succession Planning
- Internal and External Audit Requirements
- Recovery Planning
- Case Study
Module Three: Gathering the Right Tools
- Binder
- Section Divider
- Sheet Protectors
- Cover to Cover Binders
- Case Study
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 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 Six: What to Include in Your Binder (I)
- Phone Etiquette
- Business Writing
- Effective Time Management
- Creating Meeting Arrangements
- Case Study
Module Seven: What to Include in Your Binder (II)
- Policy on Absences
- Breaks
- Salaries
- Benefits
- Case Study
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 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 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 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 Twelve: Closing Thoughts
- Words from the wise
- Recap
- Further reading
Included in this course
6 hours of e-learning on any device
Certificate of completion
E-book
Audiobook
Support materials including a Student Guide