Course Outline:
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: ReviewQuestions
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