Administrative Office Procedures

Administrative Skills


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, 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.

Administrative Office Procedures 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
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
Lessons Learned
Completion of Action Plans and Evaluations

  • 1. Admin Office Procedures - Getting Started
  • 2. Why Your Office Needs Office Admin Office Procedures
  • 2a. Module 02 case study
  • Quizz - Module 2
  • 01-Business Continuity
  • 02-Succession Planning
  • 03-Recovery Plan
  • 3. Gathering the Right Tools _Office procedures_
  • 3a. Module 03 case study
  • Quizz - Module 3
  • 04-Binder
  • 4. Identifying Procedures to Include _Admin Office Procedures_
  • 4a. Module 04 case study
  • Quizz - Module 4
  • 05-Tasks
  • 06-Spreadsheet
  • 5. Problem Solving _Admin Procedures_
  • 5a. Module 05 case study
  • Quizz - Module 5
  • 07-Template
  • 08-Detailed Steps
  • 6. Time Management _Admin Procedures_
  • 6a. Module 06 case study
  • Quizz - Module 6
  • 09-Phone Etiquette
  • 10-Checklist
  • 7. What to Include in Your Binder II _Admin procedures_
  • 7a. Module 07 case study
  • Quiz - Module 7
  • 11-Absences
  • 12-Salaries
  • 8. Organizing Your Binder _Office Procedures_
  • 8a. Module 08 case study
  • Quizz - Module 8
  • 9. What Not to Include in the Procedure Guide
  • 9a. Module 09 case study
  • Quizz - Module 9
  • 10. Share Office Procedures Guide
  • 10a. Module 10 case study
  • Quizz - Module 10
  • 11. Successfully Executing the Guide _Office Procedures_
  • 11a. Module 11 case study
  • Quizz - Module 11
  • 12. Closing
  • Administrative Office Procedures Recommended Reading
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever