Administrative Office Procedures

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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. 

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.


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Everything you need to teach a one-day workshop for Administrative Office Procedures:

  • Training Manuals
  • PowerPoint Slides
  • Instructor's Guide
  • Quick Reference Job Aids
  • Icebreakers, Activities,
     & Exercise Files
  • Pre-Assignments,
    Pre-/Post-Assessments
  • Promotional Advertorials
  • Lesson Plans with Flip Chart Notes


Also available: training video clips, editable books, audiobook workshops, e-learning, and cloud-based LMS.


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Administrative Office Procedures

 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

Administrative Skills

  1. Accountability in the Workplace
  2. Administrative Office Procedures
  3. Administrative Support
  4. Archiving and Records Management
  5. Basic Bookkeeping
  6. Business Writing
  7. Collaborative Business Writing
  8. Executive and Personal Assistants
  9. Meeting Management
  10. Organizational Skills
  11. Social Media In The Workplace
  12. Supply Chain Management

Career Development

  1. Assertiveness And Self-Confidence
  2. Communication Strategies
  3. Creative Problem Solving
  4. Developing Creativity
  5. Digital Citizenship
  6. Entrepreneurship
  7. Interpersonal Skills
  8. mLearning Essentials
  9. Negotiation Skills
  10. Personal Branding
  11. Project Management
  12. Telework And Telecommuting
  13. Ten Soft Skills You Need
  14. The Cloud and Business
  15. Time Management
  16. Women in Leadership

Human Resources

  1. Business Succession Planning
  2. Contract Management
  3. Crisis Management
  4. Developing a Lunch and Learn
  5. Diversity and Inclusion
  6. Employee Onboarding
  7. Employee Recruitment
  8. Employee Termination Processes
  9. Generation Gaps
  10. Health and Wellness at Work
  11. Hiring Strategies
  12. Human Resource Management
  13. Managing Workplace Harassment
  14. Measuring Results From Training
  15. Millennial Onboarding
  16. Office Health And Safety
  17. Sensitivity Training
  18. Talent Management
  19. Train-The-Trainer
  20. Universal Safety Practices
  21. Workplace Diversity
  22. Workplace Harassment
  23. Workplace Violence

Personal Development

  1. Adult Learning - Mental Skills
  2. Adult Learning - Physical Skills
  3. Anger Management
  4. Attention Management
  5. Being A Likeable Boss
  6. Critical Thinking
  7. Emotional Intelligence
  8. Emotional Intelligence at Work
  9. Goal Setting and Getting Things Done
  10. Improving Mindfulness
  11. Improving Self-Awareness
  12. Increasing Your Happiness
  13. Job Search Skills
  14. Life Coaching Essentials
  15. Managing Personal Finances
  16. Managing Workplace Anxiety
  17. Personal Productivity
  18. Public Speaking
  19. Social Intelligence
  20. Social Learning
  21. Stress Management
  22. Taking Initiative
  23. Work-Life Balance

Sales And Marketing

  1. Body Language Basics
  2. Call Center Training
  3. Coaching Salespeople
  4. Contact Center Training
  5. Creating a Great Webinar
  6. Employee Recognition
  7. Event Planning
  8. High Performance Teams Inside the Company
  9. High Performance Teams Remote Workforce
  10. In Person Sales
  11. Internet Marketing Fundamentals
  12. Marketing Basics
  13. Media And Public Relations
  14. Motivating Your Sales Team
  15. Multi-Level Marketing
  16. Overcoming Sales Objections
  17. Presentation Skills
  18. Proposal Writing
  19. Prospecting and Lead Generation
  20. Sales Fundamentals
  21. Servant Leadership
  22. Social Media Marketing
  23. Telephone Etiquette
  24. Top 10 Sales Secrets
  25. Trade Show Staff Training

Supervisors And Managers

  1. Budgets And Financial Reports
  2. Coaching And Mentoring
  3. Conducting Annual Employee Reviews
  4. Developing New Managers
  5. Employee Motivation
  6. Facilitation Skills
  7. Knowledge Management
  8. Leadership And Influence
  9. Lean Process And Six Sigma
  10. Manager Management
  11. Middle Manager
  12. Office Politics For Managers
  13. Performance Management
  14. Self-Leadership
  15. Supervising Others
  16. Team Building Through Chemistry
  17. Virtual Team Building And Management

Workplace Essentials

  1. Appreciative Inquiry
  2. Business Acumen
  3. Business Ethics
  4. Business Etiquette
  5. Change Management
  6. Civility In The Workplace
  7. Conflict Resolution
  8. Customer Service
  9. Customer Support
  10. Cyber Security
  11. Delivering Constructive Criticism
  12. Developing Corporate Behavior
  13. Handling a Difficult Customer
  14. Networking Outside the Company
  15. Networking Within the Company
  16. Respect in the Workplace
  17. Risk Assessment and Management
  18. Safety In The Workplace
  19. Team Building For Managers
  20. Teamwork And Team Building

Microsoft Office Specialist (MOS)

  1. Access 2016 Essentials
  2. Excel 2016 Essentials
  3. Outlook 2016 Essentials
  4. PowerPoint 2016 Essentials
  5. Word 2016 Essentials
  6. Excel 2016 Expert
  7. Word 2016 Expert