ELEV-OM 001: Administrative Office Procedures

ELEV-OM 001: Administrative Office Procedures

Course Number: ELEV-OM 001

Duration: One day

Course Description:

Administrative office procedures may not be glamorous, but they are essential to the success of any organization. A well-run office reduces miscommunication, minimizes errors, and ensures consistency in daily operations. By making administrative procedures a priority, organizations establish clear policies with employee understanding and buy-in, creating a work environment that runs smoothly and efficiently.

Administrative Office Procedures provides participants with a clear understanding of how an Administrative Office Procedures binder demonstrates professionalism, organization, and operational efficiency. Participants will learn how documented procedures serve as a critical link between an organization’s vision and its day-to-day operations, while also supporting continuity, succession planning, and audit readiness.

By the end of this course, participants will be able to:

• Organize an administrative procedures binder
• Develop clear and effective procedures
• Prepare useful checklists
• Understand the role of succession planning
• Collect and utilize the correct tools

Course Modules:

Module One: Why Your Office Needs Administrative Procedures

• Business continuity
• Succession planning
• Internal and external audit requirements
• Recovery planning

Module Two: Gathering the Right Tools

• Binder selection
• Section dividers
• Sheet protectors
• Cover-to-cover binders

Module Three: Identifying Procedures to Include

• Tracking tasks over several days
• Gathering feedback and ideas from other employees
• Documenting daily tasks
• Using spreadsheets to track procedures

Module Four: Top Five Procedures to Record

• Using templates for consistency
• Being as detailed as possible
• Using bullet points instead of paragraphs
• Assigning responsibility for execution

Module Five: What to Include in Your Binder (Part One)

• Phone etiquette
• Business writing
• Effective time management
• Creating meeting arrangements

Module Six: What to Include in Your Binder (Part Two)

• Absences
• Breaks
• Salaries
• Benefits

Module Seven: Organizing Your Binder

• Creating a table of contents
• Listing each section (for example, accounting)
• Listing procedures within each section
• Keeping the binder updated

Module Eight: What Not to Include in the Procedure Guide

• Passwords
• Other confidential information
• Storing sensitive data separately
• Finding a secure storage location

Module Nine: Sharing the Office Procedure Guide

• Reviewing the guide with leadership
• Informing office personnel
• Placing the guide in a visible location
• Encouraging feedback and updates

Module Ten: Successfully Executing the Guide

• Conducting a one-hour employee meeting
• Staying consistent with procedures
• Communicating updates clearly
• Remaining open to continuous improvement

Administrative Office Procedures equips participants with practical tools to create, organize, and maintain administrative procedures that support efficiency, consistency, and organizational stability. Join now to implement office procedures that support clarity, continuity, and long-term success.