LBA 200  EFFECTIVE ADMINISTRATIVE OFFICE PROCEDURES

Module 1: Why Your Office Needs Adminstrative Procedures

• Business Continuity

• Succession Planning

• Internal and External Audit Requirements

• Recovery Planning

Module 2: Gathering the Right Tools

• Binder

• Section Divider

• Sheet Protectors

• Cover to Cover Binders

Module 3: Identiyfing 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

Module 4: 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

Module 5: What to Include in Your Binder

• Phone Etiquette

• Business Writing

• Effective Time Management

• Creating Meeting Arrangements

• Policy on Absences

• Breaks

• Salaries

• Benefits

Module 6: 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