Why Your Office Needs Administrative Procedures

Business Continuity

Succession Planning

Internal and External Audit Requirements

Recovery Planning

Gathering the Right Tools

Binder

Section Divider

Sheet Protectors

Cover to Cover Binders

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

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

What to Include in Your Binder (I)

Phone Etiquette

Business Writing

Effective Time Management

Creating Meeting Arrangements

What to Include in Your Binder (II)

Policy on Absences

Breaks

Salaries

Benefits

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

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

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

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