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About This Course
What you will learn
  • Organize a binder
  • Develop procedures
  • Prepare checklists

  • Understand succession planning
  • Collect the correct tools

Study Office Procedures Course and Improve Workspace Efficiency

Turn your office into a highly-organized and productive workspace. Reduce miscommunication and help eliminate common errors with our Office Procedures Course. Our premium course developed by experts will help you understand how an Administrative Office Procedure binder demonstrates professionalism and efficiency in an organization or office setting.

A well-designed policy and procedure guideline is a crucial management tool. It outlines the organization’s goals and objectives and provides clear standards of action for all employees. 

With our course, you will be able to create clear policies and guidelines to ensure your workplace runs smoothly. Our Administrative Support Online course will give you the strategies and procedures vital to the company's vision and everyday operations.

At Courses For Success, our courses are designed by professionals, for professionals. We maintain the highest level of quality courses to ensure your success. By completing our Procedures Course, you will be equipped with the right skill-set to ensure you stand out from the competition!

Why Study this Course? 

You can boost your career and enhance your administrative skills with our comprehensive Administrative Office Procedures Course. This online training program is designed to help you become more efficient and professional in an organization or office setting. By completing this course, you will gain the knowledge and expertise needed to excel as an administrative assistant or office administrator.

Our administration course covers a wide range of topics, including business administration, office management, and business writing. You'll learn essential skills such as active listening, nonverbal communication skills, and effective time management that will help you succeed in any office setting.

One of the key aspects of our administrative office procedures course is teaching you how to develop procedures that ensure your workplace runs smoothly. You'll learn how to identify procedures, create a procedure guide, and successfully execute the guide. Additionally, you'll discover how to organize your binder, prepare checklists, and track tasks to increase efficiency and eliminate common errors.

Our office procedures course also focuses on communication skills and collaborative business writing to help you become more effective in your role. You'll gain valuable writing skills that can be applied to meeting arrangements, policies and procedures, and other essential everyday operations.

The course content also delves into important areas such as basic bookkeeping, records management, and information technology. You'll learn how to handle confidential information and meet audit requirements for both internal and external auditing.

By enrolling in our administrative office procedure online course, you'll also benefit from learning about business continuance and human resource management. You'll understand succession planning and how to create a recovery plan to ensure your company's vision remains intact during times of change.

Our online courses are designed with your career development in mind, offering certificate training that is recognized by CPD accreditation. Whether you're an aspiring executive and personal assistant, team leader, or involved in sales and marketing, our office administration course will equip you with the knowledge and skills needed to excel in your chosen field.

Don't miss this opportunity to enhance your administrative procedures and take your career to new heights. Enroll in our Administrative Office Procedures Course today and start reaping the benefits of improved organizational skills, reduced miscommunication, and increased efficiency in your workplace.

Office Procedures Course - Requirements

The Administrative Office Procedures Online course is delivered 100 percent online 24/7 and only takes 6 to 8 hours of study to complete.

To complete this course, a student must:

      Have access to the internet and the necessary technical skills to navigate the online learning resources

      Have access to any mobile device with internet connectivity (laptop, desktop, tablet)

      Be a self-directed learner

      Possess sound language and literacy skills

Quick Course Facts

  1. Course content is structured for easy comprehension

  2. Approximately 8 hours of study is needed to complete the course

  3. Registered students gain unrestricted lifetime access to the Administrative Office Procedures Online course

  4. All course material is available online 24/7 and can be accessed using any device

  5. Study online from anywhere in your own time at your own pace

  6. All students who complete the course will be awarded with a certificate of completion

Office Procedures Course – Outline

Module One: Introduction

Module Two: Why Your Office Needs Administrative Procedures

In this Module, we will learn about the importance of administrative procedures in day to day operations.

Business Continuity

These plans refer to all items and services that are essential for the organization to function. Some of these include:

      Determine likely risks

      Analyze the effects of each risk or hazard

      Developing a team and strategy

      Developing a plan and document each step

      Testing the plan

Succession Planning

Succession planning ensures that there is enough talent to replace vacancies in leadership.

      Identify goals and objectives

      Identify needs in the company

      Recognize trends in the workforce

      Develop the employee pool

Internal and External Audit Requirements

Internal and external audits are critical for identifying potential risks that an organization face.

Recovery Planning

Recovery planning or disaster recovery planning is the process of restoring normalcy in business operations after a crippling incident.

Module Three: Gathering the Right Tools

Using the right tools is essential for any activity, including administrative work. This part of the course discusses the necessary tools and materials that ensure all task are completed correctly.

      Binder

      Section Divider

      Sheet Protectors

      Cover to Cover Binders

Module Four: Identifying Procedures to Include

In this module we will learn how to create an administrative office binder.

Tracking Tasks for Some Days

      Determine which operations are executed as part of the position.

      Establish the tools that are used on a regular basis.

      Discover the information that is consulted consistently.

      Determine which events and meetings are repetitive.

Reach Out to Other Employees for Feedback/Ideas

      Surveys

      Focus groups

      Meetings

      Questionnaires

      Evaluations

      Suggestion boxes

Write Down Daily Tasks

Writing down daily tasks makes it easier to track activities.

Keep Track Using a Spreadsheet

      Tracking Tasks for Some Days

      Reach Out to Other Employees for Feedback/Ideas

      Write Down Daily Tasks

      Keep Track Using a Spreadsheet

Module Five: Top Five Procedures to Record

We discuss the top five procedures essential for accurate recording.

Use a Template to Stay Consistent from Track to Track

      Department

      Category

      Job

      Purpose

      Statement

      Regulations

      Related information

Be as Detailed as Possible

This is a delicate balancing act that requires you to be accurate while avoiding using long, wordy details that can confuse readers.

Use Bullet Points Instead of Paragraphs

Bullet points are an excellent way of delivering concise and informative messages

Ask Someone to Execute the Procedure

To verify the procedure, asking someone to complete the procedure independently can help confirm that these can stand on its own.

Module Six: What to Include in Your Binder (I)

In this part of the course, we will learn about what should and should not be included in the binder. These include commonly used topics such as phone etiquette. Business writing, arranging meetings, and time management.

Phone Etiquette

This includes information on basic phone etiquette and guidelines for phone use.

Business Writing

Poor writing does not speak well for a company. When creating writing procedures, this must be based on the type of writing that your employees must complete.

Effective Time Management

We discuss the different strategies to effectively manage time, this include:

      Staying organized

      Prioritizing tasks

      Stop procrastinating

      Making a schedule

      Delegating

Creating Meeting Arrangements

Companies and organizations require meetings from time to time. In this part of the module, we will discuss the different tasks to include in a checklist when organizing meetings.

Module Seven: What to Include in Your Binder (II)

Binders include basic policies that cover absences, breaks, benefits, and salaries. Here, we will discuss the different policies that should be included in your binder.

Policies on Absences

Having a clear policy can reduce or prevent unwanted or unscheduled absences. When creating a policy on absences, here are a few things to include:

      Define different types of absences: PTO, sick days, jury duty, authorized, and unauthorized absences

      Notification requirements and procedures

      Requirements for punctuality: e.g. The number of missed hours that equal an absence

Breaks

Policies on breaks should also be included in the binder. Breaks should also be compliant with those set by the law.

Salaries

Policies concerning pay and salary must be clearly stated in the binder. When creating policies on salary, you should include this information:

      Wage increases based on performance

      Cost of living increases (Yes or No)

Benefits

Clear policies on employee benefits makes it possible for employees to answer their own questions and prevent misunderstanding which makes the process more transparent. When creating employee benefits, here are some that you should consider:

      Group insurance

      Cobra benefits

      Holidays

Module Eight: Organizing Your Binder

After accomplishing the policies and procedures, it is now time to organize your binder. In this module, we will learn how to organize your binder and keep it up to date.

Create a Table of Contents

Organize the different policies and procedures into sections. Each of these sections can then be arranged into your table of contents.

List Each Section (e.g. Accounting)

The list of sections is based on the focus of the company. Below are some of the commonly used sections:

      Accounting

      HR

      Contacts

List Procedures in that Section

The next step is to organize every procedure under a specific section. Here you will learn how to review the list of procedures and organize them into the correct sections.

Keep Binder Updated with any New Changes

Policies and procedures might change over time. Therefore, keeping your binder updated is important to keep all information up to date.

Module Nine: What Not to Include in the Procedure Guide

In this module, we will learn what we should not include in the procedure guide. Below are some of the information that should be kept out of your binder.

Passwords

Passwords should always be kept confidential and keeping out of the eyes of others is a matter of common sense.

Identify Other Confidential Information Via Your Employer

Be sure to check with your employer that all information included in the binder does not compromise company secrets.

Store Information in a Separate Folder Outside of the Guide

Confidential information should be stored in a separate folder and labelled accordingly.

Find a Secure Location to Store

After storing confidential information in a separate folder, this should be locked in a secure location. It should also hold true for any important computer files.

Module Ten: Share Office Procedure Guide

This part of the module discusses how the binder should be shared with the rest of the office.

Give Guide to Boss/Executive to Review

The procedure guide needs to be reviewed by any concerned authority or person in charge of the department.

Inform Office Personnel of Procedure Guide

The procedure guide should be introduced to all personnel directly connected to the tasks. This can be done through:

      Email announcements

      Meeting

      Presentations

      One-on-ones

Place Guide in a Visible Area

Once the guide has been introduced, the next step is to display it in a place where it is visible to all concerned employees.

Allow Office Personnel to Express Improvements/Updates if Needed

Feedback makes it possible to make improvement to existing policies and procedures. Ensure that this is encouraged among employees.

Module Eleven: Successfully Executing the Guide

The same level of high quality planning when creating policies and procedures should be applied when executing the guide. This part of the course discusses how you can successfully execute the guide.

Create a One Hour Meeting/Seminar for Employees

      Establish the outcomes that you expect.

      Develop an agenda

      Train the employees

Stay Consistent with Procedures

To be effective, procedures must be implemented consistently.

Make Employees Aware of any Updated Changes

Communicate any changes to policies and procedures to all concerned parties.

Keep Open to Improvements

It is important to remember that you should always work on improving your binder. By being open to improvements, you will be able to keep the binder relevant and effective.

Module Twelve: Wrapping Up

Recognition & Accreditation

Upon successful completion of this course and achieving a passing score for the assessment, you will be issued with an international continuing education credit (CEU) certificate.

This Certificate is applicable worldwide, which demonstrates your commitment to learning new skills. You can share the certificate with your friends, relatives, co-workers, and potential employers. Also, include it in your resume/CV, professional social media profiles and job applications.

Other Business Courses

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Units of Study

Module One: Getting Started

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

  • Organize a binder
  • Develop procedures
  • Prepare checklists
  • Understand succession planning
  • Collect the correct tools

Module Two: Why Your Office Needs Adminstrative Procedures

  • Business Continuity
  • Succession Planning
  • Internal and External Audit Requirements
  • Recovery Planning

Module Three: Gathering the Right Tools

  • Binder
  • Section Divider
  • Sheet Protectors
  • Cover to Cover Binders

Module Four: 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 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

Module Six: What to Include in Your Binder (I)

  • Phone Etiquette
  • Business Writing
  • Effective Time Management
  • Creating Meeting Arrangements

Module Seven: What to Include in Your Binder (II)

  • Policy on Absences
  • Breaks
  • Salaries
  • Benefits

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

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

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

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

Module Twelve: Wrapping Up

  • Words from the Wise
Requirements

Entry requirements

Students must have basic literacy and numeracy skills.

Minimum education

Open entry. Previous schooling and academic achievements are not required for entry into this course.

Computer requirements

Students will need access to a computer and the internet.

Minimum specifications for the computer are:

Windows:

Microsoft Windows XP, or laterModern and up to date Browser (Internet Explorer 8 or later, Firefox, Chrome, Safari)

MAC/iOS

OSX/iOS 6 or laterModern and up to date Browser (Firefox, Chrome, Safari)

All systems

Internet bandwidth of 1Mb or fasterFlash player or a browser with HTML5 video capabilities(Currently Internet Explorer 9, Firefox, Chrome, Safari)

Students will also need access the following applications:

Adobe Acrobat Reader

Requirements

Entry requirements:

Students must have basic literacy and numeracy skills.


Minimum education:

Open entry. Previous schooling and academic achievements are not required for entry into this course.


Device requirements:

Students will need access to a computer/any device and the internet.

FAQS

1.  Who are Courses For Success?

Courses For Success is a course platform that started in 2008
with 5 courses, since then we have grown to over 10,000 online courses.

Our courses span across the following categories:

•Animal    

•Beauty    

•Business    

•Health & Fitness     

•Finance

•Lifestyle    

•IT & Software    

•Personal Development

•Teaching & Academics

2.  Is there a refund/cancellation policy?

Yes, we have a 7-day money-back refund policy.

3.  What is the FREE Personal Success Training Program?

The Personal Success Training Program
was developed by Courses For Success to help our customers achieve
success. Currently, we are offering this program for FREE with every
course or bundle purchase this month. This is a limited time offer!

4.  Are there any requirements to study this course?

No,
anyone who has an interest in learning more about this subject matter
is encouraged to take our course. There are no entry requirements to
take this course.

5.  Do I require to have finished high school to complete this course?

No,
you do not require a High School Diploma or to have finished school to
study this course, this course is open to anyone who would like to take
this course.

6.  What if English is not my first language?

This
course is provided in English, however, due to the digital nature of
our training, you can take your time studying the material and make use
of tools such as google translate and Grammarly.

7.  Is this course online or conducted in person?

All our courses are accessible online on any device. You may complete them at your own pace and at your own time.

8.  How do I receive my course?

After
you have completed the payment, you will receive a confirmation email
and tax receipt. You will also receive an email containing your course
login details (username and password), as well as instructions on how to
access and log in to your course via the internet with any device,
please check your junk/spam folder in the event that you do not receive
the email.

9.  When does this course start?

Providing
you have internet access you can start this course whenever you like,
just go to the login page and insert your username and password and you
can access the online material.

10.  What is online learning like?

Online learning is easy, if not easier than a traditional academic situation.
By studying an online course, the usual boundaries caused by location and time constraints are eliminated, meaning you are free to study where and when you want at your own pace.

Of course, you will need to be able to self-manage your time and be organized, but with our help, you’ll soon find yourself settling into a comfortable rhythm of study.

11.  What computer skills do I need for my course?

You
don't need to be a computer expert to succeed with our online training,
but you should be comfortable typing, using the internet and be capable
of using common software (such as Microsoft word).

12.  How long will you have access to the online course?

The majority of our courses have unlimited lifetime access, meaning you can access this course whenever you want.

Please also check the course summary, as a small selection of courses have limited access.

13.  How long will my course take?

Course duration, is listed under Course Summary

14.  Do I need to buy textbooks?

All the required material for your course is included in the online system, you do not need to buy anything else.

15.  Is the course interactive?

Yes, all our courses are interactive.

16.  Is there an assessment or exam?

Yes,
you will be required to complete a multiple-choice test online at the
end of your course, you can do this test as many times as you require.

17.  What type of certificate will I receive?

You
will receive a Certificate of Completion that is applicable worldwide,
which demonstrates your commitment to learning new skills. You can share
the certificate with your friends, relatives, co-workers and employers.
Also, include it in your resume/CV, professional social media profiles
and job applications.

Wendy Sue Hunt - 5 STAR REVIEW
"If you are considering taking any “Courses for Success”, I would highly recommend it. I have always been a firm believer it’s important to always sharpen your skills. You are never too old to learn more. I found the courses very helpful, interesting and easy to understand.
The term “Courses for Success” helped me in my current position to succeed. After completing the courses, I gave my manager the completion certificates. Recently I received a promotion too."

Valencia Marie Aviles - 5 STAR REVIEW
"I
had a very good experience with my course. It has helped me to get
multiple jobs and prepared me for almost everything I would need to
know. The course was very informative and easy to understand and broken
up perfectly to be done in a short amount of time while still learning a
good amount! I would recommend Courses for Success to anyone trying to
get abs certifications for job advancements, it is well worth it!"

ELENA GRIFFIN - 5 STAR REVIEW
"I have absolutely enjoyed the materials from Courses for Success. The materials are easy to understand which makes learning enjoyable. Courses for Success have great topics of interest which make you come back for
more.
Thank you Courses for Success for being part of my learning journey and making education affordable!"

Our
completion certificates are very valuable and will help you progress in
your work environment and show employers how committed you are to learn
new skills, you might even get a promotion.

18.  Will this course be credited by universities?

No, it is not equivalent to a college or university credit.

19.  Am I guaranteed to get a job with this certificate?

This course will give you the skills you need to help you obtain employment, but it’s up to you if you get the job or not.

20.  How will this course assist me with my career?

Studying
and completing this course will show employers that you have the
knowledge in this field, additionally you will gain more confidence in
this area of expertise.

21.  How long is the certificate valid for?

The Certificates are valid for life and do not need renewing. 

22.  Can I take more than one course at a time?

Courses
are studied online at your own pace and you are free to study as many
or as few courses as you wish, we also offer online course bundles that
allow you to save on additional courses so that you may get all the
topics related to your training goals in one go.

23.  What are the Payment Methods available? Is there a payment plan?

We accept payments via PayPal, Credit Card and Bank Transfer.

Payment Plans: We have partnered with Partial.ly, to offer our own in house payment plan. Everyone is Pre-Approved, providing the initial deposit is paid in full.

To pay via bank transfer contact us info@coursesforsuccess.com

24.  Can I purchase for multiple people?

Yes, you can do this by purchasing individually via website or send us a request via email at info@coursesforsuccess.com

25.  Can I request for an invoice before purchase?

Yes, you can request for an invoice via email at info@coursesforsuccess.com

26.  Purchase for a gift?

Yes, you can purchase this course as a gift, simply send an email to info@coursesforsuccess.com, with the course details and we can accommodate this.

27.  Can I create my own course bundle?

Yes,
you can customize your own bundle. Please send us the complete list
with the exact course link of the courses you'd like to bundle up via
email info@coursesforsuccess.com and we will create them for you. *Each course access, time of completion and certification varies depending on the course type.

28.  How will I contact Courses For Success if I have any questions?

You can contact our support team, at any time through live chat on our website, or email at info@coursesforsuccess.com, or by calling one of our phone numbers depending on which country you are in.  

Free Personal Success Training Course

The Personal Success Training Program Helps You Stay Focused To Achieve Your Goals!

Today, we are providing it for Free with all Course Purchases, as a special offer!

Benefits:

• How to layout a Success Plan.

• Get where you want to be in life.

• How to unclutter your mind to succeed.

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• How to have faith in yourself.

Features:

• Life time access

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Course Bundles

Looking for specific training for yourself or employees. Choose from our Course Bundles below or build you own Bundle, by adding more courses to your cart. Choose different courses or the same course for multiple staff members and receive volume discounts at checkout.

Course Bundles

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Administrative Office Procedures Online Certificate Course

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"I really enjoyed following this course, it is so easy to read and understand without my attention veering off from boredom or not being able to process what I learned." - Romar I. Verified Buyer.

Advance your career and gain the skillset to lead a successful office with our Administrative Office Procedures Online Certificate Course. Immerse yourself in the strategies and essential tools to develop effective policies and procedures for your organization. Take the first step to reach your potential and stay ahead in the workplace!

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Course Summary

  • Delivery: Online
  • Access: Unlimited Lifetime
  • Time: Study at your own pace
  • Duration: 6-8 Hours
  • Assessments: Yes
  • Qualification: Certificate
About This Course
What you will learn
  • Organize a binder
  • Develop procedures
  • Prepare checklists

  • Understand succession planning
  • Collect the correct tools

Study Office Procedures Course and Improve Workspace Efficiency

Turn your office into a highly-organized and productive workspace. Reduce miscommunication and help eliminate common errors with our Office Procedures Course. Our premium course developed by experts will help you understand how an Administrative Office Procedure binder demonstrates professionalism and efficiency in an organization or office setting.

A well-designed policy and procedure guideline is a crucial management tool. It outlines the organization’s goals and objectives and provides clear standards of action for all employees. 

With our course, you will be able to create clear policies and guidelines to ensure your workplace runs smoothly. Our Administrative Support Online course will give you the strategies and procedures vital to the company's vision and everyday operations.

At Courses For Success, our courses are designed by professionals, for professionals. We maintain the highest level of quality courses to ensure your success. By completing our Procedures Course, you will be equipped with the right skill-set to ensure you stand out from the competition!

Why Study this Course? 

You can boost your career and enhance your administrative skills with our comprehensive Administrative Office Procedures Course. This online training program is designed to help you become more efficient and professional in an organization or office setting. By completing this course, you will gain the knowledge and expertise needed to excel as an administrative assistant or office administrator.

Our administration course covers a wide range of topics, including business administration, office management, and business writing. You'll learn essential skills such as active listening, nonverbal communication skills, and effective time management that will help you succeed in any office setting.

One of the key aspects of our administrative office procedures course is teaching you how to develop procedures that ensure your workplace runs smoothly. You'll learn how to identify procedures, create a procedure guide, and successfully execute the guide. Additionally, you'll discover how to organize your binder, prepare checklists, and track tasks to increase efficiency and eliminate common errors.

Our office procedures course also focuses on communication skills and collaborative business writing to help you become more effective in your role. You'll gain valuable writing skills that can be applied to meeting arrangements, policies and procedures, and other essential everyday operations.

The course content also delves into important areas such as basic bookkeeping, records management, and information technology. You'll learn how to handle confidential information and meet audit requirements for both internal and external auditing.

By enrolling in our administrative office procedure online course, you'll also benefit from learning about business continuance and human resource management. You'll understand succession planning and how to create a recovery plan to ensure your company's vision remains intact during times of change.

Our online courses are designed with your career development in mind, offering certificate training that is recognized by CPD accreditation. Whether you're an aspiring executive and personal assistant, team leader, or involved in sales and marketing, our office administration course will equip you with the knowledge and skills needed to excel in your chosen field.

Don't miss this opportunity to enhance your administrative procedures and take your career to new heights. Enroll in our Administrative Office Procedures Course today and start reaping the benefits of improved organizational skills, reduced miscommunication, and increased efficiency in your workplace.

Office Procedures Course - Requirements

The Administrative Office Procedures Online course is delivered 100 percent online 24/7 and only takes 6 to 8 hours of study to complete.

To complete this course, a student must:

      Have access to the internet and the necessary technical skills to navigate the online learning resources

      Have access to any mobile device with internet connectivity (laptop, desktop, tablet)

      Be a self-directed learner

      Possess sound language and literacy skills

Quick Course Facts

  1. Course content is structured for easy comprehension

  2. Approximately 8 hours of study is needed to complete the course

  3. Registered students gain unrestricted lifetime access to the Administrative Office Procedures Online course

  4. All course material is available online 24/7 and can be accessed using any device

  5. Study online from anywhere in your own time at your own pace

  6. All students who complete the course will be awarded with a certificate of completion

Office Procedures Course – Outline

Module One: Introduction

Module Two: Why Your Office Needs Administrative Procedures

In this Module, we will learn about the importance of administrative procedures in day to day operations.

Business Continuity

These plans refer to all items and services that are essential for the organization to function. Some of these include:

      Determine likely risks

      Analyze the effects of each risk or hazard

      Developing a team and strategy

      Developing a plan and document each step

      Testing the plan

Succession Planning

Succession planning ensures that there is enough talent to replace vacancies in leadership.

      Identify goals and objectives

      Identify needs in the company

      Recognize trends in the workforce

      Develop the employee pool

Internal and External Audit Requirements

Internal and external audits are critical for identifying potential risks that an organization face.

Recovery Planning

Recovery planning or disaster recovery planning is the process of restoring normalcy in business operations after a crippling incident.

Module Three: Gathering the Right Tools

Using the right tools is essential for any activity, including administrative work. This part of the course discusses the necessary tools and materials that ensure all task are completed correctly.

      Binder

      Section Divider

      Sheet Protectors

      Cover to Cover Binders

Module Four: Identifying Procedures to Include

In this module we will learn how to create an administrative office binder.

Tracking Tasks for Some Days

      Determine which operations are executed as part of the position.

      Establish the tools that are used on a regular basis.

      Discover the information that is consulted consistently.

      Determine which events and meetings are repetitive.

Reach Out to Other Employees for Feedback/Ideas

      Surveys

      Focus groups

      Meetings

      Questionnaires

      Evaluations

      Suggestion boxes

Write Down Daily Tasks

Writing down daily tasks makes it easier to track activities.

Keep Track Using a Spreadsheet

      Tracking Tasks for Some Days

      Reach Out to Other Employees for Feedback/Ideas

      Write Down Daily Tasks

      Keep Track Using a Spreadsheet

Module Five: Top Five Procedures to Record

We discuss the top five procedures essential for accurate recording.

Use a Template to Stay Consistent from Track to Track

      Department

      Category

      Job

      Purpose

      Statement

      Regulations

      Related information

Be as Detailed as Possible

This is a delicate balancing act that requires you to be accurate while avoiding using long, wordy details that can confuse readers.

Use Bullet Points Instead of Paragraphs

Bullet points are an excellent way of delivering concise and informative messages

Ask Someone to Execute the Procedure

To verify the procedure, asking someone to complete the procedure independently can help confirm that these can stand on its own.

Module Six: What to Include in Your Binder (I)

In this part of the course, we will learn about what should and should not be included in the binder. These include commonly used topics such as phone etiquette. Business writing, arranging meetings, and time management.

Phone Etiquette

This includes information on basic phone etiquette and guidelines for phone use.

Business Writing

Poor writing does not speak well for a company. When creating writing procedures, this must be based on the type of writing that your employees must complete.

Effective Time Management

We discuss the different strategies to effectively manage time, this include:

      Staying organized

      Prioritizing tasks

      Stop procrastinating

      Making a schedule

      Delegating

Creating Meeting Arrangements

Companies and organizations require meetings from time to time. In this part of the module, we will discuss the different tasks to include in a checklist when organizing meetings.

Module Seven: What to Include in Your Binder (II)

Binders include basic policies that cover absences, breaks, benefits, and salaries. Here, we will discuss the different policies that should be included in your binder.

Policies on Absences

Having a clear policy can reduce or prevent unwanted or unscheduled absences. When creating a policy on absences, here are a few things to include:

      Define different types of absences: PTO, sick days, jury duty, authorized, and unauthorized absences

      Notification requirements and procedures

      Requirements for punctuality: e.g. The number of missed hours that equal an absence

Breaks

Policies on breaks should also be included in the binder. Breaks should also be compliant with those set by the law.

Salaries

Policies concerning pay and salary must be clearly stated in the binder. When creating policies on salary, you should include this information:

      Wage increases based on performance

      Cost of living increases (Yes or No)

Benefits

Clear policies on employee benefits makes it possible for employees to answer their own questions and prevent misunderstanding which makes the process more transparent. When creating employee benefits, here are some that you should consider:

      Group insurance

      Cobra benefits

      Holidays

Module Eight: Organizing Your Binder

After accomplishing the policies and procedures, it is now time to organize your binder. In this module, we will learn how to organize your binder and keep it up to date.

Create a Table of Contents

Organize the different policies and procedures into sections. Each of these sections can then be arranged into your table of contents.

List Each Section (e.g. Accounting)

The list of sections is based on the focus of the company. Below are some of the commonly used sections:

      Accounting

      HR

      Contacts

List Procedures in that Section

The next step is to organize every procedure under a specific section. Here you will learn how to review the list of procedures and organize them into the correct sections.

Keep Binder Updated with any New Changes

Policies and procedures might change over time. Therefore, keeping your binder updated is important to keep all information up to date.

Module Nine: What Not to Include in the Procedure Guide

In this module, we will learn what we should not include in the procedure guide. Below are some of the information that should be kept out of your binder.

Passwords

Passwords should always be kept confidential and keeping out of the eyes of others is a matter of common sense.

Identify Other Confidential Information Via Your Employer

Be sure to check with your employer that all information included in the binder does not compromise company secrets.

Store Information in a Separate Folder Outside of the Guide

Confidential information should be stored in a separate folder and labelled accordingly.

Find a Secure Location to Store

After storing confidential information in a separate folder, this should be locked in a secure location. It should also hold true for any important computer files.

Module Ten: Share Office Procedure Guide

This part of the module discusses how the binder should be shared with the rest of the office.

Give Guide to Boss/Executive to Review

The procedure guide needs to be reviewed by any concerned authority or person in charge of the department.

Inform Office Personnel of Procedure Guide

The procedure guide should be introduced to all personnel directly connected to the tasks. This can be done through:

      Email announcements

      Meeting

      Presentations

      One-on-ones

Place Guide in a Visible Area

Once the guide has been introduced, the next step is to display it in a place where it is visible to all concerned employees.

Allow Office Personnel to Express Improvements/Updates if Needed

Feedback makes it possible to make improvement to existing policies and procedures. Ensure that this is encouraged among employees.

Module Eleven: Successfully Executing the Guide

The same level of high quality planning when creating policies and procedures should be applied when executing the guide. This part of the course discusses how you can successfully execute the guide.

Create a One Hour Meeting/Seminar for Employees

      Establish the outcomes that you expect.

      Develop an agenda

      Train the employees

Stay Consistent with Procedures

To be effective, procedures must be implemented consistently.

Make Employees Aware of any Updated Changes

Communicate any changes to policies and procedures to all concerned parties.

Keep Open to Improvements

It is important to remember that you should always work on improving your binder. By being open to improvements, you will be able to keep the binder relevant and effective.

Module Twelve: Wrapping Up

Recognition & Accreditation

Upon successful completion of this course and achieving a passing score for the assessment, you will be issued with an international continuing education credit (CEU) certificate.

This Certificate is applicable worldwide, which demonstrates your commitment to learning new skills. You can share the certificate with your friends, relatives, co-workers, and potential employers. Also, include it in your resume/CV, professional social media profiles and job applications.

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Units of Study

Module One: Getting Started

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

  • Organize a binder
  • Develop procedures
  • Prepare checklists
  • Understand succession planning
  • Collect the correct tools

Module Two: Why Your Office Needs Adminstrative Procedures

  • Business Continuity
  • Succession Planning
  • Internal and External Audit Requirements
  • Recovery Planning

Module Three: Gathering the Right Tools

  • Binder
  • Section Divider
  • Sheet Protectors
  • Cover to Cover Binders

Module Four: 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 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

Module Six: What to Include in Your Binder (I)

  • Phone Etiquette
  • Business Writing
  • Effective Time Management
  • Creating Meeting Arrangements

Module Seven: What to Include in Your Binder (II)

  • Policy on Absences
  • Breaks
  • Salaries
  • Benefits

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

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

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

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

Module Twelve: Wrapping Up

  • Words from the Wise
Requirements

Entry requirements

Students must have basic literacy and numeracy skills.

Minimum education

Open entry. Previous schooling and academic achievements are not required for entry into this course.

Computer requirements

Students will need access to a computer and the internet.

Minimum specifications for the computer are:

Windows:

Microsoft Windows XP, or laterModern and up to date Browser (Internet Explorer 8 or later, Firefox, Chrome, Safari)

MAC/iOS

OSX/iOS 6 or laterModern and up to date Browser (Firefox, Chrome, Safari)

All systems

Internet bandwidth of 1Mb or fasterFlash player or a browser with HTML5 video capabilities(Currently Internet Explorer 9, Firefox, Chrome, Safari)

Students will also need access the following applications:

Adobe Acrobat Reader

Requirements

Entry requirements:

Students must have basic literacy and numeracy skills.


Minimum education:

Open entry. Previous schooling and academic achievements are not required for entry into this course.


Device requirements:

Students will need access to a computer/any device and the internet.

FAQS

1.  Who are Courses For Success?

Courses For Success is a course platform that started in 2008
with 5 courses, since then we have grown to over 10,000 online courses.

Our courses span across the following categories:

•Animal    

•Beauty    

•Business    

•Health & Fitness     

•Finance

•Lifestyle    

•IT & Software    

•Personal Development

•Teaching & Academics

2.  Is there a refund/cancellation policy?

Yes, we have a 7-day money-back refund policy.

3.  What is the FREE Personal Success Training Program?

The Personal Success Training Program
was developed by Courses For Success to help our customers achieve
success. Currently, we are offering this program for FREE with every
course or bundle purchase this month. This is a limited time offer!

4.  Are there any requirements to study this course?

No,
anyone who has an interest in learning more about this subject matter
is encouraged to take our course. There are no entry requirements to
take this course.

5.  Do I require to have finished high school to complete this course?

No,
you do not require a High School Diploma or to have finished school to
study this course, this course is open to anyone who would like to take
this course.

6.  What if English is not my first language?

This
course is provided in English, however, due to the digital nature of
our training, you can take your time studying the material and make use
of tools such as google translate and Grammarly.

7.  Is this course online or conducted in person?

All our courses are accessible online on any device. You may complete them at your own pace and at your own time.

8.  How do I receive my course?

After
you have completed the payment, you will receive a confirmation email
and tax receipt. You will also receive an email containing your course
login details (username and password), as well as instructions on how to
access and log in to your course via the internet with any device,
please check your junk/spam folder in the event that you do not receive
the email.

9.  When does this course start?

Providing
you have internet access you can start this course whenever you like,
just go to the login page and insert your username and password and you
can access the online material.

10.  What is online learning like?

Online learning is easy, if not easier than a traditional academic situation.
By studying an online course, the usual boundaries caused by location and time constraints are eliminated, meaning you are free to study where and when you want at your own pace.

Of course, you will need to be able to self-manage your time and be organized, but with our help, you’ll soon find yourself settling into a comfortable rhythm of study.

11.  What computer skills do I need for my course?

You
don't need to be a computer expert to succeed with our online training,
but you should be comfortable typing, using the internet and be capable
of using common software (such as Microsoft word).

12.  How long will you have access to the online course?

The majority of our courses have unlimited lifetime access, meaning you can access this course whenever you want.

Please also check the course summary, as a small selection of courses have limited access.

13.  How long will my course take?

Course duration, is listed under Course Summary

14.  Do I need to buy textbooks?

All the required material for your course is included in the online system, you do not need to buy anything else.

15.  Is the course interactive?

Yes, all our courses are interactive.

16.  Is there an assessment or exam?

Yes,
you will be required to complete a multiple-choice test online at the
end of your course, you can do this test as many times as you require.

17.  What type of certificate will I receive?

You
will receive a Certificate of Completion that is applicable worldwide,
which demonstrates your commitment to learning new skills. You can share
the certificate with your friends, relatives, co-workers and employers.
Also, include it in your resume/CV, professional social media profiles
and job applications.

Wendy Sue Hunt - 5 STAR REVIEW
"If you are considering taking any “Courses for Success”, I would highly recommend it. I have always been a firm believer it’s important to always sharpen your skills. You are never too old to learn more. I found the courses very helpful, interesting and easy to understand.
The term “Courses for Success” helped me in my current position to succeed. After completing the courses, I gave my manager the completion certificates. Recently I received a promotion too."

Valencia Marie Aviles - 5 STAR REVIEW
"I
had a very good experience with my course. It has helped me to get
multiple jobs and prepared me for almost everything I would need to
know. The course was very informative and easy to understand and broken
up perfectly to be done in a short amount of time while still learning a
good amount! I would recommend Courses for Success to anyone trying to
get abs certifications for job advancements, it is well worth it!"

ELENA GRIFFIN - 5 STAR REVIEW
"I have absolutely enjoyed the materials from Courses for Success. The materials are easy to understand which makes learning enjoyable. Courses for Success have great topics of interest which make you come back for
more.
Thank you Courses for Success for being part of my learning journey and making education affordable!"

Our
completion certificates are very valuable and will help you progress in
your work environment and show employers how committed you are to learn
new skills, you might even get a promotion.

18.  Will this course be credited by universities?

No, it is not equivalent to a college or university credit.

19.  Am I guaranteed to get a job with this certificate?

This course will give you the skills you need to help you obtain employment, but it’s up to you if you get the job or not.

20.  How will this course assist me with my career?

Studying
and completing this course will show employers that you have the
knowledge in this field, additionally you will gain more confidence in
this area of expertise.

21.  How long is the certificate valid for?

The Certificates are valid for life and do not need renewing. 

22.  Can I take more than one course at a time?

Courses
are studied online at your own pace and you are free to study as many
or as few courses as you wish, we also offer online course bundles that
allow you to save on additional courses so that you may get all the
topics related to your training goals in one go.

23.  What are the Payment Methods available? Is there a payment plan?

We accept payments via PayPal, Credit Card and Bank Transfer.

Payment Plans: We have partnered with Partial.ly, to offer our own in house payment plan. Everyone is Pre-Approved, providing the initial deposit is paid in full.

To pay via bank transfer contact us info@coursesforsuccess.com

24.  Can I purchase for multiple people?

Yes, you can do this by purchasing individually via website or send us a request via email at info@coursesforsuccess.com

25.  Can I request for an invoice before purchase?

Yes, you can request for an invoice via email at info@coursesforsuccess.com

26.  Purchase for a gift?

Yes, you can purchase this course as a gift, simply send an email to info@coursesforsuccess.com, with the course details and we can accommodate this.

27.  Can I create my own course bundle?

Yes,
you can customize your own bundle. Please send us the complete list
with the exact course link of the courses you'd like to bundle up via
email info@coursesforsuccess.com and we will create them for you. *Each course access, time of completion and certification varies depending on the course type.

28.  How will I contact Courses For Success if I have any questions?

You can contact our support team, at any time through live chat on our website, or email at info@coursesforsuccess.com, or by calling one of our phone numbers depending on which country you are in.  

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Course Bundles

Looking for specific training for yourself or employees. Choose from our Course Bundles below or build you own Bundle, by adding more courses to your cart. Choose different courses or the same course for multiple staff members and receive volume discounts at checkout.

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