Administrative Office Procedures

Course Length: ½, 1 or 2 days

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.

Module One: Getting Started
Module Two: Why Your Office Needs Administrative Procedures
Module Three: Gathering the Right Tools
Module Four: Identifying Procedures to Include
Module Five: Top Five Procedures to Record
Module Six: What to Include in Your Binder (I)
Module Seven: What to Include in Your Binder (II)
Module Eight: Organizing Your Binder
Module Nine: What Not to Include in the Procedure Guide
Module Ten: Share Office Procedure Guide
Module Eleven: Successfully Executing the Guide
Module Twelve: Wrapping Up

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Administrative Support

Course Length: ½, 1 or 2 days

Having effective administrative skills are essential in today’s work environment. Being organized, punctual, and effective in your communication skills, both written and verbal are crucial if you want to achieve your goals in any endeavor you pursue. Think of it. The current business environment is filled with many sources of information, and you have to take that information and analyze it, prioritize it, and process it to the extent where value is achieve for the organization. Good administrative skills reduce the risk of “things falling through the cracks.” Great administrative skills create exponential results that spot potential problems, overcome obstacles, and leverage resources effectively.

In this course, you will learn the core skills that will help you use your resources efficiently, manage your time wisely, communicate effectively, and collaborate with others skillfully. The practices presented in this module will take time to root into your daily work routine. However, making the commitment to consistently apply the concepts every day is the key to changing and adopting new behaviors in a short amount of time.

Module One: Getting Started
Module Two: Getting Organized (I)
Module Three: Getting Organized (II)
Module Four: Managing Time
Module Five: Getting It All Done On Time
Module Six: Special Tasks
Module Seven: Verbal Communication Skills
Module Eight: Non-Verbal Communication Skills
Module Nine: Empowering Yourself
Module Ten: The Team of Two
Module Eleven: Taking Care of Yourself
Module Twelve: Wrapping Up

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Archiving and Records Management

Course Length: ½, 1 or 2 days

Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line.

With our Archiving and Records Management workshop your participants will know how to classify records, define and maintain different systems, and develop a keen understanding of the importance of records management.

Module One: Getting Started
Module Two: Understanding Records
Module Three: Management of Records
Module Four: Context (I)
Module Five: Context (II)
Module Six: Classification
Module Seven: Paper-Based Systems
Module Eight: Electronic Records
Module Nine: Hybrid Systems
Module Ten: Appraisals & Systems
Module Eleven: Record Maintenance
Module Twelve: Wrapping Up

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Event Planning

Course Length: ½, 1 or 2 days

Events do not just happen, they take time to plan, develop, and create. This workshop is designed to give your participants the tools needed to host a great event. They will touch on planning and administrative techniques that will give them the confidence to run an engaging event that will leave a positive and lasting impression an each attendee. With our Event Planning workshop your participants will explore ways to work with vendors, security, technicians, and wait staff. They will touch on different event types such as awards ceremonies, charity events, and business conferences. By utilizing the correct skill set and planning your participants will be provided the details and concepts of what makes up a successful event.

Module One: Getting Started
Module Two: Types of Events
Module Three: Brainstorming
Module Four: Types of Entertainment
Module Five: Support Staff
Module Six: Technical Staff
Module Seven: Vendors
Module Eight: Finalize the Plan
Module Nine: Administrative Tasks
Module Ten: Get Organized
Module Eleven: Post Event Activities
Module Twelve: Wrapping Up

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Executive and Personal Assistants

Course Length: ½, 1 or 2 days

Being an Executive or Personal Assistant is a unique position that requires a variety of skills. Whether you are updating schedules, making travel arrangements, minute taking, or creating important documents all must be done with a high degree of confidentiality. Confidentiality is one of the most important characteristics for every assistant.

Our Executive and Personal Assistants workshop will show your participants what it takes to be a successful assistant. Participants will learn what it takes to effectively manage a schedule, organize a meeting, and even how to be a successful gatekeeper. Being an Executive or Personal Assistant takes a special skill set and this workshop will provide your participants with the necessary tools.

Module One: Getting Started
Module Two: Working with Your Manager
Module Three: Administrative Soft Skills
Module Four: Effective Time Management
Module Five: Meeting Management
Module Six: Tools of the Trade (I)
Module Seven: Tools of the Trade (II)
Module Eight: Being an Effective Gatekeeper
Module Nine: Organizational Skills
Module Ten: Confidentiality Guidelines
Module Eleven: Special Tasks
Module Twelve: Wrapping Up

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Meeting Management

Course Length: ½, 1 or 2 days

You are on your first project and you have to organize and manage the project kick-off meeting. What do you do first? Do you create the agenda or the invitation list? How do you run a meeting? What preparation do you need? All of these are valid and real questions you, as the meeting manager, must address. There is no doubt about it. Meetings require skill and technique in order for the meeting to achieve its purpose. Disorganized and poorly managed meetings waste time and hurt your credibility as a meeting manager. Consistently leaving a poor impression with the attendees will haunt you if left unchecked.

This training course is designed to give you the basic tools you need to initiate and manage your meetings. You will learn planning and leading techniques that will give you the confidence to run a meeting that will engage your attendees and leave a positive and lasting impression. This is a hands-on workshop and your participation will help make it a valuable experience. Use this time to begin the process of developing your skills along with other participants who share the same desire to improve their meeting management skills.

Module One: Getting Started
Module Two: Planning and Preparing (I)
Module Three: Planning and Preparing (II)
Module Four: Setting up the Meeting Space
Module Five: Electronic Options
Module Six: Meeting Roles and Responsibilities
Module Seven: Chairing a Meeting (I)
Module Eight: Chairing a Meeting (II)
Module Nine: Dealing with Disruptions
Module Ten: Taking Minutes
Module Eleven: Making the Most of Your Meeting
Module Twelve: Wrapping Up

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Organizational Skills

Course Length: ½, 1 or 2 days

Developing good Organizational Skill is an investment that will provide benefits for years. To be successful means to be organized. These skills will filter through all aspects of your participants professional and personal lives. Throughout this workshop your participants will be given the tools necessary in developing better Organizational Skills.

Through Organizational Skills your participants will encounter improved productivity, better management, and an overall increase in professional growth. Every day people waste numerous amounts of time looking for items. So stop looking for those important items, and start knowing where they are by getting organized.

Module One: Getting Started
Module Two: Remove the Clutter
Module Three: Prioritize
Module Four: Scheduling Your Time
Module Five: To Do Lists
Module Six: Paper and Paperless Storage
Module Seven: Organization Your Work Area
Module Eight: Tools to Fight Procrastination
Module Nine: Organizing your Inbox
Module Ten: Avoid the Causes of Disorganization
Module Eleven: Discipline is the Key to Stay Organized
Module Twelve: Wrapping Up

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Organizing Your Work Space

Course Length: ½, 1 or 2 days

Tackle that endless paper flow with creative filing tips, clutter-busters, and workable action plans. Start today! Manage your desk and papers. Keep clutter away permanently. Avoid paper backlogs.

Section 1: Why Get Organized
Section 2: How Backlogs Develop
Section 3: Where to Start
Section 4: Your Work Area
Section 5: Filing It and Finding It
Section 6: Managing Your Desk and Your Papers
Section 7: Clearing Off the Stacks
Section 8: Managing Your Mail and Your Reading
Section 9: Managing E-Mail and Personal Organizers
Section 10: Quick Review, Charts and Checklists
Section 11: A Friendly Reminder

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Social Media Training for the Workplace

Course Length: ½, 1 or 2 days

We are being flooded with Social Media invitations and updates. Web-based communication icons like Twitter, Facebook, YouTube, and LinkedIn are dominating the way we interact with each other. People are feeling the need to be updated at all times. It has become a time eater, and businesses are quickly becoming aware of the drain it can have on productivity. People love to share, but they need to know what is alright to share and what should not be sent out.

Understanding Social Media is about communicating the right way. We are beginning to communicate more through electronic means that face to face. Talking on a phone has been replaced more and more with SMS (texting.) Social media channels are becoming the main form of communication and your participants will realize how Social media and the Workplace can work together.

Module One: Getting Started
Module Two: What is Social Media?
Module Three: Defining Your Social Media Policy (I)
Module Four: Defining Your Social Media Policy (II)
Module Five: Creating a Living Document
Module Six: Keeping an Eye on Security
Module Seven: Rules to Follow When Posting (I)
Module Eight: Rules to Follow When Posting (II)
Module Nine: Benefits of Social media
Module Ten: The Pitfalls of Social Media
Module Eleven: Listen to Your Customers
Module Twelve: Wrapping Up

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Telephone Etiquette

Course Length: ½, 1 or 2 days

Phone etiquette is a highly valuable tool to have in an employee’s skill-set, and our Telephone Etiquette workshop will help provide those skills. This course will help your participants improve their phone skills which will make them more confident, improve sales, and help gain new customers while retaining your current clientele. A more confident employee is also one that is happier, and happier employees will produce happier customers.

Through our Telephone Etiquette workshop your participants will learn the skills to increase productivity and improve performance. This will produce a positive environment throughout your business and influence the organization as a whole. Recognizing the different skills used between inbound and outbound calls along with knowledge on how to deal with rude or angry callers makes this workshop a great investment.

Module One: Getting Started
Module Two: Aspects of Phone Etiquette
Module Three: Using Proper Phone Language
Module Four: Eliminate Phone Distractions
Module Five: Inbound Calls
Module Six: Outbound Calls
Module Seven: Handling Rude or Angry Callers
Module Eight: Handling Interoffice Calls
Module Nine: Handling Voicemail Messages
Module Ten: Methods of Training Employees
Module Eleven: Correcting Poor Telephone Etiquette
Module Twelve: Wrapping Up