![]() Your manual should cover, in step-by-step fashion, how to do each of these core responsibilities.Ĥ) Separate any policies you need to document from any procedures you need to document. ģ) Use your job description and any documentation from recent reviews to pull out your core responsibilities. Implement a visitor management software like SwipedOn to keep this procedure streamlined with contactless sign in, an automated sign in flow, instant notifications and more. Once you have the table of contents completed, you can go back and fill in the details.”Ģ) Set clear guidelines for the visitor management procedure. According to Patricia Robb, author of Laughing All the Way to Work: A Survival Blog for Today’s Administrative Assistant, “You should arrange your duties in a logical format in a table of contents to map out how you want to place each item. Here’s everything you need to create an effective office procedures manual template.ġ) S tart your manual with an outline. Want to become a better professional in just 5 minutes? (PS – Join one of our private FB Groups exclusively for Executive Assistants or Office managers. It’s a community to connect, collaborate, and share advice on how to overcome the wide spectrum of challenges you face in your role.) ![]() The templates and tips below help Office Managers and Executive Assistants document and share their tried and true work processes. ![]() It will also benefit your replacement, and the company as a whole, to have a reference manual that wasn’t put together in a rush.
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