Intermediate level · Module 1 of 6 · 15 guided hours
Office Systems and Standard Procedures
Document how office work is done so it is consistent, efficient and easy to hand over.
Learning objectives
- Map office processes
- Write standard operating procedures
- Improve processes and keep procedures up to date
Topics
- process mapping
- standard operating procedures
- checklists
- roles and responsibilities
- process improvement
- document control
Lessons
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Lesson 1 Mapping Office Processes
Draw how work flows through the office from request to completion.
process mapsteps and decisionshandoffsbottlenecks
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Lesson 2 Writing Standard Operating Procedures
Write procedures anyone can follow to do a task correctly.
SOP formatpurpose and scopestep-by-step instructionsforms and templates
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Lesson 3 Improving Processes and Document Control
Make processes simpler and keep procedures current.
simplificationdigital formsreview datesdocument control
Practical activity
Map and write procedures for four office processes, such as visitor reception, petty cash requests, leave requests and outgoing mail.
Expected outcomes
- Consistent office work
- Smooth handovers
Assessment
Procedures tested by a classmate following them without help.
Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.