Covers records management, telephone techniques, processing of mail, basic banking and accounting procedures, effective written communication skills and public relations, meeting and conference planning, and travel arrangements.
Goals, Topics, and Objectives
Upon successful completion of this course, students should be able to:
- The Successful Office Professional
- Identify the role and responsibilities of the administrative professional.
- Describe the technical skills, knowledge skills, personal qualities, and interpersonal skills of an effective, efficient office worker.*
- Time Management
- Describe tools and strategies for establishing efficient work habits.
- Discuss the principles of ethical conduct regarding an office professional’s work, time, and other resources.
- Records Management
- Define records management, categories of records, and various filing systems.
- Index and alphabetize personal, business names, and governmental and political designations.
- Describe ways to make productive telephone calls and to effectively manage incoming telephone calls.
- Communications Skills
- Write effective business messages.*
- Prepare communications for distribution.
- Processing of Mail
- Manage email, incoming mail, and outgoing mail.*
- Banking and Accounting Procedures
- Perform banking and accounting activities such as reconciling a bank statement, managing a petty cash fund, and calculating a weekly payroll on a payroll register.*
- Explain financial statements such as income statements and balance sheets.
- Explain the budgeting process.
- Scheduling of Appointments and Receiving of visitors
- Demonstrate how to schedule and confirm appointments using appropriate scheduling aids.
- Discuss greeting and directing visitors.
- Discuss managing diverse situations (visitors and language barriers, visitors with special needs, complaining customers, and abusive visitors).
- Make travel arrangements, and prepare an itinerary.*
- Discuss the importance of understanding cultural differences as they relate to travel.
- Meetings and Conferences
- Plan meetings.*
- Prepare meeting notices, agendas, and minutes.*
Assessment and Requirements
The student will be assessed through testing, quizzes, in-class activities, and outside assignments.