Covers time management and organizational skills, telephone techniques, records management, processing of mail, financial documents of organizations and basic banking and accounting procedures, effective written communication skills and public relations, meeting and conference planning, and travel arrangements.
Goals, Topics, and Objectives
- The Successful Office Professional
a. Identify the role and responsibilities of the administrative professional.
b. Describe the technical, knowledge, and interpersonal skills; personal qualities; and professional image of an effective, efficient office worker.
c. Compare the responsibilities of the employer and of the employee in the work environment.
d. Describe the steps for making decisions and solving problems.
- Time Management and Organization
a. Describe steps for setting and meeting goals and priorities.
b. Describe tools and strategies for workstation organization.
c. Describe tools and strategies for managing workload.
d. Identify life management skills that improve job performance.
- The Workplace Environment
a. Describe the principles of ethical conduct regarding an office professional's work, time, and resources.
b. Identify characteristics of ethical organizations.
c. Describe the benefits of teams, the types of teams in the workplace, the characteristics of effective teams, and the challenges encountered by teams.
d. Describe the qualities and skills for an effective team member.
e. Describe strategies for developing customer focus and delivering effective customer service.
f. Describe how to handle difficult customer service situations.
a. Describe the elements of the communication process and strategies for overcoming communication barriers.
b. Write effective business messages.
c. Identify global and workplace communication tools and security issues associated with these tools.
d. Describe ways to make productive telephone calls and to effectively manage incoming telephone calls.
- Meetings, Conferences, and Business Events
a. Identify types of business meetings and appropriate meeting formats for various situations.
b. Describe meeting responsibilities of executives, leaders, administrative professionals, and other participants.
c. Prepare meeting notices, agendas, and minutes.
- Records Management
a. Define records management, categories of records, and various filing systems.
b. Index and alphabetize personal, business, and governmental names.
c. Describe procedures for records retention.
- Processing of Mail
a. Manage electronic mail, incoming mail, and outgoing mail.
b. Describe and apply how office printers and copiers are used in processing documents and records.
a. Plan travel arrangements.
b. Prepare an itinerary.
c. Research business customs related to international travel.
d. Discuss and apply organizational travel procedures.
- Financial Documents
a. Describe financial statements (income statement, balance sheet, cash flow statement, and budget) for organizations.
b. Prepare a payroll register and a bank reconciliation.
c. Describe purchase transaction procedures and forms.
d. Manage a petty cash fund.
Assessment and Requirements
The student will be assessed through testing, quizzes, in-class activities, and homework.