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13 Best Practices of Office Management

Find out how to effectively manage your office with these 13 best practices. It covers everything from improving staff productivity and promoting teamwork to reducing wait times and delays for your clients.

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13 Best Practices of Office Management

  1. 1. PRACTICES of Office Management BEST
  2. 2. UNDERSTAND THE PRACTICE 11
  3. 3. Be KNOWLEDGEABLE about the practice.
  4. 4. Be able to ANSWER QUESTIONS about the practice for both staff & clients.
  5. 5. Be able to ANSWER QUESTIONS about the practice for both staff & clients.
  6. 6. Implement POLICY & PROCEDURES to the staff.
  7. 7. SUPPORT THE PROCESS 2
  8. 8. Understand the MISSION of the practice.
  9. 9. EVALUATE whether the mission goals are being met.
  10. 10. MAKE CHANGES to the mission to allow for more efficiency.
  11. 11. Allow for INPUT from the client.
  12. 12. KNOW CURRENT PROCEDURES 3
  13. 13. EDUCATE yourself on the newest office procedures.
  14. 14. Be able to TALK CONFIDENTLY about procedures.
  15. 15. IMPLEMENT PROCEDURES on a daily basis.
  16. 16. ADJUST procedures to fit a client.
  17. 17. UP-TO-DATE ON PRODUCTS 4
  18. 18. Be familiar with your SALES REP.
  19. 19. Be familiar with your SALES REP.
  20. 20. COMMUNICATE with your sales rep.
  21. 21. COMMUNICATE with your sales rep.
  22. 22. Be OPEN to NEW products.
  23. 23. Know what SELLS.
  24. 24. LISTEN to staff and clients.
  25. 25. 5 IMPROVE PRODUCTIVITY
  26. 26. Insure that all are using their time productively.
  27. 27. Use email, calls and texts for quicker contact.
  28. 28. Outline individual staff responsibility.
  29. 29. Identify the go to person in an emergency.
  30. 30. BE ATTENTIVE TO STAFF 6
  31. 31. Provide leadership to staff.
  32. 32. Ensure POLICY & PROCEDURES are being followed.
  33. 33. Ask for feedback & LISTEN TO STAFF.
  34. 34. 7 PROMOTE TEAMWORK
  35. 35. Conference with staff.
  36. 36. Allow staff to follow through with client.
  37. 37. COMMEND STAFF on a good job.
  38. 38. 8 IDENTIFY CLIENTS
  39. 39. Know your client base.
  40. 40. Listen to your clients.
  41. 41. Get feedback from clients.
  42. 42. Assure clients their feedback matters.
  43. 43. REDUCE DELAYS & WAITS 9
  44. 44. Know if there are delays.
  45. 45. Relay to clients about delays.
  46. 46. Ask if client would like to reschedule.
  47. 47. UNDERSTAND THE CLIENT’S POINT-OF-VIEW 10
  48. 48. Though clients may not be right their voice is important.
  49. 49. ASSURE THE CLIENT that the matter will be taken care of.
  50. 50. Know when to defer a client to another individual.
  51. 51. Know when to STEP IN to assist staff with the client.
  52. 52. 11 DEAL WITH ISSUES IMMEDIATELY
  53. 53. Handle issues as soon as they happen in an appropriate manner.
  54. 54. Avoid repeated issues by conferencing.
  55. 55. Learn from issues & implement
  56. 56. Learn from issues & implement CHANGE.
  57. 57. PROCESS CLIENTS SUCCESSFULLY 12
  58. 58. Be prepared for clients and follow procedures to welcome them.
  59. 59. LISTEN attentively to the client.
  60. 60. & send them off satisfied. Conclude their business
  61. 61. 13 REVIEW THE DAY
  62. 62. Were all requirements met?
  63. 63. Were the clients satisfied?
  64. 64. If not, what can we do better?
  65. 65. Implement new procedures.
  66. 66. Identify resolutions to staff issues.

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