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Officepal.com Thought Leaders Webinar Series

Get Your Job Description Right:
5 Simple Steps to Create a New
and Improved Job Description
Presented by:

Julie Perrine, CAP-OM, MBTI Certified
Founder & CEO

© 2014 Julie Perrine International, LLC

www.AllThingsAdmin.com

The IYOTSA charter reads:
"Every Administrative Professional, EA, Secretary, Management
Assistant, Personal Assistant – whatever the title – anywhere in
the world will:
Have a job description that accurately depicts the role
you are doing
Receive investment in your personal development whether
this is in terms of money or time to participate.
Have the opportunity to network with your peers."

Tweet About Today’s Webinar!

#IYOTSA2014
@ProceduresPro
@OfficepalHQ

© 2014 Julie Perrine International, LLC

www.AllThingsAdmin.com

1
Officepal.com Thought Leaders Webinar Series

Today’s Agenda
What You Need to Know Before You Begin
Why a Current Job Description Is Important To
Your Career
5 Simple Steps To Creating Your New &
Improved Job Description
How to Fast Track Your Job Description
Development
Resources to Support You

What You Should Know
Before You Begin
Requires time, thought, effort
No standard template exists
H.R. department requirements vary
Implementation may take time
Strongly linked to your
administrative procedures

Job Description Importance
Required for
recruitment
Describes the position
for new candidates

© 2014 Julie Perrine International, LLC

www.AllThingsAdmin.com

2
Officepal.com Thought Leaders Webinar Series

Job Description Importance
Defines your role
Outlines your
accountability
Clarifies and sets
expectations of
your position

Job Description Importance
Measuring job performance
(annual performance reviews)
Promotes equitable pay and job
classifications
Provides context for training and
development requests
Facilitates career progression and
succession planning

5 Simple Steps to Creating a
New and Improved Job Description
Step 1: Take inventory.

Step 2: Complete a self-assessment.
Step 3: Describe your current job.
Step 4: Create your new job description.
Step 5: Discuss your new job description with your
executive or HR department.

© 2014 Julie Perrine International, LLC

www.AllThingsAdmin.com

3
Officepal.com Thought Leaders Webinar Series

Step 1: Take inventory.

www.AllThingsAdmin.com/IYOTSA

Step 2: Complete a self-assessment.
What is your current role?

What is your ideal role?


Where do you want to be in 6 months?
12 month? 2 years? 5 years?

What do you need to do to get there?
List all education and training.

© 2014 Julie Perrine International, LLC

www.AllThingsAdmin.com

4
Officepal.com Thought Leaders Webinar Series

How to Fast-Track it!
Start with your
current job
description
Ask H.R. for a job
description template
to follow

Step 3: Describe your current job.
Professional Summary Statement
Responsibilities
Accomplishments
Other Experience





Leadership positions
Skills and abilities
Honors and awards
Areas of expertise

How to Fast-Track it!
Review job postings online
Review job descriptions online
Do specific Google keyword searches:






Administrative assistant
Executive assistant
Job description
Samples or templates
Use industry or
country specific terms

© 2014 Julie Perrine International, LLC

www.AllThingsAdmin.com

5
Officepal.com Thought Leaders Webinar Series

Step 4: Create your new job description.
Title

Location
Who it reports to
Classification / supervisory role
Position summary
Primary responsibilities
Other expectations

Step 4: Create your new job description.
Educational requirement
Experience requirement
Professional certifications / licenses
Core competencies
Knowledge, skills, abilities
Physical demands
Work environment

How to Fast-Track it!
Ask colleagues in other
companies to share
theirs with you
Leverage your social
networks


Use hashtag
#IYOTSA2014
when you ask
others for help
with this

© 2014 Julie Perrine International, LLC

www.AllThingsAdmin.com

6
Officepal.com Thought Leaders Webinar Series

Step 5: Discuss your new job description
with your executive or H.R.
Prepare for the meeting


Format and finalize the job description

Schedule the meeting


Send a copy for advance review

Hold the meeting


Take all materials with you
from steps 1-4

Step 5: Discuss your new job description
with your executive or H.R.
Identify next steps
Implement the new job description

What if you don’t get the
response you want?
Respectfully listen to the reasons why
Ask again in a different way or at a different time
Ask how you CAN help make it possible (brainstorm
possibilities)
Ask what is possible if this is not
Ask when it may be possible, if not now
Ask what you can do to improve the way you’re asking
Don’t give up! It may be “No – not right now,”
and NOT a “No – never.”

© 2014 Julie Perrine International, LLC

www.AllThingsAdmin.com

7
Officepal.com Thought Leaders Webinar Series

“You don’t get what you don’t ask for.”
~ Julie Perrine
“What you don’t ask for stays the same.”
~ Unknown

Recommended Resources
Free template downloads:
www.AllThingsAdmin.com/IYOTSA
More about IYOTSA:
http://www.executivesecretary.com/Article/?Article=485
More about PAFSA:
http://www.pafsa.co.za/index.asp?mid=89&mid2=292
More about Officepal:
https://officepal.com/about

Tweet About Today’s Webinar!

#IYOTSA2014
@ProceduresPro
@OfficepalHQ

© 2014 Julie Perrine International, LLC

www.AllThingsAdmin.com

8
Officepal.com Thought Leaders Webinar Series

Connect with us online!
Visit our website! www.AllThingsAdmin.com
Become a FAN of All Things Admin!
www.Facebook.com/AllThingsAdmin
Follow Julie Perrine!
www.Twitter.com/JuliePerrine
www.Twitter.com/ProceduresPro
Connect with Julie Perrine!
http://www.linkedin.com/in/julieperrine

© 2014 Julie Perrine International, LLC

www.AllThingsAdmin.com

9

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Officepal Webinar Handouts: Get Your Job Description Right

  • 1. Officepal.com Thought Leaders Webinar Series Get Your Job Description Right: 5 Simple Steps to Create a New and Improved Job Description Presented by: Julie Perrine, CAP-OM, MBTI Certified Founder & CEO © 2014 Julie Perrine International, LLC www.AllThingsAdmin.com The IYOTSA charter reads: "Every Administrative Professional, EA, Secretary, Management Assistant, Personal Assistant – whatever the title – anywhere in the world will: Have a job description that accurately depicts the role you are doing Receive investment in your personal development whether this is in terms of money or time to participate. Have the opportunity to network with your peers." Tweet About Today’s Webinar! #IYOTSA2014 @ProceduresPro @OfficepalHQ © 2014 Julie Perrine International, LLC www.AllThingsAdmin.com 1
  • 2. Officepal.com Thought Leaders Webinar Series Today’s Agenda What You Need to Know Before You Begin Why a Current Job Description Is Important To Your Career 5 Simple Steps To Creating Your New & Improved Job Description How to Fast Track Your Job Description Development Resources to Support You What You Should Know Before You Begin Requires time, thought, effort No standard template exists H.R. department requirements vary Implementation may take time Strongly linked to your administrative procedures Job Description Importance Required for recruitment Describes the position for new candidates © 2014 Julie Perrine International, LLC www.AllThingsAdmin.com 2
  • 3. Officepal.com Thought Leaders Webinar Series Job Description Importance Defines your role Outlines your accountability Clarifies and sets expectations of your position Job Description Importance Measuring job performance (annual performance reviews) Promotes equitable pay and job classifications Provides context for training and development requests Facilitates career progression and succession planning 5 Simple Steps to Creating a New and Improved Job Description Step 1: Take inventory. Step 2: Complete a self-assessment. Step 3: Describe your current job. Step 4: Create your new job description. Step 5: Discuss your new job description with your executive or HR department. © 2014 Julie Perrine International, LLC www.AllThingsAdmin.com 3
  • 4. Officepal.com Thought Leaders Webinar Series Step 1: Take inventory. www.AllThingsAdmin.com/IYOTSA Step 2: Complete a self-assessment. What is your current role? What is your ideal role?  Where do you want to be in 6 months? 12 month? 2 years? 5 years? What do you need to do to get there? List all education and training. © 2014 Julie Perrine International, LLC www.AllThingsAdmin.com 4
  • 5. Officepal.com Thought Leaders Webinar Series How to Fast-Track it! Start with your current job description Ask H.R. for a job description template to follow Step 3: Describe your current job. Professional Summary Statement Responsibilities Accomplishments Other Experience     Leadership positions Skills and abilities Honors and awards Areas of expertise How to Fast-Track it! Review job postings online Review job descriptions online Do specific Google keyword searches:      Administrative assistant Executive assistant Job description Samples or templates Use industry or country specific terms © 2014 Julie Perrine International, LLC www.AllThingsAdmin.com 5
  • 6. Officepal.com Thought Leaders Webinar Series Step 4: Create your new job description. Title Location Who it reports to Classification / supervisory role Position summary Primary responsibilities Other expectations Step 4: Create your new job description. Educational requirement Experience requirement Professional certifications / licenses Core competencies Knowledge, skills, abilities Physical demands Work environment How to Fast-Track it! Ask colleagues in other companies to share theirs with you Leverage your social networks  Use hashtag #IYOTSA2014 when you ask others for help with this © 2014 Julie Perrine International, LLC www.AllThingsAdmin.com 6
  • 7. Officepal.com Thought Leaders Webinar Series Step 5: Discuss your new job description with your executive or H.R. Prepare for the meeting  Format and finalize the job description Schedule the meeting  Send a copy for advance review Hold the meeting  Take all materials with you from steps 1-4 Step 5: Discuss your new job description with your executive or H.R. Identify next steps Implement the new job description What if you don’t get the response you want? Respectfully listen to the reasons why Ask again in a different way or at a different time Ask how you CAN help make it possible (brainstorm possibilities) Ask what is possible if this is not Ask when it may be possible, if not now Ask what you can do to improve the way you’re asking Don’t give up! It may be “No – not right now,” and NOT a “No – never.” © 2014 Julie Perrine International, LLC www.AllThingsAdmin.com 7
  • 8. Officepal.com Thought Leaders Webinar Series “You don’t get what you don’t ask for.” ~ Julie Perrine “What you don’t ask for stays the same.” ~ Unknown Recommended Resources Free template downloads: www.AllThingsAdmin.com/IYOTSA More about IYOTSA: http://www.executivesecretary.com/Article/?Article=485 More about PAFSA: http://www.pafsa.co.za/index.asp?mid=89&mid2=292 More about Officepal: https://officepal.com/about Tweet About Today’s Webinar! #IYOTSA2014 @ProceduresPro @OfficepalHQ © 2014 Julie Perrine International, LLC www.AllThingsAdmin.com 8
  • 9. Officepal.com Thought Leaders Webinar Series Connect with us online! Visit our website! www.AllThingsAdmin.com Become a FAN of All Things Admin! www.Facebook.com/AllThingsAdmin Follow Julie Perrine! www.Twitter.com/JuliePerrine www.Twitter.com/ProceduresPro Connect with Julie Perrine! http://www.linkedin.com/in/julieperrine © 2014 Julie Perrine International, LLC www.AllThingsAdmin.com 9