Administration and Office Skills

Office Procedures That Work

Capture how work is really done, write it so anyone can follow it, and keep it current.

Capture how work is really done, write it so anyone can follow it, and keep it current.

About this course

Every office has routines that keep it running: paying suppliers, onboarding staff, booking venues, processing leave and closing the month. When these routines are written down well, anyone can pick them up. This course shows you how to capture, write, organise and maintain procedures that people actually use, using practical tools you can apply from your first day back at work.

COURSE STRUCTURE • Module 01: Introduction • Module 02: Why Documented Procedures Matter • Module 03: Policies, Procedures, Work Instructions and Forms • Module 04: Gathering Information from the People Who Do the Work • Module 05: Mapping the Process • Module 06: Writing Clear Step-by-Step Procedures • Module 07: Building and Controlling a Procedures Manual • Module 08: Reviewing, Testing, Approving and Rolling Out • Module 09: Keeping Procedures Current and Accessible • Module 10: Putting It into Practice

HOW IT WORKS Work through each module online. Most modules end with a short knowledge check (60% to continue). The course ends with a final assessment: pass mark 80%, 60 minutes, 3 attempts. Learners who pass receive a MetaCo certificate.

COURSE MATERIALS Learner Manual, Activity Workbook, Quick Reference Guide, practical toolkit, Action Plan and Evaluation Form, attached to Module 01.

Course content

Module 1: Module 01: Introduction

  • 1.1 Introduction

Module 2: Module 02: Why Documented Procedures Matter

  • 2.1 Why Documented Procedures Matter
  • 2.2 Case study

Module 3: Module 03: Policies, Procedures, Work Instructions and Forms

  • 3.1 Policies, Procedures, Work Instructions and Forms
  • 3.2 Case study

Module 4: Module 04: Gathering Information from the People Who Do the Work

  • 4.1 Gathering Information from the People Who Do the Work
  • 4.2 Case study

Module 5: Module 05: Mapping the Process

  • 5.1 Mapping the Process
  • 5.2 Case study

Module 6: Module 06: Writing Clear Step-by-Step Procedures

  • 6.1 Writing Clear Step-by-Step Procedures
  • 6.2 Case study

Module 7: Module 07: Building and Controlling a Procedures Manual

  • 7.1 Building and Controlling a Procedures Manual
  • 7.2 Case study

Module 8: Module 08: Reviewing, Testing, Approving and Rolling Out

  • 8.1 Reviewing, Testing, Approving and Rolling Out
  • 8.2 Case study

Module 9: Module 09: Keeping Procedures Current and Accessible

  • 9.1 Keeping Procedures Current and Accessible
  • 9.2 Case study

Module 10: Module 10: Putting It into Practice

  • 10.1 Putting It into Practice