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3 Ways to Create a Better System for Information Management

All Things Admin

As administrative professionals, managing large amounts of information efficiently is crucial for ensuring smooth operations. We can send project updates via email, and they stay threaded on the appropriate task lists for future reference. Then, pick an abbreviation that represents it. Some track things via Slack.

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Introduction to Procedures: Usage, Terminology, and Tips for Getting Started

All Things Admin

Administrative professionals come at procedures from many different knowledge levels. Example: An employee handbook that includes a procedure for submitting expense reports, outlining the steps to fill out the form, attach receipts, and submit it to the finance department.

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7 Steps to Documenting Complex Office Procedures and Systems

All Things Admin

This series of procedures, forms, templates, and checklists combines to create our system for producing new training webinars. Add screenshots and videos to support all learning styles who may be referring to this procedure. Use or create visual aids. Color code your documentation. Create flow charts and diagrams, if helpful.

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5 Steps to Creating Your Digital Portfolio

All Things Admin

For instance, if you’re working on your event planning page, you might include: Checklists, templates, and forms you’ve created to make event planning easier. Make sure to add it to your email signature and reference lists, too. You can also add links to projects or websites you’ve worked on if they’re appropriate to share.

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Go Digital With Your Administrative Procedures

All Things Admin

Every administrative professional needs a procedures manual. It’s easy to grab your binder, look up a procedure or refer to a checklist, and get on with your day. Digital procedures contain the same information as your print binder; they’re just in digital form and stored in the cloud so they’re accessible from anywhere.

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The Admin’s Guide to Organizing Digital Files

Office Dynamics

Instead I can store it in my main folder, or in a forms and templates folder, and create a shortcut to it in the other places I want to access it. Sometimes there are digital files we’d like to clean up or delete from our primary list of folders, yet it’s important to maintain an archive in case you need to refer back to them later.

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