13 best practices of office management

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PRACTICES of Office Management BEST

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Page 1: 13 Best Practices of Office Management

PRACTICESof Office Management

BEST

Page 2: 13 Best Practices of Office Management

UNDERSTAND THE PRACTICE

11

Page 3: 13 Best Practices of Office Management

Be KNOWLEDGEABLEabout the practice.

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Be able to ANSWER QUESTIONSabout the practice forboth staff& clients.

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Be able to ANSWER QUESTIONSabout the practice forboth staff& clients.

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ImplementPOLICY &

PROCEDURESto the staff.

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SUPPORTTHE PROCESS

2

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Understand the

MISSIONof the practice.

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EVALUATEwhether the

mission goalsare being met.

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MAKECHANGES

to the missionto allow for

more efficiency.

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Allow for INPUTfrom the client.

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KNOW CURRENT PROCEDURES

3

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EDUCATEyourself on the newest

office procedures.

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Be able to

TALK CONFIDENTLY about procedures.

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IMPLEMENTPROCEDURES

on a daily basis.

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ADJUST procedures to fit a client.

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UP-TO-DATEON PRODUCTS

4

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Be familiar with yourSALES REP.

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Be familiar with yourSALES REP.

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COMMUNICATEwith your sales rep.

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COMMUNICATEwith your sales rep.

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Be OPEN to NEW products.

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Know what SELLS.

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LISTENto staff and clients.

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5IMPROVE

PRODUCTIVITY

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Insure that all are using their time productively.

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Use email, calls and texts for

quicker contact.

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Outline individualstaff responsibility.

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Identify thego to personin an emergency.

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BE ATTENTIVETO STAFF

6

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Provide leadership to staff.

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EnsurePOLICY & PROCEDURESare beingfollowed.

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Ask forfeedback &

LISTENTO STAFF.

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7PROMOTETEAMWORK

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Conference with staff.

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Allow staff to follow through

with client.

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COMMEND STAFFon a good job.

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8IDENTIFYCLIENTS

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Know your client base.

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Assure clients theirfeedback matters.

Listen to your clients.

Get feedback from clients.

Page 41: 13 Best Practices of Office Management

Assure clients theirfeedback matters.

Listen to your clients.

Get feedback from clients.

Page 42: 13 Best Practices of Office Management

Assure clients theirfeedback matters.

Listen to your clients.

Get feedback from clients.

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REDUCEDELAYS & WAITS

9

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Know if there are delays.

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Relay to clients about

delays.

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Ask if client would like to reschedule.

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UNDERSTANDTHE CLIENT’S POINT-OF-VIEW

10

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Though clientsmay not be right their

voice is important.

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ASSURETHE CLIENT

that the matter will be taken

care of.

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Know when todefer a clientto anotherindividual.

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Know when to STEP INto assist staff with the client.

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11DEAL WITH ISSUESIMMEDIATELY

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Handle issuesas soon as they

happen in an appropriate

manner.

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Avoid repeated issuesby conferencing.

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Learn fromissues &

implement

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Learn fromissues &

implement CHANGE.

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PROCESS CLIENTSSUCCESSFULLY

12

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Be preparedfor clientsand follow procedures to welcome them.

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LISTEN attentively to the client.

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& send them off satisfied.

Conclude their business

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13REVIEWTHE DAY

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Were all requirementsmet?

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Were the clients satisfied?

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If not, what can we do better?

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Implement new procedures.

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Identify resolutions to staff issues.

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