Administrative Procedures Toolkit

Do you have an administrative procedures binder?

 

All success-minded admins need this important tool, but many don’t know how to get started.

All Things Admin is here to help with our Administrative Procedures Toolkit!

What is an administrative procedures binder or manual?

An administrative procedures binder is also commonly referred to as an:

  • Administrative training manual
  • Administrative desk reference binder
  • Administrative desk template
  • Administrative job responsibilities manual
  • Standard Operating Procedures (SOP) Manual

It consists of a combination of reference lists, checklists, job duties, processes, procedures, and other relevant information on how to do your job. This reference tool keeps things handy and centrally located for you each day, but it’s also a tool for others to use when you are absent.

The best format typically includes a three-ring binder divided into sections with the supporting data. It’s also a fantastic annual review and documentation tool.

Administrative Procedures Toolkit Product Options

Administrative Procedures Toolkit

Includes everything you need to get started on your administrative procedures — including templates and dozens of sample procedures — conveniently delivered in one ZIP file. Binder and interior tabs not included.

Single User License – $117 

Administrative Procedures Toolkit - OneNote Edition

An all-in-one pre-assembled digital notebook in OneNote for your procedures (includes all files from the toolkit edition). To licence this OneNote Notebook for your entire company, contact us for more details. Preview the OneNote edition and learn more here.

Single User License – $117

 

Benefits of a Procedures Manual:

Here are seven reasons to consider creating an administrative procedures binder.

1.To make it easy for others to successfully fill in and cover for you when you’re out of the office! Have you ever had pre-vacation stress trying to get ready to leave the office? Have you ever needed to use some sick leave or take a personal day? Creating a solid administrative procedures manual will help your colleagues cover for you successfully and make you look like an office super star for being prepared and organized so office operations don’t come to a screeching halt while you’re away.

2. To serve as an all-inclusive reference tool for you each and every day. Admins have a lot of information, details, forms, checklists, and data that is required to do their jobs well. When you have a great desk reference created that you keep within arm’s reach, it’s just as helpful to you as it is to others who may be covering for you when you’re out!

3. To demonstrate the value you add to the team and all of the responsibilities you handle, which provides additional support during a performance review. Many executives know their assistants handle everything for them and do a lot for the rest of the team, too. But many of them would be hard pressed to fill a page with specific tasks and activities. When it’s time for your annual performance review, your administrative procedures binder can serve as a great tool to demonstrate the value you add to the team every day, week, and month of the year. Use it to educate your boss and positively impact your performance review!

4. To establish your administrative training guide for the person taking your place if you pursue a promotion or another job. You never know when your next career opportunity may present itself. How fast could you transition your current duties to someone else? You may not have the time to train the person who takes your place, so having an administrative procedures binder established and in use makes the transition significantly less stressful. Plus, everyone will think you are a rock star. (Because you are!)

5. To demonstrate a genuine attitude of service toward your executive and team. Don’t wait for your boss to ask you to do this — get started now! This shows a true attitude of service toward your executives and teams. You’ll demonstrate that you have prepared for the anticipated and unanticipated times when you’ll be out of the office. Administrative leaders like you are proactive and prepared for any needs that may arise.

6. To highlight your professionalism because you are proactively investing the time and energy into creating this invaluable office reference tool.

7. To showcase your documentation and organizational skills. The administrative procedures binder can be utilized in your professional portfolio as examples of your work, samples of your writing, and more.

The All Things Admin Administrative Procedures Toolkit products take you step-by-step through the process of creating a tool for you, your colleagues, those who cover for you, and your entire team.

Administrative Procedures Toolkit – File Contents

When you purchase the Administrative Procedures Toolkit Template Package, you’ll receive a checklist of ideas to help you get started documenting procedures for each section. You also receive a zip file of more than 80 templates, handouts, checklists, sample procedures, and more! The Administrative Procedures Toolkit OneNote Edition contains all of these files already inserted into the digital notebook for your use from the moment you open the OneNote package file. Some of the files contained in both versions include:

  • Binder Cover – two options
  • Binder Spine – two options
  • Table of Contents and Tabbed Section Dividers
  • Cover Letter – How to Use This Binder
  • Sample Handwritten Procedure
  • Sample Typed Procedure

You’ll breathe easier during absences and enhance productivity and customer service for your company every day!

General Information
  • Admin Job Description Sample
  • Weekly Team Schedule
  • Out of Office Procedures Sample
  • Receptionist Daily Weekly Tasks Sample
Accounting Information
  • Mailing Bills and Filing Statements Sample
  • Travel Expense Reimbursement Forms Process Sample
  • Petty Cash Tracker
Facilities Information
  • Building and Maintenance Requests
  • Kitchen Office Upkeep Sample
  • Memo – Office Cleaning Sample
  • Memo – Recycling Program Sample
HR Information
  • Emergency Contact Information
  • New Hire Checklist
  • Termination Checklist
  • New Employee Office Supply Checklist
  • Time Card Submission Process Sample
Mail Information
  • FedEx Form Documentation Sample
  • How to Mail or Ship Materials Sample
Meeting/Events Information
  • Agenda Template for Site Visits
  • Meeting and Visit Planning Form
  • Meeting Agenda for Internal Meetings
  • Meeting Planning Form for Outlook Calendar Use
  • Name Tents – two versions
  • Partner/Customer Visit Checklist Sample
  • Partner Visit Email Template
  • Tradeshow Expenses Tracker
  • Tradeshow Options Research Form
  • Visitor Welcome Sign Sample
Office Machines Information
  • Copier Service Information Sample
  • How to Print Labels Sample
  • LCD Projector Checkout Log
Office Supplies Information
  • Ordering Office Supplies Sample
Phones Information
  • Phone User Guide Sample
Travel Information
  • Travel Profile Template
  • Travel Arrangements Checklist
  • Travel Itinerary Template
Forms Information
  • Corporate Membership Tracker
  • Fax Cover Sheet
  • Letterhead Electronic
  • Notary Log
Other Procedures Information
  • Marketing Dept. PowerPoint Template Use Instructions Sales Process Workflow Sample
  • Business Card Order Form
  • Shirt Ordering Process Sample
  • Out of Office Sign
Bonus Items
  • “Getting Started” Training Course and Handout
  • Procedures Documentation Template – two versions
  • Job Responsibilities Tracking Template

Administrative Procedures Toolkit Product Options

Administrative Procedures Toolkit

Includes everything you need to get started on your administrative procedures — including templates and dozens of sample procedures — conveniently delivered in one ZIP file. Binder and interior tabs not included.

Single User License – $117

Administrative Procedures Toolkit - OneNote Edition

An all-in-one pre-assembled digital notebook in OneNote for your procedures (includes all files from the toolkit edition). To licence this OneNote Notebook for your entire company, contact us for more details. Preview the OneNote edition and learn more here.

Single User License – $117

Read what others are saying …

I ordered the All Things Admin Administrative Procedures Toolkit binder because I wanted to have a more complete and useful binder for others to use. This template gave me a wonderful guideline of what information should be included and what should not. The time I saved is immeasurable. The guesswork was cut in half. Sometimes it is hard to determine what other users will need to know and how to tell them to use it. As the person who does this position in my sleep and knows what is expected, other users do not. For this reason, the time and money saved by using this product is great! My favorite aspect of this product is the organization. It is very well organized and dissected into proper little compartments. It begins with the basics and you may always add to it as you go along. It is not industry specific, but admin specific with room to grow and add as needed.  Before using the Administrative Procedures Toolkit binder from All Things Admin, I was at a crossroads as to how-to proceed with my project. I knew what I wanted to accomplish, but needed a little guidance. Now I have completed my project with time to spare. I am now very confident that anyone who opens my Administrative Professional Binder will know exactly where to find the information they are seeking. I would highly recommend this product.
Ruth M Berman

Senior administrative assistant, Electronics industry, Dallas, Texas

I ordered the Administrative Procedures Toolkit binder because when I started my job, I felt like I was floundering for direction. I am in a 2.3 person department, so I am the only one who does most of my daily duties. We had a family tragedy three years ago and I learned that there may come a time when I can’t come to work and things have to go on in our district even if I’m absent. I spent time on the internet searching for something like this binder. I had an idea of what I wanted and Julie’s was the only one that met my needs. My favorite aspect of this product is you can use it as you go. Several of my duties are done once or twice a year. As I am building my binder, I complete the templates and add the examples as I get to the duties. Before implementing the Administrative Procedures Toolkit Binder from All Things Admin, I relied on my memory and the memory of my coworkers to complete duties when someone, including me, was absent. Now I feel confident that the needs of my boss and my customers will be met in my absence.
Terri Plank

Student services secretary, Public education, Sauk City, Wisconsin

The best thing I’ve done for myself is to put a bunch of copies of the procedures template next to my keyboard. I have time scheduled in the morning to work on my administrative procedures binder. But really, as I think of things, I jot them down on the template sheets and at some point I’ll etch out time to type them into a cohesive document. It will be hugely helpful for me to have this. I plan to show my managers my procedures binder and my professional portfolio prior to my performance review. This way they will have some idea of the amount of stuff I actually do. I’m so glad I’ve taken your classes at the IAAP EFAM
conference the past two years. I may be a bit delayed in getting things moving, but I’m on a roll now!

Brenda Monahan

Executive assistant, Software marketing industry, Concord, Massachusetts

Like many of you, I had this project to-do for some time now. It was an objective I set for my performance evaluation to track my tasks, and update the binder that was left to me when I joined the team. I had a great starting point, and I had some procedures scattered here and there. But I never felt like I could take the time to pull it together. The 5 day challenge gave me that extra push to do this. I was able to focus on the tasks I tracked. And I was able to organize my procedures, and get the binder filled and updated. It’s a work in progress, though. I have scheduled a monthly review of my procedures – the last Friday of each month. I am looking forward to presenting the finished updated binder to my director and team.I had fun creating my binder cover, too.
Hélène S.

Administrative assistant, Ottawa, Ontario

Before participating in the 5 Day Challenge, I knew I had to update my admin procedures, but I wasn’t sure where or how to start. And since I am the only admin in this office, I didn’t see a need to get it done. I thought, ‘Why write anything down? I’m always here, and I know what I’m supposed to be doing.’

After participating in the 5 Day Challenge, I realized just how important it is to have a procedures binder in place because I am the only admin in this office. Folks need to know what to do when I’m on vacation, out sick, or leave this position.

Lori B.

Sr. Administrative assistant, Redmond, Washington