Resources Highlighted in Become a Procedures Pro

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Myers-Briggs Type Indicator Assessment

After more than 50 years of research and development, the current Myers-Briggs Type Indicator (MBTI) has become the most widely used instrument for understanding personality differences. Because it explains basic patterns in human functioning, the MBTI serves a wide variety of purposes, including improving performance of the individual and the team, developing leaders, reducing conflict, facilitating self-awareness and development, team-building, problem-solving, and much more!

This widely respected tool reveals an individual’s preferences for communication, data-gathering, decision-making, and energy flow, which permits you and your team to achieve greater effectiveness and harmony in the office.

Learn more here.

Digital Storage Tools

As you organize and evaluate your print documentation, it’s a good time to think about which digital storage tools makes the most sense for you and the users who will need access to this information. There are a lot of digital options including:

Shared Network File Directory

Time and Space Style Inventory (TSSI) Assessment

If you would like to learn more about your organization style, click here to purchase your Time & Space Style Inventory (TSSI) assessment.

 

Disclosure: Julie Perrine International, LLC is a compensated affiliate through SaneSpaces.com. We only recommend professionals and resources we have personally worked with or used in building and growing our own business, or that we’ve used with clients we support. If you click on an affiliate link and make a purchase, we may receive compensation for promoting the product here. Thanks for your continued support, and we hope these tools benefit your career development.

 

Product Assembly Procedure

DOWNLOAD HERE (PDF File)

What it’s for: This checklist and procedure is used to help our fulfillment team prepare, print, and assemble our Administrative Procedures Toolkit binders.

A few insights that may help you with your procedures development:

  • This procedure was created in Excel due to the large amount of data that’s associated with each file, and the specific instructions required to get each file printed on the correct type and color of paper. Excel allows us to keep the procedure limited to one page.
  • Depending on how the user processes information, he/she can review the information from a lot of different angles in this format and still get the final product assembled correctly.
  • We have two separate binders that require specific assembly like this. So we include a photo of the binder product at the bottom to make it clear which procedure this is for.

Do you coordinate the assembly of board meeting packages or offsite meeting materials? Do you have a print or fulfillment center that prints materials for your conferences or events? This sample may inspire some ideas on how to share your requests for the final product or printed materials.

Digital Newsletter Procedure
  • DOWNLOAD HERE (PDF File)

    What it’s for: This is the procedure we use to assemble and proof our weekly e-newsletter.

    A few insights that may help you with your procedures development:

    • This procedure is formatted as a checklist so it can be printed, and items can be checked off as each component of the newsletter assembly process is completed.
    • The team member who assembles the content each week uses this Word file to insert the various sections directly into this Word checklist. The checklist format helps her know if she has everything she needs, and makes it easier for all of us to edit it before it’s converted into HTML code and sent out by email.
    • If someone is out of the office, another team member can easily step in and finish the process because this format helps everyone know what’s completed and what still needs to be done.

    Do you handle any newsletters or publications? Do you have a documented procedure someone could follow to accomplish the task if you weren’t available? If so, awesome! If not, use this as a model to follow and make your newsletter or publication production process even smoother!

Sales Report Procedure

DOWNLOAD HERE (PDF File)

What is it for? This report is run once a month from our online shopping cart to show us the sales from our training and products.

A few insights that may help you with your procedures development:

  • It includes a few simple screenshots from the website with key locations circled in red, so it’s obvious what the person using it needs to look for to accomplish the task.
  • We include exactly how to format the document for layout, fonts, and final printing.
  • It includes a screenshot of the finished product, so the person using it has a visual of how it should look in final format.

All procedures should include some combination of the following:

  • Title of the procedure
  • Who created it
  • Header with procedure title so all additional pages are clearly identified
  • Footer with your company name and page number
  • Who to contact if the person using it has a question

Do you have any daily, weekly, or monthly reports that you handle? Do you have a documented procedure someone could follow to accomplish the task if you weren’t available?  If so, awesome! If not, use this as a model to follow as you get your monthly sales report procedure created today!

Webinar Prep Procedure

DOWNLOAD HERE (PDF File)

What it’s for: This is the checklist we use to make sure we’re ready — with plenty of time for technical issues — when we deliver a webinar.

A few insights that may help you with your procedures development:

  • This simple checklist doesn’t need a lot of detail. It’s designed to be more of a reminder for those busy, stressful days when you may not be thinking clearly. We’ve all had days like that!
  • In addition to keeping a copy in our procedures binder, we keep this in a sheet protector next to the phones and computers we use to deliver the webinars, so it’s available for quick reference.

Do you have any regular recurring conference calls, tele-presence meetings, or webinars that you coordinate or setup for your teams? Do you have a documented procedure someone could follow to accomplish the task if you weren’t available? If so, awesome! If not, use this as a model to get your procedure created today! And be sure to leave a copy in the conference room so others can quickly access it, too.

Online Training Procedure

DOWNLOAD HERE (PDF File)

What it’s for: This is the procedure our team uses to setup all of the details in three online systems for the monthly AdminPro Training Series training webinars we offer.

A few insights that may help you with your procedures development:

  • This procedure is formatted in a Word table, laid out in landscape format.
  • We have three separate online tools we use to setup these monthly training programs, so there are a lot of details to capture. We use bullets and indenting to make it easier to navigate.
  • Since this is a much longer procedure with a lot of important details, we highlight in yellow key information that is important to not overlook.
  • We insert screenshots for the sections that may be more difficult to understand with words alone.
  • Please note: This procedure is only related to setting up the monthly training programs. We have another procedure for what happens in the process of coordinating with our speakers, and a separate procedure for what occurs the day after a webinar. They all go together, but keeping them in one procedure would be more than 15 pages. So we have split them into logical breaks – speaker coordination, setup, and follow-up. These three separate procedures are kept together in their own AdminPro Training Series section of our administrative procedure binder.

Do you have any complex, multi-part procedures that you need to capture? Do they have logical section breaks – before/during/after or setup/follow-up or week 1/week 2/week 3/week 4, etc.? Use this as a model to follow as you get your procedure created today!