13 best practices of office management

PRACTICESof Office Management

BEST

UNDERSTAND THE PRACTICE

11

Be KNOWLEDGEABLEabout the practice.

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

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

ImplementPOLICY &

PROCEDURESto the staff.

SUPPORTTHE PROCESS

2

Understand the

MISSIONof the practice.

EVALUATEwhether the

mission goalsare being met.

MAKECHANGES

to the missionto allow for

more efficiency.

Allow for INPUTfrom the client.

KNOW CURRENT PROCEDURES

3

EDUCATEyourself on the newest

office procedures.

Be able to

TALK CONFIDENTLY about procedures.

IMPLEMENTPROCEDURES

on a daily basis.

ADJUST procedures to fit a client.

UP-TO-DATEON PRODUCTS

4

Be familiar with yourSALES REP.

Be familiar with yourSALES REP.

COMMUNICATEwith your sales rep.

COMMUNICATEwith your sales rep.

Be OPEN to NEW products.

Know what SELLS.

LISTENto staff and clients.

5IMPROVE

PRODUCTIVITY

Insure that all are using their time productively.

Use email, calls and texts for

quicker contact.

Outline individualstaff responsibility.

Identify thego to personin an emergency.

BE ATTENTIVETO STAFF

6

Provide leadership to staff.

EnsurePOLICY & PROCEDURESare beingfollowed.

Ask forfeedback &

LISTENTO STAFF.

7PROMOTETEAMWORK

Conference with staff.

Allow staff to follow through

with client.

COMMEND STAFFon a good job.

8IDENTIFYCLIENTS

Know your client base.

Assure clients theirfeedback matters.

Listen to your clients.

Get feedback from clients.

Assure clients theirfeedback matters.

Listen to your clients.

Get feedback from clients.

Assure clients theirfeedback matters.

Listen to your clients.

Get feedback from clients.

REDUCEDELAYS & WAITS

9

Know if there are delays.

Relay to clients about

delays.

Ask if client would like to reschedule.

UNDERSTANDTHE CLIENT’S POINT-OF-VIEW

10

Though clientsmay not be right their

voice is important.

ASSURETHE CLIENT

that the matter will be taken

care of.

Know when todefer a clientto anotherindividual.

Know when to STEP INto assist staff with the client.

11DEAL WITH ISSUESIMMEDIATELY

Handle issuesas soon as they

happen in an appropriate

manner.

Avoid repeated issuesby conferencing.

Learn fromissues &

implement

Learn fromissues &

implement CHANGE.

PROCESS CLIENTSSUCCESSFULLY

12

Be preparedfor clientsand follow procedures to welcome them.

LISTEN attentively to the client.

& send them off satisfied.

Conclude their business

13REVIEWTHE DAY

Were all requirementsmet?

Were the clients satisfied?

If not, what can we do better?

Implement new procedures.

Identify resolutions to staff issues.