Learn how to preserve knowledge, ensure consistency, and strengthen organizational effectiveness.
Writing and maintaining an administrative procedures manual may not feel exciting or glamorous, but it is one of the most strategic and professional contributions an administrative professional can make to an organization. An effective procedures manual protects institutional knowledge, improves consistency, supports audits and compliance, and ensures business continuity when roles change or emergencies occur. In this program, you will learn why administrative procedures matter, what should (and should not) be included, and how to begin organizing and documenting procedures in a clear, usable format. Participants will leave with a practical framework, confidence to start or improve a procedures manual, and an understanding of how this work directly supports organizational effectiveness, professionalism, and career value. Participants will recognize how an Administrative Office Procedure binder demonstrates professionalism and efficiency in an organization or office setting. It is also a marvelous instrument for quick reference and utilization. Administrative procedures and well-established expectations are a vital connection between the company's vision and its everyday operations.
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Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Why Administrative Procedures Matter
- What Administrative Procedures Really Are (and Are Not)
- Four Reasons Every Office Needs Documented Procedures
Identifying the Procedures to Document
- Organizational vs. Departmental Procedure Manuals
- Identifying Daily, Weekly, Monthly, and Annual Tasks
- Tracking Tasks to Determine
- Involving Others for Accuracy and Buy-in
What to Include - and What Not to Include
- Common Administrative Procedures to Include:
- What Shouldneverbe Included
Recording and Organizing Procedures Effectively
- Using Templates to Stay Consistent
- Writing Clear, Step-By-Step Procedures
- Using Bullet Points vs. Paragraphs
- Creating Tables of Contents and Logical Sections
- Keeping Procedures Current and Usable
Key Takeaways and Next Steps
- Maintaining and Updating the Manual
- Positioning the Procedures Manual as a Professional Asset
- What Is Next (Keep It up to Date)
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Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on February 2, 2026.
Call 1-866-352-9540 for further credit information.
- ASAP PACE 0.1
- This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
- IAAP 1.0
- All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services/Noggin Guru believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.0.
MP3 Download
No credit available.
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Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Cheryl Grazier, M.S.I.D., M.P.A.
Cheryl Grazier Training and Consulting, LLC
- Principal of Cheryl Grazier Training & Consulting, LLC, which offers customized learning and development programs designed to enhance leadership and management capabilities for individuals, teams, groups, and organizations
- Over 20 years of business experience in both the public and private sectors as a trusted advisor in culture change, strategy implementation, program management, and team and leadership development
- Experienced across a variety of industries, including communications, government agencies, government contracting, and real estate
- Passionate about developing people skills and leadership capabilities, specializing in uncovering individuals’ hidden aptitudes and talents to help them strengthen and expand their abilities
- Presents dynamic programs in leadership development, interpersonal communication skills, conflict management, performance management and conduct issues, and change management
- Holds several industry certifications, including MBTI, DISC, and FIRO-B
- Licensed real estate broker in both Missouri and Florida and holds a real estate instructor license in Florida
- Can be contacted at [email protected], (904) 392-3427, or https://cherylgraziertraining.com
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Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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