Level 2 of 2
Intermediate Level
Prerequisites
Completion of the Beginner level, or experience handling documents, calendars and meetings in an office.
Duration
8 weeks · 90 guided hours · 6 modules. Taught live by an instructor — online or in person.
By the end of this level you can
- Write standard operating procedures and document office processes
- Manage records through their life cycle with confidentiality and retention rules
- Manage supplies, vendors, procurement and an office budget
- Coordinate events and staff travel safely and within budget
- Support managers effectively and manage competing priorities
- Plan office continuity and lead the move from paper to digital
Modules
- 1Module 1 · 15 h · 3 lessonsOffice Systems and Standard Procedures
- 2Module 2 · 15 h · 3 lessonsRecords Management and Confidentiality
- 3Module 3 · 15 h · 3 lessonsSupplies, Vendors and Office Budgets
- 4Module 4 · 15 h · 3 lessonsEvent and Travel Coordination
- 5Module 5 · 15 h · 3 lessonsExecutive Support and Priorities
- 6Module 6 · 15 h · 3 lessonsOffice Continuity, Digital Change and Capstone
Intermediate level project
Office Operations Manual
Write an operations manual for a real or realistic office: key procedures, a records and retention schedule, procurement and supplies rules, an office budget, event and travel checklists and a continuity plan, and present it to management.
Deliverables
- Standard operating procedures for at least four office processes
- A records classification, access and retention schedule
- Procurement rules, a supplies register and an annual office budget
- Event and travel checklists and a business continuity plan
Assessed on
- Procedures are clear, accurate and usable by a new staff member
- Records rules protect confidentiality and meet retention needs
- Budgets and procurement rules are realistic and controlled
- The continuity plan addresses the office's real risks
All levels are taught live by an instructor — online or in person — see registration options.