All Things Admin

Whether you’re using it for travel planning, procedures development, project management, or basic notetaking, OneNote is one of the most dynamic software programs out there for administrative professionals.

When Julie Perrine trains people on creating office procedures, she starts by encouraging them to use a template so that they have a standardized tool to keep their procedures consistent from page to page whether they are typed or handwritten. OneNote has a functionality that allows you to create a page template that you can use over and over again. 🙌

Here’s how you develop a template in OneNote:

✅ Create a page in OneNote or insert a file from Word that you want to use as your standard template throughout the notebook (e.g. procedures, meeting minutes, travel itinerary, meeting planning, project plans).

✅ On the insert ribbon, click on Page Templates.

✅ Click on Page Templates at the bottom of that window.

✅ A templates panel will open on the right side of your screen.

✅ At the bottom of the Templates panel, click on Save current page as a template to create a new template based on the page you created. This will show up under “My Templates” for ongoing use in your notebook.

💡 NOTE: If you are sharing the notebook, the template will only show up under My Templates for you. If you want others to be able to use the same template, they need to follow these steps to add it to their My Templates section.

Learn more powerful ways to put OneNote to work for you here: https://www.allthingsadmin.com/onenote-history-search-template-creation/?utm_source=facebookpage&utm_medium=socialmedia&utm_campaign=feb2024&utm_content=procedures

In the admin world, procedures are the foundation of efficient and smooth operations. Whether you’re a seasoned admin or just starting your career, documenting procedures is essential for maintaining consistency, efficiency, and clarity in your work. 📝

Advanced documentation techniques can help you take your procedures to the next level. Using Microsoft Office and Google Workspace apps are an excellent way to elevate your procedures documentation. 🚀

Check out some tips for leveraging these fantastic tools to streamline and enhance your procedures development here: https://www.allthingsadmin.com/microsoft-office-google-workspace-apps-doccument-procedures/?utm_source=facebookpage&utm_medium=socialmedia&utm_campaign=feb2024&utm_content=procedures

Are you ready to elevate your procedures documentation game with tools that can accelerate the process and boost effectiveness? 🎯

Join Julie Perrine for an enlightening webinar where she’ll introduce you to a range of powerful tools designed to take your procedures development to the next level. 🙌

In this webinar, you will learn how to:

💡 Leverage Powerful Tools: Explore a curated selection of premium applications and AI tools, including Scribe, Loom, ChatGPT, Miro, LucidChart, and more, and discover how they can supercharge your procedures documentation efforts.
💡 Streamline Procedures Creation: Learn how these advanced tools can help you create, format, and organize procedures quickly and efficiently.
💡 Incorporate Advanced Features: Discover the benefits of advanced features, such as automation, collaboration, and customization, in procedures documentation.
💡 And more!

If you’re ready to expedite your procedures documentation, improve their quality, and unlock the full potential of premium tools, this webinar is a must-attend. 🔐

Register now and secure your spot in this interactive session that will equip you with the knowledge and confidence to harness these advanced tools: https://bit.ly/UnlockingEfficiencyFB

Success Story Thursday 🌟 This administrative professional learned the importance of having clear and concise procedures to keep operations running when she’s out of the office after attending our 5 Days to Better Office Procedures Challenge!

Are you ready to power up your procedures? 🚀 Take this 5-day challenge! You’ll learn our simple 5-step formula to creating organized office documentation that will reduce headaches and make your life easier. 🙌

Get started here: https://allthingsadmintraining.com/5-day-challenge-procedures/?utm_source=facebookpage&utm_medium=socialmedia&utm_campaign=5daychallengeprocedures&utm_content=procedures

Scribe is a fantastic tool to help you efficiently document your procedures. 📝 Get ready to uplevel your procedures development with this innovative tool! 🚀

Scan the QR code on the graphic 🤳🏼 or visit the following link 🔗 to get started with Scribe: https://get.scribehow.com/lp-1/?via=ata



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𝐏𝐫𝐨𝐜𝐞𝐝𝐮𝐫𝐞𝐬 𝐓𝐢𝐩 💡 Creating your procedures is only the first step. Using, reviewing, and updating them needs to be an ongoing process. So, the trick is to find a way to proactively integrate procedures documentation and process improvement into the natural flow of your daily work.

All Things Admin is committed to providing the best resources, support, and training for administrative professionals. 💛 Please complete our 2024 survey to help us better understand your professional challenges, the topics you want us to cover, and the training opportunities that will be most helpful to you. 💡

When you take the survey, you can opt to enter for a chance to win a free quarterly AdminPro Training® VIP Pass Membership! 🎉

Complete the survey at https://www.allthingsadmin.com/survey-2024q1/, or scan the QR code on the image to access it.

This administrative professional points out a crucial reminder that she learned while attending our procedures training. Many think procedures have to be typed and perfectly formatted to qualify as a procedure. This is not true. The goal of a procedure is for it to get someone through the task or process. As long as the procedure accomplishes this goal, it doesn’t matter whether it’s handwritten or typed. 🎯

Remember, you can always go back and make it look nice later. Getting the procedure down on paper, no matter how you do it, is more important than the aesthetic. 📝

𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐝 𝐏𝐫𝐨𝐜𝐞𝐝𝐮𝐫𝐞𝐬 𝐓𝐫𝐚𝐢𝐧𝐢𝐧𝐠 ✨

Would you like to elevate your procedures documentation game with tools that can accelerate the process and boost effectiveness? 🚀

Join us for this value-filled webinar where Julie Perrine will introduce you to a range of powerful tools designed to take your procedures development to the next level! Save your spot here: https://bit.ly/UnlockingEfficiencyFB

Administrative procedures can help you save time and effort, delegate more easily, allow someone to cover for you when you’re out of the office, and demonstrate the value you bring to your organization. 🚀

If you’re ready to create your administrative procedures binder, we can help with our brand new Procedures Development Template Starter Package! This bundle contains many vital elements you need to create your physical procedures binder. You’ll receive:

🌟 Cover and spine templates to make your binder look polished and professional.
🌟 Tabbed divider pages to keep your procedures organized.
🌟 Section checklists for brainstorming to ensure that no procedure goes undocumented.
🌟 A table of contents that will allow anyone using your procedures manual to see what’s included and find exactly what they’re looking for.
🌟 A job tasks template to help you easily document what you do on a regular basis and identify what procedures you need to create.
🌟 Sample procedures templates to keep your typed or handwritten procedures streamlined and consistent.

𝐁𝐎𝐍𝐔𝐒! 🎉

Your purchase includes exclusive access to our weekly Procedures Power Hours every Wednesday. These hour-long sessions provide dedicated time for implementation and accountability, complete with coaching support from Julie Perrine and the All Things Admin team throughout the first quarter of 2024.

Grab your Procedures Development Template Starter Package here: https://allthingsadmintraining.com/administrative-procedures-templates/?utm_source=facebookpage&utm_medium=socialmedia&utm_campaign=feb2024&utm_content=procedures

The top complaint (or excuse) we hear for not creating administrative procedures is a lack of time.

Sometimes that reason is coupled with distractions, interruptions, or a lack of motivation to start the project. And while we understand how this can happen, you have to overcome these snags if you want to be successful.

In her book How to Keep House While Drowning, author KC Davis shares seven simple ways you can help yourself initiate a difficult project or task:

💡 Creating movement momentum with music.
💡 Permission to start.
💡 Moving towards.
💡 Built-in wait times.
💡 Bundling.
💡 Body doubling.
💡 Timed cleaning.

Davis’s book applies these strategies to “care tasks” (her term for household chores) in her book. However, they can also apply to initiating your procedures development. 🚀 Check out how here: https://www.allthingsadmin.com/7-ways-initiate-procedures-time/?utm_source=facebookpage&utm_medium=socialmedia&utm_campaign=feb2024&utm_content=procedures

Check out this amazing feedback we received on Julie Perrine’s book Become a Procedures Pro®! 💛

❓ Does taking time off lead to more stress than relaxation because you’re worried what will (or won’t) happen at the office while you’re gone?

❓ Are you looking for a way to demonstrate the skills and value you contribute to your organization and team?

❓ Do you want to be ready to act if your dream job suddenly becomes available?

If the answer is “yes,” then you need to create your administrative procedures, and this book can help! This complete and easy-to-follow guide features instructions for creating effective office systems and procedures, as well as the many benefits and uses for them. 🎯

Grab your copy and get started creating the documented procedures that will keep your office running smoothly, make delegating a cinch, and allow you to take time off work guilt-free! 🙌 https://allthingsadmintraining.com/procedures-pro/?utm_source=socialmedia&utm_medium=facebookpage&utm_campaign=procedurespro&utm_content=procedures

We would like to share an important mindset shift you should consider making when it comes to procedures creation: “Make procedures development a HABIT, not a project.” 💡

We set ourselves up for failure before we ever begin when we look at this as a one-and-done project. Creating your procedures is just the beginning. Using them and updating them to keep them current is ongoing.

When it comes to procedures development, waiting until you need them is too late. Then it’s overwhelming and stressful. You may think you saved enough time in your pre-vacation routine to get them created, but we all know how that goes.

But, when you’re in the rhythm of doing the tasks each day, week, or month, that’s the BEST time to develop them. And even if you only have five minutes, you only get one procedure started, and it’s handwritten, that’s more than you had when you started today! 🎯

𝐋𝐚𝐬𝐭 𝐂𝐡𝐚𝐧𝐜𝐞 𝐭𝐨 𝐒𝐚𝐯𝐞 𝐘𝐨𝐮𝐫 𝐒𝐩𝐨𝐭 𝐟𝐨𝐫 𝐓𝐡𝐢𝐬 𝐌𝐮𝐬𝐭-𝐀𝐭𝐭𝐞𝐧𝐝 𝐏𝐫𝐨𝐜𝐞𝐝𝐮𝐫𝐞𝐬 𝐖𝐞𝐛𝐢𝐧𝐚𝐫!

Procedures are an essential component of keeping your office – and the entire company – running smoothly. They are your professional safety net!

It may seem like an overwhelming project to develop them, but it doesn’t need to be. You can create procedures that help you stay organized, better manage your workload, and thrive at work. 🚀

Join us today (Wednesday, June 21) at 1 p.m. EST for a one-hour webinar where we’ll show you how to harness the full potential of everyday applications already at your fingertips.

During this webinar, you will learn how to:

🎯 Leverage Everyday Apps: Unlock the full potential of everyday applications, such as Microsoft Office Suite (Word, PowerPoint, OneNote), Google Workspace apps (Docs, Slides), and even communication platforms, like Zoom, Microsoft Teams, and Google Meet.

🎯 Streamline Procedures: Discover how to effectively utilize these apps to streamline your procedures development process without additional software subscriptions or technical expertise.

🎯 Enhance Multimedia Elements: Learn how to seamlessly integrate multimedia elements, like video, audio, and screenshots, into your procedures to make them more engaging and comprehensive.

🎯 Improve Efficiency and Learn Best Practices: Acquire time-saving tips and best practices for efficient procedures development, whether you’re a beginner or an experienced administrator.

This immersive experience that will leave you equipped with the knowledge and confidence to excel in documenting procedures using familiar and readily available apps. Our live demonstration will guide you through the process, showcasing the versatility of these applications in procedures development. 💡

Grab your spot here: https://bit.ly/PowerUpProceduresFB

Procedures Tip 💡 Regularly revisit and review your procedures manual with your team. Make improving and updating your procedures an agenda item at every staff meeting. This is a strategic way to make process improvement an ongoing project and receive consistent feedback that will help you keep your procedures up to date.

Procedures aren’t just useful for helping you remember the important details as you complete your tasks. They’re equally as important for your team members. 🤝

Sharing your procedures with other members of the office allows someone to cover for you during planned and unplanned absences. You won’t have to feel guilty about taking a sick day or scheduling a much-needed vacation, because you’ll know that the office is in good hands while you’re gone. ✅

Procedures are also instrumental in facilitating delegation. Handing someone a procedure for doing something is often quicker and easier than trying to find the time to teach them yourself. 💡

If you’re ready to share your procedures with your team, here are some tips to help you get started: https://www.allthingsadmin.com/share-procedures-with-team/?utm_source=facebookpage&utm_medium=socialmedia&utm_campaign=jan2024&utm_content=procedures

𝐃𝐨𝐧’𝐭 𝐌𝐢𝐬𝐬 𝐘𝐨𝐮𝐫 𝐂𝐡𝐚𝐧𝐜𝐞 𝐭𝐨 𝐉𝐨𝐢𝐧 𝐔𝐬 𝐟𝐨𝐫 𝐭𝐡𝐢𝐬 𝐕𝐚𝐥𝐮𝐞-𝐏𝐚𝐜𝐤𝐞𝐝 𝐖𝐞𝐛𝐢𝐧𝐚𝐫 𝐭𝐨 𝐏𝐨𝐰𝐞𝐫 𝐔𝐩 𝐘𝐨𝐮𝐫 𝐏𝐫𝐨𝐜𝐞𝐝𝐮𝐫𝐞𝐬! 📣 🚀

Procedures can help any office run more efficiently. Not only do they allow your team members to cover for you during planned or unplanned absences, but they also demonstrate the value you bring to your organization, help save time and effort, and become part of the legacy you leave behind. 🌟

Are you looking to supercharge your procedures development without the hassle of learning complex software?

Join Julie Perrine for this one-hour webinar on Wednesday, January 31, where we’ll show you how to harness the full potential of everyday applications already at your fingertips! 🙌

This immersive experience will leave you equipped with the knowledge and confidence to excel in documenting procedures using familiar and readily available apps. Julie’s live demonstration will guide you through the process, showcasing the versatility of these applications in procedures development. 💡

Save your spot now: https://bit.ly/PowerUpProceduresFB

Success Story Thursday ⭐️ We love hearing that our training helped this administrative professional make progress on this valuable career resource!

Are you looking to power up your procedures? Join Julie Perrine for this Wednesday, January 31, webinar where she’ll show you how to harness the full potential of everyday applications already at your fingertips to supercharge your procedures development. 🎉

Don’t miss this immersive experience that will leave you equipped with the knowledge and confidence to excel in documenting procedures using familiar and readily available apps. Our live demonstration will guide you through the process, showcasing the versatility of these applications in procedures development. 💡

Save your spot for this must-attend webinar here: https://bit.ly/PowerUpProceduresFB

Let’s talk about why Microsoft Office (Word, PowerPoint, and OneNote) and Google Workspace (Docs and Slides) are ideal choices for procedures documentation:

📌 Accessibility: These suites are the office standards in the business world, making them accessible to most professionals. Chances are, you are already using them at the office or at home.

📌 Familiarity: Because many of us are already familiar with these apps, using them reduces the learning curve.

📌 Collaboration: Both Microsoft and Google apps offer robust collaboration features, allowing multiple team members to work on procedures simultaneously.

📌 Integration: These apps seamlessly integrate with other office tools and cloud storage solutions, making for easier document management and sharing, which is vital for procedures storage and access.

Check out some of the built-in functionalities of these apps that make them indispensable for procedures documentation: https://www.allthingsadmin.com/microsoft-office-google-workspace-apps-doccument-procedures/?utm_source=facebookpage&utm_medium=socialmedia&utm_campaign=jan2024&utm_content=procedures

As an assistant, you’re entitled to time off just like anyone else in the office – but when it feels like your department will come to a screeching halt if you want or need a break, you’re not quite as prepared as you need to be.

If an accident, illness, or family emergency were to pull you away from your job, could someone easily fill in for you? If the career opportunity of your dreams came knocking, could you take it without leaving your executive, successor, or company in a lurch? Are you prepared for disasters – natural or other-wise? Procedures can help with all of these things, and that’s why they make such good business sense! 💡

Success Story Thursday 🌟 This administrative professional elevated her procedures by incorporating essential details with the help of our training!

Are you ready to supercharge your procedures? 🚀 Join us for How to Leverage Everyday Apps to Power Up Your Procedures, a valued-filled webinar on Wednesday, January 31 at 1 p.m. EST. This is your chance to make procedures development effortless. Whether you’re a novice or a seasoned pro, you’ll leave with a fresh perspective and newfound expertise in utilizing everyday apps to power up your procedures. Secure your spot here: https://bit.ly/PowerUpProceduresFB

Are you looking to supercharge your procedures development without the hassle of learning complex software?

Join Julie Perrine for a one-hour live webinar on Wednesday, January 31 where she’ll show you how to harness the full potential of everyday applications already at your fingertips! 🙌

During this webinar, you’ll learn how to:

💡 Leverage Everyday Apps: Unlock the full potential of everyday applications, such as Microsoft Office Suite (Word, PowerPoint, OneNote), Google Workspace apps (Docs, Slides), and even communication platforms, like Zoom, Microsoft Teams, and Google Meet.

💡 Streamline Procedures: Discover how to effectively utilize these apps to streamline your procedures development process without additional software subscriptions or technical expertise.

💡 Enhance Multimedia Elements: Learn how to seamlessly integrate multimedia elements, like video, audio, and screenshots, into your procedures to make them more engaging and comprehensive.

💡 Improve Efficiency and Learn Best Practices: Acquire time-saving tips and best practices for efficient procedures development, whether you’re a beginner or an experienced administrator.

Save your spot for this must-attend webinar at the early-bird rate now: https://bit.ly/PowerUpProceduresFB

Once you set up your procedures template, print out several blank copies, punch three holes in each page, and keep them in a file folder within reach of your workspace. That way, you can easily grab a form and create a procedure any time you think of a new one. 💡

Even if it’s short and simple, every procedure goes on its own sheet of paper. This will give you some structure to get started. Be sure to include the procedure name, category, etc. Always add your name and the date to any procedure you create. This helps everyone keep track of when the procedure was last updated and by whom. Then, if anyone has questions about the procedure, they’ll know exactly who to go to. 📝

You may be the primary person using these procedures right now, but there will likely be others using them at some point, so it’s important to be as thorough as possible.

Download our complimentary procedures template here: https://www.allthingsadmin.com/free-templates/?utm_source=facebookpage&utm_medium=socialmedia&utm_campaign=procedurestemplate&utm_content=procedures

Creating this dynamic resource for your office or position shows your professionalism and demonstrates an attitude of service that your executives and team members will recognize. It’s a fabulous tool for your own reference and use. And when you present your administrative procedures to your executive for review prior to your next performance review, their eyes will be opened to all of the additional tasks you perform and manage daily. Perhaps the best reason to develop your procedures is so others can fill in for you with relative ease without a major disruption to the business.

Julie Perrine shares her five simple steps to not only getting your administrative procedures binder started, but also populating it with all of the vital procedures to keep your office running smoothly in your absence 👩‍💻 🌟: https://www.allthingsadmin.com/creating-your-administrative-procedures-binder-step-by-step/?utm_source=facebookpage&utm_medium=socialmedia&utm_campaign=jan2024&utm_content=procedures

Procedures can help any office run more efficiently. Not only do they allow your team members to cover for you during planned or unplanned absences, but they also demonstrate the value you bring to your organization, help save time and effort, and become part of the legacy you leave behind. 🌟

Unsure what to include in your procedures? This Anatomy of a Procedure infographic will show you how to craft the perfect procedure! 💡 https://www.allthingsadmin.com/anatomy-procedure-infographic/?utm_source=facebookpage&utm_medium=socialmedia&utm_campaign=jan2024&utm_content=procedures

The Anatomy of a Procedure [Infographic] Procedures can help any office run more efficiently. Not only do they allow your team members to cover for you during planned or unplanned absences, but they also demonstrate the value you bring to your organization, help save time and effort, and become part of the legacy you leave behind.

Success Story Thursday 🎉 This administrative professional gained invaluable knowledge to guide her in developing her procedures binder during our 5-day challenge.

Are you ready to create clear, concise procedures that help you excel in your role? 🙌 Join us for this 5-day challenge!

You’ll learn:

✅ Why procedures are a vital part of every office.
✅ The five simple steps to get your procedures binder started.
✅ How to fast track your procedures documentation with a few key tools.
✅ How we can support you step-by-step throughout the process.

You’ll receive daily training videos, a daily plan of action to keep you on track, templates and sample procedures to save you time and effort, and more! 🎯

Get started here: https://allthingsadmintraining.com/5-day-challenge-procedures/?utm_source=facebookpage&utm_medium=socialmedia&utm_campaign=5daychallengeprocedures&utm_content=procedures

𝐋𝐚𝐬𝐭 𝐂𝐡𝐚𝐧𝐜𝐞 𝐭𝐨 𝐒𝐚𝐯𝐞 𝐘𝐨𝐮𝐫 𝐒𝐩𝐨𝐭 𝐟𝐨𝐫 𝐓𝐡𝐞 𝐏𝐫𝐨𝐜𝐞𝐝𝐮𝐫𝐞𝐬 𝐀𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐨𝐫! 🏁 ⚡️

This is a six-hour procedures development intensive with individual coaching and support to help you successfully create your administrative procedures.

✅ When you have a question, you can ask it!
✅ When you get stuck, we’re there to instantly support you.
✅ If you don’t know where to begin, we’ll help you chart your course, so you know exactly what to do and how to get moving!

Why Attend The Procedures Accelerator? 🏆

⚡️ Turbo-Charge Your Procedures: Harness the power of streamlined processes that boost efficiency, reduce errors, and create a winning advantage for your team.

⚡️ Precision and Strategy: Discover the strategic art of designing procedures that are finely tuned for maximum impact.

⚡️ Pit Stops for Refinement: Take advantage of pit stops with procedures expert Julie Perrine to fine-tune your procedures, ensuring they’re in top form before you zoom ahead to the next phase.

⚡️ Victory Lap of Knowledge: We’re not just sharing knowledge – we’re igniting your passion for procedural excellence. Experience a victory lap of understanding as you absorb insights from seasoned professionals.

Don’t miss your chance to attend this value-filled training this Friday, January 12! Grab your spot for The Procedures Accelerator here: https://bit.ly/TheProceduresAcceleratorFB

Procedures help you remember all the important details – no matter how chaotic things may get. 🧠 They also make it easy for you to delegate tasks, have others fill in for you when you’re out of the office, and save time and effort. They can be a tremendous source of relief for you and the entire team. 🚀

Check out this Introduction to Procedures – Usage, Terminology, and Tips for Getting Started: https://www.allthingsadmin.com/intro-procedures-terminology/?utm_source=facebookpage&utm_medium=socialmedia&utm_campaign=jan2024&utm_content=procedures