Module Title: Office Management I Module Code: BBO131 Unit Title: Introduction to Modern Offices BBO131 - 1 Business & Office Management Program Khan Younis Training Centre – KYTC Department of Education, Gaza Field Office, UNRWA V7, Feb, 2021 Unit Objectives: After studying this unit students should be able to; Define the office management and its importance. Understand the nature of the modern office. Recognize how to be a successful office manager. Understand what is the job description and its contents. Recognize the organizational structure and the organizational chart. Differentiate between the different office functions. Understand the workspace. Differentiate between the centralized and the decentralized organizational systems. Understand the meaning of virtual offices. Differentiate between the modern and virtual office work. Recognize the up to date trends in office management. Know the office management needed skills. 1 Unit Contents: 1. Introduction to Modern offices 1.1. Introduction 1.2. The Importance of Office Management 1.3. Modern Office 1.4. What to know before start working; 1.4.1. Good knowledge about company 1.4.1.1. Know the company 1.4.1.2. Authority and responsibility 1.4.1.3. Mission statement 1.4.1.4. Ethics in business 1.4.2. Well knowledge of Job Description 1.4.3. Organizational structure 1.4.3.1. Organization chart 1.4.4. clear background about Your Role in the work 1.4.5. Knowledge of the Work Space (Ergonomics) 1.4.5.1. The workspace consists of 4 components 1.4.6. Knowledge of the organizational system 1.5. The roles and duties of an administrator and secretaries. 1.5.1. Title 1.5.2. Responsibilities. 1.5.3. Levels of jobs. 1.6. Virtual Office 1.6.1. How Virtual Offices Work 1.6.2. Advantages and Disadvantages of a Virtual Office 1.6.3. Virtual assistant 1.6.4. How a Virtual Assistant Works 1.6.5. Virtual Assistant Duties 1.6.6. Virtual Assistant Qualifications 1.7. Qualification required for employment. 1.7.1. Skill Qualification 1.7.2. Academic qualification. 1.7.3. Professional qualification. 1.7.4. Secretarial/Administrative virtues 1.8. Up to date TRENDS IN OFFICE MANAGEMENT 1.8.1. top trends in office management: 1.8.1.1. MOBILITY 2 1.8.1.2. SHARED WORKSPACES 1.8.1.3. The cloud 1.8.1.4. Automating office tasks 1.8.1.5. Accommodating a mobile workforce 1.8.1.6. Office management software 1.8.1.7. Computer-aided facility management (CAFM) 1.8.1.8. Activity-based working 1.8.1.9. Bring your own device (BYOD) 1.8.2. Top 9 Office Management Skills 1.8.2.1. Planning skills 1.8.2.2. Administrative skills 1.8.2.3. Analytical skills 1.8.2.4. Computer skills 1.8.2.5. Communication skills 1.8.2.6. Time management skills 1.8.2.7. Out of the box thinking 1.8.2.8. Leadership skills 1.8.2.9. Interpersonal Skills 3 1. Introduction to Modern Offices 1.1. Introduction1 • Office management is a profession involving the design, implementation, evaluation, and maintenance of the process of work within an office or other organization, in order to sustain and improve efficiency and productivity. • Office management is thus a part of the overall administration of business and since the elements of management are forecasting and planning, organising, command, control and coordination, the office is a part of the total management function. • Office management is the technique of planning, organizing, coordinating and controlling office activities with a view to achieve business objectives and is concerned with efficient and effective performance of the office work. The success of a business depends upon the efficiency of its office. The volume of paper work in offices has increased manifold in these days due to industrialization, population explosion, government control and application of various tax and labor laws to any business enterprise. Efficiency and effectiveness which are key words in management are achieved only through proper planning and control of activities, reduction of office costs and coordination of all activities of business. • “Office management can be defined as a task of planning, coordination, motivating the efforts of others towards the specific objectives in the office.” • An office manager is an employee charged with the general administrative responsibilities of any given office of a corporation. In small and medium sized companies the task is often given to the corporation's bookkeeper. In large companies there will often be several offices in several geographical areas, and each one will have an office manager. • The job of secretary or administrator is requested for every kind of organizations. • They undertake work activities that support managers in order to run the organization successfully. 1 Access April 2021: https://en.wikipedia.org/wiki/Office_management 4 1.2. The importance of office Management: 2 • Helps in Achievement of Targets • Optimum Use of Resources • Minimization of Costs • Smooth Flow of Work • Helps in Maintaining Office Efficiency • Managing Survival and Growth • Provides Innovation • Helps in Retaining Talent and Inculcating Sense of Loyalty in Office Staff • Provides Leadership • Managing Change • Maintaining Public Relations • Social Benefits 1.3. Modern Office • Modern office is a workplace shaped by technology. The modern workplace is centered on the use of computers, the Internet, and a variety of electronic equipment that were unavailable only a few years ago. Technology has thus modified and redesigned the nature of most office work. • Office and Technology, The widespread use of technology has created an upheaval in many employee duties and responsibilities and has transformed the work life of the office staff. The basic office tasks of placing and answering telephone calls, keyboarding documents, greeting clients, arranging meetings, filing, and numerous other jobs are no longer solely the responsibility of the administrative assistant. • Office Skills is essential. Today these office-sustaining duties are performed by all workers regardless of their degree of responsibility, from an individual in an entrylevel position to an employee at the management level. Knowledge of essential office procedures, including Internet skills, therefore cannot be limited to a secretary, administrative assistant, or administrative aide. Employees at all levels must be technically skilled and socially competent. Knowing only the technical aspects of a job is insufficient; soft skills, such as how to work with others, are also important. 1.4. What to know before start working; 2 Access April 2021: https://en.wikipedia.org/wiki/Office_management 5 • Any employee working as office worker to be successful, he should have collection of knowledge in different aspects. The employee should have a good knowledge about the followings; ▪ Your company ▪ Job description ▪ Organizational structure and organizational chart. ▪ Clear background about your role at work ▪ Knowledge of the workspace. ▪ Knowledge of the organizational system. 1.4.1. Your Company (Organization) • Background about the company Name, product, environment, foundation, development and growth. • Your authority and responsibilities: • Your organization Mission statement. • Business ethics. 1.4.1.1. Good knowledge about company 1.4.1.1.1. Know your company • Background about the company Name, product, environment, foundation, development and growth 1.4.1.1.2. Authority and responsibility: • Authority: is the ability of an individual to inform others of what he or she expects them to do and to expect they will do as asked. • Responsibility: Obligation that those who have been asked by a manager or supervisor to do something will in fact as they have been asked. 1.4.1.1.3. Mission statement 6 • Mission statement is a formal, short, written statement of the purpose of a company or organization. The mission statement should guide the actions of the organization, spell out its overall goal, provide a sense of direction, and guide decision-making. It provides "the framework or context within which the company's strategies are formulated • Mission statements often contain the following: ▪ Purpose and aim of the organization ▪ The organization's primary stakeholders: clients, stockholders, congregation, etc. ▪ Responsibilities of the organization toward these stakeholders ▪ Products and services offered 1.4.1.1.4. Ethics in business • Business ethics (also known as corporate ethics) is a form of applied ethics or professional ethics that examines ethical principles and moral or ethical problems that arise in a business environment. • Ethics are considered the moral standards by which people judge behavior. Ethics are often summed up in what is considered the “golden rule”—do unto others as you would have them do unto you. While this makes sense as a general rule of thumb, it is not entirely useful when looking to define business ethics. In business, there are many different people you have to answer to: customers, shareholders and clients. Determining what to do when an ethical dilemma arises among these different interests can be extremely tricky and as such business ethics as a field is complex and multi-faceted. 1.4.2. Well knowledge of Job Description • The Job Description: ▪ A job description is a list of all of the duties and responsibilities of a particular job. A good job description should also contain the outcomes of company expects the employee to provide as well as how the outcomes will be measured. As a new employee, you should be given a copy of your job description. Study your job description carefully so you will be familiar with 7 your assigned duties and responsibilities. You do not want to be guilty of neglecting a job duty because you were unaware that it was your responsibility. • A typical job description: 3 ▪ Administrative Assistant Job Responsibilities: ▪ Provides administrative support to ensure efficient operation of office. ▪ Answers phone calls, schedules meetings and supports visitors. ▪ Carries out administrative duties such as filing, typing, copying, binding, scanning etc. ▪ Completes operational requirements by scheduling and assigning administrative projects and expediting work results. ▪ Makes travel arrangements for senior staff such as booking flights, cars, and hotel or restaurant reservations. ▪ Exhibits polite and professional communication via phone, e-mail, and mail. ▪ Supports team by performing tasks related to organization and strong communication. ▪ Develops administrative staff by providing information, educational opportunities, and experiential growth opportunities. ▪ Ensures operation of equipment by completing preventive maintenance requirements, calling for repairs, maintaining equipment inventories and evaluating new equipment and techniques. ▪ Provides information by answering questions and requests. ▪ Maintains supplies inventory by checking stock to determine inventory level, anticipating needed supplies, placing and expediting orders for supplies. ▪ Contributes to team effort by accomplishing related results as needed 1.4.3. Organizational structure ▪ The form of an organization that is evident in the way divisions, departments, functions, and people link together and interact. Organization structure reveals vertical operational responsibilities, and horizontal linkages, and may be represented by an organization chart. 3 Access April 2021 https://hiring.monster.com/employer-resources/job-description-templates/administrativeassistant-job-description-sample 8 1.4.3.1. ▪ Organization Chart An organizational chart is a diagram that shows the structure of an organization and the relationships and relative ranks of its parts and positions/jobs, it helps the organization to: ▪ Importance of organizational chart ▪ Identifies lines of authority ▪ Gives employees a better understanding of the Formal structure of the organization ▪ Helps identify areas of overlapping ▪ Responsibility that should be eliminated. ▪ Identifies promotional opportunities for job applicants and new employees. ▪ Identifies areas suitable for training and Orientation. Figure 1.1: Organizational chart 1.4.4. Clear Background about Your Role in the work • Job titles 9 ▪ Many titles can be used to describe persons who work in an office, some of these titles are Administrative Assistant, Administrative aid, personal assistant, coordinator, office manager, office worker, executive assistant and clerk, in addition to know its degree or grade, in addition to the grading scale, in other meaning good knowledge of the job description. • ▪ Office functions To identify the office functions that should be done by the office practitioners, which referred to the tasks duties of the employees that contains of the following types: - Routine: Daily repeated tasks and duties The routine work of any office requires the use of various documents for various purposes. They are letters, applications, sales reports, business evaluation reports, presentations and many others. - Technical: Task that needs special technical skills to be achieved - Analytical: Task and duties need critical thinking skill - Interpersonal Functions need special personal abilities - Managerial: Functions related to managerial skills and capabilities • Telecommuting ▪ Telecommuting is working using computers, telephones, facsimile machines, and other remote capabilities. ▪ Telecommuting and advances in technology, particularly the internet, are changing the way companies operate. 1.4.5. Knowledge of the Work Space (Ergonomics) ▪ Ergonomics 10 ▪ Ergonomics is the science of designing the job, equipment, and workplace to fit the worker. Proper ergonomic design is necessary to prevent repetitive strain injuries, which can develop over time and can lead to long-term disability. ▪ The field of study concerned with finding ways to keep people safe, comfortable, and productive while they perform tasks at work and home. ▪ Ergonomics is based on one simple principle: Make the task fit the person performing it without overly stressing the person's abilities or ignoring limitations. ▪ Ergonomics removes barriers to quality, productivity, and human performance. The goal of ergonomics is to design equipment, tools, job tasks, and the environment to maximize productivity and efficiency by decreasing risk of injury/illness, reducing worker fatigue and discomfort, and improving quality of work life. It is the science of fitting products, tasks, and environments to people. 1.4.5.1. The workspace consists of 3 components • Computer workstation: Identifying the number of computers available in the office or in the pace that controlled by the officer, in addition place of each computer and the candidates working on each computer. • Décor: The style of decoration of a room, building. Interior decoration: decoration consisting of the layout and furnishings of a working interior • Furniture: Furniture and fixtures that places in the offices and what is needed in future • Good secretary or administrator must take the following facts in consideration: a) Knowledge of new technology and good skills in IT are essential to success. b) The job is varied and more challenging than ever with the opportunity to organize video conference, carry out desktop publishing and variety of software packages. 11 c) In many organizations, the title of secretary has been abolished and skill levels have been designed for administrators. d) Computer literati on is an essential need for any job. 1.4.6. Knowledge of the organizational system The organizational system: is the structure of how an organization is set up. That structure defines how each division of a business is set up, the hierarchy of who reports to whom and how communication flows throughout the organization. There are two systems; Centralized system and decentralized system • Centralization: is a type of structure that places all related activities under the authority of one person. • Factors That Determine Feasibility of Centralization: 1) Nature of the organization. 2) Size of the organization. 3) Diversification of the organization. 4) Conformity to standardized processes. 5) Quality of personnel. 6) Distribution of operations. 7) Attitude of personnel. • Decentralization: type of structure in which several individuals located throughout the organization have control or authority over related activities. (Delegation of Authorities) 1.5. The roles and duties of an administrator and secretaries 1.5.1. Titles • Administrative and secretarial jobs can be advertised under a wide range of titles like: (administrator, secretary, administrative assistant, deputy administrator). 1.5.2. Responsibilities 12 • Office staff main responsibilities and duties: a) Handling information. b) Dealing with others. c) Operating control systems. • In addition to that, administrator services include. a) Dealing with visitors. b) Dealing with telephone calls c) Reprographics. d) Mail handling. e) Document production. f) Document transmission. g) Classification, storage and retrieval of information. h) Purchasing of consumables and stock control systems. i) Financial services. j) Communicating information promptly to those who need it. 1.5.3. Levels of jobs. • Junior administrator: is likely to operate within a team, a specific department or in a separate administration section. • Administrative assistant: The range of duties required are changed, he may be responsible for making more decisions on his own to help junior staff or to assist management. He may have a second sight to foresee and prevent problems before 13 occurring and other duties like responding to correspondences, making financial payments, contacting suppliers … etc. 1.6. Virtual Office4 A virtual office gives businesses a physical address and office-related services without the overhead of a long lease and administrative staff. With a virtual office, employees can work from anywhere but still have things like a mailing address, phone answering services, meeting rooms, and videoconferencing. 1.6.1. How Virtual Offices Work Virtual offices operate as one unit to serve customers but do not exist in a fixed location. This type of set up is especially popular with startups and small businesses that want to minimize overhead. The creation of web-based office productivity software and services, such as videoconferencing, has helped drive the growth in virtual offices. A virtual office can also lead to greater productivity, as its services free workers from administrative tasks, as well as commutes. Each employee can work from the location that is most convenient, and the business is not restricted to hiring employees who live locally. As more people find ways to work remotely, the benefits of a virtual office are immediately noticeable. However, not everything is as easy as it seems. Some may find scheduling of virtual office space no different than the time-consuming scheduling conflicts inherent in a physical office. 1.6.2. Advantages and Disadvantages of a Virtual Office The appeal of a virtual office to users is twofold. First, the monthly cost of a virtual office is far less than that of a traditional office. After all, it has none of the maintenance and upkeep costs, nor does it need to be staffed. A virtual office can also be secured via a month-to-month lease, so there is greater flexibility if a user's business changes (no waiting for a lease to expire or incurring the cost of a broken lease). Costs for using a virtual office can run as low as $50 for a membership fee and $250 per month or more for a month-to-month lease for basic services. The more services that are added on, the more expensive it will be. Second, a virtual office can provide a mailing address, telephone answering, and videoconferencing services. Therefore, a small business can appear larger than it is. It also can provide a physical address (or multiple addresses) for users to meet clients. Sometimes, the 4 Kinton W. 2020, Access April 2021 , URL: https://www.investopedia.com/terms/v/virtual-office.asp 14 address can lend an aura of prestige to a virtual office user, such as if the address is a well-known location or street. A professional phone answering service can have the same effect. Some of the services that a virtual office arrangement offers require pre-planning to utilize. For example, many packages come with limited use of conference rooms or limited teleconferencing and videoconferencing services. Virtual offices also may have restricted access on nights and weekends. Users may find the lack of flexibility limiting and inconvenient. There is also the potential for distractions that come with working from home and therefore some workers might not be as productive when operating in a virtual office environment. 1.6.3. Virtual assistant • A virtual assistant is a self-employed worker who specializes in offering administrative services to clients from a remote location, usually a home office. • Typical tasks a virtual assistant might perform include scheduling appointments, making phone calls, making travel arrangements, and managing email accounts. • Some virtual assistants specialize in offering graphic design, blog writing, bookkeeping, social media, and marketing services. • For an employer, one advantage of hiring a virtual assistant is the flexibility to contract for just the services they need. 1.6.4. How a Virtual Assistant Works Virtual assistants have become more prominent as small businesses and startups rely on virtual offices to keep costs down and businesses of all sizes increase their use of the Internet for daily operations. Because a virtual assistant is an independent contractor, a business does not have to provide the same benefits or pay the same taxes that it would for a full-time employee. Also, since the virtual assistant works offsite, there is no need for a desk or other workspace at the company's office. A virtual assistant is expected to pay for and provide their own computer equipment, commonly used software programs, and high-speed Internet service. In a study of over 100,000 job listings, FlexJobs found virtual administration was one of the top five fastest-growing remote career categories. 1.6.5. Virtual Assistant Duties The specific duties of a virtual assistant vary according to the needs of the client and the terms of the contract. Some virtual assistants handle clerical and bookkeeping tasks, while others may post regular updates to social media or write articles for a blog. A well-rounded virtual assistant may also handle travel arrangements, appointment scheduling, data entry, and online file storage. 15 1.6.6. Virtual Assistant Qualifications While there are no hard-and-fast educational requirements to become a virtual assistant, many clients will look for virtual assistants who have some higher-level education or specialized training. A few online companies and community colleges offer courses and certification for virtual assistant skills. A virtual assistant should be tech-savvy, having a wide range of computer skills and a high level of proficiency with commonly used software and business programs. A virtual assistant who specializes in bookkeeping should be adept at basic accounting tasks, such as account reconciliations and double-entry bookkeeping. 1.7. Qualification required for employment. • After tracing how any graduate can find a job now superficially a question is asked, what should be my qualification as an office Manager to get this job. Qualifications can be divided into different categories, these include: 1.7.1. Skill Qualification • Refers to computer skills • Typing and shorthand speed … etc. 1.7.2. Academic qualification. • Refers to education and academic degrees obtained. English language is very essential to enable secretaries and administrators to write a clear and correct correspondence. 1.7.3. Professional qualification. • Refers to certificates obtained and related to secretary and administration studies Secretary Diploma, BOP diploma & Executive secretary diploma. 1.7.4. Secretarial/Administrative virtues • Enthusiasm: The most people you joy to work with those who are keen and eager. 16 • A positive attitude: This means that always seeing any problem as an opportunity. • Examples: If something needs retyping, this is an opportunity to make a better job. • If there is a backlog of filing, think that this is an opportunity to find that letter you are looking for. • Commitment and loyalty: 1) If you cannot stand the organization you work for, then leave. 2) Don’t undermine everyone else’s effort to do a good job. 3) Commitment also means looking for opportunities to do your firm a favor. 4) Loyalty means to belong to your organization. • An eye for detail: It means that you must check everything in time and take suitable notes may be required to make decision. • A good memory • Discretion: What ever your boss tells you must be kept quietly and you must keep your mouth shut or otherwise your boss will never tell you anything. • Reliability: It is not necessary to be watched 24 hours a day to be sure that you do your job. Being personable and humble. • Serenity: Panicking has never been a good way to solve a problem. People know you as someone who can cope and doesn’t go to be panicking if anything goes wrong. 1.7.5. Top 9 Office Management Skills5 1.7.5.1. Planning skills 5 Rayhan , K 2020 , Top 9 office management skills, Access April 2021, URL0https://www.linkedin.com/pulse/top-9-office-management-skills-khandaker-rayhan/ 17 As an office manager, you should be pretty good at planning, ranging from office meetings, handling the delegations, and other business operations within the organization to execute everything efficiently on its proper time. 1.7.5.2. Administrative skills As a part of your job, you will be responsible to do the other administrative tasks in the organization. You will be responsible to hire new employees, fire the underperforming ones, and evaluate performance appraisal, training and supervising new employees. You will have to make plans, schedule and attend meetings and perform other business operations as well. 1.7.5.3. Analytical skills As an office manager, you should have some sort of analytical skills to do your job in the best possible way. You should be well aware of the process, practices, and procedures to do your job efficiently. You should be sharp in identifying any inefficiency and suggest the best possible solutions which will contribute to the company growth. 1.7.5.4. Computer skills As an office manager, you should have strong hands-on practice on computer skills ranging from the word processor to excel and powerpoint because you could be asked to do a range of tasks depending upon your job specifics such as data entry, making sheets in excel and creating and presenting in powerpoint. You should be at best in doing your day to day office management computer operations accurately, efficiently and in a professional way. So your arsenal should be equipped with the desired computer skills because a tremendous amount of responsibility falls on the office managers. 1.7.5.5. Communication skills As an office manager, you should have strong communication skills as you would be the first person to see the visitors coming in case the respective professionals are out from th e office. You will have to delegate the work as well within the organization and also give attention simultaneously to the other tasks. You will have to communicate effectively within the organization both verbally and written in a friendly, efficient and professional way to make sure everything goes just fine. You will play the role of a bridge between the employees working in the organization. 1.7.5.6. Time management skills 18 As part of your job, you should have excellent skills in time management in order to utilize every minute of your duty to its fullest potential and squeeze out the maximum outcome. You should be able to properly allocate and handle every task on time without any wastage of time. 1.7.5.7. Out of the box thinking As an office manager, you should think out of the box to cater to every business task effectively that can contribute towards the organization growth both in the short term and the long. 1.7.5.8. Leadership skills As an office manager, you will always lead from the front to make ensure everything is going just fine within the organization. You will have to motivate the employees to get them to produce the best work results possible. Developing leadership skills will help you in better office management. You will have to make teamwork happen and helping others to communicate well with one another in the organization to create a healthy and productive company culture. You have to set the standards for everyone in the organization to put the things up on the right track. 1.7.5.9. Interpersonal Skills As part of your job, you should have social skills towards your employees involved in the company or outside visitors. You should use a positive approach and attitude which will result in great teamwork. Unit exercise 1. Define the followings; Put them in a table a. Office management. b. Modern office. c. Office manager. d. Virtual office. e. Organizational chart. f. Organizational structure. g. Job description. h. Authority. i. Responsibility j. Mission statement. k. Business ethics. l. Job title m. Ergonomics 19 2. Mention 5 importance of the office management. 3. Mention 6 things an office manager should understand to be a successful office worker. 4. Mention 5 office functions and give example for each function 5. Mention 4 elements of ergonomics. 6. Compare between centralized and decentralized office systems 7. Mention 5 office manager’s responsibilities? 8. Mention 5 key office manager’s skills? 9. What are the advantages of the disadvantages of virtual work? 10. What are the key virtual assistant duties? 11. Explain the following Key up to date office management needed skills: 1. Planning skills 2. Administrative skills 3. Computer skills 4. Analytical skills 5. Computer skills 6. Time management skills 7. Leadership skills 8. Out of the box thinking 9. Interpersonal Skills References • Burton, Sharon, Office Procedures for the 21st Century & Student Workbook Package, 8th Edition, Publisher: Prentice Hall, (2011), ISBN-10: 0132343436, ISBN-13: 9780132343435 • Quible, Z, Administrative Office Management, 8th Edition, Publisher; Prentice Hall(2005). • Access April 2021: https://en.wikipedia.org/wiki/Office_management • Rayhan , K 2020 , Top 9 office management skills, Access April 2021, URL0https://www.linkedin.com/pulse/top-9-office-management-skills-khandaker-rayhan/ • Kinton W. 2020, Access April 2021 , URL: https://www.investopedia.com/terms/v/virtual-office.asp. • Access April 2021 https://hiring.monster.com/employer-resources/job-descriptiontemplates/administrative-assistant-job-description-sample 20