Find out how to effectively manage your office with these 13 best practices. It covers everything from improving staff productivity and promoting teamwork to reducing wait times and delays for your clients.

1. PRACTICES
of Office Management
BEST

2. UNDERSTAND
THE PRACTICE
11

3. Be KNOWLEDGEABLE
about the practice.

4. Be able to
ANSWER
QUESTIONS
about the
practice for
both staff
& clients.

5. Be able to
ANSWER
QUESTIONS
about the
practice for
both staff
& clients.

6. Implement
POLICY &
PROCEDURES
to the staff.

7. SUPPORT
THE PROCESS
2

8. Understand the
MISSION
of the practice.

9. EVALUATE
whether the
mission goals
are being met.

10. MAKE
CHANGES
to the mission
to allow for
more efficiency.

11. Allow for INPUT
from the client.

12. KNOW CURRENT
PROCEDURES
3

13. EDUCATE
yourself on the newest
office procedures.

14. Be able to
TALK
CONFIDENTLY
about procedures.

15. IMPLEMENT
PROCEDURES
on a daily basis.

16. ADJUST
procedures
to fit a client.

17. UP-TO-DATE
ON PRODUCTS
4

18. Be familiar with your
SALES REP.

19. Be familiar with your
SALES REP.

20. COMMUNICATE
with your sales rep.

21. COMMUNICATE
with your sales rep.

22. Be OPEN
to NEW
products.

23. Know what
SELLS.

24. LISTEN
to staff and clients.

25. 5
IMPROVE
PRODUCTIVITY

26. Insure that all are
using their time
productively.

27. Use email, calls
and texts for
quicker contact.

28. Outline individual
staff responsibility.

29. Identify the
go to person
in an emergency.

30. BE ATTENTIVE
TO STAFF
6

31. Provide leadership to staff.

32. Ensure
POLICY &
PROCEDURES
are being
followed.

33. Ask for
feedback &
LISTEN
TO STAFF.

34. 7
PROMOTE
TEAMWORK

35. Conference with staff.

36. Allow staff to
follow through
with client.

37. COMMEND
STAFF
on a good job.

38. 8
IDENTIFY
CLIENTS

39. Know your
client base.

40. Listen to your clients.

41. Get feedback from clients.

42. Assure clients their
feedback matters.

43. REDUCE
DELAYS & WAITS
9

44. Know if there are delays.

45. Relay to
clients about
delays.

46. Ask if client
would like to
reschedule.

47. UNDERSTAND
THE CLIENT’S POINT-OF-VIEW
10

48. Though clients
may not be right their
voice is important.

49. ASSURE
THE CLIENT
that the matter will
be taken care of.

50. Know when to
defer a client
to another
individual.

51. Know
when to
STEP IN
to assist
staff with
the client.

52. 11
DEAL WITH ISSUES
IMMEDIATELY

53. Handle issues
as soon as they
happen in an
appropriate
manner.

54. Avoid repeated issues
by conferencing.

55. Learn from
issues &
implement

56. Learn from
issues &
implement
CHANGE.

57. PROCESS CLIENTS
SUCCESSFULLY
12

58. Be prepared
for clients
and follow
procedures to
welcome them.

59. LISTEN
attentively to
the client.

60. & send them off satisfied.
Conclude their
business

61. 13
REVIEW
THE DAY

62. Were all
requirements
met?

63. Were the
clients
satisfied?

64. If not, what
can we do
better?

65. Implement
new
procedures.

66. Identify
resolutions to
staff issues.