New Staffer Onboarding Checklist: Pre-Start Preparations A well-structured onboarding process sets the stage for a new hire's success and contributes to their long-term engagement with your team. This checklist is designed to help you cover all the essentials of onboarding a new staff member, ensuring their first days, weeks, and month are productive and welcoming. By … [Read more...] about New Staffer Onboarding Checklist
Tools & Resources
Creating a Customer Service Playbook for Your Office Team
Exceptional customer and client service doesn’t happen by accident—it’s the result of thoughtful planning, consistent training, and clear expectations. A well-crafted customer service playbook can be your team’s guide to navigating every interaction with professionalism, empathy, and confidence. Here’s how you can develop a playbook that empowers your office team to deliver … [Read more...] about Creating a Customer Service Playbook for Your Office Team
Why Every Office Manager Should Create Standard Operating Procedures (SOPs)
You’re the hub of activity and the go-to problem solver when you are an office manager. You’ve probably answered the same questions more times than you can count or had to troubleshoot chaos when key team members were out of the office. These scenarios—and many more—underscore the critical need for Standard Operating Procedures (SOPs) in your office. SOPs might not … [Read more...] about Why Every Office Manager Should Create Standard Operating Procedures (SOPs)
Cheat Sheet: Quick Conflict Resolution
Workplace conflicts happen—it’s just part of working with people. As an office manager, you’re often the go-to person for keeping things from boiling over and helping everyone get back on the same page. Whether it’s a disagreement between coworkers, frustration over office policies, or just a simple miscommunication, knowing how to step in the right way can make a big … [Read more...] about Cheat Sheet: Quick Conflict Resolution
Jobs to Tackle in May: A Guide for Office Managers
May can feel like a balancing act. You’re deep into the year’s momentum, but summer vacations, mid-year reviews, and budget planning are right around the corner. It’s the perfect time to knock out a few key projects that will keep your office running smoothly through the busy months ahead. Here’s a look at some smart jobs to tackle in May. 1. Mid-Year Planning and Goal … [Read more...] about Jobs to Tackle in May: A Guide for Office Managers
Professional Associations Every Office Manager Should Know
Staying informed and connected is key to thriving in your role. Whether you're looking to sharpen your skills, expand your network, or gain certifications, joining a professional association can be a game-changer. These organizations provide invaluable resources, training, and opportunities tailored to the diverse challenges office managers face daily. Below, you'll find a … [Read more...] about Professional Associations Every Office Manager Should Know
Boost Efficiency by Automating Your Office’s Most Tedious Tasks
As an office manager, your to-do list probably feels never-ending. From scheduling meetings to tracking expenses, you handle countless tasks daily. While many of these tasks are crucial, they can also be incredibly repetitive and time-consuming. That's where automation comes in. By automating repetitive tasks, you can free up your time, reduce stress, and focus on more … [Read more...] about Boost Efficiency by Automating Your Office’s Most Tedious Tasks
Office Budget Template
Keeping your office’s budget organized and transparent is crucial for ensuring financial health and making sound decisions. This comprehensive template is designed to help you monitor income, manage expenses, and evaluate financial performance with ease. By using this tool, you can identify variances, address challenges, and keep your office operations running smoothly. … [Read more...] about Office Budget Template
How to Get the Most Out of Collaboration Tools for Your Team
As an office manager, you know that seamless collaboration is key to a productive and harmonious workplace. With the rise of remote work and geographically dispersed teams, collaboration tools have become indispensable. These tools can enhance communication, streamline project management, and boost overall efficiency. Here’s how you can effectively use collaboration … [Read more...] about How to Get the Most Out of Collaboration Tools for Your Team
Office Organization Checklist: Essential Tasks to Stay on Track Every Week
Staying organized is key to maintaining smooth operations and ensuring that your office runs like a well-oiled machine. Whether you’re handling administrative duties, managing staff, or overseeing day-to-day operations, having a checklist to guide you can help you stay on top of everything. This checklist breaks down essential tasks into weekly, monthly, and quarterly actions, … [Read more...] about Office Organization Checklist: Essential Tasks to Stay on Track Every Week