Note: Any Staff Member answering a telephone call has the role of Receptionist. It ends when the Receptionist has finished the transaction or has successfully handed the customer over to another Staff Member. This procedure starts when the customer telephones the office. In this procedure, the Receptionist greets a telephone caller and helps them to transact their business in the office. Promptly address actions on minutes and action lists, and sign off actions when closed. Improved resource planning and management.Improved Customer and Client service/value adding.Improvements to procedures, forms and work instructions.Improvements to specific systems eg, software, inventory, training, reporting, etc.Other management meetings and other activities such as internal audits, look at the effectiveness of specific areas of the management system. To be held at least every six months, to review the effectiveness of the management system as a whole. (Provide in this section a schedule of standard company meetings – the example below is a schedule of meetings in a real estate office) Hold regular management meetings that check that the Management System is effective, and which discuss areas for improvement. TipsĪny tips learnt from previous experiences that should be passed on – delete this section if not neededĪny traps to avoid learnt from previous experiences that should be passed on – delete this section if not needed NEVER provide personal contact details of any sort to anyone. Never provide information regarding staff, Customers by telephone, in person or in writing. Prepare Tax Invoices for commissions on SalesĪll faxes must go on Cover Sheet.
OFFICE TIDINESS FULL
Refer to Receptionist Position Description for full details. To standardise reception processes to ensure thoroughness, consistency and efficiency coupled with excellent customer relationships. What critical success factors have you identified to ensure a smooth system
Summarise your system, how does your system work Imagine someone asking you “How does your xxx system work”Ĭritical to the success of our system is: Administration-Administration Plans and GoalsĪdministrative attached files Our administrative system overview Our system for managing our administration area of our business
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