Higher Administration & IT

1. Higher Administration & IT Administration Services Outcome 1.1

2. What does Administration involve? • Communicating: telephone, email, faxes etc • Keeping Records: diaries, reports, logbooks • Providing and storing information: manual and electronic systems • Presenting information: WP, SS, DB, DTP and other software eg accounting, project management • Interpersonal skills: reception, internal and external customers • Systems and Procedures: including mail, reprographics, arranging meetings and making travel arrangements

3. The Senior Administrator Duties include planning, organising and supervising junior members of staff. They should be able to: • Delegate • Make Decisions • Develop systems and procedures • Encourage and support other staff • Monitor and Evaluate systems • Other duties include: • recruitment and selection of staff; • training and appraisal; • ensuring that legislation is complied with; and, • the planning and organisation of meetings

4. Skills and Abilities • QUICKto learn • ATTENTIONto detail • ORGANISATIONAL skills • MOTIVATED and a TEAM PLAYER • CUSTOMERCARE • FLEXIBLE • ICT skills • PROBLEM SOLVING skills • TACT and INITIATIVE • COMMUNICATION and ENTHUSIASM

5. Outcome 1.1 Describing strategies for effective time and task management and their importance.

6. Definitions • Time Management – the ability to use one’s time effectively or productively, especially at work. • not about how muchtime you spend, but how it is spent. • Task Management – finishing an assigned piece of work in a certain amount of time.

7. 1 - Time Management: Planning • To-Do List – list of all tasks needing carried out over a period of time • Priorities List – a to-do list in order of importance • Crossing off items: • Sense of progress and accomplishment • Motivational • Move forwards without being overwhelmed

8. Action Plan – lists the steps that must be taken in order to achieve a specific target • Identifies the tasks to be done • Identifies who is responsible • Allows complex tasks to be broken down into SMART targets.

9. Action Plan Example Name: Miranda Dyer Project: Compile a brochure of all secondary schools in Scotland

10. SMART Targets • Specific – state exactly what has to be done • Measurable – state how much/what size, so you know how to achieve them • Agreed – with Line Manager as part of PDP • Realistic – achievable but still a challenge • Timed – key dates identified when the work will be completed

11. Examples of SMART Targets • By the end of next month a database of 100 suitable UK hotels for company travel is to be compiled • Within the next two months the manual filing systemdetailing employee records is to be transferred to a database. • By 30 September, the administrative assistant is to attend a training courseon our new CRM system

12. Urgent vs Important • Answering the phone – urgent if you ignore the caller may ring off and you would not know why they called. However it may not be important • Regular file management – this is important, but not immediately pressing, however if left too long finding files may be difficult

13. Urgent vs Important • Urgent tasks demand immediate attention – but whether they are done may or may not matter. • Important tasks matter – not doing them will have consequences. • If the task is important but time is short, delegation should be considered.

14. 2 - Time Management: Delegation • Develops staff abilities and motivation • Allows managers to have time, to carry out more important tasks • But… • Fear of losing control – impact if something goes wrong • Job insecurity and loss of status • Unable to trust subordinates • Don’t want to overburden staff/upset staff/start conflict • Don’t know how to tell others to work • Lack of knowledge and strength of the team

15. Consequences of Poor Delegation • Work not completed on time or a poor standard • Increased stress and possible absenteeism • Decreased motivation and unhappiness • Low productivity and efficiency levels

16. 3 – Time Management: Organising • Schedule time first thing (or last thing) to think about what needs to be done – this will lead to less stress. • Keeping your workstation tidy otherwise it is impossible to prioritise what needs action. THINK! Keep ¦ Save or Giveaway ¦ Archive or Delete

17. 4 – Time Management: Directing and Controlling Methods for monitoring and the progress of work which has been delegated: • Random or Sample Checks – overseeing quality and progress of work • Review meetings – extra support offered as required • Mentoring – senior member oversees, addressing problems immediately and avoiding junior employee stress • Buddying – similar to mentoring, more experienced member of staff at the same level • Appraisal – training and development identified and helps career development • PDP – employee sets own targets, matches with organisation. • Gantt Charts – see next slide

18. Gantt Chart This allows you to see at a glance: • What the various tasks are • When each task begins and ends • How long each task is scheduled to last • Where tasks overlap with other tasks and by how much • The start and end date of the whole project

19. Gantt Chart – Sample Answer • This is a graphical representation of planned work against completed work with the aid of a timeline. All the key events are called MILESTONES. • Each task is represented by a colour bar showing start date and end date. • To be fully effective it will be displayed in a PROMINENT POSITION. • Identifies quieter/busier times and tasks which are falling behind schedule.

20. Mentoring System – Sample Answer • The mentor is someone familiar with all the details of the job/organisation. • On-the-job training is offered – both can learn from each other • Mentor sets short term targets – discussed at weekly meetings • The Mentor can appraise/evaluate progress towards targets and provide appropriate levels of support in different situations.

21. Importance of Target Setting • Employees and departments know what is expected of them • Is the organisation achieving success? • Any deviations from target can be corrected, if monitored regularly • Increased productivity • Increase in motivation– trying to reach the target set

22. Summarising Recording Targets… • Gantt Chart – shows comparisons between work planned and work accomplished. Key target dates (milestones) will be marked on the chart. • To-Do List – shows a list of tasks to be completed. • Priorities List – tasks put in order of importance. • Action Plan – identifies what should be done by whom, with expected completion dates • Electronic Diary (e-Diary) – different views are available to show daily/weekly/months • Personal Development Plan (PDP)

23. Summarising Recording Targets… Personal Development Plan (PDP): • A document used to record formally areas of strength and areas for developmentwith targetsset taking account of the aspirations of the employee. • Allow an employee to: • Focus on specific aspects of their job • Allows skills to be shared with others • Identify training needs • Expand job role in the organisation

24. Changing Priorities • Unexpected circumstances: • Member of staff absent • Computer network ‘crashes’ • Changed deadline for a piece of work • Priorities lists should list high, medium and low priority items to assist with rescheduling when required

25. Time Stealers – Reducing Effectiveness • Interruptionseg telephone or visitors – do not disturb time • Meetings – set time limits and ensure they are entered in an ediary • Email – only access at certain times of the day • Taking on too much – delegate • Unable to find information – poor file management • Acting without complete information • Crisis management – not having plans • Unclear or poor communication • Inability to say “NO” – taking on too much work • Desk stress – clutter, unable to find information • Procrastination • Not grouping jobs together – duplicate journeys

26. Solving Time Stealers – Some Solutions • Have some “Do Not Distrub” Time – use voicemail at certain times of the day • Only check emails at certain times • Discuss workload with manager • Implement a clear desk policy • Have plans/strategies in place for unexpected situations eg staff absence • Always remember… you should never struggle and ask for help when required.

27. Effects of Poor Time Management • Staff become stressed and absence levels increase with work overload • Poor productivity – work is not produced as efficiently or to the right quality (activity panic) • Morale will decrease – low job satisfaction • Increase in accidents or unnecessary incidents • Increased costs to management • Reacting to situations vs good planning

28. Sample Answer When answering the phone, be polite and listen but avoid unnecessary small talk keeping the conversation brief. Use voicemail wisely and set time aside to return missed calls. With the use of a personal mobile phone family can still contact you in an emergency. Check your emails at only certain times of the day and close your email program when not in use. New emails appearing on screen can be a distraction. Set up mail rules to filter messages and delete all irrelevant emails that do not apply to you. Often people in an organisation will use the reply-all feature inappropriately. Try to avoid interruptions, be firm with colleagues who just want to chat. Let others know times when you are available and make an appointment (or more informally reschedule a more appropriate time) to discuss the matter. Group jobs together so that similar tasks are carried out at the same time. Learn to ‘say no’ and be honest if you cannot manage additional workload and raise these concerns with your line manager. Keep your desk free of clutter, tidying at the end of the day and make a to-do list (or update) for the following day.

29. Benefits of Good Time Management • Improved morale and job satisfaction • Increased productivity and better quality of work • Lower stress levels and less staff absence • Better relations with both internal and external clients • Elimination of procrastination and indecision • Improved promotion prospects

30. Internet Activity • Access www.mindtools.com • Choose Time Management • Work through the activities and take some short notes on Time Management • There are some example documents which you can download.

31. Internet Activity Some useful information can be accessed here on the businessballs.com website

32. How To Pass Higher Administration & IT Sample Exam Questions • Outline 4 methods which a Senior Administrative Assistant could use to monitor an employee’s work. (4) • Describe 3 time management strategies a Senior Administrative Assistant could use to be more effective in the workplace. (6) • Justify the need for a Senior Administrative Assistant to monitor and evaluate a Junior Administrative Assistant’s work. (3)

33. Question 1

34. Question 2

35. Question 3

36. How To Pass Higher Administration & IT Sample Exam Questions • Outline the reasons why a Senior Administrative Assistant may be reluctant to delegate a task. (2) • Describe the long-term implications for a Senior Administrative Assistant who fails to delegate tasks to a Junior Administrative Assistant. (6) • Describe strategies which could be used to overcome the problem caused by 2 common time stealers. (4)

37. Question 4

38. Question 5

39. Question 6

40. Actual Examination Questions

41. Higher Administration & IT Administration Services Outcome 1.1