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Office procedures for the 21st century PDF

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O Office Procedures for the 21st Century f f i c e Sharon C. Burton Nelda J. Shelton P Eighth Edition r o c e d u r e s f o r t h e 2 1 s t C e n t u r y B u r t o n S h e l t o n 8 e ISBN 978-1-29204-209-1 9 781292 042091 Pearson New International Edition Office Procedures for the 21st Century Sharon C. Burton Nelda J. Shelton Eighth Edition International_PCL_TP.indd 1 7/29/13 11:23 AM ISBN 10: 1-292-04209-5 ISBN 13: 978-1-292-04209-1 Pearson Education Limited Edinburgh Gate Harlow Essex CM20 2JE England and Associated Companies throughout the world Visit us on the World Wide Web at: www.pearsoned.co.uk © Pearson Education Limited 2014 All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without either the prior written permission of the publisher or a licence permitting restricted copying in the United Kingdom issued by the Copyright Licensing Agency Ltd, Saffron House, 6–10 Kirby Street, London EC1N 8TS. All trademarks used herein are the property of their respective owners. The use of any trademark in this text does not vest in the author or publisher any trademark ownership rights in such trademarks, nor does the use of such trademarks imply any affi liation with or endorsement of this book by such owners. ISBN 10: 1-292-04209-5 ISBN 10: 1-269-37450-8 ISBN 13: 978-1-292-04209-1 ISBN 13: 978-1-269-37450-7 British Library Cataloguing-in-Publication Data A catalogue record for this book is available from the British Library Printed in the United States of America Copyright_Pg_7_24.indd 1 7/29/13 11:28 AM 11223344453838261603611711931177175 P E A R S O N C U S T O M L I B R AR Y Table of Contents 1. Understanding the Changing and Challenging Office Sharon Burton/Nelda Shelton 1 2. Developing Professional Skills Sharon Burton/Nelda Shelton 37 3. Preparing for Your Employment Sharon Burton/Nelda Shelton 85 4. Time Management Sharon Burton/Nelda Shelton 137 5. Telecommunications Sharon Burton/Nelda Shelton 181 6. Building Communications Skills Sharon Burton/Nelda Shelton 221 7. Processing Mail Sharon Burton/Nelda Shelton 269 8. Records Management Sharon Burton/Nelda Shelton 313 9. Banking and Accounting Procedures Sharon Burton/Nelda Shelton 361 10. Scheduling Appointments and Receiving Visitors Sharon Burton/Nelda Shelton 401 11. Making Travel Arrangements Sharon Burton/Nelda Shelton 437 12. Planning Meetings and Conferences Sharon Burton/Nelda Shelton 467 13. Developing Effective Oral Presentations Sharon Burton/Nelda Shelton 511 I 555646911315 14. Working in a Medical Office Sharon Burton/Nelda Shelton 541 15. Working in a Legal Office Sharon Burton/Nelda Shelton 563 16. Preparing to Meet the Challenges Sharon Burton/Nelda Shelton 591 Index 615 II Understanding the Changing and Challenging Office From Chapter 1 of Office Procedures for the 21st Century, 8/e. Sharon Burton. Nelda Shelton. Copyright © 2011 by Pearson Education.Published by Prentice Hall.All rights reserved. 1 Understanding the Changing and Challenging Office AndresrShutterstock 2 chapter outline Your Company Know Your Company Mission Statement Ethics in Business Current Office Trends Organizational Structure You and Your Manager learning outcomes Your Role Job Titles Office Support Functions When you have completed this chapter, Telecommuting you should be able to: Job Prospects for the Future Your Workspace • Describe the purpose of a company Ergonomics and the Environmental Office mission statement. International Employment • Explain the purpose of a company code of ethics. • Define and explain the classifications of authority. • Explain the importance of developing a good working relationship with your manager. • Explain the role of the office professional. • Identify common office support functions. • Define the elements of appropriate ergonomic design in the workplace. 3 Understanding the Changing and Challenging Office Electronics are smaller,faster and wireless is the name of the game.The twenty- first century office is high tech; office procedures are changing rapidly and are influenced greatly by these technological changes.Today’s office professional must possess a broad array of both technical and interpersonal skills.To keep pace with changes, this means the office professional must be committed to lifelong learning.The future promises to be an exciting one! The purpose of this chapter is to help you understand how you will contribute to today’s changing and challenging office.You will study how your role supports the company,its mission,and your manager by the functions you perform and the workspace you use. Throughout the remainder of this text,the words manager or supervisor will be used to refer to persons at all levels of management, and office assistant, administrative assistant, and office professional will be used to refer to support personnel. Your Company To project the image that you are a professional who knows what is going on in your company, you must first spend some time getting to know all about the business.With the economic changes that have occurred in the past few years, companieshavebeendownsizingandrestructuringtomaintaincompanystabil- ity, which has meant a reduction in the labor force.These changes have caused management to evaluate each employee’s contribution and value to the com- pany.You must look beyond the job you are required to do and keep abreast of company happenings and project an image that shows you make a valuable con- tribution to the company. KNOW YOUR COMPANY Knowing about your company allows you to leave the impression with others that you are knowledgeable and can be a source of reli- able information.Much of this information is available in annual re- ports,files,and the company intranet system.Your experiences and inquiries will also increase your knowledge. Remember, you repre- sent your company’s image (see Figure 1). You should know the answers to the following questions: • Is my company a national or international company? • Where are its various plants or offices located? • Who are the top executives? • What products does my company sell or manufacture or what services does it provide? • Who are my company’s competitors? • How does my company rank in its industry? • Is my company publicly or privately owned? Learn as much as possible and stay informed about your com- FIGURE 1 • You represent your pany’s progress.Showing interest in learning about the business can company’s image. enhance your advancement within the company. 4 Understanding the Changing and Challenging Office MISSION STATEMENT A mission statementpresents the goals,strategic intent,and business direction for a company. Having a mission statement can be one of a company’s most impor- tant plans.By affirming the company’s primary goals,this statement assures that everyone in the company is working toward the same objectives. Common ele- ments found in mission statements are concern for public image; quality; commit- ment to survival, growth, and profitability; identity of customers, markets, and services; a statement of company philosophy; and the traits that set the company apart from its competition.Each company’s mission is different. If your company has a Web site,the mission statement usually appears on it. For example, Ben & Jerry’s (Figure 2) shares its mission statement online (www .benjerry.com). Notice that the mission statement (Figure 3) is divided into three FIGURE 2 • Ben & Jerry’s ice cream factory located near Waterbury,Vermont. OUR MISSION STATEMENT Ben & Jerry’s is founded on and dedicated to a sustainable corporate concept of prosperity. Our mission consists of 3 interrelated parts: Product Mission Economic Mission Social Mission To make, distribute & sell To operate the Company on a To operate the Company in a the finest quality all natural sustainable financial basis of way that actively recognizes the ice cream & euphoric profitable growth, increasing central role that business concoctions with a continued value for our stockholders & plays in society by initiating commitment to incorporating expanding opportunities for innovative ways to improve wholesome, natural development and career the quality of life locally, ingredients and promoting growth for our employees. nationally and internationally. business practices that respect the Earth and the Environment. Central To The Mission Of Ben & Jerry’s is the belief that all three parts must thrive equally in a manner that commands deep respect for individuals in and outside the company and supports the communities of which they are a part. FIGURE 3 • Ben & Jerry’s mission statement. (Source:Reprinted with permission of Ben & Jerry’s.) 5

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