CURRICULUM of COMPETENCY UNIT (CoCU)

Sub Sector BUSINESS & FINANCE

Job Area ADMINISTRATIVE MANAGEMENT

Competency Unit Title OFFICE POLICIES & PROCEDURES (P&P) DEVELOPMENT

The person who is competent in this CU shall be able to develop comprehensive policies and procedures for the
company in accordance with Environmental Act, Local Authorities, Occupational Safety and Health Act (OSHA) and
International Organisation for Standardisation (ISO) requirements. Upon completion of this competency unit, trainees
will be able to :-
Learning Outcome • Identify office P&P development requirements
• Prepare office P&P documentation
• Develop and revise policies and procedures
• Report office P&P development activities.
Training Credit
Competency Unit ID FB-025-5:2012-C01 Level 5 180 18
Duration Hours
Attitude / Safety / Training Delivery Assessment
Work Activities Related Knowledge Related Skills
Environmental Hours Mode Criteria
1. Identify office i.Company’s policies and 11 hours Lecture i. Company’s
Policy and guidelines policies and
Procedures ii. Purpose of guidelines
(P&P) company’s objectives interpreted
development and branding standard ii. Legislative
requirements requirements and Local
iii. Inter department Authority
involvement such as: requirements
• Human Resource determined
• Finance iii. Company
• Maintenance standard
• Security requirements,
iv. Legislative and rules and
Local Authority regulations
requirements such as: determined

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 Attitude / Safety / Training Delivery Assessment
Work Activities Related Knowledge Related Skills
Environmental Hours Mode Criteria
• Occupational Safety iv. Workflow of
and Health Act office P&P
(OSHA) determined
• Environmental Act
v. Office P&P
development workflow
i. Determine company 25 hours Demonstration,
standard requirements, Observation or
Problem Based
rules and regulations Learning (PBL)
ii. Determine workflow Attitude:
of office P&P i. Resourceful in
identifying office
P&P
development
requirements
ii. Adherence to
company policy

2. Prepare office i. Office documents format 16 hours Lecture i. Method of

P&P ii. Method of conducting
documentation conducting survey and survey and site
site visit visit applied
iii. Criteria of P&P ii. Office
documentation documents
• Current trend format prepared
• latest technology iii. Research,
• local authority survey and site
requirements visit conducted
iv. Corporate iv. Current
governance document trend, latest
such as: technology and
• Company Operation Local Authority
Act requirements
• Office statutory analysed

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 Attitude / Safety / Training Delivery Assessment
Work Activities Related Knowledge Related Skills
Environmental Hours Mode Criteria
documents

i. Prepare office 38 hours Demonstration,

documents format Observation or
Problem Based
ii. Prepare tools and Learning (PBL)
computer software
iii. Conduct survey
and site visit
iv. Identify current
trend, latest technology
and Local Authority
requirements
v. Analyse current
trend, latest technology
and Local Authority
requirements
vi. Collate corporate
governance document
for reference in
preparing office P&P Attitude:
i. Analytical in
analysing current
trend, latest
technology and
Local Authority
requirements
ii. Committed in
completing tasks
given

3. Develop i. Procedure in developing 19 hours Lecture i. Procedure

policies and P&P in developing
procedures ii. Office concept P&P followed
• Corporate Image ii. Office
• Cost concept

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 Attitude / Safety / Training Delivery Assessment
Work Activities Related Knowledge Related Skills
Environmental Hours Mode Criteria
• Branding determined
iii. Criteria in evaluation iii. Criteria in
such as: evaluating P&P
• Accuracy determined
- information iv. P&P
- analysis and produced and
findings revised
- produced P&P v. Suitability of
• Efficiency of company office concept
performance assessed
iv. The importance of vi. Criteria in
evaluating office P&P evaluation P&P
i. Produce P&P 44 hours Demonstration, determined
ii. Revise P&P Observation or
Problem Based
iii. Assess suitability of Learning (PBL)
office concept
iv. Assess suitability and
accuracy of developed
P&P

Attitude:
i. Analytical in
assessing P&P
ii. Objective in
developing P&P
iii. Integrity in
assessing
suitability of office
concept

4. Report office i. Reporting format of office 8 hours Lecture i. Reporting

P&P P&P development format
development • Keyboarding followed
technique ii. Office P&P

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 Attitude / Safety / Training Delivery Assessment
Work Activities Related Knowledge Related Skills
Environmental Hours Mode Criteria
• Report writing development
technique reported
• Purpose of recording iii. Office P&P
• Filing procedure development
i. Report office P&P 19 hours Demonstration, recorded/filed
development to Observation or
Problem Based
superior Learning (PBL)
ii. Update record office
P&P development
iii. File office P&P
development
Attitude:
i. Meticulous in
reporting office
P&P development
activities
ii. Timely in
completing report
iii. Integrity in
presenting
information & data

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Employability Skills

Core Abilities Social Skills

04.08 Develop and negotiate staffing plans. 1. Communication skills

04.09 Prepare project/work plans. 2. Conceptual skills
04.10 Utilize science and technology to achieve goals.
3. Interpersonal skills
05.03 Allocate and record usage of financial and physical resources.
05.04 Delegate responsibilities and/or authority. 4. Multitasking and prioritizing
05.05 Coordinate contract and tender activities. 5. Self-discipline
06.08 Identify and analyze effect of technology on the environment. 6. Teamwork (in group)
7. Learning skills
8. Leadership skills

Tools, Equipment and Materials (TEM)

ITEMS RATIO (TEM : Trainees)

1. Computer 1:1
2. Whiteboard 1:25
3. Projector 1:25
4. Stationery 1:1
5. Sample of company’s policies 1:1
6. Sample of company’s SOP 1:1

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References

REFERENCES

1. Blundel, R., & Ippolito, K. (2008). Effective Organisational Communication: Perspectives, Principles and Practices. FT Prentice Hall. ISBN: 9780273713753
2. Ebert, R.J., & Griffin, R.W. (2008). Business Essential (6th ed.). Pearson Education. ISBN: 0131572105
3. France, S. (2009). The Definitive Personal Assistant & Secretaries Handbook: A Best Practice Guide for All Secretaries, P.As, Office Managers & Executive Assistants.
Kogan Page. ISBN: 9780749458379
4. Jefferson, L., & Sealy S. (1999). Administration Procedures for Higher Secretarial Diplomas. Heinemann. ISBN: 9780435455132
5. Keeling, P. (2005). Administrative Office Management: Complete Course (13th ed.). South-Western Co. ISBN: 9780538438575
6. Lucas, S.E. (2009). The Art of Public Speaking (10th ed.). McGraw Hill. ISBN: 9780071313957
7. Manning, M., & Haddock, P. (2004). Office Management: A Productivity & Effectiveness Guide. Crisp Learning. ISBN: 9781560526049
8. McShan, S.L. (2009). Organizational Behaviour (5th ed.). Non Basic Stock Line. ISBN: 9780071078665
9. Mott, G. (2008). Accounting for Non-Accountants: A Manual for Managers and Students. Kogan Page. ISBN: 9780749452643
10. Nollkamper, P.E. (2009). Fundamentals of Law Office Management. Delmar Cengage Learning. ISBN: 9781428319288
11. Oliverio, M.J., et al. (2010). The Office (6th ed.). Pearson Education. ISBN: 0131572105
12. Roper, B. (2007). Practical Law Office Management (3rd ed.). Cencage Learning. ISBN: 9781418029708

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