Business·10h

Administrative Management

Documents, schedules, vendors and office processes with today's digital tools.

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Document ManagementSchedulingBusiness WritingExpense ControlOffice Tools

About this course

A course on the tasks that keep an office running day to day: document management, calendars and meetings, communication with vendors and clients, and basic expense control. You'll learn to organize these processes with digital tools such as office suites, shared calendars and e-signatures. For administrative profiles starting out and for those updating the way they work.

Level: BeginnerDuration: 10hVersion: 1.2.0 · Editorial draftIncludes a verified skill badge

Course syllabus

An editorial preview of the modules. Full lessons unlock inside Academy.

Module 1

A filing system people actually follow

Starting from a genuinely messy shared drive, you design the folder tree, naming convention and version rules that let anyone find any document in under a minute.

Lessons included

Auditing the current mess
Folder trees that mirror workflows
Naming conventions that sort themselves
Versioning without special software
Permissions and shared access

You will be able to

Design a folder structure that mirrors how the office actually works.
Apply a date-first naming convention that sorts itself chronologically.
Replace "final_FINAL2" chaos with explicit version numbering.
Set sharing permissions that protect sensitive folders without blocking work.

Preview

Name files so they find themselves

A file name should answer three questions without being opened: what is it, when is it from, which version is it. Compare "contract final v2 NEW.pdf" with "2026-03-14_acme_service-contract_v03.pdf" — the second sorts chronologically, groups by client and states its version. Adopt date-first names and "final" disappears from your vocabulary: there are only numbered versions.

Module 2

Calendars, meetings and travel that run themselves

Working three calendars at once — a director's, a team's and a meeting room's — you schedule across conflicts, prepare meeting packs and build a two-city travel itinerary with a plan B.

Lessons included

Shared calendars without collisions
Scheduling tools and polls
The meeting pack method
Travel booking and itineraries
Defending the calendar

You will be able to

Resolve scheduling conflicts across shared calendars without email ping-pong.
Prepare a meeting pack: agenda, attendees, documents and logistics.
Book a two-city business trip and assemble its itinerary with alternatives.
Protect focus time and recurring commitments when demands collide.

Module 3

Office writing: emails, minutes and notes

One busy morning of correspondence, drafted end to end: status emails, a set of meeting minutes with owners and deadlines, and an internal note that survives being skimmed.

Lessons included

Subject lines and first sentences
Emails that get answered
Minutes: decisions, owners, deadlines
Internal notes and memos
The three-pass proofread

You will be able to

Write emails whose subject line and first sentence do most of the work.
Capture minutes that record decisions, owners and deadlines, not conversation.
Draft an internal note that a skimming reader still acts on correctly.
Proofread your own writing with a repeatable three-pass check.

Module 4

Invoices, vendors and quiet automation

The money paperwork comes last: a tracking sheet for invoices and expenses, a vendor order cycle closed with e-signature, and three repetitive tasks handed over to the office suite.

Lessons included

Invoice and expense tracking
Vendor orders step by step
E-signature workflows
Small automations, big minutes
Capstone: the operations one-pager

You will be able to

Track invoices and expenses in a sheet with status, due date and owner.
Run a purchase from quote request to signed order using e-signature.
Automate a mail merge, a document template and an inbox rule.
Assemble an office operations one-pager a substitute could run from.

Module 5

Administrative operations capstone

You run a realistic office week from intake to executive handoff, using controls for documents, calendars, vendors, invoices and recurring work.

Lessons included

Work intake and priority rules
The daily and weekly control board
Exception handling and escalation
Continuity, privacy and audit evidence
Capstone: run and hand off the office week

You will be able to

Prioritize a mixed administrative workload against deadlines and service levels.
Reconcile documents, calendar commitments, invoices and vendor actions in one control sheet.
Deliver an auditable operations pack that another administrator can continue without interruption.

What you'll learn

Organize a digital filing system with naming and versioning conventions.
Manage calendars, meetings and travel with shared scheduling tools.
Write professional communications: emails, minutes and internal notes.
Keep basic control of invoices, expenses and vendor orders.
Automate simple repetitive tasks using office suite features.

Roles this course opens up

Typical job titles that ask for this skill.

Administrative Assistant

Executive Assistant

Receptionist

Office Manager

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