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Training for New Office Assistant

Sample prepared by Carolyn Manning, Story County Extension Education Director

TASK

WHO will train

When

Review the EFCOG Handbook

 ___________________

  _______________

Phone (answering, how messages are handled, answering machine, messages)

  ___________________

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Office Callers

  ___________________

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Referral Process for requests for help (who to refer to, where to find names/numbers)

  ___________________

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Pre-registration Process for programs

  ___________________

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Resource Notebook

  ___________________

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Mail (opening, processing) (Penalty, postage meter, postage paid) (bulk) (basket, mailing)

  ___________________

  _______________

Work basket, work orders, where correspondence filed

  ___________________

  _______________

Who we are, relationships of staff in office, Field Specialist's job vs. County staff

  ___________________

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Tour of Office, key, where to find things, opening and closing procedures, needs for desk, location of supplies, equipment, resources

  ___________________

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Office equipment operation (copy machine, fax, folder, typewriter)

  ___________________

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Ordering publications, Marking with cost, Cost Publications/Paying for

  ___________________

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Weed, plant, tree, soil samples

  ___________________

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Filing system

  ___________________

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Transmittal packet

  ___________________

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Bulletin rack

  ___________________

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Supplies (how ordered, where kept)

  ___________________

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Mailing lists

  ___________________

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Introduce computer (assess training needs)

  ___________________

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Computer Training (classes, tutorial, assistance from staff)

  ___________________

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Masters drawer (how organized and used)

  ___________________

  _______________

Media (what we do, how we do it)

  ___________________

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Booking dates in calendar (how to book Christy Meeting room, policies)

  ___________________

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key system

  ___________________

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Booking process and check out of kits and other resources for loan

  ___________________

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Booking and checkout process for equipment

  ___________________

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Extension council relationships, etc.

  ___________________

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Relationship with fair board

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Weekly staff schedules

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Staff meetings for Story County (obtain calendar)

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Satellite

  ___________________

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Program Overview

Agriculture
Families
Communities
4-H
CIRAS

  ___________________

  _______________

Bookkeeping, Education Account

 ___________________

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Bookkeeping, Trust Account

 ___________________

 _______________

Check insurance, appropriate forms to be filed for staff member re: taxes, etc.

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