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NCFE Principles of Business
Administration
Level 2 Certificate
Waterside
Tutor: Michelle Walsh
mwalsh@accross.ac.uk
01254 354413
Induction
 Fire evacuation
 Toilets
 Smoking
 Phone calls / appointments
 Commitment = 70%
 Absences – To be reported
 Brews – 25p per session
 Questions?
Learning outcomes – Week 1
 LO 1: Discuss course overview
 LO 2: Complete ACCROSS paperwork
 LO 3: Create group ground rules
 LO 4: Take part in a getting to know you activity
 LO 5: Describe the features of different types of meetings
 LO 6: Outline the different ways of providing administrative
support for meetings
 LO 7: Explain the steps involved in organising meetings
 LO 8: Describe the features of different types of business travel
and accommodation
 LO 9: Explain the purpose of confirming instructions and
requirements for business travel and accommodation
 LO 10: Explain the purpose of keeping records of business
travel and accommodation
Learner information Appeals and grievance procedure – Speak to tutor, Info + at
Main College or www.accross.ac.uk – Getting it right form
 Code of Conduct/IT acceptable use policy – Copy in
classroom and reception. Please familiarise yourself with it
 Confidentiality – What we do with your information
 Safeguarding – Building, lone working
 Equality & Diversity – As a College, we ensure all learners
receive fair and equal treatment on their journey. If you feel
this isn’t the case then please speak to someone about it.
Ask if you are unsure 
SUPPORT AVAILABLE
 Tutor – Michelle Walsh
 Each other
 Other staff at Waterside – Support worker if requested
 Dictionaries available
 ACCROSS guidance team – Main College
 Varied assessment activities (to support all
learning styles)
 Hand-outs can be on coloured paper if easier to
read
WELCOME TO YOUR
COURSE
This qualification will allow you to understand the role to work
in business administration and to be aware of the skills needed
to become an effective administrator.
Aims and objectives of this qualification
This qualification aims to:
 provide learners with the underpinning knowledge that is
required by employees to work in a range of different
environments in a business administration role.
The objectives of this qualification are to help learners to:
 develop essential knowledge of how to carry out administrative
tasks such as how to manage information and supporting
events
 know how to apply their knowledge in a variety of industries
and job roles.
NCFE Level 2 Certificate in Principles
of Business Administration (13 credits)
Unit 01 Principles of providing administrative services
Unit 02 Principles of business document production and
information management
Unit 03 Understand communication in a business
environment
Unit 04 Understand employer organisations
Unit 05 Understand how to develop working
relationships with colleagues
Unit 06 Understand how to carry out business
administration tasks
Unit 07 Understand how to provide administrative
support for meetings
Assessing your work
 All assignments will be completed using the VLE
(ItsLearning). You will be provided with an individual
login before you leave today.
 You will complete each assignment using a Word
document and then upload the document to the
correct assignment on ItsLearning.
 Please use correct grammar (capital letters and
punctuation) and be careful with your spellings. Spell
check is available in Word. Ensure you proof read
your document before submitting it.
 You will be given feedback on what you have done
well and what you may improve on
Work outside of class time
 You will be given tasks/assignments to complete, outside of
class time
 These will be set each week and they need to be completed by
logging into ItsLearning* (you will be given details for this
before you leave today)
 We will cover information in class to help you but you will also
be required to research in order to find more information
relating to the assignment. The information must not be copied
directly from the internet as this is plagiarism. Any work you
submit must be your own.
*You must contact the tutor ASAP if you are having trouble
logging in or are unable to complete the assignments on
ItsLearning as these are mandatory parts of the course.
Key words to meet criteria
 Describe - Give a clear description that includes all the relevant
features - think of it as ‘painting a picture with words’
 Define - Clearly explain what a particular term means and give an
example, if appropriate, to show what you mean
 Explain - Set out in detail the meaning of something, with
reasons. More difficult than describe or list, so it can help to give
an example to show what you mean. Start by introducing the topic
then give the ‘how’ or ‘why’
 Identify - Point out or choose the right one or give a list of the
main features
 List - Provide the information in a list, rather than in continuous
writing
 Outline - Write a clear description but not a detailed one
 State - Write a clear and full account
 Summarise - Write down or articulate briefly the main points or
essential features
Any questions so
far..?
Paperwork time
We must sign up to ACCROSS for our
accreditation…
These ones need to be completed…
 Enrolment Form
 Finance Form
 Literacy / Numeracy Assessment
These ones can be left incomplete…
 Individual Learning Plan (ILP)
 Travel Expenses (2 miles +)
 Community Learner Survey (given back to you at the end of the course)
10 MINS
Create Group Rules
 In groups of 3 write a list of ground rules that you
would like everyone (including yourself) to adhere to
for the next 10 weeks
 Each team will have the opportunity to share their
ideas and then negotiate with other teams if they
would like to keep/get rid of their proposed rules
 If you do want to get rid of a rule then you MUST
explain why
 Tutor will type up the agreed list for you to sign next
week
Getting to know you…..
What is Business
Administration?
Business administration is the process of
managing a business or non-profit
organisation so that it remains stable and
continues to grow.
This consists of a number of areas,
ranging from operations to management.
Most companies have a dedicated group
of administrators.
http://www.wisegeek.com/what-is-business-administration.htm
So what is an administrator?
If you enjoy keeping things in order and like
being part of a team, this job could suit you
perfectly.
As an administrative assistant, you would
be making sure that day-to-day office tasks
run smoothly.
So it’s important that you are organised,
accurate and pay close attention to detail.
Source: National Careers Service
What type of roles are
there?
Most companies have a range of administrative roles in
different parts of their corporate hierarchy.
At the office level, there are business support officers,
who might develop and maintain an office database,
oversee other employees for projects, and help the
manager with analysing performance trends.
Administrative & Clerical job titles
Administrative assistant Legal secretary
Credit controller Medical secretary
Data entry clerk Payroll administrator
Estates officer Personal assistant
GP practice manager Receptionist
Hotel receptionist School secretary
Human resources officer Typist
When you jobsearch…
Don’t just use administrator or receptionist
The same job could come up as a number
of other things!
Unit 01 – Principles of providing
administrative services
LO 1 – Understand the
organisation and
administration of
meetings
You will be able to;
1.1 Describe the features
of different types of
meetings
1.2 Outline the different
ways of providing
administrative support for
meetings
1.3 Explain the steps
involved in organising
meetings
1.1 Describe the features of different
types of meetings
Work in groups of 4
 Create a list of different types of meetings that
may happen in a work place
 Think about and discuss what may happen
during each of the meetings
Take notes to help you with your assignment
Types of meetings
 Informal
 Formal
 Annual general meeting (AGM)
 Board meeting
 Committee meeting
 Departmental meeting
 Virtual
Leaders
• Strategic planning
• Corporate retreats
• Board meetings
Teams
• Team formation
• Team building
• Project meetings
• Employee meetings
Customers
• Focus groups
• Marketing
• Feedback
Partners
• Supplier conferences
• Supply chain solutions
• Strategy sessions
Community
• Community engagement
• Councils and committees
• Commission meetings
1.2 Outline the different ways of
providing administrative support for
meetings
Work in small groups
 Discuss the ways that an administrator would
provide support for meetings
 Think about what needs doing and what needs
arranging
Take notes to help you with your assignment
1.2 Outline the different ways of
providing administrative support for
meetings
 book meeting:
a. venue
b. resources
c. facilities
in accordance with the brief
 collate documents needed
for a meeting
 distribute meeting:
a. invitations
b. documents
c. other meeting-related
requirements
within the timescale
 confirm meeting attendees
and any special
requirements.
Arrange resources eg
 Laptop
 Multi-media projector
 Whiteboard
 Flip chart/easel
 Pencils
 Paper
 Documents
 Digital recorder
Special requirements eg
 Disabled access
 Dietary requirements
 Larger print documents
1.3 Explain the steps involved
in organising meetings
Think about the steps that might be involved in a
meeting.
Try to think about each step in a logical order and
create a list in your group.
Take notes to help you with your assignment
1.3 Explain the steps involved
in organising meetings
 Think about the purpose of your meeting.
 Work out the best time to hold a meeting.
 Make sure that the venue is accessible to as many people as possible. If you
have a multi-site university or college then consider running meetings on all
sites.
 Be aware of the time it will take to hold the meeting. Don’t let it go on too long.
 Think about refreshments and how they will be handled in the meeting.
 Make sure that there is a clear agenda.
 Give people clear responsibilities for specific tasks – is someone assigned to
inviting the guest speaker and looking after them on the day? Does someone
have responsibility for coordinating publicity?
 Make sure that the person facilitating the meeting knows what needs to be
achieved at the meeting and is aware of the time the meeting should last.
 Give someone the responsibility for chasing up volunteers after the meeting. If
people offer to help then make sure they are given something to do, otherwise
they might not offer in the future!
 Think about publicity after the meeting. Make sure that the decision(s) taken at
the meeting are fed back to those that could not attend.
LO 2 – Understand the organisation
of travel and accommodation
In pairs – research activity to find appropriate
answers (bulletpoints) for;
 Describe the features of different types of
business travel and accommodation (2.1)
 Explain the purpose of confirming instructions
and requirements for business travel and
accommodation (2.2)
 Explain the purpose of keeping records of
business travel and accommodation (2.3)
Take notes to help you with your assignment
Describe the features of different types
of business travel and accommodation
2.1 different types of business travel and accommodation may include staff
travelling to meetings, conferences, seminars, sales visits, support visits as
individuals or groups. This may also include travel and accommodation for events
being held at the your own organisation and therefore may involve customers.
Travel:
 Air
 Rail
 Road
 Sea
Accommodation:
 Hotels
 Serviced apartments
 Records:
 booking documents
 receipts
Explain the purpose of confirming
instructions and requirements for
business travel and accommodation
 Avoid mistakes
 Convenience of attendees
 Keeping costs under control
 Ensuring punctual arrival
Explain the purpose of keeping records
of business travel and accommodation
 For ease when making future
arrangements
 To monitor quality/ costs and be aware
of where staff are going
 Confirmations, booking records and
receipts.
Learning outcomes – Week 1
DID YOU……?
 LO 1: Discuss course overview
 LO 2: Complete ACCROSS paperwork
 LO 3: Create group ground rules
 LO 4: Take part in a getting to know you activity
 LO 5: Describe the features of different types of meetings
 LO 6: Outline the different ways of providing
administrative support for meetings
 LO 7: Explain the steps involved in organising meetings
 LO 8: Describe the features of different types of business
travel and accommodation
 LO 9: Explain the purpose of confirming instructions and
requirements for business travel and accommodation
 LO 10: Explain the purpose of keeping records of
business travel and accommodation
Unit 1 Assignment
Make a start on Unit 1 assignment – The
assignment is due to be completed by 21st of
March 2016
(Make a note of this)
You do not need to complete the assignment all at
once and could complete parts of it and then
submit it. This would need referencing so that I
know which learning outcome/criteria you are
referring to.
The assignment is set on ItsLearning (Our VLE) so
you will be able to complete it on there.
Any questions?
Next week…..
You will be looking into;
Unit 01 (continued)
 LO 3 – Understand how to manage diary
systems
 LO 4 – Understand how to use office equipment
 LO 5 – Understand the use of mail services in a
business context
 LO 6 – Understand customer service in a
business environment

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Business Admin Lv 2 Session 1

  • 1. NCFE Principles of Business Administration Level 2 Certificate Waterside Tutor: Michelle Walsh mwalsh@accross.ac.uk 01254 354413
  • 2. Induction  Fire evacuation  Toilets  Smoking  Phone calls / appointments  Commitment = 70%  Absences – To be reported  Brews – 25p per session  Questions?
  • 3. Learning outcomes – Week 1  LO 1: Discuss course overview  LO 2: Complete ACCROSS paperwork  LO 3: Create group ground rules  LO 4: Take part in a getting to know you activity  LO 5: Describe the features of different types of meetings  LO 6: Outline the different ways of providing administrative support for meetings  LO 7: Explain the steps involved in organising meetings  LO 8: Describe the features of different types of business travel and accommodation  LO 9: Explain the purpose of confirming instructions and requirements for business travel and accommodation  LO 10: Explain the purpose of keeping records of business travel and accommodation
  • 4. Learner information Appeals and grievance procedure – Speak to tutor, Info + at Main College or www.accross.ac.uk – Getting it right form  Code of Conduct/IT acceptable use policy – Copy in classroom and reception. Please familiarise yourself with it  Confidentiality – What we do with your information  Safeguarding – Building, lone working  Equality & Diversity – As a College, we ensure all learners receive fair and equal treatment on their journey. If you feel this isn’t the case then please speak to someone about it. Ask if you are unsure 
  • 5. SUPPORT AVAILABLE  Tutor – Michelle Walsh  Each other  Other staff at Waterside – Support worker if requested  Dictionaries available  ACCROSS guidance team – Main College  Varied assessment activities (to support all learning styles)  Hand-outs can be on coloured paper if easier to read
  • 6. WELCOME TO YOUR COURSE This qualification will allow you to understand the role to work in business administration and to be aware of the skills needed to become an effective administrator. Aims and objectives of this qualification This qualification aims to:  provide learners with the underpinning knowledge that is required by employees to work in a range of different environments in a business administration role. The objectives of this qualification are to help learners to:  develop essential knowledge of how to carry out administrative tasks such as how to manage information and supporting events  know how to apply their knowledge in a variety of industries and job roles.
  • 7. NCFE Level 2 Certificate in Principles of Business Administration (13 credits) Unit 01 Principles of providing administrative services Unit 02 Principles of business document production and information management Unit 03 Understand communication in a business environment Unit 04 Understand employer organisations Unit 05 Understand how to develop working relationships with colleagues Unit 06 Understand how to carry out business administration tasks Unit 07 Understand how to provide administrative support for meetings
  • 8. Assessing your work  All assignments will be completed using the VLE (ItsLearning). You will be provided with an individual login before you leave today.  You will complete each assignment using a Word document and then upload the document to the correct assignment on ItsLearning.  Please use correct grammar (capital letters and punctuation) and be careful with your spellings. Spell check is available in Word. Ensure you proof read your document before submitting it.  You will be given feedback on what you have done well and what you may improve on
  • 9. Work outside of class time  You will be given tasks/assignments to complete, outside of class time  These will be set each week and they need to be completed by logging into ItsLearning* (you will be given details for this before you leave today)  We will cover information in class to help you but you will also be required to research in order to find more information relating to the assignment. The information must not be copied directly from the internet as this is plagiarism. Any work you submit must be your own. *You must contact the tutor ASAP if you are having trouble logging in or are unable to complete the assignments on ItsLearning as these are mandatory parts of the course.
  • 10. Key words to meet criteria  Describe - Give a clear description that includes all the relevant features - think of it as ‘painting a picture with words’  Define - Clearly explain what a particular term means and give an example, if appropriate, to show what you mean  Explain - Set out in detail the meaning of something, with reasons. More difficult than describe or list, so it can help to give an example to show what you mean. Start by introducing the topic then give the ‘how’ or ‘why’  Identify - Point out or choose the right one or give a list of the main features  List - Provide the information in a list, rather than in continuous writing  Outline - Write a clear description but not a detailed one  State - Write a clear and full account  Summarise - Write down or articulate briefly the main points or essential features
  • 12. Paperwork time We must sign up to ACCROSS for our accreditation… These ones need to be completed…  Enrolment Form  Finance Form  Literacy / Numeracy Assessment These ones can be left incomplete…  Individual Learning Plan (ILP)  Travel Expenses (2 miles +)  Community Learner Survey (given back to you at the end of the course)
  • 14. Create Group Rules  In groups of 3 write a list of ground rules that you would like everyone (including yourself) to adhere to for the next 10 weeks  Each team will have the opportunity to share their ideas and then negotiate with other teams if they would like to keep/get rid of their proposed rules  If you do want to get rid of a rule then you MUST explain why  Tutor will type up the agreed list for you to sign next week
  • 15. Getting to know you…..
  • 16. What is Business Administration? Business administration is the process of managing a business or non-profit organisation so that it remains stable and continues to grow. This consists of a number of areas, ranging from operations to management. Most companies have a dedicated group of administrators. http://www.wisegeek.com/what-is-business-administration.htm
  • 17. So what is an administrator? If you enjoy keeping things in order and like being part of a team, this job could suit you perfectly. As an administrative assistant, you would be making sure that day-to-day office tasks run smoothly. So it’s important that you are organised, accurate and pay close attention to detail. Source: National Careers Service
  • 18. What type of roles are there? Most companies have a range of administrative roles in different parts of their corporate hierarchy. At the office level, there are business support officers, who might develop and maintain an office database, oversee other employees for projects, and help the manager with analysing performance trends.
  • 19. Administrative & Clerical job titles Administrative assistant Legal secretary Credit controller Medical secretary Data entry clerk Payroll administrator Estates officer Personal assistant GP practice manager Receptionist Hotel receptionist School secretary Human resources officer Typist
  • 20. When you jobsearch… Don’t just use administrator or receptionist The same job could come up as a number of other things!
  • 21. Unit 01 – Principles of providing administrative services LO 1 – Understand the organisation and administration of meetings You will be able to; 1.1 Describe the features of different types of meetings 1.2 Outline the different ways of providing administrative support for meetings 1.3 Explain the steps involved in organising meetings
  • 22. 1.1 Describe the features of different types of meetings Work in groups of 4  Create a list of different types of meetings that may happen in a work place  Think about and discuss what may happen during each of the meetings Take notes to help you with your assignment
  • 23. Types of meetings  Informal  Formal  Annual general meeting (AGM)  Board meeting  Committee meeting  Departmental meeting  Virtual
  • 24. Leaders • Strategic planning • Corporate retreats • Board meetings Teams • Team formation • Team building • Project meetings • Employee meetings Customers • Focus groups • Marketing • Feedback Partners • Supplier conferences • Supply chain solutions • Strategy sessions Community • Community engagement • Councils and committees • Commission meetings
  • 25. 1.2 Outline the different ways of providing administrative support for meetings Work in small groups  Discuss the ways that an administrator would provide support for meetings  Think about what needs doing and what needs arranging Take notes to help you with your assignment
  • 26. 1.2 Outline the different ways of providing administrative support for meetings  book meeting: a. venue b. resources c. facilities in accordance with the brief  collate documents needed for a meeting  distribute meeting: a. invitations b. documents c. other meeting-related requirements within the timescale  confirm meeting attendees and any special requirements. Arrange resources eg  Laptop  Multi-media projector  Whiteboard  Flip chart/easel  Pencils  Paper  Documents  Digital recorder Special requirements eg  Disabled access  Dietary requirements  Larger print documents
  • 27. 1.3 Explain the steps involved in organising meetings Think about the steps that might be involved in a meeting. Try to think about each step in a logical order and create a list in your group. Take notes to help you with your assignment
  • 28. 1.3 Explain the steps involved in organising meetings  Think about the purpose of your meeting.  Work out the best time to hold a meeting.  Make sure that the venue is accessible to as many people as possible. If you have a multi-site university or college then consider running meetings on all sites.  Be aware of the time it will take to hold the meeting. Don’t let it go on too long.  Think about refreshments and how they will be handled in the meeting.  Make sure that there is a clear agenda.  Give people clear responsibilities for specific tasks – is someone assigned to inviting the guest speaker and looking after them on the day? Does someone have responsibility for coordinating publicity?  Make sure that the person facilitating the meeting knows what needs to be achieved at the meeting and is aware of the time the meeting should last.  Give someone the responsibility for chasing up volunteers after the meeting. If people offer to help then make sure they are given something to do, otherwise they might not offer in the future!  Think about publicity after the meeting. Make sure that the decision(s) taken at the meeting are fed back to those that could not attend.
  • 29. LO 2 – Understand the organisation of travel and accommodation In pairs – research activity to find appropriate answers (bulletpoints) for;  Describe the features of different types of business travel and accommodation (2.1)  Explain the purpose of confirming instructions and requirements for business travel and accommodation (2.2)  Explain the purpose of keeping records of business travel and accommodation (2.3) Take notes to help you with your assignment
  • 30. Describe the features of different types of business travel and accommodation 2.1 different types of business travel and accommodation may include staff travelling to meetings, conferences, seminars, sales visits, support visits as individuals or groups. This may also include travel and accommodation for events being held at the your own organisation and therefore may involve customers. Travel:  Air  Rail  Road  Sea Accommodation:  Hotels  Serviced apartments  Records:  booking documents  receipts
  • 31. Explain the purpose of confirming instructions and requirements for business travel and accommodation  Avoid mistakes  Convenience of attendees  Keeping costs under control  Ensuring punctual arrival
  • 32. Explain the purpose of keeping records of business travel and accommodation  For ease when making future arrangements  To monitor quality/ costs and be aware of where staff are going  Confirmations, booking records and receipts.
  • 33. Learning outcomes – Week 1 DID YOU……?  LO 1: Discuss course overview  LO 2: Complete ACCROSS paperwork  LO 3: Create group ground rules  LO 4: Take part in a getting to know you activity  LO 5: Describe the features of different types of meetings  LO 6: Outline the different ways of providing administrative support for meetings  LO 7: Explain the steps involved in organising meetings  LO 8: Describe the features of different types of business travel and accommodation  LO 9: Explain the purpose of confirming instructions and requirements for business travel and accommodation  LO 10: Explain the purpose of keeping records of business travel and accommodation
  • 34. Unit 1 Assignment Make a start on Unit 1 assignment – The assignment is due to be completed by 21st of March 2016 (Make a note of this) You do not need to complete the assignment all at once and could complete parts of it and then submit it. This would need referencing so that I know which learning outcome/criteria you are referring to. The assignment is set on ItsLearning (Our VLE) so you will be able to complete it on there.
  • 36. Next week….. You will be looking into; Unit 01 (continued)  LO 3 – Understand how to manage diary systems  LO 4 – Understand how to use office equipment  LO 5 – Understand the use of mail services in a business context  LO 6 – Understand customer service in a business environment