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Basic Office Procedures for SMEs

Every business, big or small, needs a smooth-running office. But for new or small businesses (SMEs) in developing countries, it can be overwhelming to know where to start. Fear not! Here’s a look at some basic office procedures that can make your SME a well-oiled machine.

1. Communication is Key:

  • Phone: A dedicated business phone line creates a professional image. If a separate line isn’t feasible, consider using a mobile phone specifically for business. Answer calls promptly and greet clients courteously.
  • Email: Set up professional email addresses for your business (e.g., [email address removed]). Respond to emails within a reasonable timeframe.

2. Be Organized:

  • Filing: Develop a system for storing documents – physical and electronic. Group similar documents together and label them clearly. This saves time and reduces frustration when searching for something specific.
  • Inventory: If you manage products, keep track of stock levels. This helps with reordering and avoids running out of essential items.

3. Customer Care:

  • Greetings: Train staff to greet clients warmly and professionally, both in person and over the phone.
  • Complaints: Have a clear procedure for handling customer complaints. Listen attentively, apologize for any inconvenience, and offer a solution.

4. Documentation is Important:

  • Invoices & Receipts: Create clear and consistent invoices for your services or products. Include important details like your business name, client information, and a breakdown of charges. Always provide receipts for any payments received.
  • Meeting Minutes: If you hold regular meetings, take minutes to document key decisions, action items, and deadlines. This ensures everyone is on the same page.

5. Finance:

     *    Maintain basic profit & loss statements and make certain these are maintained accurately.           This will help the company audit itself and rule out discrepancies of any kind.

      *   Open a dedicated bank account for the business.  Do mix with personal funds at any stage.

5. Embrace Technology (if possible):

  • Software: Consider using basic office software for tasks like document creation, spreadsheets, and presentations. These can improve efficiency and professionalism. There are even free or affordable options available.

Bonus Tip: Professionalism Pays Off!

Always maintain a professional demeanor in your office. Dress appropriately, keep the workspace clean and organized, and be mindful of noise levels.

Remember: These are just the building blocks. As your SME grows, you can refine and expand your office procedures to fit your specific needs. By implementing these basic steps, you’ll be well on your way to a well-functioning and efficient office environment, allowing you to focus on what matters most – growing your business!


Diriya Sri Lanka
Diriya Sri Lankahttps://www.diriya.lk
Diriya.lk is a sustainability and social innovation initiative of Dialog Axiata PLC. The content available herein is aimed solely for the purposes of educating, guiding and assisting Micro, Small and Medium Enterprises (MSMEs) in navigating the challenges of the fast paced business world. As such, Dialog Axiata PLC, its staff, its officers or Directors shall not be liable for any direct, indirect, incidental, special, consequential, or punitive damages or damages for any loss of profits, revenue, business, savings or data, incurred due to the use of the content available on Diriya.lk.

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