Business Studies - Junior Secondary 2 - Office procedure

TERM: 3^RD TERM

WEEK EIGHT

Class: Junior Secondary School 2

Age: 13 years

Duration: 40 minutes of 5 periods each

Date:

Subject: BUSINESS STUDIES

Topic: OFFICE PROCEDURE

SPECIFIC OBJECTIVES: At the end of the lesson, pupils should be able to

I.) Explain the Meaning of Office Procedure

II.) List the importance of Office Procedure

III.) Identify the Way and Manners of Preparing Bills, Invoice and Receipt

INSTRUCTIONAL TECHNIQUES: Identification, explanation, questions and answers, demonstration, videos from source

INSTRUCTIONAL MATERIALS: Videos, loud speaker, textbook, pictures,

INSTRUCTIONAL PROCEDURES

PERIOD 1-2

NOTE

OFFICE PROCEDURE

Office procedure refers to the set of rules, policies, and processes established within an organization to ensure smooth and efficient operations. It outlines how tasks and activities should be performed, including the steps to follow, responsibilities, and guidelines for handling various aspects of office work.

Importance of Office Procedure

The importance of having well-defined office procedures includes:

1. Efficiency: Procedures streamline workflows, reducing time and effort required to complete tasks.
2. Consistency: Ensures that tasks are performed uniformly and consistently across different departments or employees.
3. Accuracy: Helps in minimizing errors and ensures that tasks are completed correctly.
4. Compliance: Ensures adherence to legal and regulatory requirements relevant to the organization's operations.
5. Training and Development: Provides a structured framework for training new employees and ongoing professional development.
6. Risk Management: Helps in identifying and mitigating risks associated with business operations.

Ways and Manners of Preparing Bills, Invoices, and Receipts

Preparing bills, invoices, and receipts involves specific methods and etiquette:

1. Bills: A bill is a document requesting payment for goods or services provided.

   - Preparation: Include details such as itemized costs, quantity, total amount due, payment terms, and due date.

   - Manners: Ensure bills are accurate, clearly formatted, and sent promptly to avoid payment delays.

2. Invoices: An invoice is a detailed bill issued by a seller to a buyer, listing the goods or services provided and payment terms.

   - Preparation: Include seller's and buyer's information, invoice number, item descriptions, unit prices, total amount due, and payment terms.

   - Manners: Invoices should be professional in appearance, easy to understand, and issued promptly after goods/services are delivered.

3. Receipts: A receipt is a document acknowledging that payment has been received for goods or services.

   - Preparation: Include details such as transaction date, amount received, payment method, description of goods/services, and issuer's information.

   - Manners: Issue receipts promptly upon receiving payment. Ensure receipts are accurate and provide a record for both the payer and receiver.

EVALUATION: 1. Explain the Meaning of Office Procedure

2. Mention 5 importance of Office Procedure
3. Identify and describe 2 Way/ Manners of Preparing Bills, Invoice and Receipt

CLASSWORK: As in evaluation

CONCLUSION: The teacher commends the students positively