The Office Professional and Records Management Masterclass

Administration & Secretary

Course Info

Duration: 2 Weeks

Fees: 1,350

Type: Online

Available Dates

Fees

  • Nov-22-2021

    1,350

  • Dec-20-2021

    1,350

  • Jan-17-2022

    1,350

  • Feb-21-2022

    1,350

  • Mar-21-2022

    1,350

  • Apr-18-2022

    1,350

Course Details

Course Outline

10 days course

Introduction / Roles, Competencies and Personal Effectiveness
 
  • introduction and objectives
  • Action planning
  • The ‘competence’ model of skills, behaviors and values
  • Emotional and Chronistic Intelligence
  • Personal competence review
  • Time management constraints – resources, systems, other people and self
  • Handling requests and conflicting priorities
Team Working, Communication and Meetings Team working and team roles

 

  • Briefing skills – giving, receiving and passing on
  • Organizing, and participating in, meetings
  • Notes, minutes and follow-up
Managing Working Relationships /Communication Skills/Supervising Admin Staff

 

  • Delegation – giving and receiving
  • Coaching and training colleagues and staff – skills of on-job training
  • Communication and listening skills – lessons from NLP
  • Building rapport
  • Developing a network of working relationships – influencing skills
  • Assertiveness and conflict
  • People problems and problem people
  • Helping others perform – case study
  • Practical motivation
  • Criticism skills
Managing Time/Desk Management and Office Technology/Writing Skills

 

  • Planning and priority setting
  • Office layout and ergonomics
  • Managing the paper-load and developing paperless systems
  • Getting the best from office technology
  • Letter writing
  • E-mail efficiency and etiquette
  • Writing and editing reports
  • Proof-reading skills
  • Setting up/developing writing layout and style guidelines for the organization
  • Writing and designing presentation slides

 

Managing Information & Budgets/Improving Customer Service and Systems

 

  • Principles of information management – scheduling, filtering and digesting
  • Interpreting and presenting statistical information
  • Designing and using graphs
  • Designing surveys, presenting findings and interpreting meaning
  • Basic concepts of financial management
  • Monitoring budgets and variance
  • Improving customer service and systems – continuous improvement
  • Action planning

 

Strategy and Understanding Key Elements of Documents & Records Management
 
  • Introduce document and records management
  • ISO 15489 Part 1 and Part 2 overview
  • Business case and drivers
  • Business requirements for managing document and records
  • Managing information as an asset
  • Understanding the terminology
  • Document and records management strategies
  • Information governance
Concepts and Set-up Components

 

  • Document and records lifecycle
  • Capture and storage management
  • Storage and handling
  • Preservation and archiving
  • Metadata and indexing
  • Classification schemes
  • Searching and retrieving
  • Controls and security
  • Legislation, standards and regulation
Process and Delivery

 

  • Information gathering: audit and survey
  • Building a business case
  • Defining business requirements
  • ISO 15489 Part 1
  • How to set ISO 15489 policies and standards
  • Assigning responsibilities and authorities
  • Establishing procedures and guidelines
  • Business classification scheme
  • IT infrastructure details
  • Model office and rollout
Implementation Planning

 

  • Implementation planning
  • ISO 15489 Part 2
  • Designing, implementing and administering specialized systems for managing records
  • Integrating records management into business systems and processes
  • Information audit: monitoring compliance
  • Project and planning
 Case Studies

 

  •  Strategy: Developing a business case
  •  Concepts: Training and awareness programme
  •  Process: Developing policy and standards
  • Reviewing