The Office Professional and Records Management Masterclass

Administration & Secretary

Course Info

Length: 2 Weeks

Type: In Classroom

Available Dates

Venue

  • Jan-31-2022

    London

  • Jan-31-2022

    Dubai

  • Feb-07-2022

    Kuala Lumpur

  • Feb-07-2022

    London

  • Feb-07-2022

    Dubai

  • Feb-14-2022

    Istanbul

  • Feb-21-2022

    Paris

  • Feb-21-2022

    Geneva

  • Feb-21-2022

    Amsterdam

  • Feb-21-2022

    Berlin

  • Feb-21-2022

    Barcelona

  • Feb-28-2022

    Madrid

  • Feb-28-2022

    London

  • Feb-28-2022

    Dubai

  • Mar-07-2022

    Kuala Lumpur

  • Mar-07-2022

    London

  • Mar-14-2022

    Istanbul

  • Mar-14-2022

    Dubai

  • Mar-21-2022

    Paris

  • Mar-21-2022

    London

  • Mar-21-2022

    Geneva

  • Mar-21-2022

    Amsterdam

  • Mar-21-2022

    Berlin

  • Mar-21-2022

    Barcelona

  • Mar-28-2022

    Madrid

  • Mar-28-2022

    Dubai

  • Apr-04-2022

    Kuala Lumpur

  • Apr-04-2022

    London

  • Apr-04-2022

    Dubai

  • Apr-11-2022

    Istanbul

  • Apr-18-2022

    Paris

  • Apr-18-2022

    Geneva

  • Apr-18-2022

    Amsterdam

  • Apr-18-2022

    Berlin

  • Apr-18-2022

    Barcelona

  • Apr-25-2022

    Madrid

  • Apr-25-2022

    London

  • Apr-25-2022

    Dubai

  • May-02-2022

    Paris

  • May-02-2022

    Istanbul

  • May-02-2022

    Geneva

  • May-02-2022

    Amsterdam

  • May-02-2022

    Berlin

  • May-02-2022

    Barcelona

  • May-09-2022

    London

  • May-09-2022

    Kuala Lumpur

  • May-09-2022

    Dubai

  • May-23-2022

    Madrid

  • May-23-2022

    Dubai

  • May-30-2022

    London

  • June-06-2022

    Madrid

  • June-06-2022

    Kuala Lumpur

  • June-06-2022

    London

  • June-06-2022

    Dubai

  • June-13-2022

    Geneva

  • June-20-2022

    Paris

  • June-20-2022

    Istanbul

  • June-20-2022

    Berlin

  • June-20-2022

    Barcelona

  • June-27-2022

    London

  • June-27-2022

    Dubai

  • June-27-2022

    Amsterdam

  • July-04-2022

    Istanbul

  • July-04-2022

    London

  • July-04-2022

    Geneva

  • July-11-2022

    Paris

  • July-11-2022

    Dubai

  • July-11-2022

    Amsterdam

  • July-11-2022

    Berlin

  • July-11-2022

    Barcelona

  • July-18-2022

    Madrid

  • July-25-2022

    Kuala Lumpur

  • July-25-2022

    London

  • July-25-2022

    Dubai

  • Aug-08-2022

    Paris

  • Aug-08-2022

    London

  • Aug-08-2022

    Dubai

  • Aug-08-2022

    Amsterdam

  • Aug-08-2022

    Barcelona

  • Aug-15-2022

    Madrid

  • Aug-15-2022

    Kuala Lumpur

  • Aug-15-2022

    Istanbul

  • Aug-22-2022

    Dubai

  • Aug-29-2022

    London

  • Aug-29-2022

    Geneva

  • Aug-29-2022

    Berlin

  • Sep-05-2022

    Kuala Lumpur

  • Sep-05-2022

    London

  • Sep-12-2022

    Dubai

  • Sep-12-2022

    Berlin

  • Sep-19-2022

    Paris

  • Sep-19-2022

    Istanbul

  • Sep-19-2022

    Geneva

  • Sep-19-2022

    Amsterdam

  • Sep-19-2022

    Barcelona

  • Sep-26-2022

    Madrid

  • Sep-26-2022

    London

  • Sep-26-2022

    Dubai

  • Oct-03-2022

    London

  • Oct-03-2022

    Kuala Lumpur

  • Oct-03-2022

    Berlin

  • Oct-10-2022

    Madrid

  • Oct-10-2022

    Istanbul

  • Oct-10-2022

    Dubai

  • Oct-10-2022

    Amsterdam

  • Oct-17-2022

    Paris

  • Oct-17-2022

    Geneva

  • Oct-17-2022

    Berlin

  • Oct-17-2022

    Barcelona

  • Oct-24-2022

    London

  • Oct-24-2022

    Kuala Lumpur

  • Oct-24-2022

    Amsterdam

  • Oct-31-2022

    Paris

  • Oct-31-2022

    Madrid

  • Oct-31-2022

    Istanbul

  • Oct-31-2022

    Dubai

  • Oct-31-2022

    Geneva

  • Oct-31-2022

    Barcelona

  • Nov-07-2022

    Paris

  • Nov-07-2022

    Dubai

  • Nov-07-2022

    Amsterdam

  • Nov-07-2022

    Berlin

  • Nov-07-2022

    Barcelona

  • Nov-14-2022

    Madrid

  • Nov-14-2022

    London

  • Nov-14-2022

    Kuala Lumpur

  • Nov-14-2022

    Istanbul

  • Nov-14-2022

    Geneva

  • Nov-21-2022

    Paris

  • Nov-21-2022

    Barcelona

  • Nov-28-2022

    Madrid

  • Nov-28-2022

    London

  • Nov-28-2022

    Kuala Lumpur

  • Nov-28-2022

    Istanbul

  • Nov-28-2022

    Dubai

  • Nov-28-2022

    Geneva

  • Nov-28-2022

    Amsterdam

  • Nov-28-2022

    Berlin

  • Dec-05-2022

    Madrid

  • Dec-05-2022

    London

  • Dec-05-2022

    Kuala Lumpur

  • Dec-05-2022

    Istanbul

  • Dec-05-2022

    Dubai

  • Dec-05-2022

    Geneva

  • Dec-12-2022

    Paris

  • Dec-12-2022

    Amsterdam

  • Dec-12-2022

    Berlin

  • Dec-12-2022

    Barcelona

  • Dec-19-2022

    Madrid

  • Dec-19-2022

    London

  • Dec-19-2022

    Kuala Lumpur

  • Dec-19-2022

    Istanbul

  • Dec-19-2022

    Geneva

  • Dec-20-2022

    Paris

  • Dec-20-2022

    Kuala Lumpur

  • Dec-20-2022

    Dubai

  • Dec-20-2022

    Geneva

  • Dec-20-2022

    Amsterdam

  • Dec-20-2022

    Berlin

  • Dec-20-2022

    Barcelona

  • Dec-26-2022

    Paris

  • Dec-26-2022

    Dubai

  • Dec-26-2022

    Amsterdam

  • Dec-26-2022

    Berlin

  • Dec-26-2022

    Barcelona

  • Dec-27-2022

    Madrid

  • Dec-27-2022

    Paris

  • Dec-27-2022

    Istanbul

  • Dec-27-2022

    London

  • Dec-27-2022

    Geneva

  • Dec-27-2022

    Berlin

  • Dec-27-2022

    Barcelona

  • Jan-02-2023

    Paris

  • Jan-02-2023

    Barcelona

  • Jan-03-2023

    Kuala Lumpur

  • Jan-10-2023

    Istanbul

  • Jan-10-2023

    London

  • Jan-10-2023

    Dubai

  • Jan-16-2023

    Paris

  • Jan-16-2023

    Barcelona

  • Jan-17-2023

    Paris

  • Jan-17-2023

    Geneva

  • Jan-17-2023

    Amsterdam

  • Jan-17-2023

    Berlin

  • Jan-17-2023

    Barcelona

  • Jan-24-2023

    Madrid

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