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Executive Assistants Administrative Compliance Skills Masterclass

5 Day Training

Dates: 03 – 07 February 2025
Locations: Grayston Ridge Office Park, Sandton
Platform: Available In-Class / Online

Price: Available on Request

Course Introduction

Importance of Administrative Compliance for Executive Assistants

  • Ensures smooth and legal operation of business activities.

  • Protects sensitive information and maintains organizational integrity.

  • Enhances efficiency and effectiveness in administrative roles.

Course Objectives

Benefits of attending the Executive Assistants Administrative Compliance Skills Masterclass Masterclass

  • Equip Executive Assistants with essential administrative compliance skills.

  • Highlight the significance of administrative compliance in daily operations.

  • Provide practical tools and knowledge to ensure adherence to compliance standards.

Course Benefits

  • Gain a thorough understanding of compliance frameworks and standards.

  • Learn practical techniques for maintaining confidentiality and managing records.

  • Develop skills in minute taking, meeting management, and legal compliance.

  • Enhance communication and reporting capabilities.

  • Engage in practical exercises to apply learned concepts in real-world scenarios.

Who should attend?

  • Executive Assistants looking to enhance their compliance skills.

  • Administrative professionals seeking to ensure adherence to legal and regulatory requirements.

  • Individuals responsible for handling sensitive information and records management.

  • Professionals interested in improving their meeting management and communication skills.

Secretarial Courses

Training Methodology

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.

Training Outline

Module 1: Introduction to Administrative Compliance

  1. Course Overview

    • Objectives of the masterclass

    • Importance of administrative compliance for Executive Assistants

  2. Fundamentals of Compliance

    • Definition and scope of compliance

    • The role of Executive Assistants in ensuring compliance

  3. Compliance Frameworks and Standards

    • Overview of key compliance frameworks (e.g., ISO)

    • Industry-specific standards and regulations

Module 2: Confidentiality

  1. Understanding Confidentiality

    • Importance of maintaining confidentiality

    • Types of confidential information (e.g., personal, financial, strategic)

  2. Confidentiality Policies and Procedures

    • Implementing confidentiality agreements (NDAs)

    • Best practices for handling sensitive information

  3. Ensuring Confidentiality in Daily Operations

    • Secure communication methods

    • Safe storage and disposal of confidential documents

  4. Practical Exercises

    • Case studies on confidentiality breaches

    • Role-playing scenarios to practice confidentiality handling

Module 3: Records Management

  1. Principles of Records Management

    • Definition and importance of records management

    • Types of records (e.g., physical, electronic)

  2. Records Lifecycle

    • Creation and capture of records

    • Maintenance, storage, and protection of records

  3. Records Retention and Disposal

    • Developing a records retention schedule

    • Proper methods for records disposal

  4. Compliance with Records Management Regulations

    • Relevant laws and regulations

    • Implementing policies to ensure compliance.

  5. Practical Exercises

    • Developing a records management plan

    • Hands-on activity with records organization and filing.

Module 4: Minute Taking and Meeting Management

  1. Preparation for Meetings

    • Understanding the purpose of meetings

    • Preparing agendas and necessary documents

  2. Effective Minute Taking

    • Techniques for accurate and concise minute taking.

    • Essential elements to include in minutes.

  3. Meeting Management

    • Roles and responsibilities in meeting facilitation

    • Ensuring meetings are productive and compliant with policies.

  4. Dissemination and Archiving of Minutes

    • Best practices for distributing meeting minutes.

    • Archiving and retrieving past meeting records.

  5. Practical Exercises

    • Mock meeting and minute taking practice.

    • Reviewing and critiquing sample minutes

Module 5: Legal and Regulatory Compliance

  1. Understanding Legal Requirements

    • Key legal concepts relevant to administrative roles

    • Major laws affecting business operations (e.g., employment law, data protection)

  2. Regulatory Compliance Management

    • Identifying applicable regulations

    • Implementing compliance policies and procedures

  3. Maintaining Compliance Documentation

    • Record-keeping requirements

    • Best practices for documentation and filing.

Module 6: Data Protection and Privacy

  1. Overview of Data Protection Laws

    • General Data Protection Regulation (GDPR)

    • Other relevant data protection regulations

  2. Data Management Practices

    • Data collection, storage, and sharing protocols.

    • Ensuring data security and privacy

  3. Handling Data Breaches

    • Identifying and reporting data breaches

    • Mitigation and response strategies

Module 7: Communication and Reporting

  1. Effective Communication Skills

    • Communicating compliance requirements to stakeholders

    • Writing clear and concise compliance reports

  2. Reporting Compliance Issues

    • Incident reporting procedures

    • Whistleblowing mechanisms and protections

  3. Collaboration with Compliance Officers

    • Building strong relationships with compliance and legal teams

    • Facilitating compliance training and awareness programs

Module 8: Practical Application and Case Studies

  1. Real-World Compliance Scenarios

    • Analysing case studies on compliance failures and successes

    • Lessons learned from high-profile compliance breaches.

  2. Practical Exercises

    • Developing compliance checklists and templates

    • Role-playing exercises for compliance issue resolution

  3. Group Discussions

    • Sharing best practices and experiences

    • Collaborative problem-solving activities

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