Office Professional and Records Management Masterclass
3 Day Training
Dates: 02 – 04 December 2024 | 17 – 19 March 2025
Locations: Grayston Ridge Office Park, Sandton
Platform: Available In-Class / Online
Price: Available on Request
Course Introduction
The Prospen Africa Office Professional and Records Management Masterclass is an engaging and interactive training course designed to help participants enhance their interpersonal and professional skills. This course focuses on the essential skills required for office professionals and administrative staff, including both interpersonal and technical competencies. Participants will delve into the responsibilities of managing documentation and records, exploring the strategies, tools, and technologies essential for capturing, categorizing, managing, storing, preserving, and delivering documents and records to support business processes. Additionally, the Office Professional and Records Management Masterclass covers the core components of ISO 15489, guiding organizations toward compliance with best practices.
Course Objectives
Expand participants’ understanding of their roles as office managers and administrators, highlighting their significant contributions to organizational success.
Develop personal organization, communication, and interpersonal skills.
Improve working relationships within the office environment.
Create action plans to enhance efficiency and effectiveness for themselves, their supervisors, and colleagues.
Comprehend key concepts and the overall architectural scope of records and document management.
Formulate business cases and requirements for records management systems.
Identify business drivers for improving document and records management within organizations.
Implement document and records management strategies across organizations.
Assess the impact of technologies, including Enterprise Content Management (ECM), on document and records management.
Understand and apply the key concepts and overall scope of ISO 15489 within their organizations.
Who should attend?
Office administrators
Executive assistants
Project administrators
Records officers and archives
And everyone who is involved in the flow of management documents/files.
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
Day 1: Core Office Professional Skills
Morning Session:
Introduction and Objectives
Action Planning
Competence Model of Skills, Behaviours, and Values
Emotional Intelligence
Personal Competence Review
Time Management
Time Management Constraints
Handling Requests and Conflicting Priorities
Afternoon Session:
Communication and Meetings
Team Working and Team Roles
Briefing Skills
Organizing and Participating in Meetings
Notes, Minutes, and Follow-Up
Day 2: Managing Working Relationships & Information
Morning Session:
Managing Working Relationships
Delegation
Coaching and Training
Communication and Listening Skills
Building Rapport
Developing a Network of Working Relationships
Assertiveness and Conflict Management
Afternoon Session:
Time / Desk Management and Writing Skills
Planning and Priority Setting
Office Layout and Ergonomics
Managing the Paper-load and Developing Paperless Systems
E-mail Efficiency and Etiquette
Writing and Editing Reports
Proof-reading Skills
Writing and Designing Presentation Slides
Day 3: Information and Records Management
Morning Session:
Principles of Information Management
Scheduling, Filtering, and Digesting Information
Interpreting and Presenting Statistical Information
Designing and Using Graphs
Designing Surveys, Presenting Findings, and Interpreting Meaning
Basic Financial Management
Monitoring Budgets and Variance
Afternoon Session:
Documents & Records Management Compliance
Introduction to Document and Records Management
Business Case and Drivers
Business Requirements for Managing Documents and Records
Managing Information as an Asset
Document and Records Management Strategies
Information Governance
Document and Records Life-cycle
Capture and Storage Management
Preservation and Archiving
Metadata and Indexing
Controls and Security
Legislation, Standards, and Regulation
ISO 15489 Compliance
Implementation Planning and Information Audit
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