The Office Professional and Records Management Masterclass Course

Develop comprehensive skills as an office professional. Enroll in this masterclass to become an expert in records management and efficient administration. BMC Training offers The Office Professional and Records Management Masterclass Course in Secretarial and Administration Courses.

  • English
  • 146 Training Sessions
  • Confirmed
  • Two Weeks
The Office Professional and Records Management Masterclass Training Course

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Type a city name or a month
Venue Start Date End Date Net Fees Details & Registration
London , UK 16 - Jun - 2024 27 - Jun - 2024 9900 GBP
Madrid , Spain 16 - Jun - 2024 27 - Jun - 2024 13900 GBP
Munich , Germany 16 - Jun - 2024 27 - Jun - 2024 15800 GBP
Berlin , Germany 16 - Jun - 2024 27 - Jun - 2024 15800 GBP
New York , United States 16 - Jun - 2024 27 - Jun - 2024 21800 GBP
Amsterdam , Netherlands 16 - Jun - 2024 27 - Jun - 2024 16200 GBP
London , UK 23 - Jun - 2024 4 - Jul - 2024 9900 GBP
Madrid , Spain 23 - Jun - 2024 4 - Jul - 2024 13900 GBP
Munich , Germany 23 - Jun - 2024 4 - Jul - 2024 15800 GBP
Berlin , Germany 23 - Jun - 2024 4 - Jul - 2024 15800 GBP
New York , United States 23 - Jun - 2024 4 - Jul - 2024 21800 GBP
Amsterdam , Netherlands 23 - Jun - 2024 4 - Jul - 2024 16200 GBP
Milan , Italy 16 - Jun - 2024 27 - Jun - 2024 13900 GBP
Milan , Italy 23 - Jun - 2024 4 - Jul - 2024 13900 GBP
Dubai , UAE 7 - Jul - 2024 18 - Jul - 2024 9737.5 GBP
Paris , France 7 - Jul - 2024 18 - Jul - 2024 13400 GBP
Hong Kong , Hong Kong 7 - Jul - 2024 18 - Jul - 2024 17000 GBP
Kuala Lumpur , Malaysia 14 - Jul - 2024 25 - Jul - 2024 9500 GBP
Rome , Italy 14 - Jul - 2024 25 - Jul - 2024 14600 GBP
Barcelona , Spain 14 - Jul - 2024 25 - Jul - 2024 13900 GBP
Zurich , Switzerland 14 - Jul - 2024 25 - Jul - 2024 15900 GBP
Istanbul , Turkey 21 - Jul - 2024 1 - Aug - 2024 9400 GBP
Bali , Indonesia 21 - Jul - 2024 1 - Aug - 2024 16200 GBP
Singapore , Singapore 21 - Jul - 2024 1 - Aug - 2024 15000 GBP
Washington , United States 21 - Jul - 2024 1 - Aug - 2024 22000 GBP
London , UK 28 - Jul - 2024 8 - Aug - 2024 9900 GBP
Madrid , Spain 28 - Jul - 2024 8 - Aug - 2024 13900 GBP
Munich , Germany 28 - Jul - 2024 8 - Aug - 2024 15800 GBP
Berlin , Germany 28 - Jul - 2024 8 - Aug - 2024 15800 GBP
New York , United States 28 - Jul - 2024 8 - Aug - 2024 21800 GBP
Amsterdam , Netherlands 28 - Jul - 2024 8 - Aug - 2024 16200 GBP
Tokyo , Japan 7 - Jul - 2024 18 - Jul - 2024 19500 GBP
Milan , Italy 28 - Jul - 2024 8 - Aug - 2024 13900 GBP
London , UK 4 - Aug - 2024 15 - Aug - 2024 9900 GBP
Madrid , Spain 4 - Aug - 2024 15 - Aug - 2024 13900 GBP
Munich , Germany 4 - Aug - 2024 15 - Aug - 2024 15800 GBP
Berlin , Germany 4 - Aug - 2024 15 - Aug - 2024 15800 GBP
New York , United States 4 - Aug - 2024 15 - Aug - 2024 21800 GBP
Amsterdam , Netherlands 4 - Aug - 2024 15 - Aug - 2024 16200 GBP
London , UK 11 - Aug - 2024 22 - Aug - 2024 9900 GBP
Madrid , Spain 11 - Aug - 2024 22 - Aug - 2024 13900 GBP
Munich , Germany 11 - Aug - 2024 22 - Aug - 2024 15800 GBP
Berlin , Germany 11 - Aug - 2024 22 - Aug - 2024 15800 GBP
New York , United States 11 - Aug - 2024 22 - Aug - 2024 21800 GBP
Amsterdam , Netherlands 11 - Aug - 2024 22 - Aug - 2024 16200 GBP
London , UK 18 - Aug - 2024 29 - Aug - 2024 9900 GBP
Madrid , Spain 18 - Aug - 2024 29 - Aug - 2024 13900 GBP
Munich , Germany 18 - Aug - 2024 29 - Aug - 2024 15800 GBP
Berlin , Germany 18 - Aug - 2024 29 - Aug - 2024 15800 GBP
New York , United States 18 - Aug - 2024 29 - Aug - 2024 21800 GBP
Amsterdam , Netherlands 18 - Aug - 2024 29 - Aug - 2024 16200 GBP
Dubai , UAE 25 - Aug - 2024 5 - Sep - 2024 9737.5 GBP
Paris , France 25 - Aug - 2024 5 - Sep - 2024 13400 GBP
Hong Kong , Hong Kong 25 - Aug - 2024 5 - Sep - 2024 17000 GBP
Milan , Italy 4 - Aug - 2024 15 - Aug - 2024 13900 GBP
Milan , Italy 11 - Aug - 2024 22 - Aug - 2024 13900 GBP
Milan , Italy 18 - Aug - 2024 29 - Aug - 2024 13900 GBP
Tokyo , Japan 25 - Aug - 2024 5 - Sep - 2024 19500 GBP
Dubai , UAE 22 - Sep - 2024 3 - Oct - 2024 9737.5 GBP
Paris , France 22 - Sep - 2024 3 - Oct - 2024 13400 GBP
Hong Kong , Hong Kong 22 - Sep - 2024 3 - Oct - 2024 17000 GBP
Kuala Lumpur , Malaysia 1 - Sep - 2024 12 - Sep - 2024 9500 GBP
Rome , Italy 1 - Sep - 2024 12 - Sep - 2024 14600 GBP
Barcelona , Spain 1 - Sep - 2024 12 - Sep - 2024 13900 GBP
Zurich , Switzerland 1 - Sep - 2024 12 - Sep - 2024 15900 GBP
Istanbul , Turkey 8 - Sep - 2024 19 - Sep - 2024 9400 GBP
Bali , Indonesia 8 - Sep - 2024 19 - Sep - 2024 16200 GBP
Singapore , Singapore 8 - Sep - 2024 19 - Sep - 2024 15000 GBP
Washington , United States 8 - Sep - 2024 19 - Sep - 2024 22000 GBP
London , UK 15 - Sep - 2024 26 - Sep - 2024 9900 GBP
Madrid , Spain 15 - Sep - 2024 26 - Sep - 2024 13900 GBP
Munich , Germany 15 - Sep - 2024 26 - Sep - 2024 15800 GBP
Berlin , Germany 15 - Sep - 2024 26 - Sep - 2024 15800 GBP
New York , United States 15 - Sep - 2024 26 - Sep - 2024 21800 GBP
Amsterdam , Netherlands 15 - Sep - 2024 26 - Sep - 2024 16200 GBP
Tokyo , Japan 22 - Sep - 2024 3 - Oct - 2024 19500 GBP
Milan , Italy 15 - Sep - 2024 26 - Sep - 2024 13900 GBP
London , UK 20 - Oct - 2024 31 - Oct - 2024 9900 GBP
Madrid , Spain 20 - Oct - 2024 31 - Oct - 2024 13900 GBP
Munich , Germany 20 - Oct - 2024 31 - Oct - 2024 15800 GBP
Berlin , Germany 20 - Oct - 2024 31 - Oct - 2024 15800 GBP
New York , United States 20 - Oct - 2024 31 - Oct - 2024 21800 GBP
Amsterdam , Netherlands 20 - Oct - 2024 31 - Oct - 2024 16200 GBP
London , UK 27 - Oct - 2024 7 - Nov - 2024 9900 GBP
Madrid , Spain 27 - Oct - 2024 7 - Nov - 2024 13900 GBP
Munich , Germany 27 - Oct - 2024 7 - Nov - 2024 15800 GBP
Berlin , Germany 27 - Oct - 2024 7 - Nov - 2024 15800 GBP
New York , United States 27 - Oct - 2024 7 - Nov - 2024 21800 GBP
Amsterdam , Netherlands 27 - Oct - 2024 7 - Nov - 2024 16200 GBP
London , UK 6 - Oct - 2024 17 - Oct - 2024 9900 GBP
Madrid , Spain 6 - Oct - 2024 17 - Oct - 2024 13900 GBP
Munich , Germany 6 - Oct - 2024 17 - Oct - 2024 15800 GBP
Berlin , Germany 6 - Oct - 2024 17 - Oct - 2024 15800 GBP
New York , United States 6 - Oct - 2024 17 - Oct - 2024 21800 GBP
Amsterdam , Netherlands 6 - Oct - 2024 17 - Oct - 2024 16200 GBP
Dubai , UAE 13 - Oct - 2024 24 - Oct - 2024 9737.5 GBP
Paris , France 13 - Oct - 2024 24 - Oct - 2024 13400 GBP
Hong Kong , Hong Kong 13 - Oct - 2024 24 - Oct - 2024 17000 GBP
Milan , Italy 20 - Oct - 2024 31 - Oct - 2024 13900 GBP
Milan , Italy 27 - Oct - 2024 7 - Nov - 2024 13900 GBP
Milan , Italy 6 - Oct - 2024 17 - Oct - 2024 13900 GBP
Tokyo , Japan 13 - Oct - 2024 24 - Oct - 2024 19500 GBP
Dubai , UAE 17 - Nov - 2024 28 - Nov - 2024 9737.5 GBP
Paris , France 17 - Nov - 2024 28 - Nov - 2024 13400 GBP
Hong Kong , Hong Kong 17 - Nov - 2024 28 - Nov - 2024 17000 GBP
Kuala Lumpur , Malaysia 24 - Nov - 2024 5 - Dec - 2024 9500 GBP
Rome , Italy 24 - Nov - 2024 5 - Dec - 2024 14600 GBP
Barcelona , Spain 24 - Nov - 2024 5 - Dec - 2024 13900 GBP
Zurich , Switzerland 24 - Nov - 2024 5 - Dec - 2024 15900 GBP
Istanbul , Turkey 3 - Nov - 2024 14 - Nov - 2024 9400 GBP
Bali , Indonesia 3 - Nov - 2024 14 - Nov - 2024 16200 GBP
Singapore , Singapore 3 - Nov - 2024 14 - Nov - 2024 15000 GBP
Washington , United States 3 - Nov - 2024 14 - Nov - 2024 22000 GBP
London , UK 10 - Nov - 2024 21 - Nov - 2024 9900 GBP
Madrid , Spain 10 - Nov - 2024 21 - Nov - 2024 13900 GBP
Munich , Germany 10 - Nov - 2024 21 - Nov - 2024 15800 GBP
Berlin , Germany 10 - Nov - 2024 21 - Nov - 2024 15800 GBP
New York , United States 10 - Nov - 2024 21 - Nov - 2024 21800 GBP
Amsterdam , Netherlands 10 - Nov - 2024 21 - Nov - 2024 16200 GBP
Tokyo , Japan 17 - Nov - 2024 28 - Nov - 2024 19500 GBP
Milan , Italy 10 - Nov - 2024 21 - Nov - 2024 13900 GBP
London , UK 15 - Dec - 2024 26 - Dec - 2024 9900 GBP
Madrid , Spain 15 - Dec - 2024 26 - Dec - 2024 13900 GBP
Munich , Germany 15 - Dec - 2024 26 - Dec - 2024 15800 GBP
Berlin , Germany 15 - Dec - 2024 26 - Dec - 2024 15800 GBP
New York , United States 15 - Dec - 2024 26 - Dec - 2024 21800 GBP
Amsterdam , Netherlands 15 - Dec - 2024 26 - Dec - 2024 16200 GBP
London , UK 22 - Dec - 2024 2 - Jan - 2025 9900 GBP
Madrid , Spain 22 - Dec - 2024 2 - Jan - 2025 13900 GBP
Munich , Germany 22 - Dec - 2024 2 - Jan - 2025 15800 GBP
Berlin , Germany 22 - Dec - 2024 2 - Jan - 2025 15800 GBP
New York , United States 22 - Dec - 2024 2 - Jan - 2025 21800 GBP
Amsterdam , Netherlands 22 - Dec - 2024 2 - Jan - 2025 16200 GBP
London , UK 1 - Dec - 2024 12 - Dec - 2024 9900 GBP
Madrid , Spain 1 - Dec - 2024 12 - Dec - 2024 13900 GBP
Munich , Germany 1 - Dec - 2024 12 - Dec - 2024 15800 GBP
Berlin , Germany 1 - Dec - 2024 12 - Dec - 2024 15800 GBP
New York , United States 1 - Dec - 2024 12 - Dec - 2024 21800 GBP
Amsterdam , Netherlands 1 - Dec - 2024 12 - Dec - 2024 16200 GBP
Dubai , UAE 8 - Dec - 2024 19 - Dec - 2024 9737.5 GBP
Paris , France 8 - Dec - 2024 19 - Dec - 2024 13400 GBP
Hong Kong , Hong Kong 8 - Dec - 2024 19 - Dec - 2024 17000 GBP
Milan , Italy 15 - Dec - 2024 26 - Dec - 2024 13900 GBP
Milan , Italy 22 - Dec - 2024 2 - Jan - 2025 13900 GBP
Milan , Italy 1 - Dec - 2024 12 - Dec - 2024 13900 GBP
Tokyo , Japan 8 - Dec - 2024 19 - Dec - 2024 19500 GBP

Course Syllabus

Introduction

The Office Professional & Records Management Masterclass is an exciting and interactive programme, designed to provide participants with the opportunity to review and develop interpersonal and professional skills needed to do their jobs effectively, thereby contributing to personal and organizational success.

The programme also covers the strategies, tools, and technologies used to capture, categorise, manage, store, preserve (archive), and deliver documents and records in support of business processes, as well as the core components of ISO 15489 so that organisations become compliant with best practices.

After exploring and developing the multi-faceted skills required of the office professionals and administrative staff (including both inter-personal and technical skills), the combination allows participants to explore in more detail the issues involved in meeting responsibilities for managing documentation and records.

Objectives

  • Extend their understanding of their roles as office managers and administrators and the key contribution they make to organisational success
  • Review and develop their personal organisation, communication and interpersonal skills
  • Develop an action plan to help themselves, their boss and other colleagues work in more effective and efficient ways
  • Understand the key concepts and overall architectural scope of records and document management
  • Develop business cases and business requirements for records management systems
  • Identify the business drivers for improving document and records management in their organisations
  • Determine how document and records management can be implemented across their organisations
  • Assess the implications of technologies, including  Enterprise Content Management (ECM) on  document and records management
  • Understand the key concepts and overall scope of ISO 15489 and how to apply ISO 15489 in their organisations

Content

Day One

Programme Introduction/Roles, Competences and Personal Effectiveness

  • Programme introduction and objectives
  • Action planning
  • The ‘competence’ model of skills, behaviours and values
  • Emotional and Chronistic Intelligence
  • Personal competence review
  • Time management constraints – resources, systems, other people and self
  • Handling requests and conflicting priorities

Day Two

Team Working, Communication and Meetings Team working and team roles

  • Briefing skills – giving, receiving and passing on
  • Organising, and participating in, meetings
  • Notes, minutes and follow-up

Day Three

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

Day Four

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 organisation
  • Writing and designing presentation slides

Day Five

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

Day Six

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

Day Seven

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

Day Eight

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

Day Nine

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 programme planning

Day Ten

Case Studies

  • Introduction to case studies
  • Group 1 – Strategy: Developing a business case
  • Group 2 – Concepts: Training and awareness programme
  • Group 3 – Process: Developing policy and standards

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