/  The Office Professional and Records Management Masterclass Training

The Office Professional and Records Management Masterclass Training

BMC Training provides a training course in The Office Professional and Records Management Masterclass in Secretarial and Administration

Course Title
Venue
Start Date
End Date
  • London
    27 - 10 - 2019
    7 - 11 - 2019
  • Madrid
    27 - 10 - 2019
    7 - 11 - 2019
  • Munich
    27 - 10 - 2019
    7 - 11 - 2019
  • Berlin
    27 - 10 - 2019
    7 - 11 - 2019
  • New York
    27 - 10 - 2019
    7 - 11 - 2019
  • Dubai
    3 - 11 - 2019
    14 - 11 - 2019
  • Paris
    3 - 11 - 2019
    14 - 11 - 2019
  • Hong Kong
    3 - 11 - 2019
    14 - 11 - 2019
  • Kuala Lumpur
    17 - 11 - 2019
    28 - 11 - 2019
  • Rome
    17 - 11 - 2019
    28 - 11 - 2019
  • Rome
    17 - 11 - 2019
    28 - 11 - 2019
  • Barcelona
    17 - 11 - 2019
    28 - 11 - 2019
  • Zurich
    17 - 11 - 2019
    28 - 11 - 2019
  • Istanbul
    3 - 11 - 2019
    14 - 11 - 2019
  • Bali
    3 - 11 - 2019
    14 - 11 - 2019
  • Singapore
    3 - 11 - 2019
    14 - 11 - 2019
  • Washington
    3 - 11 - 2019
    14 - 11 - 2019
  • London
    10 - 11 - 2019
    21 - 11 - 2019
  • Madrid
    10 - 11 - 2019
    21 - 11 - 2019
  • Munich
    10 - 11 - 2019
    21 - 11 - 2019
  • Berlin
    10 - 11 - 2019
    21 - 11 - 2019
  • New York
    10 - 11 - 2019
    21 - 11 - 2019
  • London
    15 - 12 - 2019
    26 - 12 - 2019
  • Madrid
    15 - 12 - 2019
    26 - 12 - 2019
  • Munich
    15 - 12 - 2019
    26 - 12 - 2019
  • Berlin
    15 - 12 - 2019
    26 - 12 - 2019
  • New York
    15 - 12 - 2019
    26 - 12 - 2019
  • London
    22 - 12 - 2019
    2 - 1 - 2020
  • Madrid
    22 - 12 - 2019
    2 - 1 - 2020
  • Munich
    22 - 12 - 2019
    2 - 1 - 2020
  • Berlin
    22 - 12 - 2019
    2 - 1 - 2020
  • New York
    22 - 12 - 2019
    2 - 1 - 2020
  • London
    1 - 12 - 2019
    12 - 12 - 2019
  • Madrid
    1 - 12 - 2019
    12 - 12 - 2019
  • Munich
    1 - 12 - 2019
    12 - 12 - 2019
  • Berlin
    1 - 12 - 2019
    12 - 12 - 2019
  • New York
    1 - 12 - 2019
    12 - 12 - 2019
  • Dubai
    8 - 12 - 2019
    19 - 12 - 2019
  • Paris
    8 - 12 - 2019
    19 - 12 - 2019
  • Hong Kong
    8 - 12 - 2019
    19 - 12 - 2019
  • Dubai
    26 - 1 - 2020
    6 - 2 - 2020
  • Paris
    26 - 1 - 2020
    6 - 2 - 2020
  • Hong Kong
    26 - 1 - 2020
    6 - 2 - 2020
  • Kuala Lumpur
    19 - 1 - 2020
    30 - 1 - 2020
  • Rome
    19 - 1 - 2020
    30 - 1 - 2020
  • Rome
    19 - 1 - 2020
    30 - 1 - 2020
  • Barcelona
    19 - 1 - 2020
    30 - 1 - 2020
  • Zurich
    19 - 1 - 2020
    30 - 1 - 2020
  • Istanbul
    12 - 1 - 2020
    23 - 1 - 2020
  • Bali
    12 - 1 - 2020
    23 - 1 - 2020
  • Singapore
    12 - 1 - 2020
    23 - 1 - 2020
  • Washington
    12 - 1 - 2020
    23 - 1 - 2020
  • London
    5 - 1 - 2020
    16 - 1 - 2020
  • Madrid
    5 - 1 - 2020
    16 - 1 - 2020
  • Munich
    5 - 1 - 2020
    16 - 1 - 2020
  • Berlin
    5 - 1 - 2020
    16 - 1 - 2020
  • New York
    5 - 1 - 2020
    16 - 1 - 2020
  • London
    23 - 2 - 2020
    6 - 3 - 2020
  • Madrid
    23 - 2 - 2020
    6 - 3 - 2020
  • Munich
    23 - 2 - 2020
    6 - 3 - 2020
  • Berlin
    23 - 2 - 2020
    6 - 3 - 2020
  • New York
    23 - 2 - 2020
    6 - 3 - 2020
  • London
    16 - 2 - 2020
    27 - 2 - 2020
  • Madrid
    16 - 2 - 2020
    27 - 2 - 2020
  • Munich
    16 - 2 - 2020
    27 - 2 - 2020
  • Berlin
    16 - 2 - 2020
    27 - 2 - 2020
  • New York
    16 - 2 - 2020
    27 - 2 - 2020
  • London
    9 - 2 - 2020
    20 - 2 - 2020
  • Madrid
    9 - 2 - 2020
    20 - 2 - 2020
  • Munich
    9 - 2 - 2020
    20 - 2 - 2020
  • Berlin
    9 - 2 - 2020
    20 - 2 - 2020
  • New York
    9 - 2 - 2020
    20 - 2 - 2020
  • Dubai
    2 - 2 - 2020
    13 - 2 - 2020
  • Paris
    2 - 2 - 2020
    13 - 2 - 2020
  • Hong Kong
    2 - 2 - 2020
    13 - 2 - 2020
  • Dubai
    15 - 3 - 2020
    26 - 3 - 2020
  • Paris
    15 - 3 - 2020
    26 - 3 - 2020
  • Hong Kong
    15 - 3 - 2020
    26 - 3 - 2020
  • Kuala Lumpur
    8 - 3 - 2020
    19 - 3 - 2020
  • Rome
    8 - 3 - 2020
    19 - 3 - 2020
  • Rome
    8 - 3 - 2020
    19 - 3 - 2020
  • Barcelona
    8 - 3 - 2020
    19 - 3 - 2020
  • Zurich
    8 - 3 - 2020
    19 - 3 - 2020
  • Istanbul
    1 - 3 - 2020
    12 - 3 - 2020
  • Bali
    1 - 3 - 2020
    12 - 3 - 2020
  • Singapore
    1 - 3 - 2020
    12 - 3 - 2020
  • Washington
    1 - 3 - 2020
    12 - 3 - 2020
  • London
    22 - 3 - 2020
    2 - 4 - 2020
  • Madrid
    22 - 3 - 2020
    2 - 4 - 2020
  • Munich
    22 - 3 - 2020
    2 - 4 - 2020
  • Berlin
    22 - 3 - 2020
    2 - 4 - 2020
  • New York
    22 - 3 - 2020
    2 - 4 - 2020
  • London
    26 - 4 - 2020
    7 - 5 - 2020
  • Madrid
    26 - 4 - 2020
    7 - 5 - 2020
  • Munich
    26 - 4 - 2020
    7 - 5 - 2020
  • Berlin
    26 - 4 - 2020
    7 - 5 - 2020
  • New York
    26 - 4 - 2020
    7 - 5 - 2020
  • London
    5 - 4 - 2020
    16 - 4 - 2020
  • Madrid
    5 - 4 - 2020
    16 - 4 - 2020
  • Munich
    5 - 4 - 2020
    16 - 4 - 2020
  • Berlin
    5 - 4 - 2020
    16 - 4 - 2020
  • New York
    5 - 4 - 2020
    16 - 4 - 2020
  • London
    12 - 4 - 2020
    23 - 4 - 2020
  • Madrid
    12 - 4 - 2020
    23 - 4 - 2020
  • Munich
    12 - 4 - 2020
    23 - 4 - 2020
  • Berlin
    12 - 4 - 2020
    23 - 4 - 2020
  • New York
    12 - 4 - 2020
    23 - 4 - 2020
  • Dubai
    19 - 4 - 2020
    30 - 4 - 2020
  • Paris
    19 - 4 - 2020
    30 - 4 - 2020
  • Hong Kong
    19 - 4 - 2020
    30 - 4 - 2020
  • Dubai
    10 - 5 - 2020
    21 - 5 - 2020
  • Paris
    10 - 5 - 2020
    21 - 5 - 2020
  • Hong Kong
    10 - 5 - 2020
    21 - 5 - 2020
  • Kuala Lumpur
    3 - 5 - 2020
    14 - 5 - 2020
  • Rome
    3 - 5 - 2020
    14 - 5 - 2020
  • Rome
    3 - 5 - 2020
    14 - 5 - 2020
  • Barcelona
    3 - 5 - 2020
    14 - 5 - 2020
  • Zurich
    3 - 5 - 2020
    14 - 5 - 2020
  • Istanbul
    17 - 5 - 2020
    28 - 5 - 2020
  • Bali
    17 - 5 - 2020
    28 - 5 - 2020
  • Singapore
    17 - 5 - 2020
    28 - 5 - 2020
  • Washington
    17 - 5 - 2020
    28 - 5 - 2020
  • London
    24 - 5 - 2020
    4 - 6 - 2020
  • Madrid
    24 - 5 - 2020
    4 - 6 - 2020
  • Munich
    24 - 5 - 2020
    4 - 6 - 2020
  • Berlin
    24 - 5 - 2020
    4 - 6 - 2020
  • New York
    24 - 5 - 2020
    4 - 6 - 2020
  • London
    14 - 6 - 2020
    25 - 6 - 2020
  • Madrid
    14 - 6 - 2020
    25 - 6 - 2020
  • Munich
    14 - 6 - 2020
    25 - 6 - 2020
  • Berlin
    14 - 6 - 2020
    25 - 6 - 2020
  • New York
    14 - 6 - 2020
    25 - 6 - 2020
  • London
    21 - 6 - 2020
    2 - 7 - 2020
  • Madrid
    21 - 6 - 2020
    2 - 7 - 2020
  • Munich
    21 - 6 - 2020
    2 - 7 - 2020
  • Berlin
    21 - 6 - 2020
    2 - 7 - 2020
  • New York
    21 - 6 - 2020
    2 - 7 - 2020
  • London
    28 - 6 - 2020
    9 - 7 - 2020
  • Madrid
    28 - 6 - 2020
    9 - 7 - 2020
  • Munich
    28 - 6 - 2020
    9 - 7 - 2020
  • Berlin
    28 - 6 - 2020
    9 - 7 - 2020
  • New York
    28 - 6 - 2020
    9 - 7 - 2020
  • Dubai
    7 - 6 - 2020
    18 - 6 - 2020
  • Paris
    7 - 6 - 2020
    18 - 6 - 2020
  • Hong Kong
    7 - 6 - 2020
    18 - 6 - 2020
  • Dubai
    5 - 7 - 2020
    16 - 7 - 2020
  • Paris
    5 - 7 - 2020
    16 - 7 - 2020
  • Hong Kong
    5 - 7 - 2020
    16 - 7 - 2020
  • Kuala Lumpur
    12 - 7 - 2020
    23 - 7 - 2020
  • Rome
    12 - 7 - 2020
    23 - 7 - 2020
  • Rome
    12 - 7 - 2020
    23 - 7 - 2020
  • Barcelona
    12 - 7 - 2020
    23 - 7 - 2020
  • Zurich
    12 - 7 - 2020
    23 - 7 - 2020
  • Istanbul
    19 - 7 - 2020
    30 - 7 - 2020
  • Bali
    19 - 7 - 2020
    30 - 7 - 2020
  • Singapore
    19 - 7 - 2020
    30 - 7 - 2020
  • Washington
    19 - 7 - 2020
    30 - 7 - 2020
  • London
    26 - 7 - 2020
    6 - 8 - 2020
  • Madrid
    26 - 7 - 2020
    6 - 8 - 2020
  • Munich
    26 - 7 - 2020
    6 - 8 - 2020
  • Berlin
    26 - 7 - 2020
    6 - 8 - 2020
  • New York
    26 - 7 - 2020
    6 - 8 - 2020
  • London
    2 - 8 - 2020
    13 - 8 - 2020
  • Madrid
    2 - 8 - 2020
    13 - 8 - 2020
  • Munich
    2 - 8 - 2020
    13 - 8 - 2020
  • Berlin
    2 - 8 - 2020
    13 - 8 - 2020
  • New York
    2 - 8 - 2020
    13 - 8 - 2020
  • London
    9 - 8 - 2020
    20 - 8 - 2020
  • Madrid
    9 - 8 - 2020
    20 - 8 - 2020
  • Munich
    9 - 8 - 2020
    20 - 8 - 2020
  • Berlin
    9 - 8 - 2020
    20 - 8 - 2020
  • New York
    9 - 8 - 2020
    20 - 8 - 2020
  • London
    16 - 8 - 2020
    27 - 8 - 2020
  • Madrid
    16 - 8 - 2020
    27 - 8 - 2020
  • Munich
    16 - 8 - 2020
    27 - 8 - 2020
  • Berlin
    16 - 8 - 2020
    27 - 8 - 2020
  • New York
    16 - 8 - 2020
    27 - 8 - 2020
  • Dubai
    23 - 8 - 2020
    3 - 9 - 2020
  • Paris
    23 - 8 - 2020
    3 - 9 - 2020
  • Hong Kong
    23 - 8 - 2020
    3 - 9 - 2020
  • Dubai
    27 - 9 - 2020
    8 - 10 - 2020
  • Paris
    27 - 9 - 2020
    8 - 10 - 2020
  • Hong Kong
    27 - 9 - 2020
    8 - 10 - 2020
  • Kuala Lumpur
    6 - 9 - 2020
    17 - 9 - 2020
  • Rome
    6 - 9 - 2020
    17 - 9 - 2020
  • Rome
    6 - 9 - 2020
    17 - 9 - 2020
  • Barcelona
    6 - 9 - 2020
    17 - 9 - 2020
  • Zurich
    6 - 9 - 2020
    17 - 9 - 2020
  • Istanbul
    13 - 9 - 2020
    24 - 9 - 2020
  • Bali
    13 - 9 - 2020
    24 - 9 - 2020
  • Singapore
    13 - 9 - 2020
    24 - 9 - 2020
  • Washington
    13 - 9 - 2020
    24 - 9 - 2020
  • London
    20 - 9 - 2020
    1 - 10 - 2020
  • Madrid
    20 - 9 - 2020
    1 - 10 - 2020
  • Munich
    20 - 9 - 2020
    1 - 10 - 2020
  • Berlin
    20 - 9 - 2020
    1 - 10 - 2020
  • New York
    20 - 9 - 2020
    1 - 10 - 2020
  • London
    4 - 10 - 2020
    15 - 10 - 2020
  • Madrid
    4 - 10 - 2020
    15 - 10 - 2020
  • Munich
    4 - 10 - 2020
    15 - 10 - 2020
  • Berlin
    4 - 10 - 2020
    15 - 10 - 2020
  • New York
    4 - 10 - 2020
    15 - 10 - 2020

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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