ASM0002 | The Office Professional & Records Management Program

Start End Duration Venue Fees
01 Jun 2020 12 Jun 2020 2 Weeks Bangkok $7,500 Register
02 Nov 2020 13 Nov 2020 2 Weeks London $7,900 Register
03 May 2020 14 May 2020 2 Weeks Alexandria $6,400 Register
03 Aug 2020 14 Aug 2020 2 Weeks Madrid $7,900 Register
05 Jul 2020 16 Jul 2020 2 Weeks Abu Dhabi $6,900 Register
06 Jan 2020 17 Jan 2020 2 Weeks Kuala Lumpur $7,200 Register
06 Apr 2020 17 Apr 2020 2 Weeks Johor Bahru $7,300 Register
06 Sep 2020 17 Sep 2020 2 Weeks Cairo $6,400 Register
07 Dec 2020 18 Dec 2020 2 Weeks Ankara $7,300 Register
12 Oct 2020 23 Oct 2020 2 Weeks New York $10,000 Register
17 Feb 2020 28 Feb 2020 2 Weeks Dubai $6,900 Register
22 Mar 2020 02 Apr 2020 2 Weeks Sharm Sheikh $6,800 Register


PROGRAM'S BACKGROUND


This program is designed to provide attendees 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 program also covers the strategies, tools and technologies used to capture, categorize, 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 organizations become compliant with best practices.

After exploring and developing the multi-faceted skills required of the office professionals and administrative staff, the combination allows participants to explore in more detail the issues involved in meeting responsibilities for managing documentation and records. The program covers a wide range of interrelated topics critical to the effectiveness of office personnel and administrative staff in meeting their roles and maximizing their contribution to their teams and organizations. Emphasis is placed on building on existing good practice and on recognizing areas where improvements can be made and developing strategies accordingly. Emphasis is also placed on managing the network of relationships and inter-personal skills and communication.

It will cover all the essential skills needed to understand, use and apply document and records management and all the essential skills needed to understand, use and apply ISO 15489 records management standard. Discussions focus on the use of best practice, processes and systems implementation as well as how to apply all the key concepts. Emphasis is also placed on participants developing action plans to implement document and records management successfully in their organizations and other initiatives following from the program.

PROGRAM'S OBJECTIVES


This Program’s Attendees Will Be More Able To:

›       Extend their understanding of their roles as office managers and administrators and the key contribution they make to organizational success

›       Review and develop their personal organization, 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 organizations

›       Determine how document and records management can be implemented across their organizations

›       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 organizations

PROGRAM'S ATTENDEES


›       All administrative personnel

›       Administrative Assistants

›       Newly appointed to supervisory roles

›       Secretaries and PA’s within the office environment

›       Anyone who want to build on their skills and knowledge

›       Those who want to build on their office management, administration skills and knowledge and are interested in understanding document and records management best practices

PROGRAM'S OUTLINE


Program Introduction/Roles, Competences & Personal Effectiveness

›       Program 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 & Meetings Team working & 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

›       Communication and listening skills

›       Building rapport

›       Developing a network of working relationships

›       Assertiveness and conflict

›       People problems and problem people

›       Helping others perform

›       Practical motivation

›       Criticism skills

Managing Time/Desk Management & 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 & 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 & 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 & 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 & 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 program planning

Case Studies

›       Introduction to case studies

›       Group 1 – Strategy: Developing a business case

›       Group 2 – Concepts: Training and awareness program

›       Group 3 – Process: Developing policy and standards

ADDITIONAL DETAILS




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Material published by Pioneers shown here is copyrighted.
All rights reserved. Any unauthorized copying, distribution, use, dissemination; downloading, storing in any medium, transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.
P.O. Box 11111,
Ibn Al-Hakam Square, Helmyat El-Zaytoon, Cairo, Egypt
Tel: 002 01117866099 | 01117864455, Email: info@pioneerscenter.com
 

Benefits to Organization

1. The candidates will become competent, effective and productive on their jobs. This training program is useful for:
        · Competency building where existing employee is promoted or planned to be promoted.
        · Technical knowledge, skills and competencies.
        · Needs and expectations of the stakeholders/ customers both internal and external.
        · Opportunities to exceed stakeholder/ customer expectations.
2. Create a pool of trained manpower that can cost-effectively spread the knowledge to large number of employees inside the organization.
3. Our facilitators often act as mentors for your trained employees and thus provide a most effective way to ensure effective competency development and application by your motivated staff.
4. We adopted a one-to-one approach that can provide more room for your employees to work at their own pace and address individual needs more freely.

Benefits to the Individuals

1. The candidates will gain a multi-discipline understanding of the subject matter.
2. Have an individual action plan to take away that will help the candidates make a difference in their organizations. This will add value to the expertise and experience of the candidates’.
3. Be more able to enhance job satisfaction and reduce wasted time and effort.
4. Ensure that the candidates will know and appreciate the strategic imperatives that drive the organization's efforts in their relevant job area.
5. Be more able to align your roles and job requirements with the organization’s mission and vision.
6. Be more able to meet your deadlines and tasks and successfully complete any scorecard in a timely fashion.

Additional Benefits

1. Good & best industry practices.
2. Checklist approach for ease of understanding and practical application.
3. Latest technologies including information technology, quality assurance and methodology.
4. Quality assurance and quality improvement incorporated in each program.
5. One-to-one approach and small groups will lead to learner-centered environment.
6. Experienced and qualified instructors both academically and in practice.
7. Customized programs to meet and suit individual training needs.
8. Letters of recommendation for the exceptional performers.

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