Training on Office Professional & Records Management

The Office Professional & Records Management Masterclass is an engaging and interactive program designed to enhance both interpersonal and technical skills crucial for office professionals and administrative staff. It covers strategies, tools, and technologies for managing documents and records, aligned with ISO 15489 best practices, thus ensuring compliance and operational success. This course equips participants with the essential skills for personal and organizational excellence.

Objectives

By attending this course, participants will:

• Enhance Role Understanding: Recognize the importance of their role in organizational success.
• Develop Personal Skills: Improve organization, communication, and interpersonal skills.
• Implement Action Plans: Create plans to optimize workflow for themselves and their teams.
• Master Records Management: Understand and apply core concepts of document and records management.
• Leverage Technology: Assess the impact of technologies like ECM on documentation processes.
• Apply ISO 15489: Implement ISO 15489 standards in document management systems.

Course Content

Module One: Introduction and Personal Effectiveness

• Programme Introduction and Action Planning
• Competence Model and Personal Review
• Time Management and Handling Priorities

Module Two: Team Working and Communication

• Team Roles and Briefing Skills
• Organizing and Participating in Meetings
• Note-taking and Follow-up Procedures

Module Three: Managing Relationships and Communication Skills

• Delegation and Coaching Techniques
• Building Rapport and Influencing Skills
• Assertiveness and Conflict Resolution

Module Four: Time Management and Office Technology

• Priority Setting and Desk Management
• Paperless Systems and Technology Utilization
• Writing Skills and Email Etiquette

Module Five: Information Management and Customer Service

• Information Management Principles
• Financial Management Basics
• Enhancing Customer Service and Continuous Improvement

Module Six: Understanding Documents & Records Management

• Introduction to Document and Records Management
• ISO 15489 Overview
• Business Requirements and Information Governance

Module Seven: Concepts and Set-up Components

• Document and Records Lifecycle
• Storage, Preservation, and Archiving
• Metadata and Indexing

Module Eight: Process and Delivery

• Information Gathering and Audit
• ISO 15489 Policies and Standards
• Business Classification and IT Infrastructure

Module Nine: Implementation Planning

• Designing Specialized Systems
• Integrating Management Systems
• Monitoring Compliance and Project Planning

Module Ten: Case Studies and Group Work

• Developing Business Cases
• Training and Awareness Programmes
• Developing Policy and Standards

Certification

Upon successful completion, participants will receive the prestigious Uphilos Certificate, recognizing their mastery in office professionalism and records management, and their commitment to organizational excellence.