Professional Training

The Office Professional and Records Management Masterclass

London Premier Centre, In London (+7 locations)
Length
10 days
Price
7,650 - 8,500 GBP excl. VAT
Next course start
22 April, 2024 (+66 start dates)
Course delivery
Classroom
Length
10 days
Price
7,650 - 8,500 GBP excl. VAT
Next course start
22 April, 2024 (+66 start dates)
Course delivery
Classroom
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Course description

The Office Professional & Records Management Master class is an exciting and interactive training, 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.

This training 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.

Upcoming start dates

Choose between 66 start dates

22 April, 2024

  • Classroom
  • Dubai

29 April, 2024

  • Classroom
  • Barcelona

6 May, 2024

  • Classroom
  • Amsterdam

6 May, 2024

  • Classroom
  • London

13 May, 2024

  • Classroom
  • Istanbul

13 May, 2024

  • Classroom
  • Kuala Lumpur

20 May, 2024

  • Classroom
  • Paris

20 May, 2024

  • Classroom
  • Singapore

27 May, 2024

  • Classroom
  • Barcelona

27 May, 2024

  • Classroom
  • Dubai

3 June, 2024

  • Classroom
  • Amsterdam

3 June, 2024

  • Classroom
  • London

10 June, 2024

  • Classroom
  • Istanbul

10 June, 2024

  • Classroom
  • Kuala Lumpur

17 June, 2024

  • Classroom
  • Paris

17 June, 2024

  • Classroom
  • Singapore

24 June, 2024

  • Classroom
  • Barcelona

24 June, 2024

  • Classroom
  • Dubai

1 July, 2024

  • Classroom
  • Amsterdam

1 July, 2024

  • Classroom
  • London

8 July, 2024

  • Classroom
  • Istanbul

8 July, 2024

  • Classroom
  • Kuala Lumpur

15 July, 2024

  • Classroom
  • Paris

15 July, 2024

  • Classroom
  • Singapore

22 July, 2024

  • Classroom
  • Dubai

29 July, 2024

  • Classroom
  • Barcelona

5 August, 2024

  • Classroom
  • Amsterdam

5 August, 2024

  • Classroom
  • London

12 August, 2024

  • Classroom
  • Istanbul

12 August, 2024

  • Classroom
  • Kuala Lumpur

19 August, 2024

  • Classroom
  • Paris

19 August, 2024

  • Classroom
  • Singapore

26 August, 2024

  • Classroom
  • Barcelona

26 August, 2024

  • Classroom
  • Dubai

2 September, 2024

  • Classroom
  • Amsterdam

2 September, 2024

  • Classroom
  • London

9 September, 2024

  • Classroom
  • Istanbul

9 September, 2024

  • Classroom
  • Kuala Lumpur

23 September, 2024

  • Classroom
  • Dubai

23 September, 2024

  • Classroom
  • Paris

23 September, 2024

  • Classroom
  • Singapore

30 September, 2024

  • Classroom
  • Barcelona

7 October, 2024

  • Classroom
  • Amsterdam

7 October, 2024

  • Classroom
  • London

14 October, 2024

  • Classroom
  • Istanbul

14 October, 2024

  • Classroom
  • Kuala Lumpur

21 October, 2024

  • Classroom
  • Paris

21 October, 2024

  • Classroom
  • Singapore

28 October, 2024

  • Classroom
  • Barcelona

28 October, 2024

  • Classroom
  • Dubai

4 November, 2024

  • Classroom
  • Amsterdam

4 November, 2024

  • Classroom
  • London

11 November, 2024

  • Classroom
  • Istanbul

11 November, 2024

  • Classroom
  • Kuala Lumpur

18 November, 2024

  • Classroom
  • Paris

18 November, 2024

  • Classroom
  • Singapore

25 November, 2024

  • Classroom
  • Barcelona

25 November, 2024

  • Classroom
  • Dubai

2 December, 2024

  • Classroom
  • Amsterdam

2 December, 2024

  • Classroom
  • London

9 December, 2024

  • Classroom
  • Istanbul

9 December, 2024

  • Classroom
  • Kuala Lumpur

16 December, 2024

  • Classroom
  • Paris

16 December, 2024

  • Classroom
  • Singapore

23 December, 2024

  • Classroom
  • Dubai

30 December, 2024

  • Classroom
  • Barcelona

Suitability - Who should attend?

The Office Professional and Records Management Masterclass is ideal for :

  • All those who want to build on their office management, administration skills and knowledge and are interested in understanding document and records management best practices and how it can be implemented successfully

Outcome / Qualification etc.

At the end of The Office Professional and Records Management Masterclass, you will be 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

Training Course Content

Day 1

Introduction / Roles, Competencies and Personal Effectiveness

  • 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

Day 2

Team Working, Communication and Meetings Team working and team roles

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

Day 3

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 4

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 organization
  • Writing and designing presentation slides

Day 5

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 6

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 7

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 8

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 9

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 planning

Day 10

Case Studies

  • Strategy: Developing a business case
  • Concepts: Training and awareness programme
  • Process: Developing policy and standards
  • Reviewing

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London Premier Centre
47-49 Park Royal Road
NW10 7LQ London

London Premier Centre

London Premier Centre is a UK leading training provider based in London and specialises in international short courses. Our inspiring, comprehensive portfolio of more than 400 professional development courses and seminars covers a wide range of professions from Administration, Leadership,...

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