Course Overview
This comprehensive 10-day masterclass by IRES equips office professionals and administrative staff with essential interpersonal, technical, and records management skills. Participants will develop competencies to enhance workplace efficiency while mastering strategies to manage documents and records in compliance with ISO 15489. Through interactive training, you’ll learn to streamline operations, improve communication, and support organizational success.
Course Duration
10 Days
Target Audience
- Office professionals and administrators
- Records managers and administrative staff
- Secretaries and personal assistants seeking advanced skills
- Professionals responsible for document and records management
Organizational Impact
- Enhanced office efficiency through improved administrative skills
- Improved compliance with ISO 15489 records management standards
- Streamlined document and records processes for better productivity
- Strengthened team coordination and information management
Personal Impact
- Mastery of office professional and records management skills
- Enhanced career prospects in administrative and records roles
- Increased confidence in managing complex responsibilities
- Improved communication and organizational skills for growth
Course Level:
Course Objectives
- Understand the role of office professionals in organizational success
- Develop communication, time management, and interpersonal skills
- Master document and records management using ISO 15489 standards
- Implement strategies for efficient information and records systems
- Create action plans to enhance personal and team productivity
Course Outline
Module 1: Personal Effectiveness and Time Management
- Understanding the competence model: skills, behaviors, and values
- Applying emotional and chronistic intelligence
- Mastering time management: handling requests and priorities
- Creating action plans for personal effectiveness
- Case Study: Develop a personal time management plan
Module 2: Team Working and Communication
- Exploring team roles and effective collaboration
- Briefing skills: giving, receiving, and passing on information
- Organizing and participating in productive meetings
- Taking notes, minutes, and managing follow-ups
- Case Study: Conduct a mock team meeting
Module 3: Managing Relationships and Staff
- Delegation, coaching, and on-the-job training techniques
- Building rapport and influencing skills using NLP principles
- Handling conflict and difficult personalities
- Motivating and providing constructive feedback
- Case Study: Coach a colleague to improve performance
Module 4: Desk Management and Writing Skills
- Planning, priority setting, and office ergonomics
- Managing paper-load and developing paperless systems
- Writing effective letters, emails, and reports
- Designing presentation slides and proof-reading
- Case Study: Draft a professional report
Module 5: Information Management and Customer Service
- Principles of information management: scheduling and filtering
- Interpreting and presenting statistical data with graphs
- Monitoring budgets and understanding financial basics
- Improving customer service through continuous improvement
- Case Study: Design a customer service improvement plan
Module 6: Introduction to Records Management
- Overview of document and records management
- Understanding ISO 15489 Parts 1 and 2
- Identifying business drivers for records management
- Exploring information governance and terminology
- Case Study: Analyze a records management scenario
Module 7: Records Management Concepts
- Managing the document and records lifecycle
- Capture, storage, and preservation techniques
- Metadata, indexing, and classification schemes
- Ensuring controls, security, and compliance
- Case Study: Design a classification scheme
Module 8: Building a Records Management Framework
- Conducting information audits and surveys
- Building a business case for records management
- Defining business requirements and ISO 15489 policies
- Establishing procedures and responsibilities
- Case Study: Develop a records management policy
Module 9: Implementing Records Management Systems
- Planning implementation and project rollouts
- Integrating records management into business processes
- Designing specialized systems for records management
- Monitoring compliance through information audits
- Case Study: Plan a records system implementation
Module 10: Practical Applications and Case Studies
- Applying records management strategies in real-world scenarios
- Developing a business case for records systems
- Creating training and awareness programs
- Establishing policies and standards for compliance
- Case Study: Present a records management business case
Related Courses
Course Administration Details:
Methodology
These instructor-led training sessions are delivered using a blended learning approach and include presentations, guided practical exercises, web-based tutorials, and group work. Our facilitators are seasoned industry experts with years of experience as professionals and trainers in these fields. All facilitation and course materials are offered in English. Participants should be reasonably proficient in the language.
Accreditation
Upon successful completion of this training, participants will be issued an Indepth Research Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).
Training Venue
The training will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.
Accommodation and Airport Transfer
Accommodation and Airport Transfer are arranged upon request. For reservations contact the Training Officer.
- Email: [email protected]
- Phone: +254715 077 817
Tailor-Made
This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our IRES Training Centre or at a convenient location. For further inquiries, please contact us on:
- Email: [email protected]
- Phone: +254715 077 817
Payment
Payment should be transferred to the IRES account through a bank on or before the start of the course. Send proof of payment to [email protected]
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