Professional Office and Records Management Course

Objective:
• Develop comprehensive skills in professional office management and efficient records handling.
• Learn best practices in organizing, storing, and retrieving records to enhance workplace productivity.
• Acquire knowledge of office management techniques that contribute to the smooth operation of businesses and organizations.
Course Content:
Professional Office Management
• Office Administration
o Principles of office administration
o Roles and responsibilities of office managers
o Effective communication in office settings
• Time Management
o Techniques for prioritizing tasks
o Tools and strategies for effective time management
• Office Organization
o Workspace organization and optimization
o Implementing efficient office layouts
• Customer Service Skills
o Handling customer inquiries and complaints
o Techniques for delivering excellent customer service
Records Management
• Introduction to Records Management
o Definition and importance of records management
o Laws and regulations governing records management
• Records Classification and Filing Systems
o Methods of records classification
o Types of filing systems (e.g., alphabetical, numerical, chronological)
• Records Retention and Disposal
o Guidelines for records retention schedules
o Secure disposal and destruction of records
• Electronic Records Management
o Benefits and challenges of electronic records management
o Implementing electronic document management systems (EDMS)
Document Handling and Storage
• Document Control Procedures
o Creating and maintaining document control procedures
o Document tracking and version control
• Storage Solutions
o Choosing appropriate storage solutions (e.g., filing cabinets, shelving units)
o Implementing secure storage practices
Information Security and Confidentiality
• Data Protection and Privacy
o Ensuring compliance with data protection laws
o Safeguarding sensitive information
• Confidentiality Policies and Procedures
o Establishing confidentiality policies
o Training staff on confidentiality best practices
Office Technology and Automation
• Office Automation Tools
o Introduction to office automation software
o Streamlining office tasks with automation tools
• Email and Calendar Management
o Efficient email and calendar management techniques
o Scheduling and organizing meetings

TRAINING METHODOLOGY
The training methodology combines lectures, discussions, group exercises and illustrations. Participants will gain both theoretical and practical knowledge of the topics. The emphasis is on the practical application of the topics and as a result participant will go back to the workplace with both the ability and the confidence to apply the techniques learned to their duties.

DATE:
1ST BATCH: 11th – 14th Mar 2025
2ND BATCH: 24th – 27th June, 2025
3RD BATCH: 21st – 24th Oct, 2025