Records & Document Management: Practical Workshop

Course Introduction

Over five focused days, this workshop-based course takes Records & Document Management out of the textbook and into the reality of office operations, documentation and executive support. Participants work through regional case material, structured exercises and peer discussion, leaving with methods they can apply on their next working day.

Training Objectives

• 01Build a shared vocabulary and framework for Records & Document Management that your whole team can use
• 02Apply proven methods for Records & Document Management to realistic scenarios drawn from office operations, documentation and executive support
• 03Anticipate the failure points and compliance issues that most often affect Records & Document Management
• 04Communicate Records & Document Management decisions clearly to colleagues, clients and management
• 05Prepare a personal action plan to apply Records & Document Management in your own organisation

What You Will Take Away

• A personal development action plan
• A 30-60-90 day implementation plan for your own workplace
• Templates for planning, tracking and reporting

Who Should Attend

• Executive Secretaries & PAs
• Office Managers
• Administrative Coordinators
• Front Office Staff

Prerequisites: Open to all levels; participants are encouraged to bring a real work challenge.

Training Methodology

Learning happens by doing — teams work through practical tasks, present their results and receive immediate feedback. Case material and examples are drawn from office operations, documentation and executive support.

Day-by-Day Programme (5 Days)

• Day 1
  Getting oriented: the landscape of Records & Document Management

  Scope, terminology and the standards and regulations that shape Records & Document Management in office operations, documentation and executive support.

• Day 2
  Core concepts and methods

  The principles, codes and best-practice approaches that leading organisations rely on for Records & Document Management.

• Day 3
  Applying it on the job

  Hands-on exercises using tools and templates for Records & Document Management, built around realistic situations in office operations, documentation and executive support.

• Day 4
  Cases, risks and lessons learned

  Case studies, typical pitfalls and the risk and compliance issues that arise with Records & Document Management.

• Day 5
  Bringing it together

  Consolidation workshop, personal action planning and a closing knowledge check on Records & Document Management.

Upcoming Sessions