Modern Techniques in Office and Document Management
London Training For Excellence
Summary
- Tutor is available to students
Overview
Learning Objectives:
- Understand the key the concepts of document and records management.
- Use the concepts of document and records management to deliver business drivers.
- Link how document and records management can be implemented across your organisation.
- Explore the implications of an Enterprise Content Management (ECM) strategy in conjunction with document and records management.
- Understand document and records management life-cycle
- Create a document and records management plan of action to implement in their organization.
- Learn from best practice implementations and case studies.
- Recognize the best ways and techniques of Document and records management strategies.
- Realize the importance of defining and understanding your crucial role as a secretary or office manager.
- Be able to plan, organize and prioritize effectively by using computer.
- Use filing and archiving systems by using computer effectively.
- Foster a productive and efficient office environment.
- Organize and structure processes and procedures by using computer properly.
- Better utilize and organize your time by using computer programs.
- File and archive your electronic documents easily.
- Use office management software effectively.
Description
Strategy and understanding key elements:
- Introducing document and records management.
- Business case and drivers.
- Creating business requirements.
- Managing information assets.
- Understanding the terminology.
- Document and records management strategies.
- Information governance.
Concepts and set up components:
- Document and records lifecycle.
- Capture, store and management.
- Preserve and archive.
- Presentation and delivery.
- Metadata and indexing.
- Classification schemes.
- Searching and retrieving.
- Controls and security.
- Legislation, standards and regulation.
Process and delivery:
- Information audit and survey.
- Business case.
- Business requirements.
- Business classification scheme.
- IT infrastructure details.
- Model office and rollout.
The Art of Effective Planning and Organizing by using computer:
- How to plan – a step-by-step framework for success.
- Documentation control – ensuring you have the facts at your fingertips.
- Organizing and structuring processes and procedures.
- Problem solving and decision-making.
Effective Communication – written and spoken:
- Email communication.
- Meetings.
Office management software.
Filing and classification of files.
Making presentations.
Time management by using computer.
Planning for meeting management by computer.
E-meetings management.
Case studies and exercises.
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