Records Management and Office Professional Masterclass

This DIXONTECH masterclass provides participants with comprehensive expertise in records management, information governance, and modern office professionalism. It empowers administrative and documentation professionals to implement effective records systems, ensure compliance with international standards, and elevate their professional performance and organizational contribution.

TRAINING TOPICS

• Principles of Records and Information Management
• Office Organization and Documentation Excellence
• Records Classification and Retention Strategies
• Information Security, Privacy, and Confidentiality
• Electronic Document and Records Management (EDRM)
• Compliance, Audit, and Legal Recordkeeping Standards
• Communication and Professional Interpersonal Skills
• Time and Workflow Management Techniques
• Office Productivity and Digital Transformation Tools
• Leadership and Continuous Professional Growth

BY THE END OF THIS TRAINING COURSE, DELEGATES WILL BE ABLE TO:

• Manage records and office operations to professional, compliant, and efficient standards.
• Design and implement records management systems
• Apply retention, classification, and archiving frameworks
• Ensure information accuracy, integrity, and confidentiality
• Maintain compliance with legal and policy requirements
• Communicate effectively in modern office environments
• Manage time, workflows, and administrative functions efficiently
• Use digital tools for data and records management
• Demonstrate professionalism and leadership in office roles

TRAINING IS TAILORED TO:

• Developed for professionals managing records, documentation, or administrative systems.
• Office Managers and Senior Administrators
• Records and Information Management Officers
• Executive and Personal Assistants
• Documentation and Filing Clerks
• Administrative Coordinators and Supervisors
• Quality, Audit, and Compliance Officers
• Archiving and Data Management Professionals
• Administrative and Business Support Teams

TRAINING METHODOLOGY

DIXONTECH applies a hands-on, interactive learning approach combining case studies, digital system demonstrations, and workflow exercises. Participants develop practical solutions to real-life office challenges, ensuring mastery of records management principles and modern administrative excellence.

DAY 1

INTRODUCTION TO RECORDS MANAGEMENT AND PROFESSIONAL OFFICE SYSTEMS

• Understanding the purpose and importance of records management
• The link between office management and information governance
• Types of records and their administrative value
• Establishing efficient filing and retrieval systems
• Developing organizational structures for documentation control
• Understanding the records lifecycle: creation to disposal
• Setting objectives for office and records efficiency

DAY 2

RECORDS CLASSIFICATION, RETENTION, AND STORAGE SYSTEMS

• Applying international standards for records classification (ISO 15489)
• Designing retention and disposal schedules
• Implementing indexing, coding, and referencing systems
• Managing hybrid records (paper and digital formats)
• Utilizing metadata and tagging for efficient retrieval
• Developing archive storage and retrieval protocols
• Maintaining confidentiality and access control

DAY 3

ELECTRONIC DOCUMENT AND INFORMATION MANAGEMENT SYSTEMS (EDRM)

• Understanding EDRM principles and core functionalities
• Selecting and implementing electronic filing solutions
• Managing document version control and audit trails
• Integrating digital tools for records processing
• Ensuring authenticity, reliability, and integrity of e-records
• Migrating from paper to digital systems
• Case study: implementation of a digital records project

DAY 4

COMPLIANCE, COMMUNICATION, AND PROFESSIONAL BEHAVIOUR

• Applying legal, regulatory, and organizational compliance frameworks
• Understanding privacy, data protection, and audit requirements
• Managing confidential and sensitive information professionally
• Communicating effectively in diverse organizational contexts
• Enhancing interpersonal and teamwork skills
• Managing conflicts and promoting a positive office culture
• Building professional image and administrative credibility

DAY 5

TIME MANAGEMENT, DIGITAL PRODUCTIVITY, AND PROFESSIONAL DEVELOPMENT

• Prioritizing and managing time for maximum efficiency
• Streamlining workflow and administrative processes
• Applying productivity tools (MS 365, Google Workspace, AI assistants)
• Managing information overload and decision fatigue
• Implementing continuous improvement methodologies (Lean Office)
• Developing a professional growth and learning plan
• Sustaining excellence in administrative and records management roles
• Becoming a high-performing office professional