Day 1 – Foundations of Records Management

• Core principles of lifecycle records management
• Distinguishing active, inactive, and archival records
• Developing standard file taxonomies and naming conventions​
• Overview of legal compliance and data privacy basics
• Hands-on: Audit and restructure a disorganized digital folder directory using standardized naming and classification rules.

Day 2 – Front Office Operations and Communication

• Professional visitor management and reception protocols
• Managing multi-line phone systems and professional correspondence
• Handling sensitive inquiries and maintaining office confidentiality
• Coordinating cross-departmental administrative requests
• Hands-on: Role-play simulation managing simultaneous visitor check-ins, phone inquiries, and urgent administrative escalations.

Day 3 – Workflow Optimization and Action Planning

• Automating routine front office tasks with digital tools
• Disaster recovery planning for critical corporate records
• Review of open Q&A regarding daily administrative challenges
• Developing a personal action plan for office process improvements
• Hands-on: Create a customized office administration handbook and records retention schedule tailored to the participant's organization.