CEUs: 0.35

Fee:  $189 ($149 member)

Date: 2/10/09
Time: 8:00am-12:00pm
Location: Tempe - AGTS Learning Center

Related Topics (Office Professional):

• Ultimate Administrative Assistant

Information is every organization’s most basic and essential asset. Like any other asset, recorded information must be professionally managed. Effective records management ensures information can be easily accessed and, when no longer needed, purged on a routine basis. An effective system enables organizations to function smoothly and fulfill legal and financial requirements at the same time.

Length:  One 4-hour session

Instructor:  DuPonte

Who should attend: Office managers, administrative assistants, business owners—anyone who needs to manage paperwork.

Benefits:

• Gain control over paperwork and electronic documents.

• Increase efficiency, effectiveness, and accountability.

• Know what records are kept and locate them easily.

• Make savings in administrative costs, both in staff time and storage.

• Meet legislative and regulatory requirements.

• Project a professional, organized image.

Learning Outcomes:

By the end of this program, you will be able to:

• Describe the benefits and purpose of filing and records management.

• Set up or enhance an effective filing and records management system.

• Describe methods for purging material from your system.

• List methods for reducing clutter.

• Choose the correct filing equipment.

• Describe ways to use technology to save time, money, and space.

Program Outline:

I.          An overview of organization

II.          The shocking cost of information management

III.         Getting started

            A.         Why keep records?

            B.         The “document life cycle”

            C.         Personal filing audit

            D.         Four criteria for your filing cabinet

IV.        Clearing your desk and keeping it clear

            A.         Four files that make a difference

            B.         Take-home tips

V.         How to conduct a file audit

            A.         Seven-step system analysis

            B.         Need to save?  Eleven criteria

VI.        Turning piles into files

            A.         Rules for simplified filing

            B.         Two types of records

VII.       Keys to effective filing

            A.         Important considerations

            B.         What NOT to file

            C.         A “file-safe” system

            D.         The “fact-tracker” approach

            E.         The systematic approach

VIII.       Getting the right equipment and supplies

IX.         Are your files protected?

X.         Electronic record keeping