Training Course in Time-Smart Planning and Records Management for Office Secretarial Work (Online / Remote)
1Summary
A missed deadline, a meeting nobody prepared for, or a document that cannot be found when it is needed most—these are the everyday failures that separate a well-run office from a chaotic one. This Time-Smart Planning and Records Management for Office Secretarial Work training course by the Arab British Fellowship Training Academy is built around closing exactly that gap.
Secretarial work sits at the center of institutional performance: coordinating daily tasks, managing information, and keeping meetings, schedules and documents moving smoothly. This program gives participants hands-on tools for office planning, workflow organization, time management, and modern methods for archiving files, building schedules and handling shifting priorities—so they can support executive management with real efficiency, not just good intentions.
2Objectives and target group
Who Should Attend?
- General and executive secretaries, and administrative assistants.
- Office management and administrative staff.
- Staff responsible for organizing meetings, correspondence and follow-up.
- Anyone seeking professional skills in organizing secretarial work.
Knowledge and Benefits
After completing the program, participants will be able to:
- Apply planning and organization skills within an office work environment.
- Manage time and set priorities according to real work demands.
- Organize meetings, correspondence and files more efficiently.
- Use modern office organization tools with confidence.
- Approach daily and routine tasks with systematic, structured thinking.
3Course Content
Module 1: Time Pressure and Multitasking in the Modern Office
- Organizing work when tasks overlap and deadlines collide.
- Staying focused in a busy, interruption-heavy environment.
- Balancing quality and speed without sacrificing either.
Module 2: What Makes Secretarial Work Different at Each Level
- Differences between general and executive secretarial roles.
- Core responsibilities of a professional secretary.
- Why planning and organization sit at the center of the job.
Module 3: From Objectives to Daily Plans
- Steps for turning goals into practical plans.
- Preparing short-term work plans and daily or weekly task schedules.
- Monitoring progress, evaluating performance and correcting deviations.
Module 4: Priority and Time Management Tools
- The Important/Urgent priority matrix.
- Digital calendars and apps for managing office time.
- Identifying and cutting out time-wasting habits.
Module 5: Meetings That Produce Real Decisions
- Preparing for meetings: coordinating attendance, venue and documents.
- Writing accurate, useful meeting minutes.
- Following up on decisions and coordinating with the parties involved.
Module 6: Handling Correspondence Professionally
- Receiving, classifying and distributing incoming and outgoing mail.
- Drafting official letters and internal memos in a clear administrative style.
- Using professional templates and formats consistently.
Module 7: Filing Systems That Actually Save Time
- Standards for classifying paper and electronic files.
- Archiving by subject, date or name.
- Rules for fast, reliable information retrieval.
Module 8: Electronic Archiving and Data Control
- Common archiving software and platforms.
- Protecting electronic documents from loss or unauthorized access.
- Managing a document's lifecycle, including disposal procedures.
Module 9: Communication Inside the Office
- Administrative speaking and listening skills.
- Courteous interaction with colleagues and managers.
- Coordination letters, reminder memos and progress reports.
Module 10: Supporting Decision-Makers with Confidence and Discretion
- Preparing meeting summaries and providing accurate information to management.
- Organizing schedules and appointments around leadership's priorities.
- Handling sensitive information and protecting the organization's image through professional conduct.