Mastering Archive and Records Management

Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line.

Research has consistently demonstrated that when clear goals are associated with learning, it occurs more easily and rapidly. At the end of this course, you should be able to:

  • Define records and archives
  • Analyze records in context
  • Classify records
  • Understand different systems
  • Maintain and convert records

Understanding Records

  • What is Records Management?
  • Defining Records
  • Archives vs. Records
  • Life Cycle
  • Case Study
  • Assessment

Management of Records

  • What Is and Is Not a Record?
  • Record Programs
  • Management of Systems
  • Developing Standards
  • Case Study
  • Assessment

Context (I)

  • Techniques for Analyzing Records
  • Collecting Information
  • Organizational Needs
  • Legal Demands
  • Case Study
  • Assessment

Context (II)

  • Routine Process
  • Creative Process
  • System Analysis
  • Records Survey
  • Case Study
  • Assessment

Classification

  • Functionality
  • Prioritize
  • Assess and Review
  • Creating Meeting Arrangements
  • Case Study
  • Assessment

Paper-Based Systems

  • Arranging and Grouping
  • Building Files
  • Elementary & Intermediate
  • Metadata
  • Case Study
  • Assessment

Electronic Records

  • Classifying
  • Folders and Directories
  • Groupings
  • Metadata
  • Case Study
  • Assessment

Hybrid Systems

  • Routine Processes
  • Creative Processes
  • Design
  • Limitations
  • Case Study
  • Assessment

Appraisals & Systems

  • Taxonomy of Values
  • Macro Appraisal
  • Strategy & Criteria
  • Document & Review Decisions
  • Case Study
  • Assessment

Supervising Others

Supervising others can be a tough job. Between managing your own time and projects, helping your team members solve problems and complete tasks, and helping other supervisors, your day can fill up before you know it. This course will help supervisors become more efficient. They will also become more proficient with delegating, managing time, setting goals and expectations (for themselves and others), providing feedback, resolving conflict, and administering discipline.

Research has consistently demonstrated that when clear goals are associated with learning, it occurs more easily and rapidly. At the end of this course, participants should be able to:

  • Define requirements for particular tasks
  • Set expectations for your staff
  • Set SMART goals for yourself
  • Help your staff set SMART goals
  • Assign work and delegate appropriately
  • Provide effective, appropriate feedback to your staff
  • Manage your time more efficiently
  • Help your team resolve conflicts
  • Understand how to manage effectively in particular situations
  • Understand what a new supervisor needs to do to get started on the right path

Setting Expectations

  • Defining the Requirements
  • Identifying Harassment
  • Setting Verbal Expectations
  • Putting Expectations in Writing
  • Case Study
  • Assessment

Setting Goals

  • Understanding Cascading Goals
  • The SMART Way
  • The Three P’s
  • Helping Others Set Goals
  • Case Study
  • Assessment

Assigning Work

  • General Principles
  • The Dictatorial Approach
  • The Apple-Picking Approach
  • The Collaborative Approach
  • Case Study
  • Assessment

Degrees of Delegation

  • Level One: Complete Supervision
  • Level Two: Partial Supervision
  • Level Three: Complete Independence
  • Case Study
  • Assessment

Implementing Delegation

  • Deciding to Delegate
  • To Whom Should You Delegate?
  • Providing Instructions
  • Monitoring the Results
  • Troubleshooting Delegation
  • Case Study
  • Assessment

Providing Feedback

  • Characteristics of Good Feedback
  • Feedback Delivery Tools
  • Informal Feedback
  • Formal Feedback
  • Case Study
  • Assessment

Managing Your Time

  • The 80/20 Rule
  • Prioritizing with the Urgent-Important Matrix
  • Using a Productivity Journal
  • Using Routines and Rituals to Simplify Your Workday
  • Case Study
  • Assessment

Resolving Conflict

  • Using a Conflict Resolution Process
  • Maintaining Fairness
  • Seeking Help from Within the Team
  • Seeking Help from Outside the Team
  • Case Study
  • Assessment

Tips for Special Situations

  • What to Do If You’ve Been Promoted from Within the Team
  • What To Do If You’re Leading a Brand New Team
  • What to Do if You’re Taking on an Established Team
  • Case Study
  • Assessment

Team Building for Managers

Your organization’s people are its greatest asset, and when they work together as a team they accomplish even more. But teamwork doesn’t just happen. Teams have to be created, developed, and continuously nurtured. A solid team building strategy can create an environment of greater collaboration and collegiality, which is good not only for the bottom line for your people themselves. There are many different ways to build a team, and to continue fostering a sense of teamwork. Developing a diverse team building tool kit helps your people grow at every stage.

Research has consistently demonstrated that when clear goals are associated with learning, it occurs more easily and rapidly. At the end of this course, you should be able to:

  • Discuss the benefits of team work
  • Understand the importance of intentionally fostering teamwork
  • Determine strategies your organization can take to build teams
  • Understand the benefits of games and social activities in building a team
  • Apply the principles of team building to your own organization

What Are the Benefits of Team Building?

  • Better Communication and Conflict Resolution
  • Effectiveness
  • Motivation
  • Camaraderie
  • Case Study
  • Assessment

Types of Team Building Activities

  • Games
  • Activities
  • Education
  • Social Gatherings
  • Case Study
  • Assessment

Games

  • Games for Introductions
  • Games to Build Camaraderie
  • Games for Problem-Solving
  • Games to Stimulate Interaction
  • Case Study
  • Assessment

More Team Building Games

  • Games to Build Trust
  • Games to Motivate
  • Games to Build Communication
  • Games for Conflict Resolution
  • Case Study
  • Assessment

Activities

  • Activities to Build Camaraderie
  • Activities for Idea Sharing
  • Activities to Build Trust
  • Activities to Stimulate Interaction
  • Case Study
  • Assessment

More Team Building Activities

  • Activities to Motivate
  • Activities to Improve Working Together
  • Activities to Build Communication
  • Activities for Conflict Resolution
  • Case Study
  • Assessment

Social Gatherings

  • Singing/Karaoke
  • Dinner/Potlucks
  • Physical Activities
  • Meetings
  • Case Study
  • Assessment

Common Mistakes When Team Building

  • Allowing Cliques to Develop
  • Not Delegating Tasks
  • Rewarding in Private/Criticizing in Public
  • Disjointed Plans of Grandeur
  • Case Study
  • Assessment

Formatting a Team Building Plan

  • Define the Goal
  • Consult Team Members
  • Research and Create Structure
  • Keep It Fun
  • Case Study
  • Assessment

Teamwork and Team Building

For most of us, teamwork is a part of everyday life. Whether it’s at home, in the community, or at work, we are often expected to be a functional part of a performing team. This course will encourage participants to explore the different aspects of a team, as well as ways that they can become a top-notch team performer.

Research has consistently demonstrated that when clear goals are associated with learning, it occurs more easily and rapidly. At the end of this course, you should be able to:

  • Describe the concept of a team, and its factors for success
  • Explain the four phases of the Tuckman team development model and define their characteristics
  • List the three types of teams
  • Describe actions to take as a leader – and as a follower for each of the four phases (Forming, Storming, Norming and Performing)
  • Discuss the uses, benefits and disadvantages of various team-building activities
  • Describe several team-building activities that you can use, and in what settings
  • Follow strategies for setting and leading team meetings
  • Detail problem-solving strategies using the Six Thinking Hats model — and one consensus-building approach to solving team problems
  • List actions to do — and those to avoid — when encouraging teamwork

Defining Success

  • What is a Team?
  • An Overview of Tuckman and Jensen’s Four-Phase Model
  • Case Study
  • Assessment

Types of Teams

  • The Traditional Team
  • Self-Directed Teams
  • E-Teams
  • Case Study
  • Assessment

The First Stage of Team Development – Forming

  • Hallmarks of This Stage
  • What to Do As a Leader
  • What to Do As a Follower
  • Case Study
  • Assessment

The Second Stage of Team Development – Storming

  • The Hallmarks of This Stage
  • What to Do As a Leader
  • What to Do As a Follower
  • Case Study
  • Assessment

The Third Stage of Team Development – Norming

  • The Hallmarks of This Stage
  • What to Do As a Leader
  • What to Do As a Follower
  • Case Study
  • Assessment

The Fourth Stage of Team Development – Performing

  • Hallmarks of this Stage
  • What to Do As a Leader
  • What to Do As a Follower
  • Case Study
  • Assessment

Team Building Activities

  • The Benefits and Disadvantages
  • Team-Building Activities That Won’t Make People Cringe
  • Choosing a Location for Team-Building
  • Case Study
  • Assessment

Making the Most of Team Meetings

  • Setting the Time and the Place
  • Trying the 50-Minute Meeting
  • Using Celebrations of All Sizes
  • Case Study
  • Assessment

Solving Problems as a Team

  • The Six Thinking Hats
  • Encouraging Brainstorming
  • Building Consensus
  • Case Study
  • Assessment

Virtual Team Building and Management

Virtual teams are growing in popularity since many companies continue to grow and expand in different areas. But sometimes learning to manage a team that we can’t physically see every day can be difficult. When we learn how to manage our local teams, as well as our virtual teams, we can form a group that works together to increase productivity and provides a new perspective on any project.

Research has consistently demonstrated that when clear goals are associated with learning, it occurs more easily and rapidly. At the end of this course, you should be able to:

  • Know the keys to establishing a virtual team
  • Learn how to hold effective meetings and group sessions
  • Learn effective ways to communicate with team members
  • Use tools to build trust and confidence among employees
  • Know how to handle poor performing employees
  • Know how to manage a virtual team during any project

Setting Up Your Virtual Team (I)

  • Choose Self-Motivated People with Initiative
  • Face to Face Meetings at First (Kick-off Meeting)
  • Diversity Will Add Value
  • Experienced with Technology
  • Case Study
  • Assessment

Setting Up Your Virtual Team (II)

  • Personality Can Count as Much as Skills
  • Rules of Engagement
  • Setting up Ground Rules
  • Icebreakers and Introductions
  • Case Study
  • Assessment

Virtual Team Meetings

  • Scheduling Will Always Be an Issue
  • Have a Clear Objective and Agenda
  • Solicit Additional Topics in Advance
  • Discourage Just Being a Status Report
  • Case Study
  • Assessment

Communication (I)

  • Early and Often
  • Rules of Responsiveness
  • Face to Face When Possible
  • Choose the Best Tool
  • Case Study
  • Assessment

Communication (II)

  • Be Honest and Clear
  • Stay in Constant Contact
  • Equipment Changes
  • Set Up Email Protocols
  • Case Study
  • Assessment

Building Trust

  • Trust Your Team and They Will Trust You
  • Beware of “Us vs. Them” Territorial Issues
  • Share Best Practices
  • Create a Sense of Ownership
  • Case Study
  • Assessment

Cultural Issues

  • Respect and Embrace Differences
  • Be Aware of Different Work Styles
  • Know Your Team Members Cultural Background
  • Dealing with Stereotypes
  • Case Study
  • Assessment

To Succeed With a Virtual Team

  • Set Clear Goals
  • Create Standard Operating Procedures (SOPs)
  • Build a Team Culture
  • Provide Timely Feedback
  • Case Study
  • Assessment

Dealing With Poor Team Players

  • Manage Their Results, Not Their Activities
  • Be Proactive, Not Reactive
  • Check In Often
  • Remove Them
  • Case Study
  • Assessment

Office Politics For Managers

Office politics, or work politics, are the strategies and procedures that employees use to function and advance in a work setting. It is important for managers to learn and understand the office environment and the employees that make it tick. Since the manager interacts with several aspects of the workplace, one should learn how to effectively work with colleagues, supervisors, and upper management in order to help keep the department functioning as a whole.

To effectively deal with office politics, you must first accept the reality that they exist in every environment. Once accepted, the manager can learn the different ways to successfully manage employees as well as build the support they need to grow. By the end of this course, you should be able to:

  • Understand the purpose and benefits of office politics.
  • Set boundaries and ground rules for new employees.
  • Learn to interact and influence among colleagues.
  • Learn how to manage various personality types in the office.
  • Determine how to gain support and effectively network.
  • Recognize how you are a part of a group and how you function.

New Hires

  • Company Core Values
  • Building Relationships
  • Encourage Respect
  • Setting Ground Rules
  • Case Study
  • Assessment

It’s About Interacting and Influencing

  • Dealing with Different Personalities
  • Build a Culture of Collaboration
  • Be Nice to Everyone (Not Just Those Who Can Help You)
  • Be a Team Player
  • Case Study
  • Assessment

Dealing with Rumors, Gossip, and Half – Truths

  • Its Effects on Morale
  • Reinforce the Truth with Facts
  • Do Not Participate
  • Deal With it Swiftly
  • Case Study
  • Assessment

Office Personalities (I)

  • Complainer
  • Gossiper
  • Bully
  • Negative Ned / Nancy
  • Case Study
  • Assessment

Office Personalities (II)

  • Information Keeper
  • Know-It-All
  • The Apple – Polisher
  • Nosey Neighbor
  • Case Study
  • Assessment

Getting Support for Your Projects

  • Gain Trust Through Honesty
  • Be Assertive
  • Blow Your Own Horn
  • Make Allies
  • Case Study
  • Assessment

Conflict Resolution

  • The Importance of Forgiveness
  • Neutralizing Emotions
  • The Benefits of a Resolution
  • The Agreement Frame
  • Case Study
  • Assessment

Ethics

  • Benefits of an Ethical Environment
  • Lead by Example
  • Ensuring Ethical Behavior
  • Addressing Unethical Behavior
  • Case Study
  • Assessment

You Are Not an Island

  • Never Burn a Bridge
  • Take the High Road
  • Trust is a Two-Way Street
  • Don’t Hide in Your Office
  • Case Study
  • Assessment

Manager Management Skills

Management is known as a form of art and a science. The key is making employees more efficient and productive while finding the correct way to do it.When preparing to manage one or a group of managers, you are preparing for them to be able to manage their own employees. Every manager is a different personality type and learns differently. But with some helpful tools and tips, you can help them become great managers that will continue to grow and succeed with their new teams.

Research has consistently demonstrated that when clear goals are associated with learning that the learning occurs more easily and rapidly. By the end of this course, you will be able to:

  • Welcome and orientate new managers
  • Learn ways to successfully coach and mentor
  • Learn ways to measure and evaluate performance
  • How to handle complications
  • Communicate between employees and their managers

Grooming a New Manager

  • Set Specific Goals
  • Authority (What They Can and Can’t Do)
  • Create a Shared Vision
  • The More They Learn, the More Responsibility They Get
  • Case Study
  • Assessment

Coaching and Mentoring (I)

  • Writing Performance Reviews
  • Provide Clear and Timely Feedback
  • Praise in Public, Criticize in Private
  • Make Sure Your Door is Always Open
  • Case Study
  • Assessment

Coaching and Mentoring (II)

  • Offer Advice, Not the Solution
  • Create a Supportive Environment
  • Build Ownership
  • 360 Degree Feedback
  • Case Study
  • Assessment

Measuring Performance

  • Staying Within Their Budget
  • Setting Measurable Objectives
  • Skip Level Feedback
  • Collaborate on Criteria to be Evaluated
  • Case Study
  • Assessment

Motivating Managers

  • Provide the Needed Resources
  • Bonuses and Incentives
  • Give Credit for Good Work
  • Keep Them Challenged
  • Case Study
  • Assessment

Signs of Poor Management

  • Missed Deadlines
  • Team Turnover
  • Losing Customers
  • Little or No Growth
  • Case Study
  • Assessment

Trust Your Team of Managers

  • Do Not Micro-manage
  • Promote Open and Honest Communication
  • Reward Initiative
  • Trust, But Verify
  • Case Study
  • Assessment

When an Employee Complains About Their Manager

  • Keep the Information Confidential
  • Gather Information from Both Sides
  • Coach or Delegate the Solution
  • Follow-up with the Manager or Employee
  • Case Study
  • Assessment

When Do You Step In?

  • Unsafe or Dangerous Events
  • Legal Ramifications
  • Severe Financial Costs
  • Repeated Failures after Coaching Has Occurred
  • Case Study
  • Assessment

Middle Manager

Traditionally, middle managers make up the largest managerial layer in an organization. Middle managers are responsible to those above them and those below them. They head a variety of departments and projects. In order for a company to operate smoothly, it is essential that those in middle management be committed to the goals of the organization and they understand how to effectively execute these goals. It is crucial for businesses to focus on these essential managers and provide them with the opportunities to succeed. No matter the organization’s structure or size, it will benefit from employing well-trained middle managers.

Research has consistently demonstrated that when clear goals are associated with learning that the learning occurs more easily and rapidly. With that in mind, let’s review our goals for today.

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

  • Define management.
  • Understand ethics in the workplace.
  • Manage information and make decisions.
  • Be familiar with the control process.
  • Use organizational strategies to facilitate change.
  • Create structures and processes to manage teams.
  • Manage as a leader.

Introduction to Management

  • What is Management?
  • What Do Mangers Do?
  • What Does It Take to Be a Manager?
  • Why Does Management Matter?
  • Case Study
  • Assessment

Ethics and Social Responsibility

  • What is Ethical Workplace Behavior?
  • What is Unethical Workplace Behavior?
  • How to Make Ethical Decisions
  • What is Social Responsibility?
  • Case Study
  • Assessment

Managing Information

  • Why Information Matters
  • Strategic Importance of Information
  • Characteristics and Costs of Useful Information
  • Getting and Sharing Information
  • Case Study
  • Assessment

Decision-Making

  • What is Rational Decision-Making?
  • Steps to Rational Decision-Making
  • Limits to Rational Decision-Making
  • Improving Decision-Making
  • Case Study
  • Assessment

Control

  • Basics of Control
  • The Control Process
  • Is Control Necessary or Possible?
  • How and What to Control
  • Control Methods
  • Case Study
  • Assessment

Organizational Strategy

  • Basics of Organizational Strategy
  • Sustainable Competitive Advantage
  • Strategy-Making Process
  • Corporate, Industry, Firm Level Strategies
  • Case Study
  • Assessment

Innovation and Change

  • Organizational Innovation
  • Why Innovation Matters
  • Managing Innovation
  • Organizational Change
  • Why Change Occurs and Why it Matters
  • Managing Change
  • Case Study
  • Assessment

Organizational Structures and Process

  • Departmentalization
  • Organizational Authority
  • Job Design
  • Designing Organizational Process
  • Case Study
  • Assessment

Managing Teams

  • The Good and the Bad of Using Teams
  • Kinds of Teams
  • Work Team Characteristics
  • Enhancing Work Team Effectiveness
  • Case Study
  • Assessment

Event Planning Skills

Creating an event is no small feat. It takes planning and understanding of the process. When planning an event, there are a multitude of tasks to consider. In this guide we will explore together how to effectively plan and produce an event.

Research has consistently demonstrated that when clear goals are associated with learning, it occurs more easily and rapidly. At the end of this course, you should be able to:

  • Understand the different types of events
  • Understand the planning process
  • Know how to organize your event
  • Understand how to organize your staff, and delegate to them effectively
  • Know what to do after the event

Types of Events

  • Awards
  • Charity
  • Conferences and Seminars
  • Holiday
  • Case Study
  • Assessment

Brainstorming

  • Determine the Event’s Purpose
  • Determine a Theme
  • Write Down & Review Ideas
  • Determine a Date
  • Case Study
  • Assessment

Types of Entertainment

  • Games
  • Activities
  • Speakers
  • Performers
  • Case Study
  • Assessment

Support Staff

  • Security
  • Valet
  • Wait Staff
  • Clean up Crew
  • Case Study
  • Assessment

Technical Staff

  • Visual Technician
  • Media Technician
  • Audio Technician
  • Specialized Equipment Technician
  • Case Study
  • Assessment

Vendors

  • Food Vendor
  • Equipment Vendor
  • Decorations and Furnishing Vendors
  • Photography/ Video Vendor
  • Case Study
  • Assessment

Finalize the Plan

  • Venue
  • Registration
  • Entertainment
  • Cuisine and Décor
  • Case Study
  • Assessment

Administrative Tasks

  • Create a Budget
  • Branding and Marketing
  • Insurance and Permits
  • Contracts
  • Case Study
  • Assessment

Get Organized

  • Form a Team
  • Timeline
  • Checklists
  • Backup Plans
  • Case Study
  • Assessment

Executive and Personal Assistants Skills

On3 Field Learning

Executive and personal assistants have always played an important role in business. Their roles and responsibilities have evolved, but assistants are still vital to the profitability of any organization. Training to become an effective assistant will make you a valued employee who assists management on the road to success.

Research has consistently demonstrated that when clear goals are associated with learning, it occurs more easily and rapidly. At the end of this course, you should be able to:

  • Adapt to the needs and styles of management
  • Communicate through written, verbal, and nonverbal methods
  • Improve time management skills
  • Manage meetings effectively
  • Act as a gatekeeper
  • Use the tools of the trade effectively

Working with Your Manager

  • Adapting to Their Style
  • Anticipate Their Needs
  • Getting Your Responsibilities Defined
  • When to Take the Initiative
  • Case Study
  • Assessment

Administrative Soft Skills

  • Social Intelligence
  • Basic Business Acumen
  • Office Management
  • Active Listening
  • Case Study
  • Assessment

Effective Time Management

  • Calendar Management
  • Prepare for Changes and Surprises
  • Keeping Others on Track
  • Urgent / Important Matrix
  • Case Study
  • Assessment

Meeting Management

  • Creating an Agenda
  • Keeping Minutes
  • Keeping the Meeting on Time
  • Variations for Large and Small Meetings
  • Case Study
  • Assessment

Tools of the Trade (I)

  • Email Protocol
  • Office Machinery
  • Computer and Software Skills
  • Communication Skills
  • Case Study
  • Assessment

Tools of the Trade (II)

  • Phone and Voicemail Etiquette
  • Word Processing
  • Business Writing
  • Internet Research
  • Case Study
  • Assessment

Being an Effective Gatekeeper

  • Filtering Data and Information
  • Learn to Say No
  • Dealing with Difficult People
  • Recognize the Tricks
  • Case Study
  • Assessment

Organizational Skills

  • Prioritizing Your Workload
  • Goal Setting
  • Plan for Tomorrow, Today
  • Staying on Track
  • Case Study
  • Assessment

Confidentiality Guidelines

  • Your Confidentiality Duty
  • Be Diplomatic and Discreet
  • Keeping Data Secure
  • What to Do in Sticky Situations
  • Case Study
  • Assessment