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Course of planning and organizing techniques for secretarial and office management


Summary

The Planning and Organizing Techniques for Secretarial and Office Management course equips secretaries and office managers with the skills to effectively plan and organize their work environments. Covering foundational techniques in time management, resource allocation, and task prioritization, this course enables participants to create a productive and organized workspace, supporting both personal and team efficiency.

With a mix of theoretical insights, interactive exercises, and practical case studies, participants will gain hands-on experience in designing efficient workflows and mastering essential planning techniques. By the end of this course, attendees will have the confidence to manage their workload effectively, anticipate needs, and maintain a high standard of organization within their offices.


This course is ideal for secretarial and office professionals who want to strengthen their planning and organizing skills, improve their time management, and contribute to a highly efficient office environment.

Objectives and target group

Course Objectives:

  1. Develop effective planning and organizing skills for enhanced office productivity.
  2. Learn task prioritization techniques to manage workload efficiently.
  3. Understand time management methods to maximize productivity.
  4. Master workflow design to create smooth processes and reduce bottlenecks.
  5. Acquire skills in resource management for better allocation and use.
  6. Foster problem-solving and decision-making skills in office management.
  7. Build techniques for maintaining an organized workspace.

Target Group:

  • Secretaries, administrative assistants, and office managers looking to improve planning and organizing skills.
  • Office professionals seeking efficient task management and workflow optimization.
  • New secretarial staff and office administrators aiming to develop fundamental planning skills.

Course Content

  • Introduction to Planning and Organizing

    • Importance of effective planning and organizing in office management
    • Key principles for creating an efficient workflow
  • Task Prioritization and Scheduling

    • Methods for prioritizing tasks by urgency and importance
    • Using digital and manual scheduling tools to organize daily, weekly, and monthly tasks
  • Time Management Techniques

    • Strategies for time-blocking and managing office hours effectively
    • Methods for minimizing distractions and staying focused on high-priority tasks
  • Resource Management and Allocation

    • Organizing office supplies, digital resources, and space efficiently
    • Budgeting time and resources to avoid waste and optimize output
  • Designing Efficient Workflows

    • Analyzing and mapping workflows for better office productivity
    • Identifying and addressing bottlenecks for smooth office operations
  • Document and Information Management

    • Structuring digital and physical filing systems for quick access
    • Best practices for archiving and managing office documents
  • Problem Solving and Decision Making in Office Management

    • Techniques for analyzing problems and identifying solutions quickly
    • Decision-making frameworks tailored for office management scenarios
  • Professional Communication Skills

    • Effective communication in task delegation and follow-ups
    • Building strong relationships with team members and executives
  • Maintaining an Organized Workspace

    • Tips for keeping a clean and structured workspace
    • Using organization systems and tools to prevent clutter
  • Practical Exercises and Case Studies

    • Hands-on exercises in workflow mapping and task prioritization
    • Case studies on common office management challenges and solutions

Course Date

2025-02-17

2025-05-19

2025-08-18

2025-11-17

Course Cost

Note / Price varies according to the selected city

Members NO. : 1
£3600 / Member

Members NO. : 2 - 3
£2880 / Member

Members NO. : + 3
£2232 / Member

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