RECORDS MANAGEMENT WORKSHOP

22-23 November, 2017 | InterContinental Hotel, Lusaka

This workshop will equip those with records management responsibilities to further their careers by being able to converse at a strategic level regarding current important topics in records and information management. The course is deliberately held at a high level, and requires active participation from participants. 

COURSE OBJECTIVES
• What is records management
• Discover legislative impacts on records management
• What is so critical about records management
• Who is responsible
• Contrast traditional records management and electronic records management
• How to manage the risk and security
• Achieving and disposal 

WORKSHOP CONTENT
1. Current legislative impacts on records management
• The Protection of Personal Information Act
• The implications for records management

2. Strategic Planning and Management for Records and Archive Services
• Identify the Corporate Drivers facing the organization
• Determine the key management issues facing document and records management
• Conducting an audit/maturity assessment
• Creating a roadmap based on the audit findings
• Implement a Records Management programme
• Create a change and communications management plan

3. Content Lifecycle Journey of Record Management

• How to capture documents
• How to classify the documents
• Understanding storing and retrieving
• Use, archive and dispose

4. Beyond basic Electronic Records – critical issues to consider
• Long-term preservation
• Metadata
• File naming
• File formats
• Storage facilities and procedures
• Digital media
• Evaluation of records management systems
• Digital imaging
• E-mail management
• Web content management
• Electronic and advanced electronic signatures

5. Information Governance (Beyond Records management, Risk and Security)
• Information Governance and Generally Accepted Recordkeeping Principles (GARP)
• Records management in relation to other enterprise initiatives
• Conversion of paper documents and records to electronic files
• Records Management
• Content / Knowledge Management
• Collaboration / Work-flow engines
• Version control
• Electronic forms management

6. Transparency and Records Management

• Transparency implications for records and information management
• Records Management as a tool for establishing transparency and accountability
• Records Management maturity levels

7. Managing Social Media Records
• Introduction
• Understanding Social Media
• Social Media as a record.
• Retention of Social Media communications
• Social media as a records management tool
• Managing Social media records using GARP principles
8. Managing Documents & Records in the Cloud
• Understanding “The Cloud”
• Different “Cloud” and deployment models
• Advantages and disadvantages of cloud storage
• Discussing the implications for records management
• Determining whether the cloud is right for your organisations records
• Key action steps
9. Business Classification Schemes
• What is a business classification scheme
• Integrating paper, electronic and e-mail classification schemes
• Extended file plan and metadata models
• Naming Conventions
10. SharePoint 2010 E-Records Management
• Reviewing the capabilities and features of SharePoint 2010 Records Centre
• Configuration options
• Planning considerations
• Managing physical records with SharePoint
11. Record Keeping Policy
• The Legislations
• Procedures
• Retention 
• Authorization
• Achieving 
• Disposal
12. Record Achieving
• What is achieving
• How to achieve systematically
• Benefits of achieving
13 Record Disposal
• What is record disposal
• The process 
• What are the benefits

WORKSHOP OUTCOMES
• Understand the implications of new legislation on records management and guide the organisation to becoming compliant
• Create a strategic plan for a records improvement process
• Align the records management Programme to the corporate goals and objectives
• Provide input into the the Enterprise Content Management initiatives of the organisation.
• Prepare the organisation for Information Governance, beyond IT Governance
• Assist the organisation in balancing the needs for Privacy versus Accessibility of records
• Lead the process for managing social media as records where appropriate.
• Make informed decisions as to whether the "Cloud" is a suitable repository for organsational records 
• Look beyond traditional "File Plan" thinking and start developing value-based records classification schemes
• Inform the organisation of the pros and cons of SharePoint as a records management system.

WHO SHOULD ATTEND

• Records Managers
• Information Governance professionals
• Departmental managers responsible for Records Management
• IT staff responsible for records management
• Representatives from National and Provincial Archives
• Representatives from watchdog organisations responsible for Industry Governance

EARLY BIRD OFFER

10 % Discount on bookings and payment made 10 work days before the event date. Enroll 3 participants and get the 4th at 50% Discount.

Fees: K2, 500 Per delegate (inclusive of teas, lunch & certificate)

For more information, bookings and clarification, contact: 
Phone- 0973100395; Email- This email address is being protected from spambots. You need JavaScript enabled to view it.

12 -13 OCTOBER 2017 | INTERCONTINENTAL HOTEL, LUSAKA

“You are a brand whether you like it or not…. How you dress, speak, walk and talk projects you as a Brand. You leave an impression in people’s minds [and] it’s your choice on how you want to be perceived. You are a Brand Ambassador for the organization you work for – whatever you do during and off working hours matters to your organization. You can actively manage that impression and project yourself positively.”

A strong brand and good communication is fundamental to success. Identify your unique brand and get guidelines that you build your identity. Learn how to be a Brand Ambassador for your company. Communicate and project yourself effectively

Organizations must grow Brand Ambassadors, grow employees who will stand and project the Brand in good light. There are several benefits to having a strong internal brand. A clear, compelling internal branding proposition provides direction and motivation to employees, partners and the public at large. Let your employees drive your brand and zero in on the “On-brand Strategy.”

Participants will learn not only how-to use social communication tools effectively, create content and build brand interest, but will also learn how to become socially minded.  

This training will cover the following topic:

  • Understanding your business
  • Defining the personality of your brand
  • Identifying your key messages and how to use them
  • Mapping how and where people experience your brand
  • Taking this work forward.
  • Understanding your objectives and audience
  • Identity and design
  • Social media and online presence
  • Marketing and collateral
  • Diplomacy and etiquette
  • Public relations and content management
  • Effective communication strategy.

BRAND AMBASSADORSHIP TRAINING OBJECTIVES

Upon completion of the Brand Ambassador Training Program employees will be able to:

  • Understand the organization’s customers and how the organization strives to meet their needs/fulfill their wants;
  • Understand how to control negatives thoughts & emotions;
  • Learn how to solve problems with a creative approach;
  • Making actions more faster based on reality;
  • Learn how to build better, healthier relationships;
  • Learn how to build a more independent personality;
  • Learn how to establish your brand;
  • Learn how to build your audience;
  • Understand and be able to articulate the organization’s value proposition;
  • Describe the organization’s history, values, and goals;
  • Describe the organization’s products/services portfolio;
  • Describe the features and benefits of the organization’s products/services;
  • Understand the organizational structure, locations, and any partners;
  • Understand the organization’s main competitors;
  • Describe the key differentiators of the organization’s products/services from competitors;
  • Understand the basic market dynamics with the potential to impact the organization;
  • Know and share the organization’s positive stories;
  • Communicate key message/talking points; and
  • Enhance the customer experience by offering improved service and greater levels of connectivity.

WORKSHOP OUTCOMES

  • Address unique challenges and work to solve them,
  • Build self-awareness and understand your life dimensions,
  • Become more optimistic and stop self-sabotaging behaviors,
  • Increase  social intelligence coping mechanisms,
  • Develop highly effective goal-setting and performance management,
  • Reduce  stress levels, for a better engagement and impact,
  • Make more confident decisions and be more accountable for their actions.
  • Improve personal peak performance.
  • Understand how to bring new possibilities, no matter what the challenges.
  • Become more confident, resilient, courageous and focused.

WHO SHOULD ATTEND

All front facing staff, Sales and marketing team members, Front Office Executives, Public Relations Staff, Communications Specialists, Individuals in positions that interface with the public, high ranking officers and staff who interact with the Brand of the organization. Any individuals who want to build their personal Brand and communication effectiveness.

 EARLY BIRD OFFER

10 % Discount on bookings and payment made 10 work days before the event date. Enroll 3 participants and get the 4th at 50% Discount.

FEES: K2, 500 Per delegate (inclusive of teas, lunch & certificate)

For more information, bookings and clarification, contact: Phone- 0211 295486, 0975 844051; Email- This email address is being protected from spambots. You need JavaScript enabled to view it.

 

7 - 8 September, 2017  | Intercontinental Hotel, Lusaka

The Advanced Microsoft Excel Techniques Training workshop , will deal with advancing functions and tools for   working with and reporting on large spreadsheets. This training teaches how to work with auto shapes, graphs , word Art, clip art as well as work with pivot      tables, pivot charts and learn how to manage exporting and importing of files, data and query external databases.

This course is instructor led, and involves lots of examples and exercises in a workshop environment. 

BENEFITS

  • Excellent learning material
  • More efficient data management and consolidation
  • Use logical functions, Financial and statistical Functions
  • Job advancement
  • Improved productivity in the workplace
  • Learn what business is all about.
  • Learn how to model and work with data.
  • Learn how to design and build your own BI applications.
  • Get familiar with Microsoft as a Business Intelligence solution.

WHO SHOULD ATTEND

This training has been designed for Excel users who’re ready to tap into the advanced features and functions for increased efficiency and productivity, and for greater capability to analyze and share data.

  • Managers and supervisors
  • Office managers
  • Accounting and finance professionals
  • Administrative assistants
  • Project managers
  • Sales managers
  • Business professionals
  • Personal Assistants 
  • Human Resources Personnel
  • Database administrators
  • Anyone who generates reports, analyzes data, or uses spreadsheets in their work

Workshop Prerequisites

All delegates are requested to come with a Laptop with preinstalled Excel.

WHAT WILL BE COVERED

Various topics will be covered including:

Data and Worksheets

  • Working with data by splitting and combining cells
  • Using conditional formatting to analyze data easier
  • Creating hyperlinks
  • Grouping, viewing or hiding     
  • multiple worksheets and workbooks
  • Protecting worksheets and workbooks

Formulas and Data Analysis

  • Understanding formulas and functions
  • Using different methods to sum up totals
  • Using cell references and names in formulas
  • Using lookup functions, text   functions, logical functions, financial functions, statistical functions and mathematical functions
  • Analyzing data
  • Creating a summary worksheet
  • Using Power View to create a visual worksheet

Data analysis using Pivot

  • Tables and Pivot Charts
  • Giving a definition of a Pivot Table and describing its layout
  • Creating a PivotTable
  • Modifying and formating an existing PivotTable
  • Creating charts
  • Creating charts from PivotTables

FEES: K2,500 Per delegate (inclusive of teas, lunch & certificate)

EARLY BIRD OFFER: Get 10 % Discount on bookings made 10 work days before the event date. Enroll 3 participants and get the 4th at 50% Discount.

For bookings and clarification, contact: Phone- 0211 295486, 0975 844051; Email- This email address is being protected from spambots. You need JavaScript enabled to view it.

 

 

11 - 13 October, 2017 | Freshview Hotel, Siavonga

This challenging and enjoyable Executive Secretaries and Personal Assistant workshop has been developed to stretch the EA and PA skill-set and broaden your objectives and personal brand. This course allows secretaries and Administrators to practice essential soft skills such as influencing skills, presenting ideas to management, project management and win-win negotiation through practical case studies and exercises.

EVOLVE WITH THE CHANGING DEMANDS AND EXPECTATIONS OF THE ROLE.

The Advanced Executive PA Masterclass presents a managerial perspective on the Executive PA, EA and senior secretary and Administrator role. It is essential development training for PAs who would like to be first class business partners to their bosses. Being relevant and effective to your boss is what drives organisations.

This course will explore the changing duties and objectives of the modern Executive PA role, techniques for adding significant value and maintaining continuous professional development. An EA or PA is the neck the controls the head, you play a strategic role in getting things done in your organization. Learn the art of execution whilst playing a supportive and influential role.

WORKSHOP OBJECTIVES

  • Learn practical strategies that will make you a valued expert to the business
  • Gain proven methods and techniques for managing your boss, your time and your performance
  • Develop robust communication strategies that will dramatically enhance the quality of your interactions with others
  • Learn robust problem solving and decision making techniques that are essential for your business
  • Understand how to add significant value to your manager and leverage the unique personal skills you bring to the table
  • Gain insights into how to use your personal impact and influence within the organization to get things done
  • Learn the state of the art project management skills that every PA or Executive Assistant must possess
  • Learn how to clear the pathway for your Boss in executing his targets
  • Learn how to be a strategic winner and influencer.

WORKSHOP OUTCOMES:

  • Make the shift from Executive PA to an Executive Business Partner
  • Understand what your boss expects from you without being told
  • Improve your professional relationship with your boss and others
  • Understand how to prepare for the arrival of a new boss and how to orient executive members of staff and the Board
  • Understand how to effectively organize your workflow and appointments without a flow
  • Discover project management and party planning techniques that will make you shine
  • Maximize your value in the organisation using performance management techniques
  • Work effectively with communication styles and methods that drive organizational effectiveness
  • Learn effective diary and email management strategies using various tools
  • Learn how to be Confident, Assertive and Driven without causing offence to others
  • Refine techniques for influencing management
  • Build practical win-win negotiation and sales skills
  • Rebrand – know how to Brand yourself. Your dress, your walk and your speech should speak for you.

WHO WILL ATTEND?

  • Administrative Assistants
  • Executive Secretaries
  • Senior Secretaries
  • Personal Assistants
  • Executive Assistants
  • Office Managers
  • Receptionists
  • Any other individuals that are in a front facing role or Public Relations or Customer service role

COURSE AGENDA

DAY 1: UNDERSTANDING THE ROLE

  • Developing and Broadening the PA Role
  • Expanding and Branding Yourself: Going Above and Beyond Expectations
  • Widening the Managerial Aspects of the PA Role
  • Competencies of the Modern PA
  • Effective Management of Work Flow
  • Exercise: Complete a personal SWOT analysis based on the assessment outcomes
  • Business communication and modern business writing
  • Customer relationship management
  • Presentation development and skills
  • And more

DAY 2: OPTIMIZING THE RELATIONSHIP WITH YOUR MANAGER

  • Establishing Common Objectives/Priorities
  • Understanding and Synchronizing Expectations
  • Building and Managing the Relationship
  • Maximizing your Value Relative to the Manager
  • Partnering with your Boss to win
  • Project Management

ORGANIZING PROFESSIONAL MEETINGS

  • Planning for the Meeting
  • Preparing the Agenda
  • Techniques to record the Minutes (MOMs)
  • Improving the Effectiveness of Meetings
  • Post Meeting Actionable
  • Managing Visitors and Improving Customer Service
  • Approaches to Screening of Visitors
  • Catering to Internal and External Customers
  • Handling Complaints Professionally
  • Making your Department Customer-Friendly

DAY 3: TIME & STRESS MANAGEMENT

  • Problem solving and innovation
  • Managing your manager
  • Time management and prioritization
  • Emotional intelligence
  • Exercise: Assess and understand your social style
  • Stress management
  • Performance and execution management
  • More

FACILITATORS

DR. KELVIN MOYO SOKUNI

With over 22 years work experience in senior strategic HR management roles, Dr. Kelvin Moyo Sokuni was recognized and honored as an AMBASSADOR OF PEACE by the governing body of the Interfaith Peace-building Initiative and the Committee Leaders of the Golden Rule International for being a pioneer in providing corporate training to organizations and uplifting the standards and skills of people in society, for being SELFLESS in providing assistance to many and for being a leader in various institutions including the Church and many other institutions where he has been appointed as Board member.  His work precedes him. This same Award has been conferred on more than 14 Presidents including Dr. Kenneth Kaunda the 1st Republican President of Zambia

Dr. Sokuni is a Fellow of ZIHRM, an accomplished and solid HR Practitioner who has previously worked for Zambia Revenue Authority in various HR Portfolios, he worked as Head of HR for Telecel (MTN) Zambia, Dunavant - Zambia Ltd as Head of HR and as Director Human Resource for Barclays Bank Zambia Plc. A holder of a PhD, Master’s Degree in Business Administration (MBA), Bachelor Degree of Business Administration, Diploma in Human Resource Management and various management qualifications. Dr. Sokuni currently owns and runs three (3) companies under the umbrella of KSM GROUP. He is an accomplished ENTRENUER, founder and CEO of KSM MANAGEMENT CONSULTANTS LTD – An HR Solutions Provider, FAST DEBT MANAGERS LTD – A Debt Management Firm and JALITHS PROPERTIES LTD – A property management firm. Dr. Sokuni is an effective Entrepreneur who brings with him a solid wealth of experience in HR Management, Organizational Effectiveness, Performance Management, Corporate Team Building Facilitator and is effective in handling complex Union negotiations. Dr. Sokuni is a sought after speaker at various conferences and fora.

MRS. TAMENJI E PALALE

Tamenji is a Professional Administrator with a forte in teaching and training. She subscribes to schools of thought that adopt a long-term view to training and development that requires a change in human behavior. She is a Founding Partner at TaMuunda Group of Companies and heads its training subsidiary Acumen. Tamenji is also a Franklin Covey Delivery Consultant and regularly facilitates workshops in their world-renowned performance improvement solutions. She possesses recruitment experience and has made placements in various organisations from front office staff to CEO level. She has also led mystery shopping surveys on behalf of corporate clients to improve on their customer service delivery.

On the social front, Tamenji is a regular speaker at LAGH (Ladies After God’s Heart) a Northmead Assembly of God Church Ministry to girls aged 14 to 24 years and is the founder of “Saturdays with Aunt Tamie” a Culture and Etiquette class for girls aged between 8 and 12 years.

 EARLY BIRD OFFER

10 % Discount on bookings and payment made 10 work days before the event date. Enroll 3 participants and get the 4th at 50% Discount.

FEES: K4, 500 Per delegate (inclusive of teas, lunch & certificate)

For more information, bookings and clarification, contact: Phone- 0211 295486, 0975 844051; Email- This email address is being protected from spambots. You need JavaScript enabled to view it.

 

 

19 - 20 October, 2017 | Sun International Hotel, Livingstone

The core purpose of the Board of Directors in an organization is to ensure the organisation prosper by positively and collectively directing the organisation’s affairs whilst meeting the Strategic goals. In most cases, Directors are expected to take up positions and to “hit-the-ground-running,” usually without being oriented. This is recipe for misunderstanding and brings about conflict on how the Board must function and what the respective roles of the Board members are in the Boardroom.

KEY OBJECTIVES

This training provides you with a broad and in-depth understanding of exactly what your role at the Board is. It equips you with knowledge to enable you perform board roles with complete confidence and professionalism whilst observing the risk and governance framework, Get grounded and learn the Best Practice on how to effectively manage Boards; 

Participants will;

  • Learn what Board Responsibilities and Governance Framework are 
  • Learn to quickly get Board Members on Board
  • Effectively Handle Board meetings and business
  • Understand the full role of Board members 
  • The role of a Board in a profit making and non-profit making organisation
  • How to spot and identify the right CEO
  • What role the Board plays in the recruitment of the CEO and his Directors
  • Appreciate the best practice in the Appointment and Qualifications of Board Members
  • Learn what role the Board plays in shaping and getting involved in  the Strategic Planning process
  • Know how to manage the Performance of the CEO and how to hold him and his team accountable
  • Understand how Board Remuneration and Fees are derived
  • Understand Board Ethics and governance 
  • How to develop and implement The Board Charter – Setting Own Parameters
  • Understand the key competences of and how to select a Board Chairman
  • Understand what Best Practice Board Evaluation is and know how to deal with non performing Board members 
  • Appreciate Board internal politics (managing Board Cartels)
  • Understand how to remunerate the CEO and his Directors 
  • Learn the Balancing Act  of inviting women to the table 
  • How to effectively manage Shareholder expectations
  • Understand how to manage the Media as a Board
  • Learn Best Practice in what to look out for in Board Packs and Reports
  • Learn and understand Common Board Failures 
  • Get involved in a Team Building exercise for Board Members
  • How to achieve an Effective Board

WHO SHOULD ATTEND

Board Members; CEOs, Directors, Company Secretaries, Board Handlers, Board Assistants, EXCO / MANCOM Members and those who aspire to serve on Boards.

Fees:  K3, 500 Per delegate  (inclusive of teas, lunch & certificate)

Early Bird Offer

10 % Discount on bookings and payment  made 10 work days before the event date.  

Enroll 3 participants and get the 4th at 50% Discount.

 

For bookings and clarification, contact: Phone- 0211 295486, 

0975 844051; Email- This email address is being protected from spambots. You need JavaScript enabled to view it.

Some of Our Clients

AEL_Mining.pngAccess_Bank.pngAfrican_Grey.pngAirtel.pngBank_ABC.pngCentum_Learning.pngCorpus.pngFRA.jpegInvestrust.pngLUSE.pngMillenium_Challenge_Account_Zm.pngMuvi.pngRadisson.pngSevenseas.pngSpar.pngTrueworths.pngZambezi_Airlines.jpeg