Effective Record & Filing Management

“Learn the best practices in managing your record and filing management system that will increase your performance efficiency”
by Kalpana Devi Pathmanathan

Date & Venue
10th - 11th Feb 2010,The Legend Hotel,Kuala Lumpur
9th - 10th Jun 2010,The Legend Hotel,Kuala Lumpur

Dear Friend,

Data and information management has become an essential part of any organization's daily operation. There are various types of records and data that have to be recorded and managed for the smooth operation of an organization. The information retained and managed range from classified, semi-classified and none classified and also vary in degrees of importance.

Therefore, it is crucial for the personnel involved in recording and managing this information to understand the degree of importance of the data that they manage and the detrimental effect of the data mismanagement to the organization's daily operation and growth.

An important aspect of data management is to understand methods to store and manage data in a systematic manner where information is readily available and retrievable by the right personnel who need to use these data for their decision making. Delay in obtaining information often leads to lost of valuable resources such as time and manpower. It also sometimes leads to inaccurate decision making which causes unwanted outcomes and lost to the organization.

Another problem that is often faced is a situation where too many non-valuable records are maintained which is not used in any way to the improvement of the process and administration of the organization. Such data recording is a waste of very valuable resources and must be avoided.

What is this workshop about?

This workshop is designed to show you the importance of information management and to understand its role to the success of the organization. At the end of this workshop, your organization could expect well trained personnel who could create efficient record storage systems, avoid loss of resources to unproductive activities, retrieved data fast with high level of accuracy, protect the integrity of the records, prevent leak of confidential information and ensure all records maintained are the latest version to prevent inaccurate information delivered to various functions.

The 6 Important Lessons you will learn during this 2 day workshop

Lesson 1: The Importance of Effective Records Maintenance and Effective Records Maintenance and Filing Mechanism for the Success of the Organization

  • What are records?
  • Why do we need to maintain and file records effectively
  • What is the common problem faced by users of the records system?
  • Workshop #1 : Group Work
  • How do we overcome this problem?

Lesson 2: Types of Filing Systems

  • Centralized, Decentralized and Semi Centralized Filing Systems
  • Types of records
  • What is vital and non-vital records
  • Protecting Vital Records

Lesson 3: Types of Filing Characteristics

  • Alphabetical Filing
  • Numerical Filing
  • Alpha-Numerical Filing
  • Coding System And Procedures involved in its implementation
  • Workshop #2 :Group Work

Lesson 4: Document Control

  • Why do we need document control?
  • Degree of Confidentiality
  • Handling of classified records
  • Workshop #3: Group Work
  • Follow up and follow thru in Record Filing and Management
  • Record flow follow up based on Operational System needs
  • Standard Operating Procedures in Records Management
  • How do we control lost of document when borrowed by users

Lesson 5: 5S in Records Management Approach

  • 5S Practice in Record Filing and Management
  • Good Records Filing and Management Practices
  • Workshop #3: Group Work

Lesson 6: Safeguarding Records

  • Records retention period and storage options
  • Choosing the right Filing Equipment for needed function
  • Safeguarding Record - Fire/ Humidity/ Temperature

Why this workshop?

You will learn the 9 essentials skills that will increase your daily work efficiency.

You will learn how to:

  • Grade records and data in terms of importance (high, medium and low importance)
  • Know which record to maintain and what can be skipped
  • Classify the degree of confidentiality of record
  • Find solution to the common data maintenance problem
  • Store data with various efficient types of methods
  • Create your filing systems
  • Demonstrate the role and importance of data control
  • Demonstrate the function of document control in an organization
  • Practice good record management (based on the 5S model)

Course Leader

Ms. Kalpana, a BSc Chemistry (Hons) Graduate from University of Malaya and a Certified Quality Engineer from American Society for Quality, Ms. Kalpana is a vibrant individual with deep passion for educating and enlightening individuals with sound knowledge which will transform their careers in specific and life in general

A strong believer in the power and wealth of knowledge, Ms Kalpana has extensive experience in both the manufacturing and service industry.

Her appointment to lead various engineering departments in multinational companies at a young age is evidence to her outstanding work performance and leadership skills.

Her experience as a Quality Assurance Manager in her previous organization provides her the advantage to understand the importance of continuous education and human resource empowerment for the growth of an organization.

Due to her deep passion to spread her wings to the service industry, Ms. Kalpana took up the challenge to redesign and re-launch an ailing insurance scheme with policyholders of over 100,000 which was in red for many years and was at the verge of being discontinued.

Ms. Kalpana successfully re-engineered the ailing scheme within a short period of time. She re-launched the scheme and there has been no turning back for the scheme since.

The re-engineered scheme has operated successfully to date bringing in a lucrative profit margin for both the insurer and marketing agency and provides excellent service for the insured.

Due to her deep passion for educating others, Ms. Kalpana tutors undergraduate and post graduates on engineering subjects, statistical knowledge and also accounting for decision making in her free time.

Due to her extensive experience in various industries, Ms. Kalpana is able to adapt versatility in her training material and approach. Ms. Kalpana's training sessions are delivered in a highly communicative, high spirited environment which keeps the participant's energized and open to learning.

Her ability to deliver the essence of the training in a fun relaxed way creates a comfortable environment for the participants to learn and absorb the fundamentals of the program. Her vibrant and dynamic approach keeps her participants alert and inspired throughout the training sessions.

Ms. Kalpana was recently invited by The American Society for Quality to Philadelphia, Pennsylvania to serve as a judge in the International Team Excellence Award.

Who Should Attend

Managers, executives, officers and supervisors involved in data recording and maintenance, document control centre, and data storage and maintenance systems.

Workshop Size

Registration is strictly to the first 25 people. This cannot be altered. If the past is any indication of the future, spaces fill up very quickly. If you are interested in attending, call us now or download the registration form here and fax it back to us at ++6 03 40235716.

HRDF Claimable

This workshop is claimable under the HRDF SBL Scheme. Checks with your department to make sure you are eligible.

Tax Deductibility

In all likelihood this seminar is tax deductible. Check with your accountant to be sure.

Workshop Investment $$

RM 990.00 per delegates. This includes all workshop materials. Lunch will be provided.

Early Bird Offer!!

If you register yourself EARLY, you will enjoy a discount of 5%. For more information, please refer to the registration form here.

Group Discount!!!

If you register in group of 3 persons or more, you will enjoy additional 5% discount, and if your group are 5 persons or more, you will get a much greater discount of 7%, and 10% discount shall be entitled for group of 8 persons or more. So get your friend or colleagues to register with you!

100% Satisfaction Guaranteed

We understand that some of you don't know us. That is why we make this workshop a 100% satisfaction guaranteed. If for any reason whatsoever you don't feel like you have received more than your money worth by lunch break, simply hand in your materials for a complete 100% refund. No weasel clauses, no hassles, no questions asked. We won't lie, as rarely we have to make refund to our participants; however it is our integrity which makes our business successful.

If you like what you have gone through so far, you may register yourself by downloading the full brochure here, and fax the registration form back to us at ++6 03 40235716. And if you happen to have some friends or colleagues who are looking for ways to improve their records filing and data management skills, please forward this link to them.

Yours Sincerely,
HRMRoundtable.com
Tel: ++6 03 40216000
Fax: ++6 03 40235716
Email: hrmr@hrmroundtable.com

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