Secretarial & Office Management Training Course
Secretarial & Office Management training on admin excellence, time & communication management, and organizational skills for effective office performance.
Course Title
Secretarial & Office Management
Course Duration
3 Days
Competency Assessment Criteria
Practical Assessment and knowledge Assessment
Training Delivery Method
Classroom (Instructor-Led) or Online (Instructor-Led)
Service Coverage
In Tamkene Training Center or On-Site: Covering Saudi Arabia (Dammam - Khobar - Dhahran - Jubail - Riyadh - Jeddah - Tabuk - Madinah - NEOM - Qassim - Makkah - Any City in Saudi Arabia) - MENA Region
Course Average Passing Rate
98%
Post Training Reporting
Post Training Report + Candidate(s) Training Evaluation Forms
Certificate of Successful Completion
Certification is provided upon successful completion. The certificate can be verified through a QR-Code system.
Certification Provider
Tamkene Saudi Training Center - Approved by TVTC (Technical and Vocational Training Corporation)
Certificate Validity
2 Years (Extendable with additional training hours)
Instructors Languages
English / Arabic / Urdu / Hindi
Training Services Design Methodology
ADDIE Training Design Methodology
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Course Overview
This comprehensive Secretarial & Office Management training course equips participants with essential knowledge and practical skills required for managing office operations efficiently, supporting executives effectively, and maintaining professional administrative excellence. The course covers fundamental secretarial principles along with advanced techniques for time management, meeting coordination, document management, communication excellence, and stakeholder relationship management to enable administrative professionals to optimize office productivity, ensure seamless operations, and provide exceptional executive support.
Participants will learn to apply proven methodologies including Time Management techniques, Priority Management frameworks, Document Management systems, Meeting Management protocols, Professional Communication standards, and Office Organization principles to manage complex schedules, coordinate multiple priorities, maintain accurate records, and deliver high-quality administrative support. This course combines theoretical concepts with practical applications and real-world case studies to ensure participants gain valuable skills applicable to their professional environment while emphasizing professionalism, confidentiality, attention to detail, and proactive service orientation.
Key Learning Objectives
Understand fundamental secretarial and office management principles
Apply effective time and priority management techniques
Manage executive calendars and complex scheduling
Coordinate meetings and events professionally
Handle business correspondence and documentation efficiently
Develop professional communication and interpersonal skills
Organize and maintain filing and record-keeping systems
Support executives and stakeholders with excellence
Group Exercises
Schedule management simulation including (coordinating complex calendar, resolving conflicts, prioritizing appointments)
Meeting coordination practice including (preparing meeting materials, taking minutes, managing action items)
Knowledge Assessment
Technical quizzes on office management concepts including (multiple-choice questions on time management, matching exercise for communication types, procedure identification)
Scenario-based assessments including (analyzing office situations, recommending approaches, solving administrative challenges)
Documentation exercises including (writing business correspondence, preparing meeting minutes, creating professional documents)
Communication evaluation including (assessing telephone etiquette, reviewing email quality, evaluating professional conduct)
Course Outline
1. Introduction to Secretarial and Office Management
Secretarial role evolution including (traditional functions, modern expectations, strategic partnership)
Office management responsibilities including (administrative coordination, resource management, information handling)
Professional secretary characteristics including (discretion, organization, proactivity)
Office management importance including (operational efficiency, executive productivity, organizational success)
Career development including (skill enhancement, professional growth, advancement opportunities)
2. Professional Image and Business Etiquette
Professional appearance including (dress code, grooming, presentation)
Business etiquette including (greetings, introductions, workplace manners)
Telephone etiquette including (professional answering, message taking, call handling)
Email etiquette including (professional format, appropriate tone, timely response)
Workplace conduct including (punctuality, reliability, professional behavior)
3. Time Management and Productivity
Time management importance including (productivity improvement, stress reduction, goal achievement)
Time management techniques including (prioritization, planning, scheduling)
Priority management including (urgent versus important, Eisenhower matrix, ABC method)
Productivity tools including (to-do lists, calendars, task management)
Time wasters including (interruptions, procrastination, distractions)
4. Calendar and Schedule Management
Calendar management including (executive scheduling, appointment coordination, conflict resolution)
Scheduling principles including (priority consideration, buffer time, flexibility)
Meeting coordination including (scheduling, invitation, preparation, follow-up)
Travel arrangement including (itinerary planning, booking, documentation)
Time zone management including (global scheduling, conversion, coordination)
5. Meeting Management and Coordination
Meeting types including (board meetings, management meetings, virtual meetings)
Meeting preparation including (agenda development, material preparation, logistics arrangement)
Meeting facilitation including (attendance tracking, note-taking, time management)
Meeting documentation including (minutes preparation, action item tracking, distribution)
Meeting follow-up including (action monitoring, deadline tracking, status reporting)
6. Business Correspondence and Documentation
Business writing principles including (clarity, conciseness, correctness)
Correspondence types including (letters, memos, emails, reports)
Document formatting including (professional layout, consistent style, proper structure)
Proofreading and editing including (grammar checking, error correction, quality assurance)
Document templates including (standardization, efficiency, consistency)
7. Filing and Record Management
Filing systems including (alphabetical, numerical, subject-based, chronological)
Electronic filing including (folder structure, naming conventions, version control)
Document retention including (retention policies, archiving, disposal)
Information retrieval including (search techniques, quick access, organization)
Confidentiality including (secure storage, access control, privacy protection)
8. Communication Skills
Communication importance including (clarity, understanding, relationship building)
Verbal communication including (clear speaking, active listening, professional language)
Written communication including (emails, letters, reports, presentations)
Non-verbal communication including (body language, facial expressions, professional presence)
Communication barriers including (jargon, assumptions, distractions, cultural differences)
9. Telephone and Reception Management
Telephone skills including (professional answering, message taking, call transfer)
Call handling including (screening calls, priority management, voicemail management)
Visitor reception including (greeting, registration, hospitality)
Inquiry handling including (information provision, problem-solving, referral)
Complaint management including (listening, empathy, resolution, escalation)
10. Office Organization and Space Management
Workspace organization including (desk organization, supply management, efficiency)
Office layout including (functional arrangement, accessibility, professional appearance)
Supply management including (inventory tracking, ordering, cost control)
Equipment maintenance including (preventive maintenance, troubleshooting, vendor coordination)
Safety and security including (emergency procedures, access control, health considerations)
11. Executive Support and Assistance
Understanding executive needs including (working style, priorities, preferences)
Anticipating requirements including (proactive thinking, initiative, preparation)
Information management including (gathering, filtering, summarizing, presenting)
Gatekeeper role including (access management, priority screening, protection)
Confidentiality including (discretion, information protection, trust maintenance)
12. Project Coordination and Follow-up
Project support including (timeline tracking, resource coordination, status monitoring)
Action item management including (tracking, follow-up, deadline management)
Coordination skills including (stakeholder communication, meeting facilitation, documentation)
Progress monitoring including (milestone tracking, reporting, issue identification)
Project documentation including (file organization, record keeping, retrieval)
13. Technology Skills for Office Management
Office productivity software including (word processing, spreadsheets, presentations)
Calendar and scheduling tools including (appointment management, meeting coordination, reminders)
Communication platforms including (email management, instant messaging, video conferencing)
Document management systems including (storage, sharing, collaboration)
Digital tools including (task management, note-taking, automation)
14. Stakeholder Relationship Management
Stakeholder identification including (internal stakeholders, external stakeholders, priority stakeholders)
Relationship building including (trust, reliability, professionalism)
Customer service including (responsiveness, courtesy, problem-solving)
Conflict management including (diplomacy, neutrality, resolution facilitation)
Networking including (professional connections, information exchange, collaboration)
15. Financial Administration Support
Budget support including (expense tracking, budget monitoring, variance reporting)
Invoice processing including (verification, approval routing, payment tracking)
Expense reporting including (documentation, submission, reimbursement)
Financial documentation including (filing, record keeping, confidentiality)
Financial coordination including (vendor communication, payment follow-up, reconciliation)
16. Event Planning and Coordination
Event types including (conferences, workshops, social events, celebrations)
Event planning including (objective setting, budget development, venue selection)
Logistics coordination including (catering, equipment, materials, transportation)
Event execution including (setup, registration, troubleshooting)
Post-event activities including (follow-up, feedback collection, evaluation)
17. Problem-Solving and Decision-Making
Problem identification including (issue recognition, information gathering, analysis)
Problem-solving approaches including (analytical thinking, creative solutions, systematic approach)
Decision-making including (option evaluation, consequence consideration, choice)
Escalation including (appropriate timing, proper channels, information provision)
Initiative taking including (proactive action, solution orientation, resourcefulness)
18. Stress Management and Resilience
Stress sources including (workload, deadlines, difficult situations, change)
Stress management techniques including (prioritization, time management, delegation, boundary setting)
Resilience building including (positive mindset, adaptability, support networks)
Work-life balance including (boundary setting, self-care, energy management)
Coping strategies including (breathing exercises, breaks, perspective, humor)
19. Continuous Professional Development
Skill development including (training, learning, practice, feedback)
Professional growth including (career planning, goal setting, opportunity seeking)
Industry awareness including (trends, best practices, innovation)
Networking including (professional associations, peer learning, mentoring)
Certification and credentials including (professional qualifications, skill validation, career advancement)
20. Ethics and Confidentiality
Professional ethics including (integrity, honesty, trustworthiness)
Confidentiality management including (information protection, discretion, secure handling)
Conflict of interest including (recognition, disclosure, appropriate action)
Data protection including (privacy laws, information security, proper handling)
Professional boundaries including (appropriate relationships, clear limits, respectful conduct)
21. Case Studies & Group Discussions
Office management success stories including (efficiency improvements, problem-solving examples, excellence demonstrations)
Common administrative challenges including (scheduling conflicts, difficult stakeholders, workload management)
Best practice examples including (organization systems, communication approaches, time management strategies)
Lessons from mistakes including (error prevention, recovery strategies, improvement opportunities)
The importance of proper training in developing effective secretarial and office management capabilities
Practical Assessment
Executive support simulation including (managing complex schedule, coordinating meeting, handling correspondence)
Meeting management demonstration including (preparing agenda, facilitating meeting, producing minutes)
Office organization project including (designing filing system, creating documentation procedures, establishing workflow)
Gained Core Technical Skills
Upon successful completion of this course, participants will have gained the following core technical skills:
Time and priority management including (scheduling, prioritization, productivity optimization)
Calendar management including (executive scheduling, appointment coordination, conflict resolution)
Meeting coordination including (planning, preparation, facilitation, documentation)
Business correspondence including (professional writing, formatting, proofreading)
Filing and record management including (organization systems, retrieval, confidentiality)
Communication excellence including (verbal, written, telephone, professional etiquette)
Office organization including (workspace management, supply coordination, efficiency)
Executive support including (proactive assistance, information management, gatekeeper role)
Technology proficiency including (productivity software, digital tools, communication platforms)
Stakeholder relationship management including (relationship building, customer service, conflict resolution)
Training Design Methodology
ADDIE Training Design Methodology
Targeted Audience
Executive Assistants supporting senior leadership
Administrative Assistants managing office operations
Office Managers coordinating administrative functions
Secretaries providing administrative support
Receptionists managing front office
Administrative Coordinators handling multiple functions
Personal Assistants supporting executives
Office Support Staff seeking professional development
Why Choose This Course
Comprehensive coverage of secretarial and office management from fundamentals to advanced practices
Integration of modern office management techniques and traditional administrative excellence
Focus on practical application through real-world scenarios and simulations
Development of both technical and interpersonal administrative skills
Emphasis on professionalism, confidentiality, and service excellence
Exposure to contemporary office technology and digital tools
Enhancement of communication and organizational capabilities
Building of comprehensive administrative competencies for office management excellence
Note
Note: This course outline, including specific topics, modules, and duration, can be customized based on the specific needs and requirements of the client.
Retry
Course Outline
1. Introduction to Secretarial and Office Management
Secretarial role evolution including (traditional functions, modern expectations, strategic partnership)
Office management responsibilities including (administrative coordination, resource management, information handling)
Professional secretary characteristics including (discretion, organization, proactivity)
Office management importance including (operational efficiency, executive productivity, organizational success)
Career development including (skill enhancement, professional growth, advancement opportunities)
2. Professional Image and Business Etiquette
Professional appearance including (dress code, grooming, presentation)
Business etiquette including (greetings, introductions, workplace manners)
Telephone etiquette including (professional answering, message taking, call handling)
Email etiquette including (professional format, appropriate tone, timely response)
Workplace conduct including (punctuality, reliability, professional behavior)
3. Time Management and Productivity
Time management importance including (productivity improvement, stress reduction, goal achievement)
Time management techniques including (prioritization, planning, scheduling)
Priority management including (urgent versus important, Eisenhower matrix, ABC method)
Productivity tools including (to-do lists, calendars, task management)
Time wasters including (interruptions, procrastination, distractions)
4. Calendar and Schedule Management
Calendar management including (executive scheduling, appointment coordination, conflict resolution)
Scheduling principles including (priority consideration, buffer time, flexibility)
Meeting coordination including (scheduling, invitation, preparation, follow-up)
Travel arrangement including (itinerary planning, booking, documentation)
Time zone management including (global scheduling, conversion, coordination)
5. Meeting Management and Coordination
Meeting types including (board meetings, management meetings, virtual meetings)
Meeting preparation including (agenda development, material preparation, logistics arrangement)
Meeting facilitation including (attendance tracking, note-taking, time management)
Meeting documentation including (minutes preparation, action item tracking, distribution)
Meeting follow-up including (action monitoring, deadline tracking, status reporting)
6. Business Correspondence and Documentation
Business writing principles including (clarity, conciseness, correctness)
Correspondence types including (letters, memos, emails, reports)
Document formatting including (professional layout, consistent style, proper structure)
Proofreading and editing including (grammar checking, error correction, quality assurance)
Document templates including (standardization, efficiency, consistency)
7. Filing and Record Management
Filing systems including (alphabetical, numerical, subject-based, chronological)
Electronic filing including (folder structure, naming conventions, version control)
Document retention including (retention policies, archiving, disposal)
Information retrieval including (search techniques, quick access, organization)
Confidentiality including (secure storage, access control, privacy protection)
8. Communication Skills
Communication importance including (clarity, understanding, relationship building)
Verbal communication including (clear speaking, active listening, professional language)
Written communication including (emails, letters, reports, presentations)
Non-verbal communication including (body language, facial expressions, professional presence)
Communication barriers including (jargon, assumptions, distractions, cultural differences)
9. Telephone and Reception Management
Telephone skills including (professional answering, message taking, call transfer)
Call handling including (screening calls, priority management, voicemail management)
Visitor reception including (greeting, registration, hospitality)
Inquiry handling including (information provision, problem-solving, referral)
Complaint management including (listening, empathy, resolution, escalation)
10. Office Organization and Space Management
Workspace organization including (desk organization, supply management, efficiency)
Office layout including (functional arrangement, accessibility, professional appearance)
Supply management including (inventory tracking, ordering, cost control)
Equipment maintenance including (preventive maintenance, troubleshooting, vendor coordination)
Safety and security including (emergency procedures, access control, health considerations)
11. Executive Support and Assistance
Understanding executive needs including (working style, priorities, preferences)
Anticipating requirements including (proactive thinking, initiative, preparation)
Information management including (gathering, filtering, summarizing, presenting)
Gatekeeper role including (access management, priority screening, protection)
Confidentiality including (discretion, information protection, trust maintenance)
12. Project Coordination and Follow-up
Project support including (timeline tracking, resource coordination, status monitoring)
Action item management including (tracking, follow-up, deadline management)
Coordination skills including (stakeholder communication, meeting facilitation, documentation)
Progress monitoring including (milestone tracking, reporting, issue identification)
Project documentation including (file organization, record keeping, retrieval)
13. Technology Skills for Office Management
Office productivity software including (word processing, spreadsheets, presentations)
Calendar and scheduling tools including (appointment management, meeting coordination, reminders)
Communication platforms including (email management, instant messaging, video conferencing)
Document management systems including (storage, sharing, collaboration)
Digital tools including (task management, note-taking, automation)
14. Stakeholder Relationship Management
Stakeholder identification including (internal stakeholders, external stakeholders, priority stakeholders)
Relationship building including (trust, reliability, professionalism)
Customer service including (responsiveness, courtesy, problem-solving)
Conflict management including (diplomacy, neutrality, resolution facilitation)
Networking including (professional connections, information exchange, collaboration)
15. Financial Administration Support
Budget support including (expense tracking, budget monitoring, variance reporting)
Invoice processing including (verification, approval routing, payment tracking)
Expense reporting including (documentation, submission, reimbursement)
Financial documentation including (filing, record keeping, confidentiality)
Financial coordination including (vendor communication, payment follow-up, reconciliation)
16. Event Planning and Coordination
Event types including (conferences, workshops, social events, celebrations)
Event planning including (objective setting, budget development, venue selection)
Logistics coordination including (catering, equipment, materials, transportation)
Event execution including (setup, registration, troubleshooting)
Post-event activities including (follow-up, feedback collection, evaluation)
17. Problem-Solving and Decision-Making
Problem identification including (issue recognition, information gathering, analysis)
Problem-solving approaches including (analytical thinking, creative solutions, systematic approach)
Decision-making including (option evaluation, consequence consideration, choice)
Escalation including (appropriate timing, proper channels, information provision)
Initiative taking including (proactive action, solution orientation, resourcefulness)
18. Stress Management and Resilience
Stress sources including (workload, deadlines, difficult situations, change)
Stress management techniques including (prioritization, time management, delegation, boundary setting)
Resilience building including (positive mindset, adaptability, support networks)
Work-life balance including (boundary setting, self-care, energy management)
Coping strategies including (breathing exercises, breaks, perspective, humor)
19. Continuous Professional Development
Skill development including (training, learning, practice, feedback)
Professional growth including (career planning, goal setting, opportunity seeking)
Industry awareness including (trends, best practices, innovation)
Networking including (professional associations, peer learning, mentoring)
Certification and credentials including (professional qualifications, skill validation, career advancement)
20. Ethics and Confidentiality
Professional ethics including (integrity, honesty, trustworthiness)
Confidentiality management including (information protection, discretion, secure handling)
Conflict of interest including (recognition, disclosure, appropriate action)
Data protection including (privacy laws, information security, proper handling)
Professional boundaries including (appropriate relationships, clear limits, respectful conduct)
21. Case Studies & Group Discussions
Office management success stories including (efficiency improvements, problem-solving examples, excellence demonstrations)
Common administrative challenges including (scheduling conflicts, difficult stakeholders, workload management)
Best practice examples including (organization systems, communication approaches, time management strategies)
Lessons from mistakes including (error prevention, recovery strategies, improvement opportunities)
The importance of proper training in developing effective secretarial and office management capabilities
Why Choose This Course?
Comprehensive coverage of secretarial and office management from fundamentals to advanced practices
Integration of modern office management techniques and traditional administrative excellence
Focus on practical application through real-world scenarios and simulations
Development of both technical and interpersonal administrative skills
Emphasis on professionalism, confidentiality, and service excellence
Exposure to contemporary office technology and digital tools
Enhancement of communication and organizational capabilities
Building of comprehensive administrative competencies for office management excellence
Note: This course outline, including specific topics, modules, and duration, can be customized based on the specific needs and requirements of the client.
Retry
Practical Assessment
Executive support simulation including (managing complex schedule, coordinating meeting, handling correspondence)
Meeting management demonstration including (preparing agenda, facilitating meeting, producing minutes)
Office organization project including (designing filing system, creating documentation procedures, establishing workflow)
Course Overview
This comprehensive Secretarial & Office Management training course equips participants with essential knowledge and practical skills required for managing office operations efficiently, supporting executives effectively, and maintaining professional administrative excellence. The course covers fundamental secretarial principles along with advanced techniques for time management, meeting coordination, document management, communication excellence, and stakeholder relationship management to enable administrative professionals to optimize office productivity, ensure seamless operations, and provide exceptional executive support.
Participants will learn to apply proven methodologies including Time Management techniques, Priority Management frameworks, Document Management systems, Meeting Management protocols, Professional Communication standards, and Office Organization principles to manage complex schedules, coordinate multiple priorities, maintain accurate records, and deliver high-quality administrative support. This course combines theoretical concepts with practical applications and real-world case studies to ensure participants gain valuable skills applicable to their professional environment while emphasizing professionalism, confidentiality, attention to detail, and proactive service orientation.
Key Learning Objectives
Understand fundamental secretarial and office management principles
Apply effective time and priority management techniques
Manage executive calendars and complex scheduling
Coordinate meetings and events professionally
Handle business correspondence and documentation efficiently
Develop professional communication and interpersonal skills
Organize and maintain filing and record-keeping systems
Support executives and stakeholders with excellence
Knowledge Assessment
Technical quizzes on office management concepts including (multiple-choice questions on time management, matching exercise for communication types, procedure identification)
Scenario-based assessments including (analyzing office situations, recommending approaches, solving administrative challenges)
Documentation exercises including (writing business correspondence, preparing meeting minutes, creating professional documents)
Communication evaluation including (assessing telephone etiquette, reviewing email quality, evaluating professional conduct)
Targeted Audience
Executive Assistants supporting senior leadership
Administrative Assistants managing office operations
Office Managers coordinating administrative functions
Secretaries providing administrative support
Receptionists managing front office
Administrative Coordinators handling multiple functions
Personal Assistants supporting executives
Office Support Staff seeking professional development