Effective Record & Filling 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
4th-5th August 2010, The Legend Hotel,Kuala Lumpur, Malaysia

Dear Friends,

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 to ensure 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 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 loses to the organization.

Another problem that is often faced is a situation where too many non-valuable records are maintained which is not useful 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?

In the "Effective Record & Filling Management" program, participants will be able to learn numerous methods of filing system which is both highly efficient and user-friendly. Participants will be educated on the different types of records and the degree of importance of the records.

Participants will also learn skills needed to carry out their daily function with high efficiency such as pro-activeness, good communication skills and many more.

Participants will also be guided on methods to resolve conflicts and overcome obstacles they face at their workplace in carrying out their function to create highly robust records maintenance and filing system function for the maximum benefit of the organization.

Why this workshop?

By the end of the session, you would be able to:

  • Understand the role and importance of data control
  • Understand the importance of effective document control function for the success of an organization.
  • 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
  • Design a record management system based on exclusivity depending on degree of confidentiality
  • Find solution to the common data maintenance problem
  • Store data with various highly efficient types of methods
  • Create a filing system that is robust in terms of ease of filing and maintenance and also can be retrieved with high speed and accuracy.
  • Discover alternative options to data management approach.
  • Learn to be pro-active in your daily working function
  • Develop good communication skills to ensure success in carrying out your duties with high professionalism
  • Learn good 5S Practice towards effective record management (based on the 5S model)
  • Discover factors to be considered prior to choosing effective and appropriate data storage system

Learning Methodology

This training will be conducted using a mixture of various approaches to accelerate and enhance the learning process. Trainer will conduct individual and group workshops on relevant topics to encourage hands-on approach to records maintenance and management. Participants will also review the current practice at workplace to identify room for improvement under the guidance of the trainer. Trainer will also create opportunity for knowledge sharing among the participants and also with the trainer to further improve and optimize the records management and filing system in the participant's respective organization.

Active learning activities are included to allow participants to engage actively in the learning process. The active learning activities are such as:

  • Interactive group discussions
  • Group & Individual work
  • Case exercise
  • Educational games
  • Brainstorming

The Important Modules you will learn during this 2 day workshop

Module 1

The importance of effective records maintenance and filing mechanism for the success of the organization

Module 2

Understand the types of filing system - Centralized, Semi-Centralized and Un-Centralized Filing System

Individual activity - Analyze your current filling system and records

Module 3

Effective methods to differentiate vital and non-vital records

Individual activity - Differentiating types of records

Module 4

Introduce types of filing methods

Group work - Case exercise on filling mechanism

Module 5

The importance of the document control function to the organization

Module 6

Identify the degree of confidentiality of records and methods to manage these classified records

Module 7

The difference between follow-up and follow-thru in record filing and management system

Group discussion - Data recording and management protocol

Module 8

Handling customer's information

Individual activity - Reviewing your current practices

Module 9

Tactful communication for effective data management

Game - Communication Skills

Module 10

5S concepts in records management approach

Group work - Applying 5S in records management

Module 11

Choosing the records storage system for your organization

Module 12

Overcoming common problems faced in records maintenance and filing system

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. he 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 & maintenance systems

Workshop Size

Registration is strictly to the first 20 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 1290.00 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 would be interested in this workshop, please forward this link to them.

Yours Sincerely,
Global Intelligence Network (M) Sdn Bhd
Tel: ++6 03 40216000
Fax: ++6 03 40235716
Email: admin@gin-my.com

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