Secretarial Training Course

Lesson 1 • Professional Image and Workplace Conduct

Covers dress, demeanour, punctuality, and discretion as professional standards. Builds the behavioural foundation required throughout the course.

Lesson 2 • Organisational Structures and Hierarchies

Maps how organisations are structured and where secretarial roles fit. Enables appropriate communication and task prioritisation across levels.

Lesson 3 • The Modern Secretary's Responsibilities

Defines the full range of secretarial duties across industries. Connects role clarity to effective daily performance and professional credibility.

Lesson 1 • Principles of Professional Writing

Introduces tone, clarity, conciseness, and accuracy in business writing. Provides the framework applied in all written communication tasks ahead.

Lesson 2 • Internal and External Correspondence

Distinguishes communication styles for internal teams versus external stakeholders. Learners adapt tone and content appropriately for each audience.

Lesson 3 • Telephone and Reception Communication

Builds skills for answering calls, taking messages, and managing reception interactions. Reinforces the professional image established in Chapter 1.

Lesson 4 • Email Communication and Etiquette

Teaches professional email structure, subject lines, reply protocols, and inbox management. Connects digital communication habits to organisational efficiency.

Lesson 1 • Digital Filing and Cloud Storage

Teaches cloud storage setup, folder permissions, and file sharing best practices. Extends the filing systems from Chapter 3 into digital environments.

Lesson 2 • Core Office Software Suite

Covers word processing, spreadsheets, and presentation tools at a working proficiency level. Provides the digital toolkit applied across all administrative functions.

Lesson 3 • Office Equipment Operation

Covers printers, scanners, copiers, and multifunction devices used in daily office work. Ensures learners can operate and troubleshoot common equipment independently.

Lesson 4 • Communication and Collaboration Platforms

Introduces messaging apps, video conferencing, and shared workspace tools. Connects digital communication habits from Chapter 2 to modern platform use.

Lesson 1 • Filing Systems and Records Management

Introduces alphabetical, numerical, and subject-based filing methods for physical and digital records. Ensures documents are retrievable and compliant with retention standards.

Lesson 2 • Version Control and Document Security

Covers naming conventions, version tracking, and access controls for sensitive documents. Protects organisational information and prevents costly errors.

Lesson 3 • Creating Reports and Business Documents

Teaches structure, layout, and content organisation for formal reports and proposals. Builds on writing skills from Chapter 2 with applied formatting.

Lesson 4 • Handling Incoming and Outgoing Mail

Teaches sorting, logging, prioritising, and dispatching physical and digital mail. Connects document flow management to overall office efficiency.

Lesson 1 • Calendar Management Fundamentals

Introduces digital and physical calendar tools, appointment entry, and recurring events. Provides the operational base for all scheduling tasks in this chapter.

Lesson 2 • Managing Competing Priorities

Teaches prioritisation frameworks and techniques for handling overlapping demands. Equips learners to make sound decisions when schedules conflict.

Lesson 3 • Travel Arrangements and Itineraries

Covers booking transportation, accommodation, and creating detailed travel itineraries. Applies scheduling skills to complex, multi-step logistical planning.

Lesson 4 • Deadline Tracking and Follow-Up Systems

Introduces task lists, tickler files, and follow-up protocols to ensure deadlines are met. Reinforces accountability and proactive communication habits.

Lesson 1 • Following Up on Action Items

Teaches tracking assigned tasks, sending reminders, and updating action logs post-meeting. Reinforces the follow-up systems introduced in Chapter 4.

Lesson 2 • Formatting and Distributing Minutes

Covers standard minute formats, review processes, and timely distribution to attendees. Applies document formatting skills from Chapter 3 to meeting records.

Lesson 3 • Roles During a Meeting

Defines the secretary's active role in facilitating attendance, timing, and note capture. Connects preparation skills to real-time meeting support responsibilities.

Lesson 4 • Planning and Preparing for Meetings

Covers meeting agenda creation, material preparation, and venue or platform setup. Builds on scheduling skills to ensure meetings run smoothly from the start.

Lesson 1 • Procurement and Supply Management

Teaches ordering supplies, managing vendor relationships, and tracking inventory. Connects operational awareness to cost-conscious administrative practice.

Lesson 2 • Visitor and Guest Management

Covers greeting, registering, and directing visitors professionally and securely. Applies communication and professional image skills in a front-of-office context.

Lesson 3 • Health, Safety, and Emergency Procedures

Covers workplace safety responsibilities, incident reporting, and emergency response protocols. Ensures learners fulfil their duty-of-care obligations in the office.

Lesson 4 • Petty Cash and Basic Expense Handling

Covers maintaining a petty cash fund, recording transactions, and processing expense claims. Builds financial accountability within the administrative support role.

Lesson 1 • Handling Confidential and Sensitive Information

Covers protocols for managing privileged communications, sensitive files, and restricted data. Reinforces discretion principles from Chapter 1 at an advanced level.

Lesson 2 • Gatekeeping and Access Management

Teaches managing executive access, screening requests, and controlling information flow. Positions the secretary as a strategic filter for executive productivity.

Lesson 3 • Representing the Executive Professionally

Covers acting on behalf of executives in correspondence, meetings, and stakeholder interactions. Develops the authority and judgement required for senior-level representation.

Lesson 4 • Coordinating Complex Projects

Introduces project coordination skills including timelines, stakeholder updates, and resource tracking. Applies all prior organisational skills to multi-party, deadline-driven work.