Administrative and Secretarial Management Training Course

Duration 5 days 10 modules · 33 contact hours
Level Intermediate Certificate on completion
Who attends Administrative Assistants, Personal Assistants and others
Fee from USD 1,100 KSh 95,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 16 Nov 2026 Course code SD-OA-037

Before you join: Participants should have at least six months of experience in an administrative, secretarial, reception, office coordination or team support role.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Administrative and secretarial professionals keep senior staff, teams and office operations organised when priorities compete, information is sensitive and deadlines cannot move. The role requires more than diary management and document production: it calls for sound judgement, professional communication, disciplined records control, effective meeting support and the ability to anticipate what colleagues need next. Weak administrative systems create missed actions, duplicated work, poor stakeholder experiences and avoidable pressure on managers.

This course develops the practical methods used to run an efficient administrative function. Participants learn to prioritise work using the Eisenhower Matrix and MoSCoW method, manage executive diaries, prepare agendas and minutes, coordinate travel and events, control records under ISO 15489 principles, and communicate with clarity across email, telephone and face-to-face channels. They also examine confidentiality, escalation, stakeholder management, document quality and workflow improvement.

Teaching combines short instructor briefings with realistic office cases, group exercises, communication simulations and practical planning. Participants work with scenarios such as supporting a board meeting, resolving conflicting diary requests, preparing a travel itinerary, handling sensitive correspondence and recovering an overdue action log. Each participant leaves with a reusable administrative operations toolkit containing practical templates, checklists and a personal application plan. Successful participants receive a certificate of completion.

The course suits administrative assistants, secretaries, personal assistants, executive assistants, office coordinators and team administrators who already perform core office duties and need a more structured, confident approach to supporting managers and teams.

What you will be able to do

  • Prioritise competing administrative demands using the Eisenhower Matrix and MoSCoW method
  • Manage executive diaries, appointments and travel arrangements against business priorities
  • Prepare professional agendas, meeting papers, minutes and action trackers
  • Apply ISO 15489 records management principles to filing, retention and retrieval
  • Draft clear business emails, correspondence and briefing notes for different audiences
  • Coordinate office workflows using RACI matrices, checklists and escalation routes
  • Handle confidential information, difficult requests and service failures with professional judgement
  • Produce a personal administrative improvement plan with measurable service commitments

Benefits of attending

For you

  • Greater confidence when protecting senior leaders' time and managing conflicting requests
  • Faster production of accurate agendas, minutes, correspondence and briefing notes
  • A repeatable system for organising workload, actions, records and follow-ups
  • Stronger professional judgement when handling confidential or sensitive information
  • Clear evidence of administrative capability through reusable workplace templates

For your organisation

  • More reliable diary, meeting and action-management support for managers and teams
  • Fewer missed deadlines, duplicated requests and unresolved administrative actions
  • Improved consistency in correspondence, document control and records retrieval
  • Better protection of confidential information through defined handling procedures
  • Reduced management time spent correcting routine administrative errors

Course modules

10 modules over 5 days

Participants can define their service role, working boundaries and professional responsibilities.

  • Administrative service standards, role boundaries and escalation routes for executive support
  • Professional judgement when balancing autonomy, authority, confidentiality and organisational protocol
  • Stakeholder maps identifying decision makers, information needs and preferred contact channels
  • RACI matrices clarifying ownership for recurring administrative processes and approvals
  • Office procedures translated into reliable daily, weekly and monthly routines
  • Service-level expectations defined for response times, accuracy and follow-through
  • Personal credibility built through discretion, preparation, reliability and appropriate assertiveness

Participants can organise competing work demands using visible priorities and realistic schedules.

  • Eisenhower Matrix separating urgent tasks from important planned work
  • MoSCoW prioritisation applied to competing requests, deadlines and resource constraints
  • Daily task lists converted into time-blocked schedules with contingency allowances
  • Weekly planning routines balancing recurring duties, projects and unexpected requests
  • Dependencies identified before committing deadlines to managers and internal clients
  • Escalation criteria for conflicting priorities, missing information and unrealistic timescales
  • Action logs maintained with owners, due dates, status and follow-up dates

Participants can produce clear, audience-appropriate written and verbal communication.

  • Plain English principles improving clarity, tone, structure and reader action
  • Email subject lines signalling purpose, urgency, ownership and required response
  • BLUF structure placing the bottom line up front
  • Professional correspondence formatted for requests, confirmations, apologies and escalations
  • Telephone call handling using active listening, clarification and accurate message capture
  • Briefing notes structured around purpose, background, recommendation and supporting facts
  • Proofreading routines checking names, dates, attachments, figures and distribution lists

Participants can manage calendars and travel arrangements that protect executive time.

  • Diary triage based on strategic value, deadlines, relationships and decision requirements
  • Calendar blocks protecting preparation time, travel time and focused work
  • Meeting requests assessed for purpose, attendees, authority and expected outputs
  • Conflicting appointments resolved through options, recommendations and timely stakeholder communication
  • Travel itineraries integrating transport, accommodation, visas, transfers and contingency contacts
  • Time-zone calculations checked against arrival requirements and meeting commitments
  • Executive briefing packs assembled with itinerary, contacts, documents and risk notes

Participants can coordinate meetings from planning through documented action follow-up.

  • Meeting objectives translated into focused agendas, timings and required decisions
  • Agenda papers issued using version control, deadlines and distribution lists
  • Room, virtual platform and accessibility requirements confirmed before each meeting
  • Minute-taking techniques distinguishing decisions, actions, risks and discussion summaries
  • Action registers recording accountable owners, deadlines, dependencies and completion evidence
  • Chair support provided through prompts, timekeeping and decision clarification
  • Post-meeting communications confirming minutes, actions and follow-up arrangements

Participants can control information securely through consistent filing, retention and access practices.

  • ISO 15489 principles applied to authentic, reliable and usable records
  • File naming conventions using dates, subjects, versions and controlled terminology
  • Retention schedules distinguishing active records, archives and authorised disposal
  • Access permissions assigned according to role, sensitivity and business need
  • Version control preventing duplicate drafts and unapproved document circulation
  • Confidential information handled through clean-desk, secure-printing and disposal procedures
  • Data breaches escalated promptly using documented incident reporting routes

Participants can prepare accurate, consistent documents and presentation materials for business use.

  • House style applied consistently to letters, reports, templates and presentations
  • Document templates configured with approved headings, fonts, footers and version fields
  • Executive summaries drafted from source material without changing factual meaning
  • Tables formatted for readable comparisons, decisions, dates and action ownership
  • Presentation slides structured around key messages, evidence and decision requests
  • Quality-assurance checklists reviewing layout, accuracy, accessibility and approval status
  • PDF conversion and final distribution controlled through approved file versions

Participants can coordinate office services, events and suppliers through controlled processes.

  • Event checklists covering objectives, venue, attendees, catering, technology and accessibility
  • Supplier requests documented with specifications, costs, approvals and delivery dates
  • Purchase requisitions prepared against budget codes, quotations and delegated authority
  • Visitor management procedures covering invitations, security, reception and host notification
  • Office inventory monitored through reorder points, stock records and approved suppliers
  • Business continuity contacts maintained for facilities, technology and emergency support
  • Post-event reviews capturing attendance, costs, issues and improvement actions

Participants can provide professional service while managing pressure, conflict and unreasonable requests.

  • Stakeholder expectations clarified through questions about purpose, deadline and desired outcome
  • Service recovery steps acknowledging errors, correcting issues and confirming resolution
  • Assertive communication using facts, options, boundaries and agreed next actions
  • Difficult requests handled without disclosing confidential information or unauthorised decisions
  • Complaint records documenting facts, commitments, escalation and follow-up communication
  • Cross-cultural communication adjusted for formality, hierarchy, timing and language clarity
  • Conflict de-escalation techniques separating people, issues, evidence and workable options

Participants can improve an administrative process and implement a focused personal action plan.

  • Process maps documenting triggers, tasks, decisions, handovers and completion points
  • Root-cause analysis using the Five Whys for recurring administrative failures
  • Standard operating procedures written with purpose, scope, steps and controls
  • Checklists designed for repeatable tasks, approvals, exceptions and evidence
  • SMART objectives defining administrative service improvements and measurable results
  • Personal application plans assigning actions, deadlines, support needs and review dates
  • Thirty-day review routines tracking adoption, obstacles, results and adjustments

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. Executive diary management checklist
  2. Meeting agenda, minutes and action-register templates
  3. Business correspondence and briefing-note templates
  4. ISO 15489-aligned records control checklist
  5. Office event and travel coordination planner
  6. Personal administrative improvement plan

Who should attend

  • Administrative Assistants — needing structured methods for managing competing office demands
  • Personal Assistants — supporting managers through diary control, communication and meeting preparation
  • Executive Assistants — coordinating sensitive information, senior stakeholders and executive priorities
  • Secretaries — strengthening professional standards for correspondence, records and office procedures
  • Office Coordinators — improving service routines, supplier coordination and workplace administration
  • Team Administrators — managing shared schedules, documentation and action follow-up

Skills and tools covered

Executive diary managementMeeting administrationBusiness correspondenceRecords managementWorkflow prioritisationStakeholder coordination

Tools and standards

Eisenhower Matrix, MoSCoW prioritisation, RACI matrix, ISO 15489

How the course runs

Training methodology

The course uses short instructor briefings to introduce methods, followed by office-based cases, group exercises and guided simulations. Participants assess competing diary requests, draft correspondence, prepare meeting documentation, organise records and respond to stakeholder scenarios. Trainers use examples from corporate, public-sector, banking and NGO offices where appropriate. Structured peer feedback focuses on accuracy, tone, judgement and service quality. The final sessions translate course methods into a practical administrative improvement plan for each participant's role.

Requirements and prerequisites

Participants should have at least six months of experience in an administrative, secretarial, reception, office coordination or team support role. They should be familiar with standard business documents, email, calendars and common office software. The course assumes participants have encountered competing requests, meetings, filing or routine correspondence. No formal management qualification is required. Advanced spreadsheet skills, shorthand, specialist project-management training and prior executive-assistant experience are not required. Participants do not need to bring confidential workplace documents.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

You should have some experience in an administrative, secretarial, reception or office support role. You do not need a formal qualification, advanced software skills or previous executive-assistant experience.

Bring a notebook or laptop if you prefer to make digital notes, plus examples of non-confidential administrative challenges you want to address. Do not bring sensitive correspondence, personnel files, customer data or confidential meeting papers.

It is designed for administrative assistants, secretaries, personal assistants, executive assistants, office coordinators and team administrators. It is particularly useful for people taking on wider responsibility for managers, meetings, records or office operations.

This course concentrates on the operational disciplines of professional administrative and secretarial work. Rather than managing departments or setting strategy, participants practise methods for diary control, meetings, correspondence, records, stakeholder service and office coordination.

The course uses familiar workplace situations, including conflicting appointments, action tracking, travel planning, document control and difficult requests. You leave with templates and a personal improvement plan that can be adapted to your office procedures.

Training runs from 08:30 to 16:30 each day, with about 6.5 contact hours daily. Time is divided across ten modules covering administrative standards, planning, communication, diary management, meetings, records, document production, office coordination, stakeholder service and process improvement.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.