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Dr. Barrett Shaw has twenty years of experience in the ad-ministrative profession. He currently works for Mission Support and Test Services as a Communications Specialist. In previous roles with the organization, he has performed a wide array of administrative and office functions, including travel preparation, human resources, procurement, docu-ment production, desktop publishing and office manage-ment. He is a recognized leader and expert among his peers in the areas of streamlining processes and teaching internal software applications.
Barrett has been an active member of the International Association of Administrative Professionals (IAAP) since 2008. He has served as a volunteer leader every year since joining the association, and currently serves as a Director on the Board of Directors, responsible for governance and set-ting the strategic direction of the association.
Barrett has a strong educational background. He earned his bachelor of arts in Theatre Arts from UCLA. While study-ing at UCLA, he produced two original plays. He earned both his Master of Science in Psychology and Doctorate in Management from University of Phoenix. His dissertation
was a quantitative correlational study exploring the rela-tionship between emotional intelligence and employee en-gagement. His work in this area led to a special assignment within his organization, where he served as a subject matter expert for a companywide employee engagement initiative. He was responsible for administration of an employee en-gagement survey, establishment of a SharePoint site and management of an action planning process. He worked with teams and managers to understand survey results and cre-ate actionable plans designed to improve engagement and overall productivity.
Barrett has also held volunteer leadership roles in Toastmas-ters, including several officer roles within his organization’s club. He has earned the Advanced Communicator Bronze and Competent Leader designations. His work in Toastmas-ters and IAAP, as well as his background in Theatre Arts has allowed him to create engaging trainings and presentations for a wide variety of audiences. His teaching style is inclu-sive and engaging. He firmly believes that we learn by doing and that learning is more fun and rewarding when it is pre-sented in a personal, compassionate way.
Dr. Barrett Shaw
Expert Trainer
CAP, OM
5 KEY TAKE AWAYS
1Demonstrate an understanding of the value of certification, specifically the CAP certification. Participants will learn about eligibility requirements, exam scheduling and fees and exam content areas (CAP domains).
2Understand the six CAP Domains, including the performance outcomes for each domain. These domains constitute the content of the CAP exam.
3Identify recommended resources (read-ings) to continue preparation to sit for the CAP exam.
4 Understand the specialty designations available after earning the CAP certification.
5 Learn about the benefits of membership in IAAP.
LEORON Professional Development Institute is registered with the Na-tional Association of State Boards of Accountancy (NASBA) as a spon-sor of continuing professional ed-ucation on the National Registry of
CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Spon-sors through its website: www.learningmarket.org
Office and administrative professionals who are interested in earning the only recognized certification in this field, and who meet the exam eligibility requirements or will meet them when they are ready to sit for the exam:
» No College Degree - 4 years of relevant work experience is required
» Associates Degree - 3 years of relevant work experience is required
» Bachelor’s Degree - 2 years of relevant work experience is required
WHO SHOULDATTEND?
COURSEOBJECTIVES
This program will teach participants about the benefits of certification and the requirements of earning the CAP certification specifically; as well as a comprehensive overview of the six CAP domains (content areas), through a variety of exercises, discussions and other activities designed to enhance participant knowledge of each domain area:
Organizational Communication » Concepts and application of communication and
leadership theories » Effective interactions within an organization; ability
to identify positive and negative types » Important of professional networking » Understanding of team dynamics » Creating and giving presentations » Business conduct with diverse cultures » Organizational structure, systems and strategies » Importance of confidentiality, legality and ethics for
the functioning of an organization
Business Writing and Document Production » Terminology associated with business writing and
document production » Proofreading and editing documents; proficiency in
use of grammar, spelling and sentence construction » Steps required to create and edit various types of
business documents » Features used in desktop publishing » Creating and presenting effective charts and graphs » Elements needed to finish a document » Creating meeting minutes
Technology and Information Distribution » Process of information distribution in an office » Differences between traditional and electronic
information distribution
TRAINING METHODOLOGY
Group Live. This is an interactive session with exercises, group and partner discussions, videos and handouts all designed to satisfy different approaches to learning and retaining information.
November 25-27, 2018 | Dubai, UAE
IAAP (International Asso-ciation of Administrative Professionals) is a 501 (c)(6) registered not-for-profit
professional association for administrative professionals. IAAP strives to ensure individuals working in office and ad-ministrative professions have the opportunity to connect, learn, lead, and excel. IAAP is dedicated to helping office and administrative professionals advance their career in a demanding and ever-changing business environment.
November 25-27, 2018 | Dubai, UAE
» Copyright laws, rules regarding intellectual property and maintaining confidentiality while distributing information
» Gathering, compiling and analysing data » Knowledge of Internet use, including social media for
distributing information » Installation, maintenance and troubleshooting office
equipment and software » Different types of computer operating systems » Common ways of storing and transferring data and
appropriate media types for each » Security procedures for maintaining, backing up and
storing information
Office and Records Management » Terminology associated with records management
using ARMA Guidelines » Advantages/disadvantages of electronic and paper
file management; including filing rules and standards and appropriate security measures based on ARMA Guidelines
» File retrieval, maintenance and retention » Ergonomics for a productive personal workspace » Necessary resources for managing an office » Methods of checking and maintaining office supplies » Functioning a virtual office
Event and Project Management » Terminology associated with event management » Travel preparation » Requirements for meetings (in-person and virtual) » Prioritizing and delegating elements of a project from
planning to implementation » Steps required in organizing, planning and managing
a project
Operational Functions » Duties and processes of human resources » Recruitment, staffing and hiring practices » Value of cultural and generational diversity within an
organization » Procedures of onboarding and offboarding employees » Terminology associated with financial functions of an
organization » Budgets and financial statements » Key elements of banking process and transactions
Delivery Type Group Live
Prerequisites
Prerequisites are de-scribed in the “Who
Should Attend?” section of this document.
Level
This program provides participants with a FOUN-DATIONAL understanding
of the CAP certification and the six CAP domains.
This Program is worth 21 NASBA CPE credits
PROGRAM TIMINGS
Registration will begin at 08.00 on Day One.
The program will commence at 08.30 each day and continue until 16.30.
There will be two refreshment breaks and lunch at ap-propriate intervals.
DISTANCE LEARNING PROG. If interested to run this course with our distance learning program please contact Agron Kurtishi at +971 4 447 5711 or e-mail: [email protected]
IN-HOUSE If interested to run this course in-house please contact Goran Gakidev at +971 4 447 5711 or e-mail: [email protected]
COURSE OVERVIEWThe IAAP Certified Administrative Professional (CAP) Exam Preparation Program introduces participants to the CAP certification; including exam eligibility and requirements, and provides an extensive overview of each of the six CAP exam domains:
» Organizational Communication (24%)+ » Business Writing and Document Production (22%) » Technology and Information Distribution (16%) » Office and Records Management (15%) » Event and Project Management (12%) » Operational Functions (11%)
The program is designed to prepare students to embark on a targeted course of study in anticipation of successful completion of the CAP exam.*
The CAP exam is offered twice annually, to both IAAP members and non-members.+The percentages represent the amount of content covered on the exam in that particular area.
DAY 1Introduction to the course and areas to be covered
» Trainer provides an introduction to the course content and methodology » Introduction by the participants
SESSION 1 – Introduction to the Certified Administrative Professional (CAP)
» Four main components of certification » Value of the CAP certification » Three-step process to earn and maintain the CAP » Discussion of exam fees and scheduling
SESSION 2 – CAP Domain 1 » Introduction of the six CAP domains » CAP Domain 1 – Organizational Communication
- Performance Outcome (PO) 1 – Describe the concepts of applications of communication, management and leadership models/theories within organizations
- Identify various types of communication and which is the most effective for different business situations
- Exercise: Review communication types - Describe management/leadership theories and how they relate to effective organizational communication
- Exercise: Review/discuss leadership theory matrix - PO 2: Describe the process of effective interaction with internal and external stakeholders - Demonstrate a basic knowledge and proficiency in managing and resolving conflict within an organization.
- Exercise: Organizational conflict scenario - PO 3: Recognize the importance and utilization of professional networking - Describe how networking (both in-person and virtual) has changed the way people find jobs and companies recruit new employees.
- Exercise: Professional networking tips - PO 4: Demonstrate an understanding of team dynam-ics within organizations
- Identify different types of teams and describe their purpose.
- Describe the specific kinds of dynamics within teams and how they can be managed.
- Demonstrate knowledge in effective decision-making, communication and team building.
- Exercise: Team building exercise highlighting the im-portance of communication and team dynamics
- PO 5: Describe the positive and negative types of inter-personal interactions existing within an organization
- Explain how human motivation effects organizational dynamics.
- Exercise: Employee engagement mini discussion - Demonstrate basic knowledge of the differences be-tween managing and leading.
- Explain the dynamics of mentorship and coaching, in-cluding the effect on performance.
- PO 6: Demonstrate knowledge in the techniques of creating and giving presentations
- Describe how to apply methods of coping with communication anxiety.
- Identify the different types of presentations and appropriate usage of each.
- Demonstrate knowledge of how to prepare for and deliver a presentation.
- Exercise: Five public speaking tips video (Toastmasters) - PO 7: Demonstrate the ability to conduct business with diverse culture
- Describe international business practices with re-gard to cultural norms and rituals.
- Demonstrate knowledge of the importance of multicultural communication in today’s workplace.
- PO 8: Demonstrate a basic knowledge in organiza-tional structure, systems, and strategies including their role in productivity and effective management - Describe the parts of a strategic plan and how it effects organization performance.
- Exercise: Strategic plan outline - Define various organization management systems that examine productivity (such as Six Sigma and TQM)
- PO 9: Describe how confidentiality, legality and ethics are important for the functioning of an organization.
- Understand basic employer and employees’ rights with regard to legalit
- Domain 1 wrap-up and questions
November 25-27, 2018 | Dubai, UAE
SESSION 3 – CAP Domain 2 » CAP Domain 2 – Business Writing and Document Production
- PO 1: Demonstrate knowledge of terminology associ-ated with business writing and document production
- Identify the different functions of correspondence, documents and reports within an organization.
- Describe which method is best for creating and distrib-uting reports and documents within an organization.
- Identify best practices for developing business com-munications such as research, audience analysis and composition.
- Exercise: Document match-up - PO 2: Exhibit proficiency in proofreading and editing documents
- Demonstrate knowledge of document readability for business communication.
- Identify and describe the most important steps when editing and proofreading.
- Apply the basics of copy editing for various types of documents.
- Exercise: Edits using a proofreading guide - PO 3: Demonstrate proficiency in the use of grammar, spelling, and sentence constructionn.
- Demonstrate ability to apply basic rules of English grammar, especially spelling, punctuation, capital-ization and sentence construction.
- PO 4: Describe the steps required to create and edit different types of business documents
- Demonstrate an ability to determine and develop materials for the appropriate audience for different types of business documents.
- Exhibit knowledge of which software applications are appropriate to produce common business docu-ments (e.g., MS Word, Google Docs, Adobe Acrobat).
- Demonstrate proficiency in spreadsheet creation, including simple formulas and data manipulation.
- Understand the application and usage of presenta-tion software (e.g. MS PowerPoint, Prezi, etc.).
- Exercise: File type/software match-up - PO 5: Describe the features and tools used in desktop publishing (for newsletters, flyers, etc.)
- Knowledge of desktop design software including features and functions.
- Identify important aspects of layout and design. - Demonstrate a familiarity with online tools for web publishing.
- Recognize basic graphic design tools for office and web publishing.
- PO 6: Identify the necessary elements needed to cre-ate and present effective charts and graphs.
- Demonstrate knowledge of software applications used to create, format and insert charts, tables and graphs into business documents and presentations.
- Exercise: Group review of key elements of effective charts and graphs
- PO 7: Identify the important elements necessary for finishing a document (e.g. binding, collation, stapling, coloring, graphics, etc.)
- Describe the key differences and requirements for electronic versus hardcopy output of documents.
- PO 8: Demonstrate proficiency in the creation of min-utes for meetings.
- Identify how to prepare minutes for a meeting, cap-turing the essence of agenda items and actions taken
- Exercise: Group review of meeting minute templates (pros and cons of each)
» Domain 2 wrap-up and questions
DAY 2SESSION 4 – CAP Domain 3
» Review of Day 1 - CAP overview - Domains 1 and 2 overviews
» CAP Domain 3 – Technology and Information Distribution - PO 1: Describe the process of information distribution within an office environment
- Demonstrate knowledge in how to organize distri-bution lists for various types of communications.
- PO 2: Identify the important differences between tra-ditional and electronic distribution of information
- Demonstrate knowledge and proficiency of differ-ent email interface types.
- Know what software and technology is available for distributing information.
- Exercise: Review information distribution flowchart - PO 3: Identify copyright laws, regulations regarding intellectual property, and ways to maintain confiden-tiality when distributing information.
- Identify proper attribution of quotations from pub-lished documents.
- PO 4: Describe the process and techniques of gather-ing, compiling and analyzing data
- Knowledge of which software applications are ap-propriate for compiling, storing and analyzing data.
- Demonstrate a clear understanding of which data are appropriate to collect and why.
- Demonstrate a proficiency in creating a well-organized report with regard to organization and data visualization.
- Exercise: Data gathering/analysis guidelines – share best practices
- PO 5: Demonstrate knowledge in the use of the Internet, including social media, as a way of distribut-ing information
- Identify and describe the important characteristics of sending email (e.g., etiquette, attachments, for-matting, etc.).
- Demonstrate knowledge and proficiency in social media usage and etiquette.
- Knowledge of which social media applications are appropriate for a specific task and how to use them.
- PO 6: Demonstrate basic knowledge in installation, maintenance and troubleshooting of both equipment and software
- Identify various computer hardware used in an office. - Demonstrate knowledge of basic office software and functions.
- Identify available online resources for equipment and software training and usage.
- Exercise: What resources have you used?
November 25-27, 2018 | Dubai, UAE
- PO 7: Demonstrate basic knowledge in the use of dif-ferent types of computer operating systems
- Identify potential issues with compatibility of differ-ent operating systems, such as Microsoft and Apple.
- PO 8: Describe common ways of storing and transfer-ring data and the types of media appropriate for each
- Demonstrate knowledge and proficiency in identify-ing file types and the appropriate ways of converting documents.
- Knowledge of software programs used for document conversion.
- Identify and describe common procedures of backing up electronic information and databases, including cloud storage.
- PO 9: Explain appropriate security procedures for maintaining, backing up, and storing information.
- Demonstrate knowledge of legal issues regarding the storing of electronic information.
» Domain 3 wrap-up and questions
SESSION 5 – CAP Domain 4 » CAP Domain 4 – Office and Records Management
- PO 1: Demonstrate knowledge of basic terminology associated with records management using ARMA Guidelines.
- Prove knowledge of terms such as metadata, records retention and data archiving.
- Demonstrate familiarity with terms used by ARMA and general records management.
- PO 2: Identify the key advantages and disadvantages of electronic and manual (paper) file management based on ARMA Guidelines.
- Demonstrate usage of both paper and electronic filing systems as appropriate based on access requirements and organizational needs.
- PO 3: Demonstrate knowledge of both electronic and manual (paper) filing rules and standards based on ARMA Guidelines.
- Describe types of electronic files, naming conven-tions, options for accessing and methods of altering information.
- Knowledge of available software, systems and ser-vices for electronic filing.
- Describe the different methods for creating, storing and retaining files.
- PO 4: Identify the appropriate security for both elec-tronic and manual file
- Identify the key laws regarding record storage and confidentiality.
- Describe both the strengths and weaknesses of types of record and file security.
- PO 5: Demonstrate knowledge of file retrieval, main-tenance and retention
- Describe how to develop a record retention schedule for both electronic and paper files.
- PO 6: Identify appropriate ergonomics for a produc-tive personal workspace
- Describe the significant elements of workspaces and why they are important to efficient and effective working conditions.
- Exercise: Create an effective office layout
- PO 7: Demonstrate knowledge of resources necessary to efficiently manage an office
- Describe the steps in placing and receiving supply orders.
- Describe the process of creating and distributing a Request for Proposal (RFP).
- PO 8: Identify the important methods of checking and maintaining office supplies
- Identify the steps involved in creating inventory lists. - Recognize types of software appropriate for main-taining inventory.
- PO 9: Demonstrate knowledge of forming a virtual office. - Identify both the advantages and disadvantages of virtual offices versus traditional offices.
» Domain 4 wrap-up and questions
SESSION 6 – CAP Domain 5
» CAP Domain 5 – Event and Project Management - PO 1: Demonstrate knowledge of basic terminology as-sociated with event management - Identify the necessary elements in planning events rang-ing from internal meetings to external conferences.
- PO 2: Demonstrate proficiency in travel preparation - Describe the necessary elements for planning and or-ganizing travel, both domestically and internationally.
- Exercise: Best practices in travel preparation - PO 3: Describe the key requirements for meetings both in person and virtual
- Describe the steps required in the organization and planning of professional meetings.
- Knowledge of which software applications are appro-priate for online meetings.
- Exercise: Plan this meeting - PO 4: Demonstrate knowledge in prioritizing and delegat-ing elements of a project from planning to implementation
- Identify and describe the important techniques of time management from the planning stage to the im-plementation of a project.
- Demonstrate the ability to identify and evaluate the skills and competencies of others for project delegation.
- PO 5: Describe the steps required in organizing, plan-ning and managing a project
- Demonstrate proficiency in prioritizing and organiz-ing work tasks.
- Identify which software and technology tools are ap-propriate for managing a project.
- Demonstrate knowledge of negotiating, budget re-view and bill explanation when organizing a project.
- Exercise: Group review of project management basics » Domain 5 wrap-up and questions
DAY 3SESSION 7 – CAP Domain 6
» Review of Day 2 - Domains 3, 4 and 5 overviews
» CAP Domain 6 – Operational Functions - PO 1: Demonstrate knowledge in the duties and pro-cesses of human resources. - Describe different forms of harassment in the workplace.
November 25-27, 2018 | Dubai, UAE
- Describe the ways to address employee situations professionally and legally.
- Identify approaches to and the importance of fol-lowing organizational policies and procedures.
- Demonstrate knowledge of and purpose for per-formance evaluations.
- Exercise: HR Scenarios – groups will review and dis-cuss a scenario based on one of the above areas.
- PO 2: Describe the various methods of recruitment, staffing and hiring practices.
- Define different interview types and process. - Demonstrate the ability to determine the staffing requirements of an organization.
- PO 3: Recognize why cultural and generational diver-sity is important for organizations.
- Describe how differing cultural and generational perspectives can benefit an organization.
- Identify what should be included in diversity training within an organization.
- PO 4: Demonstrate a basic knowledge of the proce-dures involved in onboarding and offboarding em-ployees within organizations.
- Describe the process of scheduling orientation and completing required paperwork.
- PO 5: Identify basic terminology associated with the financial functions of the organization.
- Distinguish between terms such as assets, liabili-ties, overhead and balance sheet.
- PO 6: Demonstrate a knowledge of budgets and fi-nancial statements.
- Describe how to track electronic credits and debits on bank statements.
- Demonstrate a proficiency in how to read a financial statement.
- Exercise: Review examples of financial statements. - Describe the process of creating, tracking and bal-ancing a budget.
- Identify the procedures and management of han-dling petty cash.
- PO 7: Identify important elements of the banking pro-cess and transactions.
- Identify the appropriate forms for depositing, with-drawing and transferring cash.
- Describe how to record, report and document cash and checks.
- Describe safe and secure money-handling procedures
» Domain 6 wrap-up and questions
SESSION 8 – CAP Specialties » Review of available CAP specialties
- Organizational Management - Technology Applications - Project Management
SESSION 10 – Question and Answer Session
SESSION 11 – All about IAAP
November 25-27, 2018 | Dubai, UAE
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TERMS & CONDITIONS
1. Payment Terms for LEORON Professional Development Institute (hereafter LEORON PDI)a. 100% payment of the amount in maximum 15 days upon the receipt of the invoice. b. The payment shall be conducted either in cash, credit/debit card, cheque or bank transfer. c. The stated amount is exclusive of Withholding Tax and other duties, taxes and transfer related charges which if
applicable are payable by the client in addition to the stated amount.2. Cancelation and Postponement Policy
a. All cancelations and postponements shall be done in written form.b. In case of client cancelation:
i. No cancelation fee if the cancelation takes place not less than 14 days prior to the beginning of the course,ii. 50% cancelation fee if the cancelation takes place between 7 days and 14 days prior to the beginning of the course,iii. 100% cancelation fee if the cancelation takes place less than 7 days prior to the beginning of the course,
c. In case of client postponement, i. LEORON PDI issues a credit note which states that the paid amount can be used for participation in any of the
company’s courses which are scheduled in a period of 12 months from the date of the credit note.ii. A 25% postponement fee if the postponement takes place less than 10 days prior to the beginning of the course
d. In case of LEORON PDI cancelation:i. A 100% refund shall be applicable if LEORON PDI decides to cancel the event - the client has an option to receive
a credit note which can be used for any course for a period of 12 months.ii. In case of LEORON PDI postponement - the client may choose to participate on the same course at the later date or
to be issued a credit note which states that the paid amount can be used for participation of any of the company’s courses which are scheduled in a period of 12 months from the date of the credit note.
3. Selection of Trainer and LocationSelection of the trainer and training location shall be at the discretion of LEORON PDI. Every effort shall be made to maintain continuity, but, if necessary, LEORON PDI can change the trainer and training location any time prior to commencement of the course.
4. Intellectual PropertyThe copyright, intellectual property and design rights of the learning materials are property of LEORON PDI and its expert trainers. It cannot be copied, shared or reproduced without prior written consent of LEORON PDI.
5. Health and SafetyThe clients must conform to and comply with the Health and Safety Policy and Procedures as laid down by LEORON PDI or its partner organizations when the course is delivered in leased premises. Breaches of these policies and procedures may result with the client being suspended or excluded from the course and premises.
6. Complaints and Refunds Procedurea. LEORON PDI shall deem relevant the following types of complaints:
i. If the contents of a course or the training materials are incorrect or inappropriate.ii. If the duration of the course is significantly different to that invoiced.iii. If the conduct or actions by the LEORON PDI trainer are inappropriate or offensive.iv. If the training delivery is not on a satisfactory level
b. Enquiries and complaints shall be made in written form and have to contain sufficient detail to allow LEORON PDI to compile an official written response.
c. All official enquiries and complaints shall be submitted electronically to Val Jusufi, Managing Director of LEORON PDI, at [email protected]
d. LEORON PDI shall officially respond to the complaint no later than 7 days from the date of its reception.7. Force Majeure
LEORON PDI shall not be liable to the clients or be deemed to be in breach of any agreement it has concluded with them for any delay in performing or failure to perform any of the LEORON PDI’s obligations in respect of the services if the delay or failure was due to any cause such as war, warlike activities, fire, storm, explosion, national emergency, labor dispute, strike, lock-out, civil disturbance, actual or threatened violence by any terrorist group, newly enacted law or regulation or any other cause not within the control of LEORON PDI.
8. Governing LawThis contract shall be governed by and construed in accordance with the Laws and Regulations of the DMC-CA Authority in Dubai, UAE.
I have read and agreed to the following terms and conditions!
COURSE DETAILSCERTIFIED ADMINISTRATIVE PROFESSIONAL (CAP) - EXAM PREPARATION PROGRAM
Date: November 25-27, 2018 Location: Dubai, UAE
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COURSE FEE: US$ 3690SAVINGS & DISCOUNTS
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*please note that all group discounts are given on the original course fee** all prices are VAT-exclusive.
