Effectively Managing Your Council’s Documents – Interactive Seminar – FULLY BOOKED

This event is now fully booked.

Date: 22/01/2019
Time: 10am -3pm
Location: Edgar Hall
Trainers: Justin Robinson (SALC), Louise Hughes (Primula Business Services)
Cost: £75.00 (member council clerks only)

An interactive workshop on document management and control; a mixture of delivery and participation.
The course is aimed at Clerks/RFOs who are managing smaller councils and associated paperwork, particularly suitable for those who:

• work from home
• are new to the role
• are wishing to modernise a paper-based system towards a more computerised approach

A friendly and productive session to provide advice, assist evaluation of current systems and to provide simple solutions to collation of data records.
Bring your laptop to develop a management document as the day progresses.

Topics Covered:
- GDPR and record keeping
What you need to keep and for how long
- Evaluating, organising and referencing records, dates and action planning

Areas of Focus:
- Financial records
- Insurance and risk assessments
- Title Deeds, leases, agreements and contracts
- Allotments, cemeteries and playparks

What you will need:
o Laptop and charger, please note the documents will be based on spreadsheets so appropriate software will be required
What we provide:
o A catered lunch, tea, coffee and biscuits
o Advice and guidance on relevant legislation/practices
o Support with building a bespoke spreadsheet for your council, including tips and advice on managing spreadsheets (course is suitable for those new to using spreadsheets)
o A friendly and supportive atmosphere to meet with other clerks, share experiences and learn together