CAP

Certified Administrative Professional

→ Trainer provides an introduction to the course content and methodology
→ Introduction by the participants

→ 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

→ 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 inperson and virtual) has changed the way people find jobs and companies recruit new employees.
Exercise: Professional networking tips

• PO 1: Demonstrate knowledge of terminology associated 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 distributing reports and documents within an organization.
− Identify best practices for developing business communications 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, capitalization and sentence construction.

Review of Day 1
• CAP overview
− Domains 1 and 2 overviews

• PO 1: Describe the process of information distribution within an office environment
− Demonstrate knowledge in how to organize distribution lists for various types of communications.
• PO 2: Identify the important differences between traditional and electronic distribution of information
− Demonstrate knowledge and proficiency of different 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 confidentiality when distributing information.
− Identify proper attribution of quotations from published documents.

• 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 uidelines.
− 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 conventions, options for accessing and methods of altering information.
− Knowledge of available software, systems and services for electronic filing.
− Describe the different methods for creating, storing and retaining files.

• PO 1: Demonstrate knowledge of basic terminology associated with event management
− Identify the necessary elements in planning events ranging from internal meetings to external conferences.
• PO 2: Demonstrate proficiency in travel preparation
− Describe the necessary elements for planning and organizing 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 appropriate for online meetings.
Exercise: Plan this meeting