Tuesday, December 9, 2025
4:00-5:00 PM Central Time

$25.00

Before you hang up your holiday hat, take time to declutter your digital and physical workspace! This engaging webinar helps administrative professionals wrap up the year with organized files, tidy records, and a stress-free start to the new year. Participants will learn strategies for managing both electronic and paper records, archiving information securely, and creating repeatable systems for 2026 and beyond. You’ll leave with practical tips to help you streamline workflows, reduce digital overwhelm, and keep your office running like Santa’s workshop—efficient, organized, and ready for anything.

Participants will discover:

Apply records-management best practices for both digital and physical files, including naming conventions, retention schedules, and version control.

Identify what to archive, delete, or retain according to compliance and business needs.

Create logical folder structures that make retrieval fast and intuitive for team members and executives.

Use cloud-based tools effectively (OneDrive, SharePoint, Teams, or Google Drive) for secure document storage and collaboration.

Develop an annual cleanup checklist to ensure consistent year-end organization practices.

Implement basic data security measures to protect confidential or sensitive information.

Automate repetitive tasks—like reminders for file review or document expiration—using built-in tools or add-ins.

Establish office-wide standards for document formatting, file naming, and archiving.

and more!!!

Attendees will be provided access to the live webinar as well as access to the recording for 30 days. All attendees will receive a copy of any PowerPoint used (if appropriate) as well. In addition, a letter can be provided for those on the live session that is suitable for submitting for 1 Certified Administrative Professional (CAP) recertification points.

About the Instructor

Marie Herman, CAP, OM, ACS, MOSM

When it comes to career and professional development to help administrative professionals advance, Marie Herman, CAP, OM, ACS, MOSM knows how to take you from where you are, to where you want to be. She has made her career helping others to develop their skills through strategic planning and technology. With certifications as an Microsoft Office Specialist (Master Level) and a Certified Administrative Professional with an Organizational Management specialty, Marie has an expansive knowledge in many areas, and can help you become an expert as well. She is an author, mentor, and expert on a number of computer and professional development topics. Marie is the owner of MRH Enterprises LLC and teaches classes on Microsoft Office, Windows, and various other internet topics. She has been a member of the International Association of Administrative Professionals (IAAP) since 1997 and was a past Division President. She has more than two decades of experience as an administrative professional and efficiency consultant. Marie has helped thousands of students achieve their certification dreams.

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