About Us
Project Hero (PH) Training and Consultancy, founded in 2018, is a leading provider of comprehensive solutions in Strategic HR and OD, Digital Marketing, Finance, Legal and Compliance, and Learning and Development Management. With a commitment to excellence and innovation, we empower organizations across diverse sectors to optimize their performance, enhance efficiency, and achieve sustainable growth.
Mission:
To contribute to the sustainability of the society by uplifting the expertise of the stakeholders through effective Training and Consulting services.
Vission:
A world class company that best understands and satisfies the training and management consultancy needs of Private, NGO/Co-op, and Government institutions in the Philippines.
Records Management and Document Control
Overview
This training is designed to help participants understand the principles and practices of effective records management and document control. It covers the full process of handling documents—from creation, classification, storage, retrieval, to proper disposal—while ensuring compliance with organizational policies and relevant regulations.
Participants will learn how to organize and maintain both physical and digital records, set up a document control system, and support operational efficiency and data integrity. This course is ideal for admin staff, document controllers, records officers, and anyone involved in managing company records and files.
Training Objectives
By the end of this training, the participants are expected to be able to learn the following:
Records Management:
• To identify and classify quality records to ensure proper documentation and compliance.
• To understand and implement procedures for creating, maintaining, and inventorying records.
Document Control:
• To develop a comprehensive understanding of document control systems and their importance in managing documentation.
• To establish and apply authorization processes for document access and distribution.
• To ensure effective document control through proper management and security practices.
Key Benefits and Expected Outcomes
The training include improved skills in identifying, creating, maintaining, and managing records effectively, ensuring compliance and better organization. Participants will gain mastery of document control systems, including authorization and distribution processes, leading to enhanced document security and accessibility. Additionally, the training will streamline record transfer, retention, and disposition procedures, reducing administrative burdens and enhancing overall organizational efficiency
TRAINING OUTLINE
TIME
ACTIVITY
OBJECTIVES
1:00 PM - 2:30 PM
Session 1: Records
Management And
Procedure
-Identification of Quality
Records
-Creation of Records
-Maintenance of Records
-Inventory of Records
-Transfer of Records
-Records Retention and
Disposition
â–¢ To equip participants with the skills to effectively manage organizational records. This includes identifying and classifying quality records, understanding the processes for creating, maintaining, and inventorying records, and learning procedures for transferring records. Participants will also gain knowledge on implementing records retention and disposition policies to ensure compliance and efficient record management.
2:30 PM - 2:45 PM
BREAK
2:45 PM - 5:00 PM
Session 2: Document Control
-Document Control System
-Authorization and Distribution Implementation
â–¢ To provide participants with a thorough understanding of document control systems, including how to establish and manage these systems effectively. This session will also cover the implementation of authorization and distribution processes to ensure proper management, security, and accessibility of documents within the organization.
Payment Terms
The following outlines the terms and conditions for payment regarding the services provided by PH Training and Consultancy:
Payment Channels
You may transfer your payment to any of the following bank account. For additional required information such as BIR 2303 and/or others, please contact 09 27-408-81 36 or email training@ phtrainingandconsultancy.com
Bank/Payment Channel
Account Number
Account Name
EastWest Bank
2000-4679-8863
PROJECT HERO TRAINING AND CONSULTANCY
Bank of the Philippine Island
04191552 33
Erwin E. Gregorio
EastWest Bank
2000 2181 6767
Erwin E. Gregorio
Paymaya/Gcash
0926 006 4729
Erwin E. Gregorio
Our Team
HR AND OD CONSULTANTS
Erwin E. Gregorio
Managing Director - PHTC
HR & OD Consultant - NATCCO
Certified Total Rewards Professional - AS EAN Total Rewards Institute
Marie M. Torres
Former Asst. Vice President, Human Resources Management - GMA Network, Inc.
Senior HR Consultant
Josephine Padilla
Former Senior HR Manager - Emerson Manila, Wheyt Pharmaceutical, and Triumph International
Certified Trainer/Facilitator, Development Dimensions International
Professional Coach; and Faculty, De La Salle- College of Saint Benilde
Charina Amor-Agudon
Former HR Business Partner Global Business Services, Nielsen Philippines
Former Senior HR Manager, Robinsons Retail Group
FINANCE AND MARKETING CONSULTANTS
Dr. Ma. Evangeline Lopez-Paraan
Former Graduate School Dean, La Consolacion College - Manila
Lecturer, University of Sto. Tomas
Sonia Pili
Business Dev. and Marketing Manager - Asia Representative
British School of Marketing International Former Business and Marketing Consultant of Chevron Philippines, Nissan Philippines
Procter and Gamble Philippines
Leslie DR. Esternon
Former Consultancy Unit Head/Director, NATCCO
Finance and Management Consultant
Ezekiel Rodriguez
Marketing and Promotions Director, La Consolacion University Philippines
Integrated Marketing Communications Consultant
FINANCE AND MARKETING CONSULTANTS
Atty. Danilo Rico II
Managing Partner, Rico Law Office
Lecturer, Colegio De San Juan De Letran
Frederick Javier Esternon
Former Director- Regulatory Permitting and Compliance, Solar Philippines; and Former Project Manager, SN Aboitiz Power
Consultant for ISOEMS and OSH
Mischell Estiller
Business Analyst, Sykes Asia, Inc.
Scrum Master Certified
Lean Six Sigma Certified