This is a full curriculum guide for a 3-level Document Coordinator training program.
It includes skills development, tools training, and certification prep across Foundation, Intermediate, and Advanced levels.
| Category | Level 1: Foundation | Level 2: Intermediate | Level 3: Advanced |
| Focus |
Basic tools (Word, Excel, Outlook) Document lifecycle Version control |
Document control Review workflows Retention Compliance (Part 11 / Annex 11) |
Audit readiness System ownership |
| Tools Training |
MS Word (basic) MS Excel (basic) Outlook basics Intro to DMS* |
Advanced Word & Excel PDF tools SharePoint Online Metadata & Access |
Dashboards (Excel) DMS Admin tools Power BI (optional) Automation |
| Skills & Knowledge |
Document lifecycle File naming Version control |
SOP-based review & approval Retention rules Revision tracking |
SOP creation Audit prep Process gap analysis and improvement |
| Soft Skills |
Email etiquette Time management Attention to detail |
Cross-team communication Task juggling Handling feedback |
Mentoring/coaching Leading meetings Presenting risks |
| Certifications (Optional) | MOS** – Word & Excel (Beginner) |
ISO 9001 Awareness MOS Word/Excel Intermediate |
AIIM CIP ARMA RIM DMS tools |
| Assessments |
Formatting task DMS scavenger hunt Naming/versioning quiz |
Mock audit Document package review Tracker creation |
Process improvement plan Coaching session Audit dashboard presentation |
* Document Management Systems (SharePoint, SOLABS QM10, Veeva Vault, etc.)
** Microsoft Office Specialist
https://www.aiim.org/education-section/cip
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