Values

Thank you for trusting us with some information about you.  We take that trust seriously and we want you to know how we use your information and why. If you have queries about how we use your data, or comments or questions about this Policy, please do email us.  The email address to use is set out in section 2 below. Policy updates: We keep this Policy under regular review, and this page may be updated from time to time.  Please come back here to check the latest version.  This Policy was last updated on the date given in the final box in the table in section 2 below.

Who are we?

NameThe Training Surgery Ltd
Trading NameTomorrow’s VA
Company only: Director(s)Shelley Fishel David Fishel
Company Registration Number if applicable06387049
Email address for official noticesshelley@tomorrowsva.com
Data Retention Period(s)Prospects – up to 7 years Customers and Suppliers – 7 years after the last financial transaction Members – for the lifetime of your membership
Card and payment processor (3rd party) names and their security policy linksStripe – https://stripe.com/gb/privacy   Paypal – https://www.paypal.com/en/webapps/mpp/ua/privacy-full
Cookie policyhttps://tomorrowsva.com/cookie-policy/
  
Date this Policy last updated12 December 2018

Words with specific meanings

In this Policy, there are words and phrases that have a specific meaning or that we are using in a special way.  They are:

“personal data” – any information about an identifiable living human being.

“process” – we “process” your personal data when we do anything with it, which might include:  collecting, recording, organising, storing, adapting, altering, retrieving, using, combining, disclosing, or deleting it.

“special category data” – personal data revealing racial or ethnic origin, political opinions, religious or philosophical beliefs, trade union membership, sex life or sexual orientation, health, genetic or biometric data.

What this policy describes

This policy describes how we will collect and use personal data about you. We process information about:

“Prospects” – potential customers or referrers;

“Customers” – who have bought goods or services from us;

“Suppliers”, “Associates” – suppliers or potential suppliers of goods or services to us;

“Affiliates” –who have signed up to our affiliate scheme (if we have one).

What information do we process, and Why?

Prospect

Most of the information we process comes from you.  We process it so we can reply to you, and when you contact us again we know what you asked before, what you were sent, and what you told us. Typically, we are collecting name, contact details, how we came across you, and background information from you or published by you on social media or freely accessible on the internet, on why you might be interested in our products or services or a relevant contact for our business. If you sign up to a newsletter list, you will be sent what you asked for.   We normally operate ‘double opt-in’ lists and you will need to reconfirm your subscription before anything is sent.   You can unsubscribe at any time by clicking the unsubscribe button on any email. You are not automatically subscribed to any other lists, but may be invited to join an appropriate one. If we email you individually using our own email system, or respond to an email sent to us at any of our business email addresses, a copy of that email will also be stored. If you make an enquiry via our website, we will keep details of that enquiry and response for our data retention period (section 2, Table, above). We do not routinely keep special category data.  To the extent we hold this, it was supplied or made publicly available by you.

Customer

Once you buy something from us, we will collect information from you at the point of sale. This will include the information we collect from Prospects (above).  We collect your email address, phone number and postal address so we can provide what we have contracted to, invoice you and keep proper records of our business relationship. We process your data to support the delivery of the goods and services you have bought.  We keep records of the goods/services provided to you, and information you give us, so we can support you when needed and advise you of any additional services you may need. Financial and credit card details We do not receive or store your credit card details. Credit card payments are handled by an external secure processor in accordance with their data security policies (see section 2, Table, above). We receive limited information from our processor for us to tie up your payment with your invoice. If you pay us by BACS or direct transfer, we know only what the bank tells us, which is usually the name of the person who paid us and how much and the reference number. We do not routinely keep credit scores nor use credit reference agencies. When we are processing data about you on behalf of a customer, we are operating under the banner of our customer’s data privacy policy.  We will refer any enquiry from you to them, as they are the ‘data controller’ responsible for dealing with your query.  But we will support that by providing relevant information to our customer for passing to you.

Supplier and Associates

We collect information on potential and actual suppliers and associates.   This is mostly provided by you, but we do add to it the same kind of data we use for Prospects (see above). If you become a supplier or associate we keep a copy of the contract between us and your bank details so we can pay you.  We also keep a record of invoices/payments for accounting purposes. We keep a record of the work you undertook for us/our clients along with any comments, reviews or suggestions about that work including complaints (if any) and their resolution. This information is all needed to manage our customer relationships and our supply chain.

Affiliate

If we set up an affiliate scheme, affiliate data will be held in accordance with this policy.  We will ask you for information when you apply and that will be kept to administer the affiliate scheme.

Newsletters and automated emails

We monitor who opens what in our newsletter lists, and pre-set sequences of information we send you.  We do this, so we can see if content is popular and generate more of it, or if it is not read. There may be sub-routines that trigger if you click on links or articles.  These are designed to offer you more information about things you are interested in. You can unsubscribe from these sequences at any time. Existing customers may receive emails about specific offers relating to things you have already purchased.   You can unsubscribe from these at any time. From time to time, we contact individual email newsletter subscribers but it is extremely rare.  This would normally be if something odd were going on and we wanted to check you could see and use the content or find out what was causing a problem.

Data sharing – 3rd parties

We do not sell or exchange your personal data with organisations who may want to sell you something or use your data for research or other purposes.

Platforms

We keep a list of the software platforms we use to run our business.  If you would like a list of all the platforms we use, please email us (at the email address in section 2, Table, above).

People

We have an outsourced support team for our own business which may include Virtual Assistants, Web Designers, IT support, Sales and Marketing, Accounting and more.  They have limited access to your data, where the service they provide to us means they need it. For example, if our IT support wants to check the functionality of a laptop or back up, they may need temporary access to information that may include something about you. For example, if we invoice you, our Accountant needs to process the information in the invoice. Your information/advice is held in the strictest confidence. Our team are all contracted to strict confidentiality clauses.

Where is your data located?

Like most small businesses, we do not have any tailor-made software – we use mainstream packages for everything from our customer records, to email, to accounting. This means that some of your data may be held in the EEA, and some may be held in services in the USA (with suitable data privacy shields) or elsewhere.  We have picked mainstream suppliers with appropriate security standards.

Retention periods

Your information will be kept for the length of time set out in our retention period (see section 2, Table, above). We need to keep customer information long enough to satisfy HMRC and our insurers.  We keep information on prospective customers long enough to make our sales enquiry system effective. If you subscribed to a newsletter or updates list, you will remain on the list(s) you joined until you unsubscribe from that list.

Your rights

You have the right to know what information we are collecting on you, and to amend it if it is inaccurate. If you feel for some reason we have information we should not be keeping, or it is out of date or otherwise wrong, please let us know and we will take appropriate action. Most of the information we hold is not based on your individual consent but is based on our needing the information to run our business and provide our products and services. If you want to know what information we have about you (if any) email us at the email address set out above and give us your name, email address(es) and we will happily do a search and let you know what information we hold on you and how we are using it/have used it. You have a “right to be forgotten” – but that does have some legal limits to it.  If you want us to remove information about you, let us know.  If you have been a customer, we may not be able to remove all data as we will have to ensure that we can continue to comply with legal, accounting, taxation and our insurer’s requirements.

Complaints

If you have a complaint about the way we are handling your information or how we have responded to a request for information or removal, you can take this up in the first instance by emailing us at the email address set out above. If we can’t sort it out, the relevant supervisory authority for us is the Information Commissioner for the UK.  You can contact them here.

Cookies

For information about cookies and how we use them, please see our cookie policy, linked in section 2, Table, above.

I find Shelley’s training easy to follow and the very best thing is that you can do it all at your own pace and revisit modules if it doesn’t quite sink in the first time round! I have learned so much from her training and continue to do so! She is responsive to my questions and I learn something new with each module. I find Iam hardly ever having to Google or YouTube information now, so it really is saving me time in my work day. Time that can be better used by learning more about the business I operate in!
Thanks Shelley!

Tracey Whitehouse – Executive Assistant

I have been following Shelley on Linkedin for several years, and always loved her hints and tips. In May of this year, I had the opportunity to recommend Shelley as one of our workshop speakers at the annual HMC Heads’ PA Conference in Sheffield.

On receiving the brief Shelley quickly produced content for two IT Microsoft Skills Workshops covering nuggets from Outlook, Word and Excel. Shelley then delivered (virtually) these two fantastic workshops to over 60 PAs at our conference.

From initial enquiry to delivery Shelley is the consummate professional and it was my pleasure to have had the opportunity to engage with her.

I would have no hesitation in recommending Shelley to any individual or group.

Michaela Fletcher – Heads PA

Shelley is THE guru on all things Microsoft.

I love Outlook, use it every day, and think I have a pretty good understanding of it. But every time I attend one of her sessions I learn a lot more. Her knowledge is remarkable. And she delivers her knowledge in a really clear, engaging way.

Thanks Shelley

Kathy Soulsby

I have just spent less than an hour at one of Shelley’s presentations and my mind is truly blown! I thought I was fairly proficient in Outlook, but I had no idea it could do so much more! So many time saving tips and shortcuts to help me – I can’t wait to get stuck in and implement them all! Thank you Shelley – I would highly recommend!

Hayley Rose – Executive Assistant -Dalcour Maclaren

Shelley joined us for the annual HMC Heads’ PAs conference in May 2023, where she delivered two hands-on practical IT skills workshops for over 60 PAs in attendance. Both sessions were warmly received by all participants, and from a personal perspective it was an absolute pleasure for me to work with Shelley both offline in the extensive prep phase ahead of the sessions, and online during the day itself – sharp in subject knowledge, flexible in content delivery and everything executed with a really affable manner and “can-do” approach throughout. I would recommend her services wholeheartedly.

Gareth Johnson – Leader GRE Education

Heads PA Conference

The session was well structured and the explanation was very clear. It was amazing how Shelley managed to squeeze so much info in just one hour and a half! Colin’s support and contributions were also very valuable, and so were “Virtual Veronica”‘s. Thank you for a most interesting and useful training session at the Miss Jones Virtual Summit!

Laura Carizzo- Royal Norwegian Embassy in Argentina

I haven’t used PowerPoint in 20 years, this has really boosted my confidence.

Lyn Parker

Course is packed with so much valuable information in a easy-to-understand and follow language, even for a complete beginner. I can respect the fact that sometimes it’s very hard for an expert to break the information down to basics. but Shelley has done it brilliantly. I was sure that I knew quite a bit but Shelley has proven me wrong even at the very beginning of the basics of PowerPoint. Lessons are short and precise which allowed me to easily transfer the new skill into practice without being overwhelmed and to carry on adding on more with each lesson. I had so many ‘Aha!’ moments and for most of them I couldn’t believe I used to pay graphic designer to do it for me, now, thanks to Shelley, I am looking forward to creating, designing, converting my presentations all by myself!

Iva Freeman – Vertex Human Capital

Shelley was very thorough and knew a lot of tip’s for using Teams, thank you 🙂

James O’Connor – Cavannah Homes

Very informative, constantly getting everyone in the meeting involved, loved every bit of it!

Dylan Teal Hopkins – Cavannah Homes
Fantastic and informative training and great to see all of the exciting functions with Microsoft Teams.
Laura Rigby – The Apprenticeship College
Shelley was really clear in her teaching and went at a pace that was helpful to us. We covered all we needed to know to get us started, as a small team, using MS Teams. She was also very helpful in the run up to the session, with check in calls and ensuring our platform was set up correctly. I would highly recommend Shelley to anyone wanting to learn to navigate their way around MS Teams.
Leigh Dowling – Innuous

Microsoft Teams One to One Training Session

Shelley was approachable, easy to work with, and agile with answering questions to apply the session to my specific needs

Melissa Marshall – Present Your Science

A course on Outlook had been on the top of my list when Shelley asked VA’s what they wanted to learn. It was a real case of ‘so that’s how you do it’ or ‘I never knew that’. I have to say that I learnt so many great tips it has definitely improved the way I work in Outlook and my inbox is looking colourful and organised and I can’t wait to share this knowledge with my clients.

Jacqueline Leake – JLeake VA Services – Outlook

A great course with lots of examples and step by step instructions. I can now confidently create infographics and as a bonus, I learnt a lot of new PowerPoint functionality that will enhance all my PowerPoint work and save me so much time.

Jessica Bailey – Integral Resource

I really like Shelley’s courses. She has a clear and easy to follow teaching style. In ‘How to Create Fillable Forms’ I’ve learned about the functions of the Developer ribbon which will mean I’ll be able to create a bespoke Returns Form for a client who has an online shop

Freya Henderson – Virtual Office Orkney