Records Management Training Course

Introduction to Records Management

• Defining records management and its strategic importance
• Key concepts: records, archives, and information assets
• Core principles of effective records governance

Regulatory Frameworks and Compliance

• Public records laws and specific retention requirements
• Managing audits and legal holds
• ISO 15489 and other relevant international standards

Records Lifecycle Management

• Managing creation, classification, storage, retention, and disposal
• Metadata management and ensuring traceability
• Archiving strategies and secure destruction protocols

Classification and Retention Scheduling

• Designing effective classification schemes
• Establishing retention rules based on legal, fiscal, and operational necessities
• Implementing review cycles and managing exceptions

Digital Records and Automation

• Electronic document and records management systems (EDRMS)
• Digitization processes and metadata tagging
• Leveraging automation for enhanced compliance and efficiency

Change Management and Adoption

• Training staff on updated procedures
• Engaging leadership and identifying change champions
• Developing internal policies and comprehensive user guides

Practical Exercises and Review

• Case study: Mapping the records lifecycle for a government department
• Hands-on session: Drafting a retention schedule
• Discussing common pitfalls and key lessons learned

Summary and Next Steps