Records Management Training Course

Introduction to Records Management

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

Regulatory Frameworks and Compliance

• Public records legislation and retention requirements
• Conducting audits and managing legal holds
• ISO 15489 and relevant international standards

Records Lifecycle Management

• Managing the stages of creation, classification, storage, retention, and disposal
• Metadata management and ensuring traceability
• Protocols for archiving and secure destruction

Classification and Retention Scheduling

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

Digital Records and Automation

• Overview of Electronic Document and Records Management Systems (EDRMS)
• Processes for digitization and metadata tagging
• Leveraging automation to enhance compliance and operational efficiency

Change Management and Adoption

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

Practical Exercises and Review

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

Summary and Next Steps