Records Management Training Course

Foundations of Records Management

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

Regulatory Frameworks and Compliance

• Public records laws and specific retention requirements
• Auditing procedures and legal holds
• ISO 15489 and relevant international standards

Lifecycle Management

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

Classification and Retention Scheduling

• Developing effective classification schemes
• Defining retention rules based on legal, fiscal, and operational necessities
• Managing review cycles and handling exceptions

Digital Records and Automation

• Electronic Document and Records Management Systems (EDRMS)
• Digitization workflows and metadata tagging
• Leveraging automation for improved compliance and efficiency

Change Management and Adoption

• Staff training on new procedures
• Engaging leadership and identifying change champions
• Drafting internal policies and user guides

Practical Exercises and Review

• Case study: mapping the records lifecycle for a government department
• Hands-on activity: drafting a retention schedule
• Addressing common pitfalls and sharing lessons learned

Summary and Next Steps