Course description
Advanced Records Management / Document Control
This course conveys practical methods for identifying and developing the systems of records management and document control that an organization needs. By the end, each participant will have a plan of action as well as the necessary skills to assist with the development and implementation of an appropriate program for managing their organization's documents, records and information.
Upcoming start dates
Who should attend?
Who Should Attend
This course is designed for individuals who manage, or who are involved with, any aspect of document control and records management. This includes records and information managers, in-house counsel, privacy officers, information security and protection managers, litigation and discovery staff, compliance officers, internal auditors, IT and enterprise content management professionals, and administrative managers.
Training content
The principles of managing information
- The organization: How your information is managed today
- Definitions: Understanding what the information terms mean
- Document control and records management: Similarities and differences
- Your organization
- Identifying its type
- Identifying its staff
- Identifying its information
- Defining information goals for the organization
- How to achieve information goals
RM & DC program development process
- Business case
- Defining the purpose
- What to include
- Objectives of the case
- Document Control specifics
- Records Management specifics
- Records review
- Identification of documents and records
- Critical information, documents and records
- Electronic and physical formats
- Storing records
Characteristics of a DC & RM program
- File plans
- Challenges and problems
- Classification of records
- Retention and disposition
- Laws, regulations, standards and business requirements
- Developing a retention schedule
- Privacy and protection
- Transparency
- Integrity
- Security
- Business, historical and preservation archives
People, responsibilities and information awareness
- Psychology of filing
- Accountability
- Communication and collaboration
- Creating the information management message
- Knowledge transfer
- Developing the education package
- Sponsorship and guidance from senior management
Planning and action
- Information management strategy
- Development of a plan to deliver document and records management
- Policy and guidance writing
- Information asset register
- Document control and records management process plans
- Change management
- Risk and recovery: Disaster prevention and continuity planning
- Education program
- Creating an action plan
Certification / Credits
- Develop a records management program to enhance the value of the organization's information and reduce risk and cost
- Develop document control methods to identify, secure, protect and retain critical information
- Apply regulations and standards to the management of information for compliance
- Identify risks associated with poor management of information to reduce penalties and cost
- Develop an information asset register to identify critical information within their organization
Quick stats about Convertas?
Founded in 2006
12 Specialized trainers
100% of happy clients
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Convertas Management Consultants
CONVERTAS offers a series of specialized training services across all areas of business, helping employees develop and increase their skills. Our highly qualified trainers through our specifically designed courses and workshops, as well as our innovative training methodology, will provide...