Records Management

Why Attend

Records management today is a combination of many subjects, including retention, security, privacy, and governance of both data and information. It is the customer/user-facing side of managing information and is truly a change management and people (education) issue. With the introduction of new technology that enables us to communicate in many different and innovative ways, it is more important than ever that data and information contained in your organization are properly managed. This course explores this topic and enables participants to define the purpose and goals for a records management program, to discover the risks and the rules to mitigate and comply, to develop the policies and to deliver the right education to colleagues and stakeholders in the organization.

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Course Objectives


  • Define the purpose behind their records management program and identify deliverable goals for the organization
  • Discover how to recognize risks and information management issues within the organization and understand how to bridge the gaps to provide low risk and compliant processes
  • Develop different methods and processes using new and existing technology for managing document control data and information
  • Deliver records management through education and learning to others in the organization so that they assist in achieving the organizations’ goals


Target Audience


This includes document controllers, records managers, office managers, technicians, IT support professionals, 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 assistants and supervisors.
  • Definition – Purpose and goals
    • Definition of records management
    • Where it fits within the information governance framework
    • Enterprise goals for managing data and information
    • Matching goals to purpose and business strategy
  • Discovery – Risks and Rules
    • What you have and why you have it
    • How information is used in the organization
    • Identifying the risks
  • Development – Principles and Policies
    • Managing digital data and information with paper records
    • Creating the “dReaM” team to govern the records management processes
    • Accessibility, availability, and retention of information
    • Protection, security and sharing of information
  • Delivery – People and Educating for the Future
    • Accountability – working with the business units to deliver governance
    • Compliance and audit
    • Technology and what the future holds

This course has not been scheduled, however you can request for In-House training