Records Management Training Course

Introduction to Records Management

• The definition of 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 mandates
• Conducting audits and managing legal holds
• ISO 15489 and relevant international standards

Records Lifecycle Management

• The stages of creation, classification, storage, retention, and disposal
• Managing metadata and ensuring traceability
• Protocols for archiving and secure destruction

Classification and Retention Scheduling

• Designing effective classification schemes
• Defining retention rules driven by legal, fiscal, and operational requirements
• Establishing review cycles and managing exceptions

Digital Records and Automation

• Electronic document and records management systems (EDRMS)
• Digitization processes and metadata tagging
• Leveraging automation to enhance compliance and operational efficiency

Change Management and Adoption

• Equipping staff with training on new procedures
• Engaging leadership and cultivating change champions
• Drafting 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
• Identifying common pitfalls and deriving key lessons

Summary and Next Steps