Board of Directors Documentation and Processes

This Documents and Records Management Compliance training course aims to enable participants to achieve the following objectives:

• To understand document and records management lifecycle
• Review how to implement a records management system
• Help create business case and requirements for the selection and procurement of document and records management
• Create a document and records management plan of action to implement in their organization and learn from best practice implementations and case studies
• Concepts for managing information and content, such workflow, business process and collaboration
• Learn about legislation, standards and regulation
• Set up search and retrieval
• Setting up access controls and security
• Develop storage models, audit trail and storage technologies

CONTENT:

Strategy and understanding key elements of Documents & Records Management Compliance

• Introduce document and records management
• Business case and drivers
• Business requirements for managing document and records
• Managing information as an asset
• Understanding the terminology
• Document and records management strategies
• Information governance

Concepts and set up components

• Document and records lifecycle
• Capture and storage management
• Storage and handling
• Preservation and archiving
• Metadata and indexing
• Classification schemes
• Searching and retrieving
• Controls and security
• Legislation, standards and regulation

Process and delivery

• Information gathering: audit and survey
• Building a business case
• Business requirements
• Business classification scheme
• IT infrastructure details
• Model office and rollout

Implementation Planning

• Implementation planning
• Designing, implementing and administering specialized systems for managing records
• Integrating records management into business systems and processes
• Information audit: monitoring compliance
• Project and programme planning

TRAINING METHODOLOGY

The training methodology combines lectures, discussions, group exercises and illustrations. Participants will gain both theoretical and practical knowledge of the topics. The emphasis is on the practical application of the topics and as a result participant will go back to the workplace with both the ability and the confidence to apply the techniques learned to their duties.

DATE:

1ST BATCH:                       8th – 11th  June, 2020                                      

2ND BATCH:                      24th – 27th November, 2020