Course Objectives
Course Methodology
This course is highly interactive and utilizes methodology including group discussions, case studies, videos, participant presentations and problem solving scenarios.
Course Objectives
By the end of the course, participants will be able to:- 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 course is designed for individuals who are involved in any aspect of records management and have ~2 or more years of experience. 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.
The course is specifically designed to support activities across all types and sizes of organizations and sectors working locally and internationally.
Target Competencies
- Records management
- Information management
- Information asset identification
- Business case development
Course Outline
- 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