PROGRAM DETAILS

Introduction

All businesses – whether private or public sector – rely on information and records to conduct their affairs in a systematic and legally compliant way. The strategic management of records and information is essential to this process and never more so in an age of e-commerce and e-government. With a rapidly changing and developing business context there are considerable organisational benefits in attending this workshop.

This course covers the strategies, tools, and technologies used to capture, categorise, manage, store, preserve (archive), and deliver documents and records in support of business processes. This programme also covers the core components of ISO 15489 (International Standard on Records Management) and HB 278 (Recordkeeping Compliance) so that organizations can become compliant with best practices.

Learning Objectives

Participants attending the programme will learn how to:

• Understand the key concepts of Records Management and the importance of a Recordkeeping Framework
• Develop business cases and business requirements
• Use the concepts of document and records management to deliver business drivers
• Implement standard naming conventions and business rules
• Explore the implications of an Enterprise Content Management (ECM) strategy in conjunction with document and records management
• Understand the key concepts and overall scope of ISO 15489 and how to apply ISO 15489 and HB 278 within your organization.

Target Audience

This course will prove to be useful and productive for all those who are interested in understanding document, records and information management and how it can be implemented successfully within your organisation, specifically:

• Document Controllers
• Records and Information Management staff
• Knowledge and Records Professionals
• Document Management Supervisors
• Administration, Governance and IT Professionals
• Secretaries and Personal Assistants
• Team Leaders and/or Supervisors (who need to create records)

Training Methodology

 The programme will be interactive and practical. There will be work in groups and pairs as well as individual exercises and everyone will get an opportunity to discuss their issues with business writing. Each day will end with time to produce an action plan for delegates’ continuing development.

Program Content

Day 1 – Strategy and Understanding Key Elements 

• Introduction to document and records management
• ISO 15489 introduction
• ISO 15489 Part 1 and Part 2 overview
• Business case and drivers
• Creating business requirements
• Managing information assets
• Understanding the terminology
• Document and records management strategies
• Information governance

 Day 2 – Concepts and Set-up Components 

•  Document and records lifecycle
• Capture, store and management
• Preserve and archive
• Metadata and indexing
• Classification schemes
• Searching and retrieving
• Controls and security

 Day 3 – Process and Delivery

•  Business case
• Business requirements
• ISO 15489 Part 1
  • How to set ISO 15489 policies and standards
  • Assigning responsibilities and authorities
  • Establishing procedures and guidelines
• Business classification scheme
• IT infrastructure details
• Model office and rollout

 Day 4 – Implementation Planning

•  Implementation planning
• ISO 25489 Part 2
  • Designing, implementing and administering specialized systems for managing records
  • Integrating records management into business systems and processes
• Information audit and survey
• Project and programme planning
• Legislation, standards and regulation

Day 5 – Case Studies

•  Introduction to case studies
• Group 1 – Strategy
• Group 2 – Concepts
• Group 3 – Process
• Presentations
• Evaluation and discussion