Records Management

• An understanding of organizational documentation practices
• Experience with information handling or archiving processes
• Familiarity with compliance or public administration procedures

Audience

• Records officers
• Information governance professionals
• Public administrators and compliance staff

Records Management is the process of systematically controlling the creation, distribution, use, and preservation of information throughout its lifecycle.

This instructor-led, live training (online or onsite) is aimed at public sector professionals with limited or emerging experience in records management who handle or oversee organizational information and wish to implement compliant, efficient, and sustainable records retention and archiving systems.

By the end of this training, participants will be able to:

• Understand legal and regulatory obligations for records retention in government agencies.
• Establish records classification systems aligned with operational needs and compliance requirements.
• Apply lifecycle management practices to ensure proper archiving and disposal of records.
• Introduce digital transformation and automation into records processes.

Format of the Course

• Interactive lecture and discussion.
• Hands-on use of classification and retention planning tools in public sector case examples.
• Guided exercises focused on records inventory, lifecycle mapping, and compliance strategies.

Course Customization Options

• To request a customized training for this course based on your department's workflows or internal tools, please contact us to arrange.

Introduction to Records Management

• What is records management and why it matters
• Key terms: records, archives, information assets
• Principles of good records governance

Regulatory Frameworks and Compliance

• Public records laws and retention requirements
• Auditing and legal holds
• ISO 15489 and other international standards

Records Lifecycle Management

• Creation, classification, storage, retention, disposal
• Metadata management and traceability
• Archiving and secure destruction protocols

Classification and Retention Scheduling

• Developing classification schemes
• Setting retention rules based on legal, fiscal, and operational needs
• Review cycles and exception management

Digital Records and Automation

• Electronic document and records management systems (EDRMS)
• Digitization and metadata tagging
• Using automation for compliance and efficiency

Change Management and Adoption

• Training staff on new procedures
• Engaging leadership and change champions
• Developing internal policies and user guides

Practical Exercises and Review

• Case study: mapping a records lifecycle for a government department
• Hands-on: drafting a retention schedule
• Common pitfalls and lessons learned

Summary and Next Steps