COURSE OBJECTIVES
By the end of this program, participants will be able to:
- Develop records management programs to enhance the value of information.
- Reduce risks through effective records management practices.
- Implement document control methods to secure critical information.
- Retain important documents and information systematically.
- Apply relevant regulations and standards for compliance in information management.
- Identify risks associated with poor document handling.
- Create an information asset register to effectively manage critical organizational data.
Target Audience
- Records managers who oversee the organisation of documents.
- Document controllers responsible for maintaining document integrity.
- Administrative professionals looking to enhance their document management skills.
- Employees tasked with the creation of essential documents.
- Individuals in charge of storing important documents securely.
- Staff members focused on efficient retrieval of documents.
- Professionals interested in optimising document management processes.
DAY 1: Fundamentals of Information Management
- Methods for evaluating existing practices in organisational information management.
- Essential terminology - Grasping concepts related to information management.
- Document oversight vs. records administration- Comparisons and contrasts.
- Recognising organisational hierarchy, personnel, and information pathways.
- Establishing information objectives for organisational achievement.
DAY 2: Establishing a Document Control and Records Management Program
- Clarifying the objectives and extent of a document control program.
- Details of document control and records management processes.
- Assessing and pinpointing essential documents and records.
- Overseeing electronic and physical document formats.
- Techniques for efficient record storage and retrieval.
DAY 3: Features of a Document Control and Records Management Program
- Formulating file plans and tackling challenges.
- Classifying records, determining retention, and disposing of documents.
- Adhering to laws, regulations, and industry standards.
- Developing a retention schedule for effective records management.
- Ensuring confidentiality, transparency, integrity, and security in handling records.
DAY 4: Roles and Responsibilities in Information Management
- Grasping the principles behind filing systems.
- Defining accountability in information management roles.
- Improving communication and teamwork in document management.
- Creating educational resources for information management.
- Gaining support and direction from senior management.
DAY 5: Strategic Planning and Execution
- Formulating an information management strategy and asset inventory.
- Drafting policies and procedures for document and records management.
- Developing process plans for effective document control.
- Applying change management and disaster recovery plans.
- Establishing actionable strategies for enduring information management practices.
