The course is designed to provide participants with a comprehensive understanding of the principles, practices, and strategies for effectively managing records, documents, and archives within an organization. This course covers various aspects of records and document management, including creation, classification, organization, retrieval, preservation, and disposal. Participants will learn how to establish efficient records and document management systems, comply with legal and regulatory requirements, and ensure the long-term preservation and accessibility of valuable organizational information.

1. Understand the importance of effective records, documents, and archive management.
2. Develop knowledge of recordkeeping principles and best practices.
3. Establish efficient records and document management systems.
4. Classify, organize, and maintain records and documents effectively.
5. Implement information governance and compliance measures.
6. Manage electronic records and implement electronic document management systems.
7. Understand legal and regulatory requirements related to records and document management.
8. Implement digitization strategies and best practices.
9. Preserve and ensure long-term accessibility of valuable organizational information.
10. Apply archival best practices to manage organizational archives effectively.

By the end of this course, participants will have developed the knowledge, skills, and strategies necessary to effectively manage records, documents, and archives within their organizations. They will be equipped with the tools to establish efficient recordkeeping systems, classify and organize records and documents effectively, comply with legal and regulatory requirements, implement electronic records management systems, preserve valuable information, and manage organizational archives. The course empowers participants to contribute to improved organizational efficiency, compliance, and information accessibility through effective records, documents, and archive management practices.

1. Improved Access to Information: Effective records, documents, and archive management ensures that information is organized, classified, and easily accessible.
2. Enhanced Compliance and Legal Protection: Proper records and document management helps organizations meet legal and regulatory requirements related to data protection, privacy, retention, and disposal.
3. Efficient Workflow and Collaboration: Well-managed records and documents support efficient workflow and collaboration within an organization.
4. Preservation of Organizational Knowledge: Effective archive management ensures the preservation of valuable organizational knowledge and historical records.
5. Risk Mitigation and Business Continuity: Proper records management helps organizations mitigate risks associated with loss, damage, or unauthorized access to critical information.
6. Cost Savings and Space Optimization: Efficient records and document management can result in cost savings for organizations.
7. Streamlined Audits and Regulatory Compliance: Well-managed records and documents make audits and compliance processes more streamlined and efficient.

This course is suitable for records managers, information managers, archivists, document controllers, compliance officers, and professionals responsible for records, documents, and archives management within organizations. It is also beneficial for individuals interested in pursuing a career in records and document management or archival administration.

5 – 10 days

However, the duration can be adjusted based on the specific needs and pace of the participants.

Module 1: Introduction to Records, Documents, and Archive Management

• Understanding the importance and benefits of effective records and document management.
• Overview of archival management principles and practices.
• Legal and regulatory requirements for records and document management.

Module 2: Recordkeeping Principles and Best Practices

• Understanding recordkeeping principles, including authenticity, reliability, integrity, and usability.
• Establishing recordkeeping policies and procedures.
• Applying best practices for record creation, classification, and organization.

Module 3: Document Lifecycle Management

• Understanding the document lifecycle from creation to disposal.
• Implementing document control processes and workflows.
• Ensuring version control, access controls, and security measures.

Module 4: Information Governance and Compliance

• Establishing information governance frameworks and practices.
• Compliance with legal, regulatory, and industry-specific requirements.
• Risk management and data protection considerations.

Module 5: Electronic Records Management

• Managing electronic records throughout their lifecycle.
• Implementing electronic document management systems (EDMS).
• Ensuring the integrity, authenticity, and security of electronic records.

Module 6: Legal and Regulatory Requirements

• Understanding legal and regulatory requirements related to records and document management.
• Compliance with privacy, data protection, and retention requirements.
• Audits, legal holds, and e-discovery considerations.

Module 7: Digitization Strategies and Best Practices

• Digitization principles, techniques, and tools.
• Developing digitization workflows and quality assurance processes.
• Managing born-digital records and digital preservation considerations.

Module 8: Preservation and Archival Best Practices

• Preservation techniques for physical and digital records.
• Long-term accessibility and digital preservation strategies.
• Establishing archival policies, procedures, and metadata standards.

Module 9: Archives Management and Access

• Managing organizational archives effectively.
• Access policies, procedures, and restrictions.
• Promoting access to archival materials for research and reference purposes.

Module 10: Application of Records, Documents, and Archive Management

• Applying the principles and techniques learned in the course to real-world scenarios.
• Developing action plans for implementing effective records and document management practices.
• Sharing best practices and insights for successful records, documents, and archive management.