This course conveys practical methods for identifying and
developing the systems of records management and document control that an organization
needs. By the end, each participant will have a plan of action as well as the necessary skills to
assist with the development and implementation of an appropriate program for managing
their organization’s documents, records and information.

By the end of this course delegates will learn about:
• Identify risks associated with poor management of information to reduce penalties and cost
• Develop an information asset register to identify critical information within their organization
• Develop a records management program to enhance the value of the organization’s
information and reduce risk and cost
• Develop document control methods to identify, secure, protect and retain critical information
• Apply regulations and standards to the management of information for compliance

Administrative Personnel, Supervisors, Administration Officers, Administrators, Secretaries,
Administrative Personnel, Clerks, Document Controllers, Executive Secretaries, Administrative
Assistants, Assistant Controllers, Data Loaders, Camp Admins, Projects Administrators, Technical
Assistants, Office Managers, existing or prospective Office Managers, records and information
managers, Senior Administrators and Supervisors of junior level employees, anyone involved in office
management and administration skills and practices, Privacy Officers, information security and
protection managers, litigation and discovery staff, compliance officers, internal auditors, IT and
enterprise content management professionals, and administrative managers.

This interactive Training will be highly interactive, with opportunities to advance your opinions and ideas and will include:
• Lectures
• Workshop & Work Presentation
• Case Studies and Exercise
• Videos and General Discussion

• The Principles of Managing Information
• The organization: How your information is managed today
• Definitions: Understanding what the information terms mean
• Similarities and differences between document control and records management
• Your organization
• Defining information goals for the organization
• How to achieve information goals
• Document Control and Records Management Program Development Process
• Business case
• Defining the purpose
• What to include
• Objectives of the case
• Document Control specifics
• Records Management specifics
• Records review
• Identification of documents and records
• Critical information, documents and records
• Electronic and physical formats
• Storing records
• Characteristics of a Document Control and Records Management Program
• File plans
• Challenges and problems
• Classification of records
• Retention and disposition
• Laws, regulations, standards and business requirements
• Developing a retention schedule
• Privacy and protection
• Business, historical and preservation archives
• People, Responsibilities and Information Awareness
• Psychology of filing
• Accountability
• Communication and collaboration
• Creating the information management message
• Knowledge transfer
• Developing the education package
• Sponsorship and guidance from senior management
• Planning and Action
• Information management strategy

• Development of a plan to deliver document and records management
• Policy and guidance writing
• Information asset register
• Document control and records management process plans
• Change management
• Risk and recovery: Disaster prevention and continuity planning
• Education program
• Creating an action plan

A RECTUS attendance certificate will be awarded to all participants who complete at least 80% of the total course duration.