This course serves as an introduction to the responsibilities of archivists and records managers working in today’s business, government and non-profit environments, particularly the theoretical principles, methodologies and practical administration of such programs. It presents the evolution of the several recordkeeping professions and the development of theories of the identification and management of records and recordkeeping systems. It also emphasizes the history and changing nature of records and recordkeeping systems, particularly those changes influenced by technology. As individuals preparing for careers in records management, information resources management and archival administration, students must have a clear understanding of how the concept of a record has changed and how systems governing the creation and use of records have changed and are changing.

Course Methodology

The material used in the training course will be based on exercises as well as regional and international case studies. Participants will frequently work in pairs with one another as well as in larger teams.

Course Objectives

By the end of the course, participants will be able to:

• 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

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The world is packed with information; and most organizations struggle to recognize what information they have, why they need it, how long they need it for, and if it has any value.  Furthermore, changes in law, often call for tighter controls on contract documentation, and lead to a need for enhanced management of human resource and contract records. In addition, electronic information is under threat from cyber-attack and personal information is at risk of exposure. As such, the development and implementation of a records management program that includes document control methods to identify, secure and protect critical information, is necessary for every organization.

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.

Course Methodology

This course is highly interactive and utilizes methodology including group discussions, case studies, videos, participant presentations and problem solving scenarios.

Course Objectives

By the end of the course, participants will be able to:

Target Audience

This course is designed for individuals who manage, or who are involved with, any aspect of document control and records management. This includes records and information managers, in-house counsel, privacy officers, information security and protection managers, litigation and discovery staff, compliance officers, internal auditors, IT and enterprise content management professionals, and administrative managers.

It has been specifically designed to support activities across all types and sizes of organizations and sectors working locally and globally.

Target Competencies

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