Records Management Training For The Private Sector

Private sector records management: Standards, audits, disposal, and compliance training.

Please inquire for pricing | Available Online and In-class

Date	Venue	Duration
21 - 22 September 2026	Sandton	2 Days
17 - 18 December 2026	Sandton	2 Days

Course Introduction

The Records Management Training for the Private Sector course is largely based on international standards and methodologies for implementing Records Management. This program is ideal for Records Managers in the private sector seeking a comprehensive approach and guidance for planning, setting up, and managing records within their organization. Delegates will receive various templates and frameworks to kick-start their records management improvement initiatives. Prospen Africa’s Records Management Training For The Private Sector program is essential for any staff member appointed as a records manager or assigned related responsibilities.

Course Objectives

Delegates will gain the ability to:

Understand the legal environment surrounding records management and their corresponding responsibilities according to the law.
Make informed decisions regarding electronic records and provide appropriate advice to their organizations.
Conduct a records audit as a foundation for developing a records management strategy.
Create and implement a records management roadmap and program.
Apply the DIRKS records management methodology in alignment with ISO 15489.
Understand the various standards applicable to records management.
Manage records in all formats.
Analyse processes that impact records management.
Develop a Business Classification Scheme or File Plan.
Implement a retention schedule.
Execute a systematic disposal program to destroy or transfer records that no longer hold value.
Comprehend the risks associated with various types of records media and implement measures to mitigate these risks.
Understand vital records and implement a vital records plan.
Create a change and communications plan.
Implement an ongoing audit and assessment program.

Who should attend?

The following individuals will benefit the most from this Records Management Training For The Private Sector training:

Records Managers
Document Controllers
Senior Registry Officials
Departmental Managers responsible for Records Management
Departmental/Unit Records Coordinators
IT Staff responsible for Records Management

Training Methodology

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.

Training Outline

PART 1: STATUTORY AND REGULATORY FRAMEWORK

Statutory and regulatory framework applicable to records management in the Private Sector
Records Management standards
Implications for electronic records

PART 2: SETTING UP A RECORDS MANAGEMENT PROGRAMME

Creating a records Management strategy
Conducting a records assessment/audit using Generally Accepted Recordkeeping
Principles (GARP) Implementing according to the standards (ISO 30300, 30301, 15489)
The DIRKS Methodology (Developing and Implementing a Record Keeping System)
Functions and responsibilities of a records Manager

PART 3: MANAGEMENT OF PRIVATE SECTOR RECORDS.

Understanding Documents v Records and the interrelationships between them
Managing electronic records Metadata and naming conventions
Managing security classified records in all formats
Digital preservation Vital records

PART 4: RECORDS CLASSIFICATION SYSTEMS

Designing, implementing, and maintaining a records classification system
Records Inventories and audits
Creating Functional subject filing systems
Designing and implementing a new file plan Implementing and maintaining a file plan or classification scheme

PART 5: DISPOSAL OF RECORDS