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Records Management Training For The Private Sector

3 Day Training

Dates: 24 – 26 April | 19 – 21 June | 06 – 08 August 2024
Locations: Johannesburg, South Africa
Platform: Available In-Class / Online

Price: Available on request

This is a Non-accredited Course

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. This 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

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

  • Understanding the records lifecycle

  • Creating retention schedules

  • Creating a Systematic disposal programme

  • Gaining control Current records Terminated records.

  • Applying for approval to destroy Current records Terminated records.

  • Disposal of records

  • Destruction of records

  • Transfer of Records

  • Transfer to an archive

PART 6. CARING FOR RECORDS

  • Paper-based records

  • Cartographic records

  • Audio-visual records

  • Electronic Records Caring for magnetic media General Magnetic tapes Diskettes.

  • Caring for optical media Micrographic records Audio-visual records

PART 7: COMMUNICATIONS AND CHANGE MANAGEMENT

  • How to create a communications plan Rolling out the plan

PART 8: COMPLIANCE MONITORING

  • On-going audits Maturity assessments

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