Document and Records Management and Security Masterclass

Document and Records Management and Security Masterclass

10-Day Executive Programme: Governance, Compliance, and Digital Security

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Platform:
Online
In-class
Revised and Updated: 29 September 2026
Date Venue Duration
11January 2027 - 22 January 2027 Sandton, Gauteng 10 Days
03 May 2027 - 14 May 2027 Sandton, Gauteng 10 Days

Course Introduction

Effective document and records management is the backbone of organisational efficiency, compliance, and risk control. As organisations face exponential growth in both physical and digital information, the need for robust systems to manage, secure, and govern data has become critical.

This 10-day masterclass provides a comprehensive and practical framework for managing documents and records across their full lifecycle — from creation to secure disposal — while ensuring alignment with globally recognised standards such as ISO 15489 and ISO 27001.

The document and Records Management and Security Masterclass explores how organisations can successfully design and implement Electronic Document Management Systems (EDMS), integrate security controls, and leverage emerging technologies such as cloud computing, AI, and blockchain. Participants will gain the expertise to transform document management into a strategic business function that enhances compliance, improves efficiency, and mitigates risk. 

Mastering Document and Records Management and Security Masterclass principles enables organizations to prevent data breaches, making Document and Records Management and Security Masterclass a vital investment for operational compliance.

Course Objectives

By the end of this Document and Records Management and Security Masterclass, participants will be able to:

  • Understand and apply the full data and records lifecycle management framework
  • Interpret and implement ISO 15489 and ISO 27001 requirements
  • Design and optimise document and records management architectures
  • Develop classification schemes, metadata frameworks, and retention schedules
  • Identify and mitigate cybersecurity risks in document management systems
  • Evaluate and implement Electronic Document Management Systems (EDMS)
  • Apply governance, compliance, and audit principles
  • Integrate emerging technologies (Cloud, AI, Blockchain, IoT) into records systems
  • Develop secure, scalable, and sustainable document management solutions
  • Lead organisational change and adoption of modern document management practices

Who should attend?

Participants focused on Document and Records Management and Security Masterclass typically include:

  • Records and Information Management Professionals
  • Information Security and Cybersecurity Specialists
  • IT Managers and Systems Administrators
  • Compliance, Risk, and Governance Officers
  • Document Controllers and Administrators
  • Digital Transformation Leaders
  • Business Unit Managers and Executives
  • Solution Providers and EDMS Vendors
  • Technical Staff and Analysts
  • Any Professional Responsible for Managing Organisational Information
  • Administrative Managers prioritizing Document and Records Management and Security Masterclass to strengthen information governance and file security
Microsoft (365) Office Courses

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

Day 1 — Data Lifecycle and Records Management Foundations
  • Definitions: data, documents, and records
  • The data lifecycle: create, store, use, share, archive, destroy
  • Data rights management
  • Data inventory and discovery
  • Data ownership and accountability

Day 2 — Standards and Frameworks
  • Deep dive into ISO 15489: requirements, implementation, and audit
  • Deep dive into ISO 27001: requirements, controls, and audit
  • Aligning standards with organisational strategy

Day 3 — Electronic Document and Records Management
  • Transitioning from paper to digital systems
  • Information as a strategic asset
  • Document management versus records management
  • Records management strategies: paper, electronic, and hybrid
  • Information governance frameworks

Day 4 — Compliance, Audit, and Legal Requirements
  • ISO 27001 implementation planning
  • Records management audit registers
  • File plans, metadata plans, and retention schedules
  • Regulatory frameworks, including POPIA, GDPR, and the UAE's data-protection framework
  • Local versus international compliance considerations

Day 5 — Architecture and System Design
  • Document and records management architecture
  • Metadata and indexing systems
  • Classification schemes and taxonomies
  • Security controls and compliance frameworks
  • Storage technologies and audit trails

Day 6 — Emerging Technologies and Innovation
  • Cloud computing and EDMS
  • Artificial intelligence in document management
  • Blockchain for records integrity
  • Internet of Things (IoT) implications
  • E-discovery and legal technology
  • Privacy risk identification and protection
  • Current Issue Discussion: The growing use of generative-AI tools for automated document classification, summarisation, and metadata tagging, and the governance controls organisations need around them

Day 7 — Enterprise Content and Collaboration Systems
  • Intranet- and internet-based content management
  • Document versus record control in enterprise systems
  • Security and repository management
  • Content consistency and version control
  • Collaboration and shared environments
  • Multi-user access and permissions

Day 8 — Engineering and Implementing EDMS
  • EDMS architecture and key features
  • Solution selection: build vs. buy vs. adopt
  • Vendor evaluation and benchmarking
  • Ensuring compliance with ISO standards and regulations
  • Implementation challenges and success factors

Day 9 — Designing Policies, Procedures, and Controls
  • Designing document control procedures
  • Developing classification and taxonomy frameworks
  • Retention schedules and filing systems
  • Security controls aligned to ISO 27001
  • Approval workflows and governance models

Day 10 — Sustainability, Risk, and Change Management
  • EDMS software evaluation and optimisation
  • Vendor selection and contracting strategies
  • Cybersecurity risk mitigation
  • Change management and user adoption
  • Training and capacity building
  • Building sustainable, future-ready systems
  • Key Outcomes for Organisations:
    • Strengthened compliance with global standards
    • Reduced information security risks
    • Improved operational efficiency and data accessibility
    • Enhanced audit readiness and governance
    • Scalable and future-proof document management systems

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Success Stories

Discover how our courses enhance professionals’ effectiveness in their workplaces.

Tharisa Minerals

SQL Server Training

The course was very informative and interesting

Revenue Appeals Tribunal Eswatini

Basic Registry, Records and Archives

The facilitator is the best in the field and i personally learnt a lot on the subject matter.

Magalies Water

Document Control and Document Management Systems

The facilitator was knowledgeable, engaging, and presented the material clearly. The institution provided a well-organized learning environment with adequate resources and support throughout the training.

Central Bank of Lesotho

Data & Information Governance

The vast knowledge of Mr Selelepoo is really unmatched. I am totally happy and transformed from this training.

FAQs – Document and Records Management and Security Masterclass

Master document and records management and security, learning lifecycle governance, secure archiving protocols, regulatory compliance, access controls, and electronic records protection strategies.

What is covered in the Document and Records Management and Security Masterclass?
The Document and Records Management and Security Masterclass covers electronic document management systems (EDMS), document lifecycle control, file taxonomy and metadata, retention schedules, information security protocols, access control enforcement, and regulatory compliance frameworks.
Who should attend the Document and Records Management and Security Masterclass?
This Document and Records Management and Security Masterclass is designed for records managers, archivists, document control officers, compliance officers, information security managers, administrative heads, and IT leaders responsible for enterprise document governance.
How does this Document and Records Management and Security Masterclass address regulatory compliance like POPIA and GDPR?
Participants learn how to structure document retention and disposal policies, safeguard personal identifiable information (PII), enforce encryption standards, and maintain audit-ready digital archives compliant with privacy legislation.
Will delegates learn strategies for digital transformation and physical-to-digital migration?
Yes. The Document and Records Management and Security Masterclass explores transitioning from paper-intensive archives to cloud and hybrid EDMS solutions, optical character recognition (OCR) indexing, metadata tagging, and electronic signature integration.
Does the Document and Records Management and Security Masterclass cover document security, disaster recovery, and access controls?
Yes. Attendees learn to establish role-based access controls (RBAC), implement document tracking and audit trails, design disaster recovery protocols, and prevent unauthorized data leaks or security breaches.
Why is formal document and records management critical for modern organizations?
Effective records management mitigates legal liability, prevents critical information loss, accelerates cross-departmental information retrieval, and ensures strict compliance with enterprise security and governance mandates.

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