Records Management Training For The Private Sector

Records Management Training For The Private Sector

Private Sector Records Management: Standards, Audits, Disposal and Compliance Training

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Platform:
Online
In-class
Date Venue Duration
17 - 18 December 2026 Sandton, Gauteng 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 organisation. 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 Duration Options

Given the depth of standards, methodology, and practical content covered, this course is available in two formats:

2-Day Essentials Core Foundations

Framework, programme setup, and management of records essentials, followed by classification, disposal, and compliance essentials.

Ideal for: Professionals who need practical, current records management capability without an extended time commitment.

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 organisations
  • Conduct a records audit as a foundation for developing a records management strategy
  • Create and implement a records management roadmap and program
  • Apply established records management methodologies, including DIRKS, 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
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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

2-Day Essentials — Training Outline

DAY 1 — Framework, Programme Setup, and Management of Records
Statutory Framework and Programme Setup Essentials
  • Statutory and regulatory framework applicable to records management in the private sector
  • Creating a records management strategy and conducting a records assessment/audit using GARP
Management of Private Sector Records Essentials
  • Understanding documents vs. records and the interrelationship between them
  • Managing electronic records, metadata, and naming conventions

DAY 2 — Classification, Disposal, and Compliance
Records Classification Essentials
  • Designing, implementing, and maintaining a records classification system
  • Records inventories and audits
Disposal, Change Management, and Compliance Essentials
  • Understanding the records lifecycle and creating retention schedules
  • Creating a systematic disposal programme
  • Creating a communications plan and implementing ongoing audits and maturity assessments

5-Day Comprehensive — 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)
  • Established records management methodologies such as DIRKS (Developing and Implementing a Record Keeping System), originally developed by the National Archives of Australia — note that DIRKS was superseded at the Australian Commonwealth level in 2007, though it remains in use at state level and continues to be widely referenced and taught internationally as a practical framework aligned with ISO 15489
  • 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 and 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, 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 of current and terminated records
  • Applying for approval to destroy current and terminated records
  • Disposal and destruction of records
  • Transfer of records, including transfer to an archive

Part 6: Caring for Records
  • Paper-based records
  • Cartographic records
  • Audio-visual records
  • Electronic records: caring for magnetic tapes and general magnetic media
  • Caring for optical media
  • Micrographic records

Part 7: Communications and Change Management
  • How to create a communications plan
  • Rolling out the plan

Part 8: Compliance Monitoring
  • Ongoing audits
  • Maturity assessments

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Success Stories

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

Tharisa Minerals

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The course was very informative and interesting

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

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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.

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

FAQs –Records Management Training For The Private Sector

Develop private sector records management skills covering document control, records classification, retention, compliance, information governance, and secure records handling.

What is covered in the Records Management Training for the Private Sector?
The course covers private sector records management standards, legal and regulatory requirements, records audits, records management strategies, classification systems, file plans, retention schedules, disposal programmes, digital preservation, vital records, change management, and compliance monitoring.
Who should attend Records Management Training for the Private Sector?
The training is suitable for Records Managers, Document Controllers, Senior Registry Officials, Departmental Managers responsible for records management, Records Coordinators, and IT staff responsible for records management.
Does the course cover ISO records management standards?
Yes. Participants learn about key records management standards and methodologies, including ISO 30300, ISO 30301 and ISO 15489, as well as the DIRKS methodology and Generally Accepted Recordkeeping Principles (GARP).
Does the private sector records management course cover records audits?
Yes. The training covers conducting records assessments and audits using GARP, developing records management strategies, creating records inventories, and establishing ongoing audit and compliance monitoring programmes.
Does the course cover file plans, retention schedules and records disposal?
Yes. Participants learn how to design and maintain classification systems and file plans, create retention schedules, establish systematic disposal programmes, and manage the destruction or transfer of records to archives.
Does the training cover electronic records management?
Yes. The course covers electronic records, metadata and naming conventions, digital preservation, security of records in electronic and other formats, and the risks associated with different records media.

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