Developing Records Management Policies & Procedures: Creating Effective Governance Frameworks

Introduction

Developing Records Management Policies & Procedures: Creating Effective Governance Frameworks equips professionals with the knowledge to design and implement robust records management policies and procedures. This course focuses on analyzing organizational needs, implementing governance frameworks, and understanding the impact of policies on compliance and operational efficiency. Participants will learn to develop clear and actionable policies, ensure stakeholder buy-in, and understand the intricacies of policy maintenance and review. By mastering policy development, professionals can enhance organizational accountability, mitigate risks, and contribute to the creation of a well-governed and compliant information environment.

The increasing complexity of regulatory requirements and the need for consistent information management necessitate a comprehensive understanding of developing effective records management policies and procedures. This course delves into the intricacies of policy drafting, stakeholder engagement, and compliance monitoring, empowering participants to develop and implement tailored governance frameworks. By integrating best practices with organizational needs, this program enables individuals to lead policy development initiatives and contribute to the creation of a transparent and efficient information management system.

Target Audience:

• Records managers
• Compliance officers
• Information governance professionals
• Legal professionals
• IT managers
• Business analysts
• Project managers
• Auditors
• Risk managers
• Students of information science and governance
• Individuals interested in policy development
• Policy analysts
• HR professionals
• Data privacy officers
• Knowledge managers

Course Objectives:

• Understand the principles and importance of developing effective records management policies and procedures.
• Implement techniques for analyzing organizational needs and regulatory requirements for policy development.
• Understand the role of stakeholder engagement and collaboration in policy development.
• Implement techniques for engaging stakeholders and building consensus.
• Understand the principles of policy drafting and documentation.
• Implement techniques for developing clear and actionable policies and procedures.
• Understand the role of policy implementation and communication.
• Implement techniques for communicating and implementing policies effectively.
• Understand the legal and regulatory frameworks surrounding records management policies.
• Implement techniques for ensuring policy compliance and auditability.
• Understand the role of policy maintenance and review in ensuring ongoing effectiveness.
• Understand the challenges and opportunities of implementing records management policies in diverse organizations.
• Develop strategies for implementing and scaling up records management policy initiatives.

DURATION

10 Days

COURSE CONTENT

Module 1: Foundations of Records Management Policy Development

• Principles and importance of developing effective records management policies and procedures.
• Understanding the evolution of records governance and its role in organizational management.
• Benefits of robust policies in enhancing compliance and operational efficiency.
• Historical context and emerging trends in records policy development.

Module 2: Organizational Need and Regulatory Requirement Analysis

• Techniques for analyzing organizational needs and regulatory requirements.
• Implementing gap analysis and risk assessments.
• Utilizing policy frameworks and standards.
• Managing policy requirement analysis.

Module 3: Stakeholder Engagement and Collaboration

• Understanding the role of stakeholder engagement and collaboration.
• Implementing stakeholder mapping and communication strategies.
• Utilizing collaborative policy development tools.
• Managing stakeholder engagement.

Module 4: Stakeholder Engagement and Consensus Building Techniques

• Techniques for engaging stakeholders and building consensus.
• Implementing workshops and feedback sessions.
• Utilizing conflict resolution and negotiation techniques.
• Managing consensus building processes.

Module 5: Policy Drafting and Documentation

• Understanding the principles of policy drafting and documentation.
• Implementing policy structure and content development.
• Utilizing policy templates and style guides.
• Managing policy documentation.

Module 6: Clear and Actionable Policy and Procedure Development

• Techniques for developing clear and actionable policies and procedures.
• Implementing procedural flowcharts and checklists.
• Utilizing plain language and user-friendly formats.
• Managing policy clarity.

Module 7: Policy Implementation and Communication

• Understanding the role of policy implementation and communication.
• Implementing policy communication plans and training programs.
• Utilizing policy dissemination tools and methods.
• Managing policy implementation.

Module 8: Effective Policy Communication and Implementation Techniques

• Techniques for communicating and implementing policies effectively.
• Implementing policy training and awareness campaigns.
• Utilizing policy feedback mechanisms.
• Managing implementation feedback.

Module 9: Legal and Regulatory Frameworks

• Understanding the legal and regulatory frameworks surrounding records management policies.
• Implementing compliance with data privacy and retention regulations.
• Utilizing legal and regulatory compliance tools.
• Managing legal and regulatory risks.

Module 10: Policy Compliance and Auditability Assurance

• Techniques for ensuring policy compliance and auditability.
• Implementing policy audits and compliance reporting.
• Utilizing policy monitoring tools and techniques.
• Managing compliance assurance.

Module 11: Policy Maintenance and Review

• Understanding the role of policy maintenance and review.
• Implementing policy review schedules and processes.
• Utilizing policy version control and change management.
• Managing policy updates.

Module 12: Implementation Challenges in Diverse Organizations

• Understanding the challenges of implementing records management policies.
• Implementing policy solutions in different organizational structures and industries.
• Utilizing policy strategies in multinational and global operations.
• Managing implementation in diverse contexts.

Module 13: Records Management Policy Initiative Scaling

• Techniques for developing policy project roadmaps.
• Implementing pilot project testing and evaluation.
• Utilizing scalability and performance optimization techniques.
• Managing policy team and governance.

Module 14: Case Studies: Records Management Policy Development

• Analyzing real-world examples of successful policy implementations.
• Highlighting best practices and innovative solutions.
• Documenting project outcomes and impact.
• Industry and policy leader testimonials.

Module 15: The Future of Records Management Policy

• Exploring emerging technologies and trends in records governance.
• Integrating AI, automation, and data analytics in policy development.
• Adapting to evolving legal landscapes and organizational needs.
• Building resilient and effective policy frameworks.

Training Approach

This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.

Tailor-Made Course

This course can also be tailor-made to meet organization requirement. For further inquiries, please contact us on: Email: info@skillsforafrica.org, training@skillsforafrica.org  Tel: +254 702 249 449

Training Venue

The training will be held at our Skills for Africa Training Institute Training Centre. We also offer training for a group at requested location all over the world. The course fee covers the course tuition, training materials, two break refreshments, and buffet lunch.

Visa application, travel expenses, airport transfers, dinners, accommodation, insurance, and other personal expenses are catered by the participant

Certification

Participants will be issued with Skills for Africa Training Institute certificate upon completion of this course.

Airport Pickup and Accommodation

Airport pickup and accommodation is arranged upon request. For booking contact our Training Coordinator through Email: info@skillsforafrica.org, training@skillsforafrica.org  Tel: +254 702 249 449

Terms of Payment: Unless otherwise agreed between the two parties’ payment of the course fee should be done 5 working days before commencement of the training.