Modern Records Lifecycle Management: Adapting Traditional Practices To Digital Environments

Introduction

Modern Records Lifecycle Management: Adapting Traditional Practices to Digital Environments equips professionals with the knowledge to navigate the evolving landscape of records management in the digital age. This course focuses on analyzing traditional records lifecycle models, implementing digital records management strategies, and understanding the impact of technology on records creation, storage, and disposition. Participants will learn to utilize digital tools, ensure compliance with evolving regulations, and understand the intricacies of information governance and digital preservation. By mastering modern records lifecycle management, professionals can enhance organizational efficiency, mitigate risks, and contribute to the creation of a robust and sustainable information ecosystem.

The increasing volume of digital records and the need for seamless information flow necessitate a comprehensive understanding of adapting traditional records management practices to digital environments. This course delves into the intricacies of digital classification, automated workflows, and data migration, empowering participants to develop and implement effective records lifecycle management plans. By integrating traditional archival principles with modern digital tools and techniques, this program enables individuals to lead digital transformation initiatives and contribute to the creation of a well-managed and accessible information repository.

Target Audience:

• Records managers
• Information governance professionals
• Compliance officers
• Archivists
• Librarians
• IT managers
• Business analysts
• Project managers
• Students of information science and records management
• Individuals interested in modern records lifecycle management
• Data analysts
• Legal professionals
• Auditors
• Knowledge managers
• Data migration specialists

Course Objectives:

• Understand the principles and importance of modern records lifecycle management.
• Implement techniques for analyzing traditional records lifecycle models and adapting them to digital environments.
• Understand the role of digital records classification and metadata management.
• Implement techniques for developing and implementing digital classification schemes and metadata strategies.
• Understand the principles of digital records creation, capture, and storage.
• Implement techniques for managing digital records creation and capture processes.
• Understand the role of automated workflows and electronic document management systems (EDMS) in records management.
• Implement techniques for automating records management workflows.
• Understand the legal and regulatory frameworks surrounding digital records management.
• Implement techniques for ensuring compliance with digital records regulations and standards.
• Understand the role of digital preservation and long-term archiving in records lifecycle management.
• Understand the challenges and opportunities of implementing modern records lifecycle management in diverse organizations.
• Develop strategies for implementing and scaling up modern records lifecycle management initiatives.

DURATION

10 Days

COURSE CONTENT

Module 1: Foundations of Modern Records Lifecycle Management

• Principles and importance of modern records lifecycle management.
• Understanding the evolution of records management in the digital age.
• Benefits of adapting traditional practices to digital environments.
• Historical context and emerging trends in records lifecycle management.

Module 2: Traditional to Digital Model Adaptation Analysis

• Techniques for analyzing traditional records lifecycle models.
• Implementing gap analysis and digital transformation planning.
• Utilizing records management frameworks and standards.
• Managing model adaptation processes.

Module 3: Digital Records Classification and Metadata Management

• Understanding the role of digital records classification and metadata management.
• Implementing classification schemes and taxonomies.
• Utilizing metadata standards and schemas.
• Managing metadata strategies.

Module 4: Digital Classification Scheme and Metadata Strategy Implementation

• Techniques for developing and implementing digital classification schemes.
• Implementing metadata extraction and validation processes.
• Utilizing metadata management tools and software.
• Managing classification and metadata workflows.

Module 5: Digital Records Creation, Capture, and Storage

• Understanding the principles of digital records creation, capture, and storage.
• Implementing digital document capture and imaging.
• Utilizing cloud storage and digital repositories.
• Managing digital records storage.

Module 6: Digital Records Creation and Capture Process Management

• Techniques for managing digital records creation and capture processes.
• Implementing document management policies and procedures.
• Utilizing digital forms and electronic signatures.
• Managing digital capture workflows.

Module 7: Automated Workflows and EDMS

• Understanding the role of automated workflows and EDMS.
• Implementing workflow automation tools and features.
• Utilizing electronic document management systems.
• Managing automated records processes.

Module 8: Records Management Workflow Automation

• Techniques for automating records management workflows.
• Implementing automated retention and disposition schedules.
• Utilizing automated notifications and alerts.
• Managing workflow automation.

Module 9: Legal and Regulatory Frameworks

• Understanding the legal and regulatory frameworks surrounding digital records.
• Implementing compliance with records retention and data privacy regulations.
• Utilizing audit trails and compliance reporting.
• Managing legal and regulatory risks.

Module 10: Digital Records Regulation and Standard Compliance Assurance

• Techniques for ensuring compliance with digital records regulations and standards.
• Implementing compliance monitoring and reporting tools.
• Utilizing regulatory audits and examinations.
• Managing regulatory compliance.

Module 11: Digital Preservation and Long-Term Archiving

• Understanding the role of digital preservation and long-term archiving.
• Implementing digital preservation strategies and techniques.
• Utilizing trusted digital repositories.
• Managing preservation plans.

Module 12: Implementation Challenges in Diverse Organizations

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

Module 13: Modern Records Lifecycle Management Initiative Scaling

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

Module 14: Case Studies: Modern Records Lifecycle Management

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

Module 15: The Future of Records Lifecycle Management

• Exploring emerging technologies and trends in records management.
• Integrating AI, machine learning, and cloud technologies.
• Adapting to evolving information management needs and compliance landscapes.
• Building resilient and efficient records management ecosystems.

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.