Records Lifecycle Management

Introduction

Records Lifecycle Management provides professionals with the essential knowledge to effectively manage records from creation to disposition. This course focuses on analyzing the records lifecycle stages, implementing retention schedules, and understanding the impact of lifecycle management on organizational compliance and efficiency. Participants will learn to utilize records management tools, ensure data integrity and security, and understand the intricacies of records appraisal and disposition. By mastering records lifecycle management, professionals can enhance information governance, mitigate legal risks, and contribute to the creation of a streamlined and compliant records environment.

The increasing volume of digital and physical records and the demand for robust information governance necessitate a comprehensive understanding of records lifecycle management. This course delves into the intricacies of records creation, maintenance, and disposition, empowering participants to develop and implement tailored records management programs. By integrating legal requirements with operational best practices, this program enables individuals to lead records management initiatives and contribute to the creation of a secure and efficient information ecosystem.

Target Audience:

• Records managers
• Compliance officers
• Information governance professionals
• Archivists
• Legal professionals
• IT managers
• Data managers
• Business analysts
• Auditors
• Students of information science and records management
• Individuals interested in records lifecycle management
• Policy analysts
• Database administrators
• Risk managers
• Knowledge managers

Course Objectives:

• Understand the principles and importance of records lifecycle management.
• Implement techniques for analyzing records creation and capture processes.
• Understand the role of records classification and organization in the lifecycle.
• Implement techniques for developing and implementing records classification systems.
• Understand the principles of records maintenance and use.
• Implement techniques for managing records maintenance and use.
• Understand the role of records retention and disposition in the lifecycle.
• Implement techniques for developing and implementing records retention schedules.
• Understand the legal and regulatory frameworks surrounding records lifecycle management.
• Implement techniques for ensuring compliance with records management regulations and standards.
• Understand the role of records appraisal and archival management.
• Understand the challenges and opportunities of implementing records lifecycle management in diverse organizational settings.
• Develop strategies for implementing and scaling up records lifecycle management initiatives.

DURATION

10 Days

COURSE CONTENT

Module 1: Foundations of Records Lifecycle Management

• Principles and importance of records lifecycle management.
• Understanding the evolution of records management practices.
• Benefits of effective lifecycle management in enhancing compliance and efficiency.
• Historical context and emerging trends in records management.

Module 2: Records Creation and Capture

• Techniques for analyzing records creation and capture processes.
• Implementing records creation policies and procedures.
• Utilizing electronic and physical records capture methods.
• Managing records creation workflows.

Module 3: Records Classification and Organization

• Understanding the role of records classification and organization.
• Implementing records classification schemes and taxonomies.
• Utilizing metadata and indexing techniques.
• Managing records classification.

Module 4: Records Classification System Development and Implementation Techniques

• Techniques for developing and implementing records classification systems.
• Implementing file naming conventions and folder structures.
• Utilizing classification tools and software.
• Managing classification implementation.

Module 5: Records Maintenance and Use

• Understanding the principles of records maintenance and use.
• Implementing records storage and retrieval procedures.
• Utilizing records access and security controls.
• Managing records maintenance.

Module 6: Records Maintenance and Use Management Techniques

• Techniques for managing records maintenance and use.
• Implementing records tracking and monitoring systems.
• Utilizing records management software and databases.
• Managing records access.

Module 7: Records Retention and Disposition

• Understanding the role of records retention and disposition.
• Implementing records retention schedules and disposition policies.
• Utilizing records destruction and transfer procedures.
• Managing records disposition.

Module 8: Records Retention Schedule Development and Implementation Techniques

• Techniques for developing and implementing records retention schedules.
• Implementing legal hold and litigation readiness procedures.
• Utilizing retention schedule management tools.
• Managing retention compliance.

Module 9: Legal and Regulatory Frameworks

• Understanding the legal and regulatory frameworks surrounding records lifecycle management.
• Implementing compliance with data protection laws and industry regulations.
• Utilizing legal guidelines and standards.
• Managing legal and regulatory risks.

Module 10: Records Management Regulation and Standard Compliance Assurance Techniques

• Techniques for ensuring compliance with records management regulations and standards.
• Implementing compliance audits and reporting.
• Utilizing regulatory compliance tools and frameworks.
• Managing regulatory compliance.

Module 11: Records Appraisal and Archival Management

• Understanding the role of records appraisal and archival management.
• Implementing records appraisal methodologies and criteria.
• Utilizing archival preservation and access techniques.
• Managing archival records.

Module 12: Implementation Challenges in Diverse Organizational Settings

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

Module 13: 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: Records Lifecycle Management

• Analyzing real-world examples of successful records lifecycle management implementations.
• Highlighting best practices and innovative records management 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, cloud computing, and blockchain in records lifecycle management.
• Adapting to evolving data landscapes and technological advancements.
• Building resilient and intelligent records 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.