Office Management

Training Course: Documents and Records Management


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Quick Inquiry
Discount Group Download Brochure (39)

OM12358

28 Apr - 2 May 2025

Madrid (Spain)

Hotel : Pestana CR7 Gran Vía

Cost : 5250 € Euro

Introduction

The world is packed with information; and most organizations struggle to recognize what information they have, why they need it, how long they need it for, and if it has any value. Furthermore, changes in the law, such as the recent changes in the UAE employment law, often call for tighter controls on contract documentation, and lead to a need for enhanced management of human resource and contract records. In addition, electronic information is under threat from cyber-attack and personal information is at risk of exposure. As such, the development and implementation of a records management program that includes document control methods to identify, secure, and protect critical information, is necessary for every organization.

This course conveys practical methods for identifying and developing the systems of records management and document control that an organization needs. By the end, each participant will have a plan of action as well as the necessary skills to assist with the development and implementation of an appropriate program for managing their organization’s documents, records, and information.

Methodology

This course is highly interactive and utilizes methodology including group discussions, case studies, videos, participant presentations, and problem-solving scenarios.

Objectives

  • Develop a records management program to enhance the value of the organization’s information and reduce risk and cost

  • Develop document control methods to identify, secure, protect and retain critical information

  • Apply regulations and standards to the management of information for compliance

  • Identify risks associated with poor management of information to reduce penalties and cost

  • Develop an information asset register to identify critical information within their organization

Target Audience

This course is designed for individuals who manage, or who are involved with, any aspect of document control and records management. This includes records and information managers, in-house counsel, privacy officers, information security and protection managers, litigation and discovery staff, compliance officers, internal auditors, IT and enterprise content management professionals, and administrative managers.

It has been specifically designed to support activities across all types and sizes of organizations and sectors working locally and globally.

Target Competencies 

  • Records Management

  • Document control

  • Information management

  • Information asset identification

  • Business case development

Outline

Day 1:

  • The principles of managing information

    • The organization: How your information is managed today

    • Definitions: Understanding what the information terms mean

    • Document control and records management: Similarities and differences

    • Your organization

      • Identifying its type

      • Identifying its staff

      • Identifying its information

    • Defining information goals for the organization

      •  How to achieve information goals

Day 2:

  • Document control and records management program development process 
    • Business case

      • Defining the purpose

      • What to include

      • Objectives of the case

        • Document Control specifics

        • Records Management specifics

    • Records review

      • Identification of documents and records

      • Critical information, documents and records

      • Electronic and physical formats

      • Storing records

Day 3:

  • Characteristics of a document control and records management program
    • File plans
      • Challenges and problems

      • Classification of records

    • Retention and disposition

      • Laws, regulations, standards and business requirements

      • Developing a retention schedule

    • Privacy and protection

      • Transparency

      • Integrity

      • Security

    • Business, historical and preservation archives

Day 4:

  • People, responsibilities and information awareness
    • Psychology of filing

    • Accountability

    • Communication and collaboration

    • Creating the information management message

    • Knowledge transfer

      •  Developing the education package

    • Sponsorship and guidance from senior management

Day 5:

  • Planning and action

    • Information management strategy

      • Development of a plan to deliver document and records management

      • Policy and guidance writing

      • Information asset register

      • Document control and records management process plans

      • Change management

    • Risk and recovery: Disaster prevention and continuity planning

    • Education program

    • Creating an action plan

Office Management

Training Course: Documents and Records Management


Register Now
Quick Inquiry
Discount Group Download Brochure (39)

OM12358

28 Apr - 2 May 2025

Madrid (Spain) - Pestana CR7 Gran Vía

Hotel : Pestana CR7 Gran Vía

Cost: 5250 € Euro


  About Madrid

Madrid is a city that combines its enduring history with its cosmopolitan atmosphere to create a destination that favored amongst tourists from around the world. This is a city that is very much bursting at the seams with life and its vibrant atmosphere, cultural attractions and connection with history ensure travelers have everything they could possibly want from a European city break. At the end of a flight to Madrid, there are sites to see, picturesque streets to roam and, of course, excellent shopping opportunities to explore. Visitors can immerse themselves in Madrid's fantastic local culture, its peerless art scene and world acclaimed fine dining. In fact, there is very little that Madrid doesn't have to offer.


  Things to do and places to visit in Madrid

The only problem travelers will encounter during their visit to Madrid is knowing what to do first. Sampling the mouth-watering tapas, strolling through one of the many excellent museums or even simply soaking up the atmosphere are all excellent options. Spend a sunny day wandering through the splendid squares or marvel at the intricate architecture of the churches.With so many options, flights to Madrid are great for people of any age or inclination.

When visiting Madrid, be sure to:

  • See the superb collection of art is the Museo del Prado.
  • Stroll down the Gran Via.
  • Enjoy the atmosphere of the Plaza Mayor.
  • Wander through the stunning gardens of the Parque del Buen Retiro.
  • See the beautiful mansion of the Museo Lazaro Galdiano.
  • Find quirky fashions in the Fuencarral market.
  • Try some of the many different tapas dishes.
  • Visit the statues of Don Quixote and Sancho Panza in the Plaza de Espana.
  • See the breathtaking Basilica de San Francisco El Grande.
  • Wander the Casa de Campo park, which is five times the size of Central Park.
  • Shop in the luxury boutiques of the Golden Mile.
  • Look for bargains at the El Rasto flea market.
  • See Picasso's Guernica in the Reina Sofia museum.
  • Snack on churros with chocolate.
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