Office Management

Training Course: Documents and Records Management


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OM12358

16 - 20 Jun 2025

London (UK)

Hotel : Landmark Office Space - Oxford Street

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.

Course Methodology of Documents and Records Management

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

Course Objectives of Documents and Records Management

By the end of the course, participants will be able to:

  • 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 of Documents and Records Management

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 of Documents and Records Management

  • Records Management
  • Document control
  • Information management
  • Information asset identification
  • Business case development

Course Outline of Documents and Records Management

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 (37)

OM12358

16 - 20 Jun 2025

London (UK) - Landmark Office Space - Oxford Street

Hotel : Landmark Office Space - Oxford Street

Cost: 5250 € Euro


  About London

The UK capital of London is a city that combines the old and the new. It is as equally famous for the latest fashion and innovation as it is for its impressive heritage. London's attractions range from the Royal Palace to the DIY atmosphere of its markets. It is also a picturesque city of parks and of course, the majestic Thames River. The city extends for miles beyond its ancient core and each neighborhood has its own charming atmosphere for visitors to explore. London also wears its status as a world city proudly and the influence of different cultures is plain to see in the food and fashion of the capital.


  Things to do and places to visit in London

With so many attractions in London, anyone can find something to delight them. Art lovers will enjoy the world-renowned museums and galleries, most of which are free. Sports fans are spoilt for choice by the city's array of football clubs. Theatre and music fans have a vast list of venues to visit, whilst shopaholics have Harrods, Oxford Street, Camden and much more to look forward to after arranging flights to London.

Some unmissable London attractions include:

  • Seeing priceless masterpieces in the Tate Britain or the National Gallery.
  • Watching the changing of the guard at Buckingham Palace.
  • Visiting Trafalgar Square's famous monument.
  • Marveling at the Crown Jewels in the Tower of London.
  • Getting a bird's eye view of the city from the London Eye.
  • Tasting one of Brick Lane's famous curries.
  • Browsing the exclusive shops of Knightsbridge.
  • Visiting a market – Spitalfields for antiques, Camden for clothes or Borough Market for street food.
  • Admiring design from around the world in the Victoria and Albert Museum.
  • Looking for clues at the home of fiction's most famous detective, Sherlock Holmes.
  • Strolling through one of the lovely parks, including Hyde Park, St James' Park or Kew Gardens.
  • Eating Britain's most famous dish, fish and chips.
  • Watching the street performers in Covent Garden.
  • Enjoying the views at a South Bank cafe.
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