Office Management

Training Course: Documents and Records Management


Register Now
Quick Inquiry
Discount Group Download Brochure (39)

OM12358

20 - 24 Jan 2025

Barcelona (Spain)

Hotel : Grupotel Gran Via 678

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

20 - 24 Jan 2025

Barcelona (Spain) - Grupotel Gran Via 678

Hotel : Grupotel Gran Via 678

Cost: 5250 € Euro


  About Barcelona

Barcelona, the main city of Catalonia on Spain's east coast, is known for its fantastic weather and proud local culture. It is also Spain's second largest city and has all the cosmopolitan trappings you would expect. Among Barcelona's many attractions are the delicious seafood, stunning architecture and vibrant atmosphere. It began life as a Roman city and has remained important ever since. Today, it is a buzzing city offering more than enough reasons to look for flights to Barcelona. Between UNESCO World Heritage Sites, famous sports teams plus great food, there's no shortage of ways to amuse oneself.


  Things to do and places to visit in Barcelona

Barcelona really does have something for everyone. The attractions of Barcelona include beautiful beaches to relax on, almost endless historical locations to explore, all the shops you could ever wish for, one of the world's most admired football clubs and world-class eateries - you may never want to leave. Luckily, with so much to do the city's compactness makes it easy to explore. Simply wandering through the streets is a great way to soak up the atmosphere.

Just some of the great things to do in Barcelona include:

  • Marvel at Gaudi's masterwork, the Sagrada Familia.
  • Sample the wide range of tapas in Barcelona's bars.
  • See the somewhat surreal architecture of Antoni Gaudi.
  • Wander through Park Guell, which offers great views over the city and out to sea.
  • See the Cubist master’s early work in the Picasso Museum.
  • Get lost in the winding streets of the Gothic Quarter, known locally as the Barri Gotic.
  • Browse the upmarket shops along the Passeig de Gracia.
  • Soak up the tranquil atmosphere in the Cathedral of the Sea.
  • Watch the silky skills of FC Barcelona in a game at the Camp Nou.
  • Enjoy authentic paella with fresh seafood.
  • Climb Montjuic for spectacular views.
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