Office Management

Training Course: Documents and Records Management


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Quick Inquiry
Discount Group Download Brochure (39)

OM12358

27 - 31 Jan 2025

Rome (Italy)

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

27 - 31 Jan 2025

Rome (Italy) -

Cost: 5250 € Euro


  About Rome

As cosmopolitan and diverse as it is rooted in its own history, Rome is one of the premier tourist destinations in the world. Featuring some of the best restaurants on the continent, some of the most iconic historic sites in Europe, the city is widely regarded as one of the most exciting and dynamic places to visit anywhere. The center of the Renaissance, the city houses some of the most famous works of art in the world and remains an important cultural hub to this day. Famous for art, fashion, it's delicious local cuisine, and superbly preserved monuments, Rome truly offers something for everyone.


  Things to do and places to visit in Rome

When disembarking, the first thing that can prove pleasantly challenging is deciding on what to do first! An exceptional array of hotels and inns are available to any weary traveler, as are a superb range of restaurants for those wanting to relax surrounded by the hustle and bustle of Rome in the evening. You can spend the day walking streets steeped in history, visiting galleries that contain works by Caravaggio and Michelangelo or exploring the awe-inspiring Colosseum. The city contains many beautifully maintained parks and gardens, as well as a vast collection of beautiful churches and cathedrals, ensuring that a trip to Rome will be a memorable experience for anyone.

Things to do when taking flights to Rome include:

  • Standing inside the magnificent Colosseum.
  • Gazing in awe at the stunning Castel Sant'Angelo.
  • Visiting the incredible Pantheon, one of the best-maintained buildings from the Roman era.
  • Stopping at the center of the Piazza del Popolo, one of the most beautiful squares in Europe.
  • Walking the beautiful gardens of Villa Borghese.
  • Admiring the vast, intricately carved Column of Marcus Aurelius.
  • Wandering the Forum Romanum, ruins from the Ancient Roman period.
  • Exploring some of the greatest art collections in Europe.
  • Crossing the river on the remarkably-constructed Bridge of Angels.
  • Sampling the world famous local cuisine.
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