Master Advanced Document & Records Management Compliance

Course Description

This comprehensive 5-day course equips professionals with advanced skills in documents and records management compliance. Participants will learn to implement ISO standards, develop robust policies, and ensure organizational compliance. The course covers advanced strategies, tools, and technologies for capturing, managing, and preserving vital business records.

Learning Objectives

• Implement advanced records management policies and procedures aligned with ISO15489 and ISO27001
• Develop strategies for meeting legal, audit, and compliance requirements
• Create and implement electronic file plans, retention schedules, and security frameworks
• Integrate records management systems across organizational processes
• Apply advanced concepts like metadata, taxonomy, and Enterprise Content Management (ECM)

Course Modules

Day 1: Advanced Records Management Fundamentals

• Introduction to advanced records management concepts
• ISO15489 and ISO27001 standards deep dive
• Creating a records management audit register
• Developing comprehensive file plans and metadata schemas

Day 2: Compliance and Security Frameworks

• Advanced document control techniques
• Designing classification schemes and taxonomies
• Implementing compliance controls and security measures
• Navigating complex legislation and regulations

Day 3: Technology and Systems Integration

• Evaluating advanced records management systems
• Integrating Enterprise Content Management (ECM) solutions
• Digital preservation and long-term archiving strategies
• Managing electronic signatures and authentication

Day 4: Implementation and Best Practices

• Developing a records management implementation plan
• Creating policies and procedures for ISO15489 and ISO27001 compliance
• Establishing access controls and security protocols
• Best practices for records management in various industries

Day 5: Case Studies and Practical Application

• Analyzing real-world records management challenges
• Developing solutions for complex compliance scenarios
• Creating a personalized records management action plan
• Peer review and expert feedback on implementation strategies

Practical Wins for Participants

• A customized records management and compliance action plan
• Templates for creating file plans, retention schedules, and security frameworks
• Checklist for ISO15489 and ISO27001 compliance implementation
• Toolkit for evaluating and selecting records management technologies