Developing Records Management Procedures In Support of IRM Policies: Course Description

Developing Records Management Procedures In Support of IRM Policies: Objectives

• Identify what types of procedures are necessary to be in place to support a comprehensive records management program.
• Develop a map of procedures necessary to support their records management program.
• Develop a set of filing procedures for their organization
• Develop a set of circulation and controlled access procedures for their organization.
• Develop a set of Hold and Release procedures for their organization.
• Develop Transfer and Accessioning procedures for their organization.
• Develop Destruction Procedures for their organization
• Develop a comprehensive auditing and monitoring process for their records management program.

Developing Records Management Procedures In Support of IRM Policies: Course Format

• Introduction to Records Management Procedures
  • Why are Standard Records Management Operating Procedures Important?
  • Producing a Roadmap of Records Management Procedures
  • How all this fits into Your Information Governance Process
• The Role of Standards and Guidelines in Developing Procedures
  • ISO Standards Benchmarks
  • GARP Maturity Model
• Developing Accountabilities
  • What are the Typical Roles and Responsibilities Needed to Support a Records Management Program
• Filing Procedures
  • Classification
  • Developing a File Plan
• Circulation and Controlled Access Procedures
  • Internally
  • Outside Records Centers
• Transfers and Accessioning
  • Active Records
  • Inactive Records
• Legal Hold Order Procedures
  • Hold Procedures
  • Release Procedures
• Destruction Procedures
  • One-Time Purge
  • Ongoing inactive Document Destruction
• Handling Moves and Changes
• Auditing and Monitoring Procedures
  • Why Audit Your Program?
  • How to Conduct The Audit?
  • What Questions Need To be Asked?
  • Who Should Conduct The Audit?
• Internal Training
• Wrap-Up and Review of All Concepts

Developing Records Management Procedures In Support of IRM Policies: Audience

• Information Management Professionals
• Chief Information Officers
• Legal Staff, Regulatory Staff
• IT/Technical Staff
• Records Managers
• Business Managers
• IT Service Providers
• Consultants & Legal Advisors
• Information Lawyers
• Corporate Legal Secretaries
• Data Protection Officers
• Implementation Teams
• Information Architects, Archivists
• Administrative Staff
• Library Staff
• Document Control Staff