Fundamentals of Managing Records & Information: Course Description

This comprehensive course is designed to enable individuals with little or no prior experience in records and information management (RIM) to learn the fundamental elements of how to manage records and information in both physical and electronic form effectively and efficiently. Participants will learn tried and proven practical approaches for developing and strengthening records management programs for any size organization. Particular emphasis will be placed on learning how to manage electronic records, how to develop legally-valid retention programs, and how to use state-of-the-art technologies to manage these programs and become prepared to function successfully as records managers. All participants will receive a course workbook, glossary of terms and useful resource listing.

Fundamentals of Managing Records & Information: Objectives

Fundamentals of Managing Records & Information: Course Format

The course is presented as a workshop presentation with interactive learning exercises and adequate time for interactive discussion and questions from the participants. There will be a thirty minute discussion period at the end of the session in which participants and the facilitator can exchange experiences and ideas.

Topics covered in this course shall include:

• Importance of Managing Information Effectively
  • The Information Asset
  • Benefits of Effective Management of Information
  • Challenges to Managing Information
• Definitions of Records, Documents and Information
  • Definition of a Record
  • Documents
  • Electronic and Digital Information
  • Information as Content and Context
• Record Media
  • Paper and Physical Media
  • Electronic Media
• Basics of The Information Life-Cycle
• The Records and Information Management Program
  • Fundamentals
  • Business and User Assessment
  • Information Process
  • Policies
  • Records Management Systems
• The Functional Records Inventory
  • Strategy
  • Methodology
• Record Classification
  • Record Class
  • Record Series
  • Record Type
  • Classification Scheme
• Organizing Records and Information
  • Physical Records
  • Electronic Information
• Record Retention and Disposition
  • Legal Compliance Drivers
  • Business Requirements Drivers
  • Retention and Disposition Policy
  • Retention Schedule
  • Disposition of Records and Information
• Information Governance
  • Accessibility
  • Security and Privacy
  • Information Integrity
  • Compliance
  • Auditing
  • Using the GARP Model
• Managing Electronic Mail and Messages
  • Defining Electronic Messages
  • Considerations for Managing E-mail and Electronic Messages
• Social Media and Networking
  • Considerations for the Small Business Owner
• Ensuring Effective Management of Records and Information
  • Self-management
  • Contracted Management Alternatives
  • Keeping the Program Successful

Fundamentals of Managing Records & Information: Audience