This course has passed.


This virtual course has been specifically designed to provide you with the essential skills to improve the management of your organisation’s records.

Gain an overview on records and information management fundamentals; benchmark your procedures against best practice; gain information management techniques for organising and finding information; perfect your digitalisation and preservation of records and develop a more effective retention schedule.

Through the use of virtual breakout rooms that facilitate smaller working groups, delegates will develop actionable strategies for managing digital records. Leave the day with the knowledge to create an information management programme and take away practical guidance for the retention and deletion of records.

There will be plenty of opportune moments for you to network, share resources and experiences with other delegates. Gain valuable contacts with other like-minded peers to create that invaluable records management support network.

Unlocking the Power of Virtual

Our virtual courses have been designed with you in mind. From group exercises in breakout rooms to live chat, whiteboards and interactive polls, we use a range of tools and techniques to ensure that you can connect with your trainer; network and share best practice with your peers and leave the day with the skills you need.

Our courses provide you with an interactive and engaging learning environment that can be accessed from any location, helping you to continue to connect, learn and grow. Click here to discover more!

Please note this course will be using Zoom to deliver the day.

Previous delegates have said:

“A very well put together course which covered all aspects of Records Management you could possibly imagine.” – Departmental Records Officer, Natural England

Excellent location and venue, course was very informative, excellent clear speakers with an excellent understanding of their subjects.” – Corporate Governance Implementation Manager, North West Anglia NHS Foundation Trust

“An excellent and informative course delivered by knowledgeable presenters. I would recommend.” – Agency Records Officer, Vehicle Certification Agency (DFT)

trainer photo
Scott Sammons
Information Governance Coach, MNLP, AMIRMS, MBCS, H-FIIM

Scott is an experienced and qualified practitioner & coach in the management and governance of information and data having worked and volunteered for 14+ years in the profession. Starting his career in Local Government, Scott has since worked across both the private and public sectors (both large and small) and gained experience, knowledge and/or qualifications working with information governance frameworks applicable in the UK, Ireland, Isle of Man, and wider European context. From 2016-2020 Scott was Chair of the Information and Records Management Society (IRMS) and now volunteers as their lead on professional development including Accreditation, Mentoring, Apprenticeships and ...

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Learning Outcomes

  • Identify the benefits and risk of information and records management
  • Learn what options exist for digitalising your records and which is best for your organisation
  • Understand what components make up an effective records management programme
  • Gain techniques to preserve your digital records
  • Create the right retention schedule for your organisation.
All the Understanding ModernGov courses are Continuing Professional Development (CPD) certified, with signed certificates available upon request for event.

Enquire About In-House Training

To speak to someone about a bespoke training programme, please contact us:
0800 542 9414
[email protected]


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09:25 - 09:30


09:30 - 10:00

Ice Breaker and Clarification of Learning Objectives

10:00 - 11:00

Workshop 1: Information Management Essentials

In this session, delegates will discuss what information and records management aims to achieve. They will also explore how it supports compliance with data protection legislation’s and other laws.

  • Understand what information management is
  • Explain to colleagues what benefits and risks are associated with information management
  • Learn how information supports compliance with data protection laws.
11:00 - 11:15

Morning Break

11:15 - 12:15

Workshop 2: Knowing What You Have

In this workshop, delegates will learn information management techniques for organising and finding information. A practical exercise will demonstrate the limitations of business classification schemes and the importance of working with colleagues when implementing new filing systems.

  • Learn about the various methods that information managers use to help organise and retrieve records
  • Understand when and how to use classification and filing schemes
  • Learn how to develop file naming and version control policies
  • Appreciate the relationships between information asset registers, GDPR ‘records of processing’ and other tools
12:15 - 13:00

Effective Digitalisation of Records

  • Learn when – and when not – to consider digitalizing paper records
  • Know what options exist and how to choose the right strategy for your organisation
  • Understand the available scanning techniques
  • Learn about the available standards and when it will be appropriate to destroy scanned records
13:00 - 13:45


13:45 - 14:00

Reflection Session

  • Trainer will review the day’s learning and the next stages of the course
  • Delegates will have time to ask questions and share views with one another
14:00 - 15:00

Essentials of Digital Preservation

  • Issues with managing digital records
  • Learn about email management and its limitations
  • Understand the risks to records over time
  • Understand what options are available to preserve digital records.
15:00 - 15:15

Afternoon Break

15:15 - 16:00

Workshop 3: A Guide to Developing a Retention Schedule

This workshop takes delegates step-by-step through the process of developing an effective retention schedule and the decisions that must be made.

  • Identify what records should be retained and when they can be destroyed
  • Dispose of records securely and correctly
  • Ensure that your retention schedule reflects the needs of your organisation
  • Understand the different kinds of retention schedules and their strengths and weaknesses
  • Apply your retention schedule in the most effective way
16:00 - 16:15

Round Up and Key Takeaways