In-House: Effective Records and Information Management

Overview

‘Records and information are the lifeblood of any organisation. They are the basis on which decisions are made, services provided and policies developed and communicated.’

This Effective Records and Information Management course has been designed to provide you with the latest information to improve the management of your organisation’s records.

With General Data Protection Regulation (GDPR) now in force, it is essential that you have the most effective records and information management procedures in place.

Run this essential training course for your teams In-House to gain actionable strategies for transferring to, and managing digital records. Leave the day with the knowledge to excel in information management, and take away practical guidance for the retention and deletion of records.

Run this Course In-House

Learning Outcomes

Ensure your records management procedures are GDPR compliant
Learn how to transition paper records to digital
Examine practical strategies to ensure an efficient and streamlined records and information management process throughout your organisation
Establish more effective retention schedules 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]

Agenda

Collapse all

09:45 - 10:00

Chair's Welcome & Introduction

10:00 - 11:00

The ICO, Records Management and GDPR

Learn from the ICO on records management
Records management in compliance with GDPR
Understand other relevant records management legislation

11:00 - 11:15

Morning Break

11:15 - 12:00

Instilling an Effective Records Management Culture

Effective cultural change: achieving buy in from management, and getting everyone to understand the importance of effective records management
Understanding the terminology used in records management
Benefits and risks associated with records management
How records management assists compliance with GDPR and other legal requirements

12:00 - 13:00

Transferring to Digital Records: Overcoming Challenges of Digitalised Forms of Record Keeping

Learn how to transition to paperless
Develop effective scanning techniques and categorising of records to ensure the usability of your digital records
Develop techniques for managing digital records, including email
Digitising paper records – benefits and risks
Digital preservation – ensuring records are preserved for the long term

13:00 - 13:45

Lunch

13:45 - 14:30

Case Study: Effective Records Management in Action

Learn what the Freedom of Information Section 46 Code of Practice tells us about successful records management programmes
Identify what records your organisation needs to keep
Learn techniques for getting control over your information
Maintaining an effective audit trail of your records
Ensuring that records are kept securely
Utilise the National Archives self-assessment tool to review progress

14:30 - 16:00

Workshop: Developing Retention Schedules and Disposal Policies (Flexible Afternoon break)

This extended workshop session, will give you the practical guidance to develop more effective retention schedules.

Identify what records should be retained and when to delete
Ensure your retention schedule complies with the GDPR
Disposing of records securely and correctly
Develop a more effective retention plan to your organisation
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