‘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.

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]


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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


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

Closing Remarks & End