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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 organisations 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.

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.

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

  • 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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09:25 - 09:30


09:30 - 10:00

Trainer’s Welcome and Clarification of Learning Objectives

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

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

Feedback, Evaluation & Close


“Lynn's approach to teaching this subject was ideal, I particularly appreciated her openness about challenges we all face as DPO's and her willingness to work collaboratively with delegates in her offering to point us towards helpful materialsto support our work. I really enjoyed the course and found it extremely helpful for my ongoing development as a DPO"
Excelling in the Role of a Data Protection Officer Quality and Compliance Officer, Ark Housing Association
“I really enjoyed the course. To be honest, I had been slightly concerned about participating in a full day’s course remotely, especially as I had never used Zoom before, but the trainer was excellent and put everyone at their ease and was knowledgeable and engaging. I found the material really interesting and the time flew by! I really liked the mix of whole group learning and break out groups.”
Excelling in the Role of a Data Protection Officer Learning and Development Officer, Intellectual Property Office.
It was a fun course to take part in. There was a lot of information given, and it was done in an engaging way with lots of interactivity, even over Zoom. I really enjoyed the course and learned lots from it.”
Excelling in the Role of a Data Protection Officer Internal Quality and Improvement Officer, Social Work England
“This is a very useful course. The presentation was clear and informative. The presenter was very knowledgeable and approachable.”
Creating Data Protection Impact Assessments Disclosure Officer, South Wales Police
Very interesting and knowledge speaker who provided practical examples of how to apply DPA/GDPR in practice
Creating Data Protection Impact Assessments Development and Support Service Manager, East Lancashire Hospice
“The effective data impact assessments course was really engaging and interesting covering a range of topics from the legal understanding required to complete the assessments to the method thought process required to do so.”
Creating Data Protection Impact Assessments Data Analyst, Health and Safety Executive
"An excellent and informative course delivered by knowledgeable presenters. I recommend it!"
A Guide to Successful Information and Records Management Agency Records Officer, Vehicle Certification Agency
"This course provides a good combination of general theory and very practical, experience based advice; really adding value to your day to day activities if you work with records management.”
A Guide to Successful Information and Records Management GDPR Protect Manager, DataAI
"A very well put together course which covered all aspects of records management you could possibly want!"
A Guide to Successful Information and Records Management Departmental Records Officer, Natural England
"Excellent location and venue. Course was very informative, excellent clear speakers with an excellent understanding of their subjects."
A Guide to Successful Information and Records Management Corporate Governance Implementation Manager, North West Anglia NHA Foundation Trust