Gain an understanding of the document and records management lifecycle.

·         Familiarize oneself with the ISO 15489 records management standard.

·         Explore the process of implementing a records management system based on ISO 15489.

·         Assist in creating a business case and requirements for selecting and procuring document and records management solutions.

·         Develop a document and records management plan of action for implementation in your organization, drawing insights from best practice implementations and case studies.

·         Master the concepts related to managing information and content, including workflow, business processes, and collaboration.

·         Establish search and retrieval capabilities for the documents and records management.

·         Effectively set up access controls and security measures.

Concepts and Set Up Components

·         Understanding the lifecycle of documents and records.

·         Capturing and managing storage.

·         Storage and handling considerations.

·         Preservation and archiving techniques.

·         Utilizing metadata and indexing.

·         Implementing classification schemes.

·         Effective search and retrieval methods.

·         Establishing controls and ensuring security.

·         Complying with legislation, standards, and regulations.

Process And Delivery

·         Conducting information gathering through audits and surveys.

·         Building a business case.

·         Identifying business requirements.

·         In-depth exploration of ISO 15489 Part 1, including:

·         Setting ISO 15489 policies and standards.

·         Assigning responsibilities and authorities.

·         Establishing procedures and guidelines.

·         Developing a business classification scheme.

·         Understanding IT infrastructure requirements.

·         Implementing a model office and rollout plan.

Implementation Planning

·         Planning the implementation process.

·         Detailed examination of ISO 15489 Part 2, covering:

·         Designing, implementing, and administering specialized systems for records management.

·         Integrating records management into business systems and processes.

·         Conducting information audits to monitor compliance.

·         Project and program planning.

Implementation Planning

·         Planning the implementation process.

·         Detailed examination of ISO 15489 Part 2, covering:

·         Designing, implementing, and administering specialized systems for records management.

·         Integrating records management into business systems and processes.

·         Conducting information audits to monitor compliance.

·         Project and program planning.