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Archiving and Records Management

Every organization is responsible for maintaining records. The ability to create, organize and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line.

Online Course / Classroom Training


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With our Archiving and Records Management workshop your participants will know how to classify records, define and maintain different systems, and develop a keen understanding of the importance of records management.

Archiving and Records Management > Course Outline:

Housekeeping Items
The Parking Lot
Workshop Objectives

What is Records Management?
Defining Records
Archives vs. Records
Life Cycle
Case Study
Module Two: Review Questions

What Is and Is Not a Record?
Record Programs
Management of Systems
Developing Standards
Case Study
Module Three: Review Questions

Techniques for Analyzing Records
Collecting Information
Organizational Needs
Legal Demands
Case Study
Module Four: Review Questions

Routine Process
Creative Process
System Analysis
Records Survey
Case Study
Module Five: Review Questions

Assess and Review
Develop a Tool
Case Study
Module Six: Review Questions

Arranging and Grouping
Building Files
Elementary & Intermediate
Case Study
Module Seven: Review Questions

Folders and Directories
Case Study
Module Eight: Review Questions

Routine Processes
Creative Processes
Case Study
Module Nine: Review Questions

Taxonomy of Values
Macro Appraisal
Strategy & Criteria
Document & Review Decisions
Case Study
Module Ten: Review Questions

Create Archives
Case Study
Module Eleven: Review Questions

Words from the Wise
Review of Parking Lot
Lessons Learned
Completion of Action Plans and Evaluations


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