Archiving and Records Management

Printable, customizable, training materials

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.

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

$499 

  • Unlimited Users
  • Unlimited Printing Rights
  • Completely Customizable

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Everything you need to teach a one-day workshop for Archiving and Records Management:

  • Training Manuals
 
  • PowerPoint Slides
  • Instructor's Guide
 
  • Quick Reference Job Aids
  • Icebreakers, Activities,
     & Exercise Files
 
  • Pre-Assignments,
    Pre-/Post-Assessments
  • Promotional Advertorials
 
  • Lesson Plans with Flip Chart Notes

Also available: training video clips, editable books, audiobook workshops, e-learning, and cloud-based LMS.

Archiving and Records Management Course Outline:

Module One: Getting Started
  • Icebreaker
  • Housekeeping Items
  • The Parking Lot
  • Workshop Objectives


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


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


Module Four: Context (I)
  • Techniques for Analyzing Records
  • Collecting Information
  • Organizational Needs
  • Legal Demands
  • Case Study
  • Module Four: Review Questions


Module Five: Context (II)
  • Routine Process
  • Creative Process
  • System Analysis
  • Records Survey
  • Case Study
  • Module Five: Review Questions


Module Six: Classification
  • Functionality
  • Prioritize
  • Assess and Review
  • Develop a Tool
  • Case Study
  • Module Six: Review Questions


Module Seven: Paper-Based Systems
  • Arranging and Grouping
  • Building Files
  • Elementary & Intermediate
  • Metadata
  • Case Study
  • Module Seven: Review Questions


Module Eight: Electronic Records
  • Classifying
  • Folders and Directories
  • Groupings
  • Metadata
  • Case Study
  • Module Eight: Review Questions


Module Nine: Hybrid Systems
  • Routine Processes
  • Creative Processes
  • Design
  • Limitations
  • Case Study
  • Module Nine: Review Questions


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


Module Eleven: Record Maintenance
  • Paper
  • Electronic
  • Create Archives
  • Conversion
  • Case Study
  • Module Eleven: Review Questions


Module Twelve: Wrapping Up
  • Words from the Wise
  • Review of Parking Lot
  • Lessons Learned
  • Completion of Action Plans and Evaluations

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