Archiving and Records Management

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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.

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.


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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.



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Archiving and Record Management

  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

                        Other Course Kits Available:

                        1. Accountability in the Workplace
                        2. Administrative Office Procedures
                        3. Administrative Support
                        4. Adult Learning - Mental Skills
                        5. Adult Learning - Physical Skills
                        6. Anger Management
                        7. Appreciative Inquiry
                        8. Archiving and Records Management
                        9. Attention Management
                        10. Basic Bookkeeping
                        11. Being a Likeable Boss
                        12. Body Language Basics
                        13. Budgets and Financial Reports
                        14. Building Confidence and Assertiveness
                        15. Business Acumen
                        16. Business Ethics
                        17. Business Etiquette
                        18. Business Succession Planning
                        19. Business Writing
                        20. Call Center Training
                        21. Change Management
                        22. Civility in the Workplace
                        23. Coaching and Mentoring
                        24. Coaching Salespeople
                        25. Collaborative Business Writing
                        26. Communication Strategies
                        27. Conducting Annual Employee Reviews
                        28. Conflict Resolution
                        29. Contact Center Training
                        30. Contract Management
                        31. Creating a Great Webinar
                        32. Creative Problem Solving
                        33. Creativity: Thinking Outside the Box
                        34. Crisis Management
                        35. Critical Thinking
                        36. Customer Service
                        37. Customer Support
                        38. Cyber Security
                        39. Delivering Constructive Criticism
                        40. Developing a Lunch and Learn
                        41. Developing Corporate Behavior
                        42. Developing Creativity
                        43. Developing Emotional Intelligence
                        44. Developing New Managers
                        45. Digital Citizenship
                        46. Diversity, Equity and Inclusion
                        47. Employee Motivation
                        48. Employee Onboarding
                        49. Employee Recruitment
                        50. Employee Termination Processes
                        51. Entrepreneurship
                        52. Event Planning
                        53. Executive and Personal Assistants
                        54. Facilitation Skills
                        55. Generation Gaps
                        56. Goal Setting and Getting Things Done
                        57. Handling a Difficult Customer
                        58. Health and Wellness at Work
                        59. High Performance Teams Inside the Company
                        60. High Performance Teams Remote Workforce
                        61. Hiring Strategies
                        62. Human Resource Management
                        63. Improving Mindfulness
                        64. Improving Self-Awareness
                        65. In Person Sales
                        66. Increasing Your Happiness
                        67. Internet Marketing Fundamentals
                        68. Interpersonal Skills
                        69. Job Search Skills
                        70. Knowledge Management
                        71. Leadership and Influence
                        72. Leadership Development for Women
                        73. Lean Six Sigma
                        74. Life Coaching Essentials
                        75. Manager Management
                        76. Managing Personal Finances
                        77. Managing Workplace Anxiety
                        78. Managing Workplace Harassment
                        79. Marketing Basics
                        80. Measuring Results From Training
                        81. Media and Public Relations
                        82. Meeting Management
                        83. Middle Manager
                        84. Millennial Onboarding
                        85. mLearning Essentials
                        86. Motivating Your Sales Team
                        87. Multi-Level Marketing
                        88. Negotiation Skills
                        89. Networking Outside the Company
                        90. Networking Within the Company
                        91. Office Health and Safety
                        92. Office Politics For Managers
                        93. Organizational Skills
                        94. Overcoming Sales Objections
                        95. Performance Management
                        96. Personal Branding
                        97. Personal Productivity
                        98. Presentation Skills
                        99. Project Management
                        100. Proposal Writing
                        101. Prospecting and Lead Generation
                        102. Public Speaking
                        103. Recognizing Employee Excellence
                        104. Respect in the Workplace
                        105. Responsibility in the Workplace
                        106. Risk Assessment and Management
                        107. Safety in the Workplace
                        108. Sales Fundamentals
                        109. Self-Leadership
                        110. Sensitivity Training
                        111. Servant Leadership
                        112. Social Intelligence
                        113. Social Learning
                        114. Social Media In The Workplace
                        115. Social Media Marketing
                        116. Stress Management
                        117. Supervising Others
                        118. Supply Chain Management
                        119. Taking Initiative
                        120. Talent Management
                        121. Team Building For Managers
                        122. Team Building Through Chemistry
                        123. Teamwork and Team Building
                        124. Telephone Etiquette
                        125. Telework And Telecommuting
                        126. Ten Soft Skills You Need
                        127. The Cloud and Business
                        128. Time Management
                        129. Top 10 Sales Secrets
                        130. Trade Show Staff Training
                        131. Train-The-Trainer
                        132. Trust Building and Resilience Development
                        133. Unconscious Bias
                        134. Universal Safety Practices
                        135. Virtual Team Building and Management
                        136. Work-Life Balance
                        137. Workplace Bullying
                        138. Workplace Harassment
                        139. Workplace Violence