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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Free Sample

Archiving and Record 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

                        Administrative Skills

                        1. Administrative Office Procedures
                        2. Administrative Support
                        3. Archiving and Records Management
                        4. Basic Bookkeeping
                        5. Business Writing
                        6. Collaborative Business Writing
                        7. Executive and Personal Assistants
                        8. Meeting Management
                        9. Organizational Skills
                        10. Social Media In The Workplace
                        11. Supply Chain Management

                        Career Development

                        1. Assertiveness And Self-Confidence
                        2. Communication Strategies
                        3. Creative Problem Solving
                        4. Developing Creativity
                        5. Digital Citizenship
                        6. Entrepreneurship
                        7. Interpersonal Skills
                        8. mLearning Essentials
                        9. Negotiation Skills
                        10. Personal Branding
                        11. Project Management
                        12. Telework And Telecommuting
                        13. Ten Soft Skills You Need
                        14. The Cloud and Business
                        15. Time Management
                        16. Women in Leadership

                        Human Resources

                        1. Business Succession Planning
                        2. Contract Management
                        3. Crisis Management
                        4. Developing a Lunch and Learn
                        5. Diversity and Inclusion
                        6. Employee Onboarding
                        7. Employee Recruitment
                        8. Employee Termination Processes
                        9. Generation Gaps
                        10. Health and Wellness at Work
                        11. Hiring Strategies
                        12. Human Resource Management
                        13. Managing Workplace Harassment
                        14. Measuring Results From Training
                        15. Millennial Onboarding
                        16. Office Health And Safety
                        17. Talent Management
                        18. Train-The-Trainer
                        19. Universal Safety Practices
                        20. Workplace Diversity
                        21. Workplace Harassment
                        22. Workplace Violence

                        Personal Development

                        1. Adult Learning - Mental Skills
                        2. Adult Learning - Physical Skills
                        3. Anger Management
                        4. Attention Management
                        5. Being A Likeable Boss
                        6. Critical Thinking
                        7. Emotional Intelligence
                        8. Goal Setting and Getting Things Done
                        9. Improving Mindfulness
                        10. Improving Self-Awareness
                        11. Increasing Your Happiness
                        12. Job Search Skills
                        13. Life Coaching Essentials
                        14. Managing Personal Finances
                        15. Managing Workplace Anxiety
                        16. Personal Productivity
                        17. Public Speaking
                        18. Social Intelligence
                        19. Social Learning
                        20. Stress Management
                        21. Taking Initiative
                        22. Work-Life Balance

                        Sales And Marketing

                        1. Body Language Basics
                        2. Call Center Training
                        3. Coaching Salespeople
                        4. Contact Center Training
                        5. Creating a Great Webinar
                        6. Employee Recognition
                        7. Event Planning
                        8. High Performance Teams Inside the Company
                        9. High Performance Teams Remote Workforce
                        10. In Person Sales
                        11. Internet Marketing Fundamentals
                        12. Marketing Basics
                        13. Media And Public Relations
                        14. Motivating Your Sales Team
                        15. Multi-Level Marketing
                        16. Overcoming Sales Objections
                        17. Presentation Skills
                        18. Proposal Writing
                        19. Prospecting and Lead Generation
                        20. Sales Fundamentals
                        21. Servant Leadership
                        22. Social Media Marketing
                        23. Telephone Etiquette
                        24. Top 10 Sales Secrets
                        25. Trade Show Staff Training

                        Supervisors And Managers

                        1. Budgets And Financial Reports
                        2. Coaching And Mentoring
                        3. Conducting Annual Employee Reviews
                        4. Developing New Managers
                        5. Employee Motivation
                        6. Facilitation Skills
                        7. Knowledge Management
                        8. Leadership And Influence
                        9. Lean Process And Six Sigma
                        10. Manager Management
                        11. Middle Manager
                        12. Office Politics For Managers
                        13. Performance Management
                        14. Self-Leadership
                        15. Supervising Others
                        16. Team Building Through Chemistry
                        17. Virtual Team Building And Management

                        Workplace Essentials

                        1. Appreciative Inquiry
                        2. Business Acumen
                        3. Business Ethics
                        4. Business Etiquette
                        5. Change Management
                        6. Civility In The Workplace
                        7. Conflict Resolution
                        8. Customer Service
                        9. Customer Support
                        10. Cyber Security
                        11. Delivering Constructive Criticism
                        12. Developing Corporate Behavior
                        13. Handling a Difficult Customer
                        14. Networking Outside the Company
                        15. Networking Within the Company
                        16. Respect in the Workplace
                        17. Risk Assessment and Management
                        18. Safety In The Workplace
                        19. Team Building For Managers
                        20. Teamwork And Team Building

                        Microsoft Office Specialist (MOS)

                        1. Access 2016 Essentials
                        2. Excel 2016 Essentials
                        3. Outlook 2016 Essentials
                        4. PowerPoint 2016 Essentials
                        5. Word 2016 Essentials
                        6. Excel 2016 Expert
                        7. Word 2016 Expert