Advanced Document Management & Compliance Training - 10-Day Course

Master Advanced Document & Records Management Systems

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Advanced Document Management & Compliance Training - 10-Day Course

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Course Overview:

The course is designed to equip professionals with cutting-edge skills and knowledge in managing digital records, ensuring legal compliance, and enhancing information governance. Covering a broad spectrum from Electronic Records Management to Blockchain Technology and Recordkeeping, the course integrates the latest Information Governance Program strategies with hands-on training in Enterprise Content Management Systems, including SharePoint Records Management. Participants will explore Records Retention Strategies, delve into Privacy and Security in Information Management, and understand the critical role of Metadata Standards in today’s digital age. By focusing on Disaster Preparedness and Business Continuity Planning, the course prepares organizations to safeguard their vital records against unforeseen events.

Target Audience:

Records Managers
Information Governance Officers
Compliance Managers
IT Professionals
Legal Professionals
Archivists and Librarians
Data Privacy Officers
Business Continuity Planners

Targeted Organizational Departments:

Information Technology
Legal and Compliance
Records and Archives
Human Resources
Operations and Business Continuity

Targeted Industries:

Healthcare
Financial Services
Government and Public Sector
Technology and Software: Innovating in ECM systems and information governance.
Manufacturing and Logistics

Course Offerings:

By the end of this course, participants will be able to:

Understand the foundations of Document Management Technology.
Implement advanced Electronic Records Management Techniques.
Develop and manage Information Governance Programs.
Design strategies for Records Retention and Disposal.
Utilize Enterprise Content Management Systems effectively.
Ensure Legal and Regulatory Compliance in records management.

Training Methodology:

The training employs a blend of interactive lectures, case studies, group work, and hands-on sessions. Interactive lectures will introduce core concepts, while case studies provide real-world applications. Group work fosters collaboration, and hands-on sessions with Document Management Systems, including SharePoint, offer practical experience.

Course Toolbox:

Comprehensive Course Workbooks
Access to Online Learning Platforms and EDRMS Training Modules
Checklists and Templates for Records Management Program Implementation
Legal Compliance and Best Practices Guides
Case Studies on Blockchain Technology and Social Media Records Management

Course Agenda:

Day 1: Foundations of Document Management and Information Governance

Topic 1: The Origins and Development of Records and Information Management
Topic 2: Records and Record-keeping in Society
Topic 3: Information Technology, Records, and the Information Age
Topic 4: Web 2.0, Social Media, and Society
Topic 5: Legal and Regulatory Frameworks
Topic 6: Introduction to Information Governance Programs
Reflection & Review: Reviewing the Evolution and Key Concepts in Document Management

Day 2: Building an Information Governance Program

Topic 1: Records Management as a Professional Management Discipline
Topic 2: Records and Information Management Lifecycle
Topic 3: Developing Records Management Program Elements
Topic 4: Functions and Activities in Information Governance
Topic 5: Standards, Laws, Regulations, and the Legal Environment
Topic 6: Policy Development and Implementation
Reflection & Review: Insights into Establishing Information Governance

Day 3: Advanced Document Management Strategies

Topic 1: Records and Information Creation and Capture
Topic 2: Controlled Language and Records Classification
Topic 3: Business Classification Schemes and Taxonomies
Topic 4: Indexing, Content Analysis, and File Plan Development
Topic 5: Records Management Metadata Standards
Topic 6: Strategies for Document Retrieval and Access
Reflection & Review: Effective Strategies for Advanced Document Management

Day 4: Technology Integration in Records Management

Topic 1: Electronic Records and Electronic Records Management Systems (ERMS)
Topic 2: Enterprise Information Systems (EIS) and Content Management Systems (CMS)
Topic 3: Implementation of Enterprise Content Management Systems (ECMS)
Topic 4: SharePoint and Its Role in Records Management
Topic 5: Best Practices for ERMS Implementation
Topic 6: Cloud-Based Solutions for Records Management
Reflection & Review: Exploring Technological Advances in Records Management

Day 5: Risk Management, Security, and Compliance

Topic 1: Identifying and Managing Vital Records
Topic 2: Disaster Preparedness, Recovery, and Business Continuity Planning
Topic 3: Monitoring, Auditing, and Compliance in Information Management
Topic 4: Data Privacy and Security Standards
Topic 5: Legal Compliance and Ethical Considerations in Records Management
Topic 6: Developing a Culture of Compliance and Governance
Reflection & Review: Strengthening Risk Management and Compliance Strategies

Day 6: Digital Preservation and Long-Term Record-keeping

Topic 1: Digital Preservation Principles and Practices
Topic 2: Trusted Digital Repositories and Digital Curation
Topic 3: Long-Term Digital Preservation Strategies
Topic 4: Managing Obsolescence and Data Migration
Topic 5: Leveraging Blockchain Technology for Record Integrity
Topic 6: Case Studies on Digital Preservation Challenges and Solutions
Reflection & Review: Ensuring Longevity and Integrity in Digital Records

Day 7: Advanced Technologies and Innovation in Document Management

Topic 1: Artificial Intelligence and Machine Learning in Records Management
Topic 2: Automation and Robotics Process Automation (RPA) in Document Management
Topic 3: Utilizing Big Data Analytics in Information Governance
Topic 4: The Impact of Emerging Technologies on Records Management
Topic 5: Mobile and Remote Access to Records
Topic 6: Innovations in Metadata and Semantic Search
Reflection & Review: Exploring the Frontier of Document Management Technologies

Day 8: Strategic Planning and Leadership in Information Management

Topic 1: Strategic Planning for Records and Information Management
Topic 2: Leadership Skills in Information Governance
Topic 3: Change Management in Records Management Programs
Topic 4: Stakeholder Engagement and Communication Strategies
Topic 5: Future Trends in Information Governance and Records Management
Topic 6: Building and Leading Effective Information Management Teams
Reflection & Review: Strategic Approaches and Leadership in Information Management

Day 9: Specialized Areas in Records Management

Topic 1: Managing Social Media Records and Electronic Communications
Topic 2: Records Management in Healthcare and Compliance with HIPAA
Topic 3: Financial Services and Regulatory Compliance
Topic 4: Government Records Management and Transparency
Topic 5: Managing Intellectual Property and Confidential Information
Topic 6: International Records Management Standards and Practices
Reflection & Review: Understanding Specialized Challenges and Solutions

Day 10: Capstone Project, and Professional Development

Topic 1: Capstone Project: Applying Knowledge to Real-World Scenarios
Topic 2: Final Assessment and Feedback
Topic 3: Career Paths and Professional Development Opportunities
Topic 4: Building a Personal Brand in Records and Information Management
Topic 5: Networking and Continuing Education Resources
Reflection & Review: Celebrating Achievements and Planning for Future Success

How This Course is Different from Other Document Management Technology Courses:

The course stands apart by offering a holistic and integrated approach to records and information management. Unlike other courses that may focus solely on technical aspects or theoretical knowledge, this program delves into practical, real-world applications of Document Management Technology, including the latest developments in blockchain and cloud-based systems. It emphasizes a complete understanding of legal and regulatory requirements, coupled with hands-on training in leading Enterprise Content Management Systems. The inclusion of Disaster Preparedness and Business Continuity Planning prepares organizations not just for today's challenges but for future uncertainties. This course is uniquely positioned to foster not only skill development but also strategic thinking, ensuring participants can lead Information Governance Programs effectively within their organizations.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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