About the Course
Modern organizations don't just need document storage; they require a robust information governance strategy that protects, organizes, and enables decisive action. Whether managing records for a government ministry, ensuring compliance for a financial institution, supporting healthcare data, handling NGO documentation, or overseeing corporate information assets, you are expected to demonstrate:
- What records exist and where they are located
- How long records must be retained and why
- Who can access what records and under what authority
- How records are protected from loss, tampering, and unauthorized access
- How disposition decisions are documented and defensible
This course will transform electronic records management from ad-hoc filing into a structured governance system. Participants will learn to design classification schemes that reflect actual work processes, build retention schedules meeting legal requirements, implement naming conventions and metadata standards, manage access and security, handle legal holds and e-discovery, and migrate records safely across platforms. Designed for practitioners, it is hands-on and outcome-driven, tailored to work under real constraints like legacy systems, user resistance, limited budgets, and competing priorities.
Target Audience
This course is tailored for professionals across various sectors who are responsible for managing electronic documents and ensuring compliance with regulations.
This course is designed for:
- Records managers and information governance officers
- IT professionals responsible for document management systems and SharePoint administration
- Compliance officers and legal affairs staff managing regulatory requirements
- Administrative officers and executive assistants managing organizational documentation
- HR, finance, and procurement staff handling sensitive departmental records
- Public sector officials responsible for freedom of information and public records
- Healthcare administrators managing patient records and clinical documentation
- NGO program managers responsible for grant and donor documentation
- Archivists and librarians transitioning to digital records environments
- Anyone accountable for organizing, protecting, retrieving, and disposing of electronic records
Course Objectives
This course equips you to manage electronic records systematically using practical frameworks, defensible procedures, and governance tools that work in real organizational environments.
By the end of this course, you'll be able to:
- Understand core records management principles and why they matter for compliance, operations, and risk
- Design classification schemes and folder structures that reflect business functions and enable retrieval
- Develop retention schedules aligned with legal, regulatory, and operational requirements
- Implement naming conventions and metadata standards that improve findability and consistency
- Establish access controls and security measures appropriate to record sensitivity
- Manage legal holds, e-discovery, and regulatory requests with confidence and documentation
- Plan and execute records migration, digitization, and system transitions without loss or corruption
- Build a culture of records compliance through training, communication, and practical tools
Requirements & Prerequisites
Participants should have a foundational understanding of organizational records management or equivalent professional experience. Familiarity with document management systems and basic compliance principles is recommended.
Professional and Organizational Impact
When you manage records with structure and discipline, you become the person who can find anything, prove anything, and protect the organization when it matters most.
As a participant, you will benefit by:
- Strengthening your ability to design and defend records systems and retention decisions
- Gaining confidence in handling legal holds, audits, and e-discovery requests
- Reducing time wasted searching for documents and recreating lost information
- Improving your standing with legal, compliance, IT, and senior leadership
- Building practical skills for information governance, data protection, and regulatory compliance
- Positioning yourself as a strategic asset who protects organizational memory and reduces risk
- Developing expertise that transfers across industries, sectors, and technology platforms
Organizations that manage electronic records effectively reduce legal exposure, accelerate decision-making, and protect institutional knowledge from loss and disorder.
Your organization will benefit from:
- Faster retrieval of critical records when decisions, disputes, or audits demand evidence
- Reduced legal risk from over-retention, premature destruction, or inability to produce records
- Stronger compliance with data protection laws, industry regulations, and contractual obligations
- Lower storage costs through systematic disposition of records that have met retention requirements
- Better continuity when staff leave, projects close, or systems change
- Improved audit performance with clear documentation trails and defensible practices
- Enhanced collaboration through consistent filing, naming, and access across departments
Training Methodology
This is a practical, outcome-driven course designed to turn electronic records management from policy documents into working systems that people actually follow.
Methodology includes:
- Guided exercises to build classification schemes and retention schedules from scratch
- Hands-on practice with naming conventions, metadata templates, and folder structures
- Scenario-based simulations for legal holds, e-discovery, and audit response
- Group work comparing records challenges across different organizational contexts
- Case studies from government, healthcare, finance, NGOs, and corporate environments
- Template development for policies, procedures, access matrices, and disposition logs
- Reflection prompts that challenge current habits and identify quick wins for improvement
Upcoming Sessions
Next available dates worldwide
Certification
Recognized credentials that advance your career
Participants who complete the Electronic Records and Information Management Training Program earn a Trainingcred Certificate of Achievement, demonstrating professional competence and alignment with global standards in learning and development.
NITA Accredited
Accredited by the National Industrial Training Authority, ensuring programs meet nationally recognized standards of quality and relevance.
CPD Certified
Recognized by the CPD Certification Service, ensuring every program meets internationally benchmarked standards of professional excellence.
Why this course earns its place on your CV
Accredited training, practitioner trainers, and peers on the same career track — the three things real expertise is built on.
Compliance & Risk Reduction
- Master regulatory compliance frameworks to protect your organization from costly penalties.
- Implement audit-ready records systems that withstand legal scrutiny every time.
- Mitigate data governance risks with proven electronic records management strategies.
Career Advancement & Credibility
- Become the go-to records management authority your organization desperately needs.
- Add a high-demand credential that differentiates you in information governance roles.
- Position yourself for leadership in the fastest-growing area of digital operations.
Practical Skills & Immediate Impact
- Apply hands-on techniques to digitize, classify, and secure records from day one.
- Streamline document retrieval workflows, saving your team hundreds of hours annually.
- Design retention schedules and disposition policies aligned with industry best practices.
