Proposed five-day professional program. Approximately 25-30 training hours. Final arrangements are confirmed in the written proposal.
Course Overview
Organize digital records so that information can be found, retained and managed consistently.
This proposed five-day program combines practical case analysis, guided exercises and peer discussion. Participants adapt the course concepts to organizational circumstances and prepare a digital records management plan.
Learning Outcomes
Assess record types and business requirements.
Evaluate classification and naming conventions.
Apply a structured approach to retention ownership and access review.
Develop practical recommendations for migration and archive quality checks.
Prepare and present a digital records management plan.
Who Should Attend
Business analysts, digital service owners, IT coordinators and transformation professionals.
Relevant work experience is recommended. The participant profile, prerequisite knowledge and case complexity are reviewed during planning.
Training Methodology
Facilitated discussion, worked examples, anonymized case analysis, practical exercises, peer review and an applied final assignment.
Learning assessment may include a baseline discussion, review of exercise outputs and a final presentation. Attendance and completion requirements are confirmed in the proposal.
Course Tools and Templates
Record types and business requirements worksheet – proposed exercise document.
Classification and naming conventions worksheet – proposed exercise document.
Retention ownership and access review worksheet – proposed exercise document.
Migration and archive quality checks worksheet – proposed exercise document.
Digital records management plan – proposed exercise document.
Delivery Requirements
Classroom, live online and in-house delivery can be arranged by agreement. The trainer, language, venue or platform, timetable and required materials are confirmed in writing.
A laptop may be needed for analytical or planning activities. Software availability, licenses and access requirements are agreed before delivery.
Course Customization
The indicative five-day sequence can be adapted to participant experience, industry context and agreed learning objectives. Final dates, fees, agenda, certificate details and delivery arrangements are confirmed in the written proposal.
Proposed Five-Day Course Outline
Day 1 – Record types and business requirements
Define the business context, assess current practices and clarify the decisions relating to record types and business requirements.
Practical output: Record types and business requirements worksheet
Day 2 – Classification and naming conventions
Interpret representative information and compare practical approaches to classification and naming conventions.
Practical output: Classification and naming conventions worksheet
Day 3 – Retention ownership and access review
Use the course tools in a realistic case focused on retention ownership and access review, documenting assumptions and recommendations.
Practical output: Retention ownership and access review worksheet
Day 4 – Migration and archive quality checks
Review responsibilities, risks and follow-up measures through a practical exercise on migration and archive quality checks.
Practical output: Migration and archive quality checks worksheet
Day 5 – Digital records improvement workshop
Integrate the learning through digital records improvement workshop, present the final assignment and propose workplace actions.
Practical output: Digital records management plan
