Five-day professional program. Approximately 25-30 training hours. Final agenda, language and delivery arrangements are confirmed in the proposal.

Course Overview

Organize quality documents for clarity, ownership and controlled updates.

This proposed five-day program develops a structured approach through case analysis, facilitated discussion and practical working documents. Participants adapt the learning to their organizational context and produce a final quality document control framework.

Learning Outcomes

Assess document hierarchy and user needs.

Evaluate drafting, reviewing and approval roles.

Apply a structured approach to version control and access arrangements.

Develop recommendations for records, retention planning and periodic review.

Prepare and present a quality document control framework.

Who Should Attend

Quality professionals, process owners, improvement teams and operational managers.

Relevant professional experience is recommended. Participant responsibilities and prerequisite knowledge are reviewed during scoping.

Training Methodology

Facilitated discussion, worked examples, anonymized case analysis, practical workshops, peer feedback and an applied final assignment.

Learning assessment may include a baseline discussion, review of working documents and a final presentation. Completion requirements are confirmed in the proposal.

Course Tools and Templates

Document hierarchy and user needs working brief – proposed exercise document.

Drafting, reviewing and approval roles working brief – proposed exercise document.

Version control and access arrangements working brief – proposed exercise document.

Records, retention planning and periodic review working brief – proposed exercise document.

Quality document control framework – proposed exercise document.

Delivery Requirements

Classroom, live online and in-house formats can be arranged by agreement. Venue, platform, language, timetable, trainer and materials are confirmed in writing.

A laptop may be needed for planning and analytical exercises. Required software, access and prerequisite skills are agreed before delivery.

Course Customization

The proposed five-day agenda can be adapted to the participant group, sector and organizational objectives. Dates, fees, delivery suitability and final activities are confirmed in the written proposal.

Course Outline

Proposed sequence, subject to the agreed training proposal.

Day 1 – Document hierarchy and user needs

Define the context, assess current practices and identify the key decisions relating to document hierarchy and user needs.

Practical output: Document hierarchy and user needs working brief

Day 2 – Drafting, reviewing and approval roles

Interpret sample information, compare suitable approaches and document assumptions for drafting, reviewing and approval roles.

Practical output: Drafting, reviewing and approval roles working brief

Day 3 – Version control and access arrangements

Apply structured tools to an anonymized case and develop recommendations for version control and access arrangements.

Practical output: Version control and access arrangements working brief

Day 4 – Records, retention planning and periodic review

Review responsibilities, risks and follow-up measures through a practical exercise on records, retention planning and periodic review.

Practical output: Records, retention planning and periodic review working brief

Day 5 – Document control workshop

Integrate the course learning into a practical assignment on document control workshop; present recommendations and an implementation roadmap.

Practical output: Quality document control framework