COURSE OVERVIEW
Maintaining accurate records is a crucial responsibility for any organization. Proper creation, organization, and maintenance of records and archives are key to achieving success. Effective records keeping not only offers liability protection but also enhances efficiency and productivity, ultimately contributing to improved business performance.
Our Archiving and Records Management workshop manual equips participants with the skills to classify records, establish and maintain various systems, and develop a thorough understanding of the importance of records management. By participating in this workshop, individuals will gain the knowledge necessary to improve their organization’s record-keeping practices and enhance its bottom line.
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
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