Archiving and Records Management

Archiving and Records Management – Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line.

Archiving and Records Management - Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line.

Archiving and Records Management Workshop Outline

Module One: Getting Started

  • Housekeeping Items
  • Pre-Assigned Review
  • Workshop Objectives
  • The Parking Lot
  • Action Plan

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
  • Recommended Reading
  • Completion of Action Plans and Evaluations

About Instructor

Jean-Pierre Fallou

Jean-Pierre (John) Fallou is a Business Executive with more than 30+ years of Business Development, HealthCare, IT Consulting, and Alliance Management experience with demonstrated success cultivating new business and markets, developing strategic relationships, and the delivery of high impact projects. A “Go-to” executive that formulates strategies that strengthen competitive position by conceptualizing and launching new services and solution offerings and by managing direct to enterprise, indirect global partner, and channel sales deals.

131 Courses

Not Enrolled

Course Includes

  • 2 Lessons
  • Course Certificate