Electronic Records Management

• Understand the implications of new legisation on records management and guide the organisation to becoming compliant
• Create a strategic plan for a records improvement process
• Align the records management programme to the corporate goals and objectives
• Provide input into the the Entrprise Content Management initiatives of the organisation.
• Prepare the organisation for Information Governance, beyond IT Governance
• Assist the organisation in balancing the needs for Privacy versus Accessibility of records
• Lead the process for managing social media as records where appropriate.
• Make informed decisions as to whether the "Cloud" is a suitable repository for organisational records 
• Look beyond traditional "File Plan" thinking and start developing value-based records classification schemes
• Inform the organisation of the pros and cons of Sharepoint as a records management system.

• Records Managers
• Information Governance professionals
• Departmental managers responsible for Records Management
• IT staff responsible for records management
• Representatives from National and Provincial Archives
• Representatives from watchdog organisations responsible for Industry Governance

Current legislative impacts on records management 

• The Protection of Personal Information Bill 
• King III and the implications for records management 
• The New Companies Act

Strategic Planning and Management for Records and Archive Services 

• Identify the Corporate Drivers facing the organisation 
• Determine the key management issues facing document and records management 
• Conducting an audit/maturity assessment 
• Creating a roadmap based on the audit findings 
• Implement a Records Management programme 
• Create a change and communications management plan

Beyond basic Electronic Records – critical issues to consider

• Long-term preservation 
• Metadata 
• File naming 
• File formats 
• Storage facilities and procedures 
• Digital media 
• Evaluation of records management systems 
• Digital imaging 
• E-mail management 
• Web content management 
• Electronic and advanced electronic signatures

Information Governance (Beyond Records management, Risk and Security) 

• Information Governance and Generally Accepted Recordkeeping Principles (GARP) 
• Records management in relation to other enterprise initiatives
• Conversion of paper documents and records to electronic files
• Records Management
• Content / Knowledge Management
• Collaboration / Work-flow engines
• Version control o Electronic forms management

Transparency and Records Management 

• Transparency implications for records and information management 
• Records Management as a tool for establishing transparency and accountability 
• Records Management maturity levels

Managing Social Media Records 

• Introduction 
• Understanding Social Media 
• Social Media as a record. 
• Retention of Social Media communications 
• Social media as a records management tool 
• Managing Social media records using GARP principles

Managing Documents & Records in the Cloud 

• Understanding “The Cloud” 
• Different “Cloud” and deployment models 
• Advantages and disadvantages of cloud storage 
• Discussing the  implications for records management 
• Determining whether the cloud is right for your organisations records 
• Key action steps

Business Classification Schemes 

• What is a business classification scheme 
• Integrating paper, electronic and e-mail classification schemes 
• Extended file plan and metadata models 
• Naming Conventions