Records Retention and Information Governance Course

Introduction

Records retention and information governance are critical pillars of modern organizational accountability, compliance, and operational efficiency. This course is designed to equip professionals with advanced knowledge and practical skills to manage records systematically while ensuring compliance with legal, regulatory, and organizational standards.

In today’s data-driven environment, organizations generate vast volumes of physical and digital records daily. Without proper governance, these records can become disorganized, inaccessible, or non-compliant with regulatory requirements. This course provides structured frameworks for managing the entire lifecycle of records, from creation and classification to retention, archiving, and disposal.

Participants will gain in-depth understanding of information governance principles, including data classification, records management policies, retention scheduling, and secure storage systems. The course emphasizes the importance of accuracy, accessibility, security, and compliance in managing organizational information assets.

Legal and regulatory compliance is a major focus of this course, as organizations must adhere to data protection laws, audit requirements, and industry-specific regulations. Participants will learn how to develop and implement records retention schedules that meet legal standards while supporting organizational efficiency and transparency.

The course also explores digital transformation in records management, including electronic document management systems (EDMS), cloud storage solutions, automation tools, and AI-driven classification systems. These technologies are reshaping how organizations store, retrieve, and manage information in real time.

Through case studies, practical exercises, and real-world scenarios, participants will develop the ability to implement effective records retention and governance systems. By the end of the course, they will be equipped with advanced skills to ensure information integrity, reduce organizational risk, and enhance compliance and decision-making.

Who Should Attend

• Records Management Officers
• Information Governance Officers
• Administrative Officers and Office Managers
• Compliance and Risk Management Officers
• Legal and Regulatory Affairs Staff
• Data Protection Officers
• IT and Systems Administrators
• Archivists and Librarians
• Human Resource Officers handling records
• Finance and Audit Officers
• Project and Program Managers
• Government Records Officers
• NGO and Development Organization Staff
• Corporate Governance Professionals
• Professionals handling organizational data and records

Duration

10 Days

Course Objectives

• Develop advanced competencies in records retention and information governance to ensure compliance, efficiency, and secure management of organizational information assets.
• Strengthen participants’ ability to design and implement records classification, retention schedules, and disposal policies aligned with legal and organizational requirements.
• Equip participants with skills to manage both physical and electronic records throughout their lifecycle effectively and securely.
• Enhance understanding of information governance frameworks, data protection principles, and compliance standards.
• Build capacity to implement secure storage, retrieval, and archiving systems for organizational records.
• Improve ability to ensure regulatory compliance with data protection laws, audit requirements, and industry standards.
• Strengthen skills in digital records management systems including EDMS, cloud storage, and automated classification tools.
• Introduce emerging technologies such as AI-driven records classification and blockchain-based record integrity systems.
• Enable participants to reduce organizational risks associated with poor records management and information loss.
• Equip participants to establish efficient, transparent, and accountable information governance systems within their organizations.

Comprehensive Course Outline

Module 1: Foundations of Records Retention and Information Governance

• Principles of records management and governance
• Importance of information lifecycle management
• Role of governance in organizational compliance
• Emerging trends in information governance

Module 2: Records Classification Systems

• Types of organizational records
• Data classification frameworks
• Categorization and indexing methods
• Managing structured and unstructured records

Module 3: Records Lifecycle Management

• Creation and acquisition of records
• Active and inactive record stages
• Archiving and preservation methods
• Disposal and destruction procedures

Module 4: Retention Policies and Scheduling

• Designing retention schedules
• Legal and regulatory retention requirements
• Policy development and enforcement
• Monitoring retention compliance

Module 5: Legal and Regulatory Compliance

• Data protection laws and regulations
• Industry-specific compliance requirements
• Audit and reporting obligations
• Managing legal risks in records handling

Module 6: Electronic Records Management Systems

• Introduction to EDMS platforms
• Digital document storage systems
• Metadata and indexing systems
• Integration with organizational systems

Module 7: Data Security and Protection

• Securing physical and digital records
• Access control and authentication systems
• Encryption and cybersecurity measures
• Risk management in records handling

Module 8: Information Governance Frameworks

• Governance structures and policies
• Roles and responsibilities in governance
• Policy enforcement mechanisms
• Organizational accountability systems

Module 9: Archiving and Retrieval Systems

• Archival methods for long-term storage
• Efficient retrieval systems and indexing
• Digital and physical archiving solutions
• Preservation of historical records

Module 10: Emerging Trends in Information Governance

• AI in records classification and management
• Automation of retention processes
• Blockchain for record integrity
• Future of digital governance systems

Training Approach

The instructor led trainings are delivered using a blended learning approach and comprises of presentations, guided sessions of practical exercise, web-based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.

All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.

Certification

Upon successful completion of the training, participants will be awarded a certificate of completion by Steady Development Center.

Training Venue

The training will be held online. We also offer training for a group at requested location all over the world. The course fee covers the course tuition, tutorials and all required training manuals. Any other personal expenses are catered by the participant.
For registration and further enquiries, contact us on:

• Tel: +254 701 180 097
• Email: training@steadytrainingcenter.com

Tailor-Made Option

This course can be customized to suit the specific needs of your organization and be delivered on-line to any convenient location.

Terms Of Payment

Upon agreement by both parties’ payment should be made to Steady Development Center’s official account at least 3 working days before training begins to facilitate adequate preparation.

Our Upcoming Training Schedule