PROGRAM'S BACKGROUND

This program is designed to stretch the thinking of those who have been in the records management industry for some time. We discuss advanced concepts in a program environment and test traditional thinking. This program is not suited for new records managers or those just starting out in the industry. Delegates from the private and public sector will benefit from this program. Staff members responsible for Information Governance in their organizations will benefit and be able to take back some of the concepts to expand on traditional records and archives thinking.

This program will equip those with records management responsibilities to further their careers by being able to converse at a strategic level regarding current important topics in records and information management. The program is deliberately held at a high level, and requires active participation from all delegates. In addition to the program content, delegates will benefit by interacting with other thought leaders in the information management field.

PROGRAM'S OBJECTIVES

This Program’s Attendees Will Be More Able To:

›       Understand the implications of new legislation on records management and guide the organization to becoming compliant

›       Create a strategic plan for a records improvement process

›       Align the records management program to the corporate goals and objectives

›       Provide input into the Enterprise Content Management initiatives of the organization

›       Prepare the organization for Information Governance, beyond IT Governance

›       Assist the organization 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 organizational records

›       Look beyond traditional "File Plan" thinking and start developing value-based records classification schemes

›       Inform the organization of the pros and cons of SharePoint as a records management system

PROGRAM'S ATTENDEES

›       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 organizations responsible for Industry Governance

PROGRAM'S OUTLINE

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 & MANAGEMENT FOR RECORDS & ARCHIVE SERVICES

›       Identify the Corporate Drivers facing the organization

›       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 program

›       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 & 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

›       Electronic forms management

TRANSPARENCY & 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 organizations 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

SHAREPOINT 2010 E-RECORDS MANAGEMENT

›       Reviewing the capabilities and features of SharePoint 2010 Records Centre

›       Configuration options

›       Planning considerations

›       Managing physical records with SharePoint

ADDITIONAL DETAILS