Training on Advanced Records Classification and Taxonomy Development
Master advanced records classification and taxonomy development to boost compliance, data discovery, and organizational efficiency
Next intake
20 Jul 2026 · Nakuru
Duration
5 days
Live instruction
Delivery
Physical + Virtual
Cohort based
Level
Intermediate
Working professionals
Certification
NITA reimbursable
For Kenyan cohorts
Language
English
All materials
About this programme
How do large organizations bring order to millions of records scattered across departments, formats, and systems? The answer lies in building a strong records classification and taxonomy framework. Without it, compliance risks, inefficiency, and data chaos grow rapidly.
This course takes you beyond the basics into advanced strategies for developing enterprise-wide taxonomies that support both physical and digital records. You’ll learn how to design logical, scalable structures, apply metadata standards, and ensure discoverability across platforms. Through hands-on exercises and case studies, you’ll gain the tools to not only organize information but also make it actionable for decision-making and compliance.
Duration
5 Days
Who Should Attend
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Records and Information Managers
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Taxonomy Specialists
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Knowledge Managers
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IT and Information Governance Professionals
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Compliance Officers
What you'll walk away with
By the end of this course, participants will be able to:
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Analyze organizational information needs to design effective classification schemes.
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Apply metadata and taxonomy standards for enterprise-wide records management.
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Develop governance and maintenance strategies for taxonomies.
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Integrate taxonomies with digital systems, including EDRMS and cloud platforms.
What we cover, module by module
Module 1: Foundations of Advanced Records Classification
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Understanding classification theory and its importance in information governance
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Key differences between file plans, taxonomies, and ontologies
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Principles of scalable taxonomy development
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Case Study: Comparing successful vs. failed taxonomy projects
Module 2: Metadata Standards and Taxonomy Design
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Role of metadata in effective classification
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International standards (ISO 15489, Dublin Core, etc.)
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Building controlled vocabularies and thesauri
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Practical Exercise: Drafting metadata fields for a sample organization
Module 3: Building Enterprise-Wide Taxonomies
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Mapping organizational structures to classification frameworks
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Handling hybrid environments (digital + physical records)
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Designing taxonomies for multiple user groups and functions
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Practical Exercise: Designing a taxonomy for a multinational enterprise
Module 4: Implementation and Integration
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Tools and technologies for taxonomy management
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Integration with EDRMS, SharePoint, and cloud-based systems
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Migration strategies for legacy records
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Case Study: Taxonomy implementation in a government agency
Module 5: Governance, Maintenance, and Future Trends
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Governance models for ongoing taxonomy management
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Establishing roles and responsibilities for taxonomy stewards
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Monitoring, auditing, and updating taxonomies as organizational needs evolve
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Leveraging AI and machine learning in classification automation
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Practical Exercise: Develop a governance and maintenance framework for a sample taxonomy
Where the change lands
Individual Impact
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Gain the ability to design and implement advanced taxonomies for digital and physical records.
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Improve efficiency in retrieving and managing records across platforms.
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Strengthen professional skills in metadata standards and information architecture.
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Boost career growth by mastering a specialized area of records management.
Organizational Impact
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Enhanced compliance through structured, consistent classification practices.
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Reduced risks of data loss and mismanagement.
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Improved knowledge discovery and operational efficiency.
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Future-proof information systems for scalability and integration.
Dates and locations
Upcoming intakes
Every intake is limited to a small cohort. Booking closes when a date fills or three weeks before the start, whichever comes first.
| City | Starts | Ends | Delivery | Book |
|---|---|---|---|---|
NakuruNext | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kigali | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Accra | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kisumu | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Johannesburg | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Dakar | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
- NakuruNext
20 Jul → 24 Jul·In-Person
Book this intake - Kigali
20 Jul → 24 Jul·In-Person
Book this intake - Accra
20 Jul → 24 Jul·In-Person
Book this intake - Kisumu
27 Jul → 31 Jul·In-Person
Book this intake - Johannesburg
27 Jul → 31 Jul·In-Person
Book this intake - Dakar
27 Jul → 31 Jul·In-Person
Book this intake
Common questions.
Still not sure? Send us a note and a facilitator will get back to you within a business day.
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Course finder
Find the right course for you
Prefer to talk it through? Send us an enquiry and a facilitator will scope a fit within a business day.
For corporate teams
Training 10+ professionals?
We deliver Training on Advanced Records Classification and Taxonomy Development in-house at your offices, at a venue we arrange, or fully virtual. Customise the curriculum against your KPIs, and get a bespoke price for the cohort size you need.