About this programme

Effective document and records management is essential for organizational efficiency, compliance, and informed decision-making in today’s digital workplace. This course equips participants with the knowledge and practical skills to manage documents and records across their lifecycle using modern digital tools and best practices.

Participants gain a clear understanding of records management principles, digital filing systems, document control, data security, and compliance requirements, with emphasis on transitioning from paper-based systems to efficient, secure digital environments.

Duration

5 Days

Who Should Attend

Records and registry officers
Administrative and office professionals
Compliance and governance staff
ICT and information management officers
Public and private sector employees handling organizational records

Learning outcomes

What you'll walk away with

By the end of this course, participants will be able to:

Apply records and document management principles effectively
Organize, store, retrieve, and archive records using digital tools
Implement document control and version management systems
Ensure compliance with records management policies and standards
Improve data security, confidentiality, and access controls

Course modules

What we cover, module by module

Module 1: Foundations of Document & Records Management

Records lifecycle and classification
Legal, regulatory, and organizational requirements
Case Study: Consequences of poor records management

Module 2: Digital Document Management Systems (DMS)

Overview of digital filing and document management tools
Metadata, indexing, and retrieval
Case Study: Transitioning from paper to digital records

Module 3: Records Governance, Compliance & Security

Policies, standards, and retention schedules
Data protection, confidentiality, and access control
Case Study: Managing sensitive records securely

Module 4: Practical Application of Digital Tools

Hands-on use of digital filing and document control systems
Version control and workflow automation
Practical Session: Setting up a digital records structure

Module 5: Archiving, Disposal & Continuous Improvement

Digital archiving and preservation
Secure disposal and audit readiness
Practical Session: Developing a records improvement action plan

Impact

Where the change lands

Individual Impact

Improved competence in digital records and document management
Enhanced efficiency and accuracy in handling information
Greater confidence in compliance and data security responsibilities

Organizational Impact

Improved information accessibility and decision support
Stronger compliance, accountability, and audit readiness
Reduced operational risks related to data loss and mismanagement

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.

Full calendar

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