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Ideal Workplace Solutions
NITA AccreditedFoundationPhysical + Virtual5 daysTOFO318

Training on Foundations of Information Architecture for Records Managers

Learn to design taxonomies, metadata, and structures that make records usable, compliant, and future-ready. Build IA skills every records manager needs

Next intake

20 Jul 2026 · Nakuru

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Duration

5 days

Live instruction

Delivery

Physical + Virtual

Cohort based

Level

Foundation

Working professionals

Certification

NITA reimbursable

For Kenyan cohorts

Language

English

All materials

Overview

About this programme

Ever feel like your organization is struggling with information chaos, where records are hard to find and compliance risks keep growing? Effective records management is about organizing information so it is easy to access, trust, and protect.

Information architecture helps solve this by using clear taxonomies, metadata, and classification systems to bring order to data.

This practical course focuses on simple, real world methods to align information structures with business needs and compliance requirements.

Duration

5 Days

Who Should Attend

  • Records and Information Managers

  • Data Governance and Compliance Officers

  • IT and Knowledge Management Specialists

  • Archivists and Documentation Professionals

  • Departmental Records Coordinators

Learning outcomes

What you'll walk away with

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

  • Explain the principles of information architecture and its relevance to records management.

  • Design taxonomies and metadata schemas to organize records effectively.

  • Apply IA techniques to improve retrieval, compliance, and business workflows.

  • Collaborate with IT, compliance, and business teams on IA projects.

  • Integrate IA practices with electronic document and records management systems (EDRMS).

Course modules

What we cover, module by module

Module 1: Introduction to Information Architecture

  • What is IA, and why does it matter for records managers?

  • The link between IA, user experience, and compliance

  • Core concepts: taxonomies, metadata, and navigation

  • Case Study: A government agency saves millions with better IA

Module 2: Taxonomies and Classification Systems

  • Designing logical record categories

  • Controlled vocabularies vs. free tagging

  • Aligning taxonomies with business functions and legal requirements

  • Practical Exercise: Create a taxonomy for a sample HR department

Module 3: Metadata for Records Management

  • Key metadata elements for compliance and retrieval

  • Balancing mandatory vs. optional metadata

  • Metadata standards (ISO 23081, Dublin Core)

  • Practical Exercise: Develop a metadata schema for financial records

Module 4: Designing User-Centered Information Structures

  • IA for usability: making systems intuitive

  • Search optimization and retrieval design

  • Mapping user journeys and access needs

  • Case Study: How a healthcare provider improved patient record access

Module 5: Implementing IA in EDRMS and Digital Environments

  • Integrating IA with SharePoint, cloud platforms, and EDRMS

  • Governance policies for sustainable IA

  • Monitoring and updating structures as organizations evolve

  • Practical Exercise: Draft an IA implementation roadmap

Impact

Where the change lands

Individual Impact

  • Gain confidence in organizing and structuring information assets.

  • Build practical skills in taxonomies, metadata, and user-centric design.

  • Improve your ability to support compliance and retrieval efficiency.

  • Boost your career profile with cutting-edge IA knowledge.

Organizational Impact

  • Streamlined information flows that save time and reduce costs.

  • Stronger compliance with records laws and industry standards.

  • Improved collaboration and decision-making across departments.

  • Future-ready information systems that scale with business needs.

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
FAQs

Common questions.

Still not sure? Send us a note and a facilitator will get back to you within a business day.

It ensures records are structured for easy retrieval, compliance, and long-term value to the organization

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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 Foundations of Information Architecture for Records Managers 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.

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