About this programme

This foundational course introduces participants to the principles, processes, and best practices of effective records management. It provides a structured understanding of the records lifecycle, classification systems, retention scheduling, compliance requirements, and the transition from manual to electronic records systems.

Participants will gain practical knowledge to organize, protect, retrieve, and dispose of records efficiently while ensuring legal compliance and institutional accountability.

Duration

5 Days

Who Should Attend

Registry and Records Officers
Administrative and HR Staff
Compliance and Audit Officers
ICT and Digital Transformation Teams
Public Sector and Corporate Staff handling records
Entry-level Information Management Professionals

Learning outcomes

What you'll walk away with

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

Understand the fundamentals of records management
Identify and classify different types of records
Apply records lifecycle management principles
Develop basic retention and disposal schedules
Ensure compliance with legal and regulatory requirements
Improve records organization and retrieval processes

Course modules

What we cover, module by module

Module 1: Fundamentals of Records Management

Definition and importance of records
Types of records (physical and electronic)
Role of records in governance and accountability
Case Study: Operational inefficiency due to poor filing systems
Practical: Identifying record types within an organization

Module 2: Records Lifecycle Management

Creation and receipt of records
Maintenance and storage
Retention and disposal
Case Study: Legal exposure due to improper retention practices
Practical: Mapping a records lifecycle process

Module 3: Classification & Filing Systems

File plans and indexing
Coding and categorization
Organizing digital folders
Case Study: Retrieval delays caused by disorganized records
Practical: Designing a simple classification system

Module 4: Records Retention & Compliance

Retention schedules
Legal and regulatory requirements
Secure disposal methods
Case Study: Compliance audit findings
Practical: Developing a basic retention schedule

Module 5: Transition to Electronic Records Management

Introduction to EDRMS
Digital storage and security basics
Access control and confidentiality
Case Study: Risks of unmanaged digital files
Practical: Creating a digital records management checklist

Impact

Where the change lands

Personal Impact

Clear understanding of records management fundamentals
Improved organizational and filing skills
Increased compliance awareness
Greater efficiency in records handling

Organizational Impact

Improved document retrieval and operational efficiency
Reduced compliance risks
Enhanced accountability and governance
Better protection of sensitive information

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