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NITA AccreditedIntermediatePhysical + Virtual5 daysTOPR861

Training on Physical Records Management, Storage, and Destruction

Master physical records management with best practices in storage, security, and secure destruction while ensuring compliance and digital integration

Next intake

20 Jul 2026 · Nakuru

View all dates

Duration

5 days

Live instruction

Delivery

Physical + Virtual

Cohort based

Level

Intermediate

Working professionals

Certification

NITA reimbursable

For Kenyan cohorts

Language

English

All materials

Overview

About this programme

In today’s rapidly evolving digital environment, many organizations still depend heavily on paper-based records for critical operations, compliance, and historical accountability. Sectors such as government, healthcare, finance, and legal services continue to manage large volumes of physical records that require proper control, security, and regulatory compliance.

This course is designed to strengthen professional capacity in the management, storage, tracking, retention, and secure disposal of paper records within modern organizational environments. Participants will gain practical knowledge on records lifecycle management, physical records security, compliance requirements, and legally defensible destruction processes.

Through practical exercises, case studies, and industry best practices, the training equips participants with the skills needed to improve records accessibility, minimize compliance risks, protect sensitive information, and effectively integrate physical records management into hybrid paper-digital systems.

Duration

5 Days

Who Should Attend

  • Records managers and archivists

  • Compliance and risk officers

  • Administrative professionals handling sensitive records

  • IT and digital transformation staff integrating hybrid systems

  • Legal, healthcare, and government staff managing paper-heavy records

Learning outcomes

What you'll walk away with

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

  • Apply best practices for storing and maintaining physical records.

  • Develop policies for retention, access, and secure destruction of paper records.

  • Conduct risk assessments to prevent record loss or unauthorized access.

  • Integrate physical and digital systems for holistic records management.

  • Ensure compliance with legal, regulatory, and industry-specific requirements.

Course modules

What we cover, module by module

Module 1: Principles of Physical Records Management

  • Understanding the lifecycle of physical records

  • Legal and regulatory frameworks for paper-based records

  • Key differences and integration points with electronic records

  • Case Study: Misfiled records and the compliance penalties that followed

Module 2: Records Storage Systems and Best Practices

  • On-site vs. off-site storage: pros and cons

  • Storage design: shelving, boxing, and environmental controls

  • Tracking, indexing, and retrieval techniques

  • Practical Exercise: Design a storage layout for a records archive

Module 3: Security and Risk Management for Physical Records

  • Protecting confidential and sensitive information

  • Disaster preparedness: fire, flood, and theft prevention

  • Access controls and monitoring systems

  • Case Study: How poor security led to a major data breach from paper files

Module 4: Records Retention and Secure Destruction

  • Retention schedules: how long to keep what

  • Destruction methods: shredding, pulping, incineration, and vendor services

  • Legal and compliance considerations in destruction

  • Practical Exercise: Draft a secure destruction policy

Module 5: Integrating Physical and Digital Records Systems

  • Scanning, digitization, and hybrid workflows

  • Metadata strategies for linking paper to digital

  • Planning a transition to digital-first without ignoring paper archives

  • Case Study: Successful integration of paper and digital systems in a healthcare organization

Impact

Where the change lands

Individual Impact

  • Gain confidence in handling paper records with compliance and security in mind.

  • Learn practical storage, retrieval, and destruction techniques.

  • Reduce personal risks of mishandling sensitive physical documents.

  • Build skills for integrating physical and digital record systems

Organizational Impact

  • Enhanced compliance with records retention and privacy laws.

  • Improved efficiency and reduced costs in managing physical archives.

  • Stronger security protocols for sensitive and confidential information.

  • Streamlined hybrid recordkeeping for smoother digital transformation.

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.

Many industries still depend on paper, and managing it properly reduces compliance risks and improves efficiency

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 Physical Records Management, Storage, and Destruction 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.