Records & Document Management
| Location | Duration | Kenyan Cost | Non-Kenyan Cost | Upcoming Schedules |
|---|---|---|---|---|
| Nairobi, Kenya | 5 Days | KES 100,000 | USD 1,300 |
| Location | Duration | Non-Kenyan Cost | Register |
|---|---|---|---|
| Online | 5 Days | USD 550 |
| Register |
|---|
Records & Document Management
About the Course
This course equips professionals with the knowledge and practical skills to manage
organisational records and documents systematically and securely. Participants will explore the
full records lifecycle, from creation and classification through to storage, retrieval, and disposal,
ensuring information is accurate, accessible, and compliant with regulatory requirements.
Target Participants
- ● Records and information officers
- ● Administrative assistants and office managers
- ● Archivists and document controllers
- ● Legal and compliance support staff
- ● Government and corporate registry staff
- ● Professionals responsible for organisational filing systems
What You Will Learn
- ● Understand the principles and lifecycle of records management
- ● Classify, organize, and index records effectively
- ● Apply both physical and electronic records management systems
- ● Develop and implement a records retention and disposal schedule
- ● Ensure compliance with legal and regulatory record-keeping requirements
- ● Manage confidential and sensitive records securely
- ● Apply document version control and audit trail practices
- ● Use document management software and digital filing systems
- ● Manage records during organizational transitions and audits
- ● Apply data protection principles in records management
Course Duration
- ● Face-to-face workshops: 5 days
- ● Virtual Training: 7 days
- ● LMS: Self-paced learning
Course Outline
Foundations of Records Management
- ● What is records management and why it matters
- ● The records lifecycle: creation, use, storage, and disposal
- ● Types of records: physical, electronic, and hybrid
- ● Records management standards and best practices
- ● Roles and responsibilities in records management
Classification, Filing, and Indexing
- ● Developing a classification scheme
- ● Filing systems: alphabetical, numerical, and subject-based
- ● Indexing principles for easy retrieval
- ● Naming conventions for files and folders
- ● Organizing records across departments
Electronic Document and Records Management
- ● Introduction to electronic document management systems (EDMS)
- ● Digitizing physical records: scanning and metadata
- ● Version control and document tracking
- ● Access controls and permissions
- ● Cloud-based and on-premise storage considerations
Retention, Disposal, and Compliance
- ● Developing a records retention schedule
- ● Legal and regulatory requirements for record retention
- ● Secure disposal and destruction of records
- ● Managing records during litigation or audits
- ● Records management policies and procedures
Security and Confidentiality
- ● Protecting sensitive and confidential records
- ● Data protection principles in records management
- ● Managing access to restricted records
- ● Business continuity and disaster recovery for records
- ● Handling breaches and unauthorised access
Records Management in Practice
- ● Auditing and reviewing records management systems
- ● Managing records during organizational change
- ● Training staff on records management practices
- ● Measuring records management effectiveness
- ● Measuring records management effectiveness
Training Approach
This course will be delivered through a coaching-first approach that goes beyond traditional
instruction. Whether in our Nairobi classroom, live virtual cohorts, or through our White Label
LMS, participants engage in a safe and nonjudgmental learning environment designed for
meaningful transformation.
We focus on the individual behind the professional title, connecting with the heart before
training the mind. This approach encourages reflection, practical application, and deeper
engagement, ensuring that learning is not only understood but also internalized and applied with
confidence.
Certification
Participants will receive a certificate upon successful completion of the course, recognizing their
knowledge and practical competence.
Customized Training Solutions
This course can also be delivered as a tailor-made program, designed to address the specific
needs, priorities, and operational challenges of your organization.