Course Objective

• To understand information and documentation compliance, regulations, standards and best practice
• To create information and documentation policies, procedures, standards including information security standards
• Create an information and documentation action plan to implement in their organization and learn from best practice implementations and case studies
• Learn advanced concepts for managing information and documentation, such workflow, file plan, archiving, auditing, compliance, and version control
• Review industry-leading solutions and vendors in this marketplace
• Use metadata, business classification scheme, taxonomy and setting retention plan
• Learn how to implement legislation, standards, and regulation
• Create advanced policies and procedures
• Setting up access controls and security procedures
• Develop storage models, audit trail and storage technologies

►Target Audience

• Secretaries and administrators wanting to raise their efficiency levels, improve their effectiveness and develop skills that will help their career development
• People working in an office role supporting management and/or working in project teams
• Anyone wanting to develop their practical skills and personal strengths to help them succeed in an office environment

►Course Outline

DAY 1

• Strategy and Understanding of Key Elements
• Introduce information and documentation management
• Review standards, ISO9001, ISO27001 and ISO15489
• Creating information and documentation audit
• Create file plans, metadata plan, retention schedule, and other information controls

DAY 2

• Concepts and Set-up Components
• Compliance, controls, and security
• Legislation, standards, and regulation
• The business classification scheme and taxonomy
• Document control
• Understanding security and compliance

DAY 3

• IT Process and Delivery
• Review IT information and documentation management systems
• Review scanning, storage and archiving systems that meet compliance
• Scanning and legal issues
• Archiving and retention requirements
• Digital signatures and digital rights management

DAY 4

• Implementation Planning
• Implementation planning
• Setting up an action plan for information and documentation compliance
• Creating policies and procedures
• Creating an action plan

DAY 5

• Case Studies
• Introduction to case studies
• Group 1 – Strategy
• Group 2 – Concepts
• Group 3 – Process
• Presentations
• Evaluation and discussion