What You'll Learn
Course Benefits
Industry Certification
Internationally recognized qualification
Expert Instructors
Learn from industry professionals
Dedicated Support
Assistance during and after training
Practical Skills
Apply knowledge immediately
Course Overview
How do large organizations bring order to millions of records scattered across departments, formats, and systems? The answer lies in building a strong records classification and taxonomy framework. Without it, compliance risks, inefficiency, and data chaos grow rapidly.
This course takes you beyond the basics into advanced strategies for developing enterprise-wide taxonomies that support both physical and digital records. You’ll learn how to design logical, scalable structures, apply metadata standards, and ensure discoverability across platforms. Through hands-on exercises and case studies, you’ll gain the tools to not only organize information but also make it actionable for decision-making and compliance.
Duration
5 Days
Who Should Attend
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Records and Information Managers
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Taxonomy Specialists
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Knowledge Managers
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IT and Information Governance Professionals
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Compliance Officers
Course Impact
Individual Impact
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Gain the ability to design and implement advanced taxonomies for digital and physical records.
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Improve efficiency in retrieving and managing records across platforms.
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Strengthen professional skills in metadata standards and information architecture.
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Boost career growth by mastering a specialized area of records management.
Organizational Impact
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Enhanced compliance through structured, consistent classification practices.
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Reduced risks of data loss and mismanagement.
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Improved knowledge discovery and operational efficiency.
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Future-proof information systems for scalability and integration.
Course Objectives
By the end of this course, participants will be able to:
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Analyze organizational information needs to design effective classification schemes.
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Apply metadata and taxonomy standards for enterprise-wide records management.
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Develop governance and maintenance strategies for taxonomies.
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Integrate taxonomies with digital systems, including EDRMS and cloud platforms.
Course Outline
Module 1: Foundations of Advanced Records Classification
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Understanding classification theory and its importance in information governance
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Key differences between file plans, taxonomies, and ontologies
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Principles of scalable taxonomy development
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Case Study: Comparing successful vs. failed taxonomy projects
Module 2: Metadata Standards and Taxonomy Design
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Role of metadata in effective classification
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International standards (ISO 15489, Dublin Core, etc.)
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Building controlled vocabularies and thesauri
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Practical Exercise: Drafting metadata fields for a sample organization
Module 3: Building Enterprise-Wide Taxonomies
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Mapping organizational structures to classification frameworks
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Handling hybrid environments (digital + physical records)
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Designing taxonomies for multiple user groups and functions
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Practical Exercise: Designing a taxonomy for a multinational enterprise
Module 4: Implementation and Integration
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Tools and technologies for taxonomy management
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Integration with EDRMS, SharePoint, and cloud-based systems
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Migration strategies for legacy records
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Case Study: Taxonomy implementation in a government agency
Module 5: Governance, Maintenance, and Future Trends
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Governance models for ongoing taxonomy management
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Establishing roles and responsibilities for taxonomy stewards
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Monitoring, auditing, and updating taxonomies as organizational needs evolve
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Leveraging AI and machine learning in classification automation
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Practical Exercise: Develop a governance and maintenance framework for a sample taxonomy
Prerequisites
Course Administration Details
Customized Training
This training can be tailored to your institution needs and delivered at a location of your choice upon request.
Requirements
Participants need to be proficient in English.
Training Fee
The fee covers tuition, training materials, refreshments, lunch, and study visits. Participants are responsible for their own travel, visa, insurance, and personal expenses.
Certification
Upon successful completion of this course, participants will be issued with a certificate from Ideal Workplace Solutions certified by the National Industrial Training Authority (NITA) under License NO: NITA/TRN/2734.
Accommodation
Accommodation can be arranged upon request. Contact via email for reservations.
Payment
Payment should be made before the training starts, with proof of payment sent to outreach@idealworkplacesolutions.org.
For further inquiries, please contact us on details below:
Email: outreach@idealworkplacesolutions.org
Mobile: +254759708394
Register for the Course
Select a date and location that works for you.
In-Person Training Schedules
January 2026
| Date | Days | Venue | Fee (VAT Incl.) | Register |
|---|---|---|---|---|
| 5 Jan - 9 Jan 2026 | 5 days | Nairobi, Kenya | KES 99,000 | USD 1,400 | Enroll Now |
| 5 Jan - 9 Jan 2026 | 5 days | Cape Town, South Africa | USD 3,500 | Enroll Now |
| 5 Jan - 9 Jan 2026 | 5 days | Dubai, United Arabs Emirates | USD 4,000 | Enroll Now |
| 5 Jan - 9 Jan 2026 | 5 days | Zanzibar, Tanzania | USD 2,200 | Enroll Now |
| 12 Jan - 16 Jan 2026 | 5 days | Mombasa, Kenya | KES 115,000 | USD 1,500 | Enroll Now |
| 12 Jan - 16 Jan 2026 | 5 days | Kigali, Rwanda | USD 1,800 | Enroll Now |
| 12 Jan - 16 Jan 2026 | 5 days | Accra, Ghana | USD 5,950 | Enroll Now |
| 12 Jan - 16 Jan 2026 | 5 days | Kampala, Uganda | USD 2,200 | Enroll Now |
| 19 Jan - 23 Jan 2026 | 5 days | Dar es Salaam, Tanzania | USD 2,000 | Enroll Now |
| 19 Jan - 23 Jan 2026 | 5 days | Johannesburg, South Africa | USD 3,100 | Enroll Now |
| 19 Jan - 23 Jan 2026 | 5 days | Nakuru, Kenya | KES 105,000 | USD 1,400 | Enroll Now |
| 19 Jan - 23 Jan 2026 | 5 days | Dakar, Senegal | USD 3,500 | Enroll Now |
| 26 Jan - 30 Jan 2026 | 5 days | Pretoria, South Africa | USD 3,100 | Enroll Now |
| 26 Jan - 30 Jan 2026 | 5 days | Kisumu, Kenya | KES 105,000 | USD 1,500 | Enroll Now |
| 26 Jan - 30 Jan 2026 | 5 days | Naivasha, Kenya | KES 105,000 | USD 1,400 | Enroll Now |
| 26 Jan - 30 Jan 2026 | 5 days | Arusha, Tanzania | USD 2,000 | Enroll Now |
USD 1,400
Request Custom Training
We offer customized training solutions tailored to your organization's specific needs:
- Training at your preferred location
- Customized content to address your specific challenges
- Flexible scheduling to accommodate your team
- Cost-effective solution for training multiple employees
Early-bird Offer
Special pricing ends in:
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Training on Advanced Records Classification and Taxonomy Development
Next class starts 5 Jan 2026
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