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 you know if your records management program is really working—or if it’s just a paper exercise? Policies may look great on paper, but without proper auditing and performance measurement, organizations risk compliance failures, inefficiency, and even legal exposure.
This course equips you with the knowledge and tools to assess, measure, and improve your records management systems. You’ll learn how to plan and conduct internal audits, establish performance metrics, and report findings that drive accountability. Through practical exercises and case studies, you’ll gain the confidence to move beyond box-ticking and develop programs that deliver measurable value.
Duration
5 days
Who Should Attend
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Records and Information Managers
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Compliance and Risk Officers
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Internal Auditors
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Quality Assurance Professionals
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Legal and Governance Officers
Course Impact
Individual Impact
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Gain confidence in conducting professional records management audits
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Learn how to develop and apply meaningful performance metrics
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Strengthen your ability to evaluate compliance and effectiveness
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Build skills to report audit findings clearly and persuasively
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Position yourself as a trusted authority in governance and accountability
Organizational Impact
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Improved compliance with laws, regulations, and standards
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Evidence-based insights for decision-making and resource allocation
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Reduced risk of regulatory penalties and reputational damage
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Stronger culture of accountability and continuous improvement
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Enhanced efficiency in records and information management programs
Course Objectives
By the end of this course, participants will be able to:
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Explain the principles of auditing in records management.
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Plan and conduct effective records management audits.
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Identify and apply key performance metrics for recordkeeping systems.
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Evaluate compliance with organizational policies and regulatory frameworks.
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Report audit findings that support continuous improvement.
Course Outline
Module 1: Foundations of Records Management Auditing
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Why audit records programs? Purpose and benefits
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Types of audits: compliance, operational, and performance
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Standards and frameworks (ISO 15489, ISO 30301)
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Case Study: How an internal audit revealed hidden compliance gaps in a multinational firm
Module 2: Planning and Preparing for an Audit
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Defining scope, objectives, and criteria
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Gathering background information and documentation
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Developing audit tools and checklists
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Practical Exercise: Drafting an audit plan for a records management unit
Module 3: Conducting the Audit
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Interviewing staff and reviewing procedures
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Sampling records and testing controls
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Identifying strengths, weaknesses, and risks
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Case Study: A failed audit and what it taught about gaps in staff training
Module 4: Measuring Performance in Records Management
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Establishing KPIs and performance metrics
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Balancing compliance, efficiency, and user satisfaction
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Benchmarking against standards and peers
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Practical Exercise: Designing KPIs for a digital records management system
Module 5: Reporting, Follow-Up, and Continuous Improvement
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Writing clear, actionable audit reports
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Presenting findings to management and stakeholders
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Monitoring corrective actions and improvements
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Case Study: How performance reporting helped secure executive support for RM upgrades
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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