What You'll Learn
Master records management essentials. Learn to organize, store, and retrieve records efficiently and effectively.
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
FeaturedRecords Management Essentials Course is designed to equip professionals with fundamental skills and knowledge to efficiently handle organizational records. Participants will learn best practices in managing both physical and digital records, from creation and maintenance to retention and disposal, ensuring compliance with legal requirements and standards. This course will provide practical approaches to organizing, storing, retrieving, and safeguarding valuable records, enhancing the overall productivity and operational efficiency of their organization. This course will provide participants with both theoretical and practical skills essential for managing records efficiently in today’s business environment.
Duration
5 Days
Who Should Attend
- Administrative and office staff
- Records management officers
- Document controllers
- Compliance officers
- Legal professionals responsible for handling documents
- Archivists and librarians
- IT professionals involved in data management
- Managers responsible for overseeing record-keeping functions
Course Impact
Organizational Impact
-
Boost efficiency and productivity by enabling quick access to information.
-
Reduce legal and compliance risks with systematic records management.
-
Strengthen business continuity through secure, recoverable records.
-
Cut storage costs and streamline organizational processes.
Personal Impact
-
Gain a universally valuable skill relevant across industries.
-
Build a strong foundation for roles in administration, compliance, and management.
-
Contribute directly to efficiency and legal compliance.
-
Improve personal organization with practical file and information management strategies.
Course Objectives
By the end of this course, participants will be able to:
- Understand the principles and best practices of effective records management.
- Identify the lifecycle of records and implement appropriate management techniques at each stage.
- Ensure compliance with relevant laws, regulations, and organizational policies related to record-keeping.
- Develop and implement a records retention and disposal policy that aligns with organizational needs.
- Utilize digital tools and systems for efficient record storage, access, and retrieval.
- Safeguard records against unauthorized access, loss, or damage.
- Evaluate and streamline current records management practices to improve operational efficiency.
Course Outline
Module 1: Introduction to Records Management
- Definition and importance of records management
- Overview of records management standards and regulations
Module 2: Records Lifecycle
- Creation, classification, and indexing of records
- Maintenance, storage, and retrieval processes
- Retention schedules and disposal methods
Module 3: Legal and Regulatory Compliance
- Records management laws and regulations
- Managing risks and ensuring legal compliance
Module 4: Digital Records Management
- Introduction to electronic document management systems (EDMS)
- Converting physical records into digital formats
- Cloud storage and data security in records management
Module 5: Data Protection and Confidentiality
- Strategies for safeguarding sensitive and confidential records
- Implementing access control and security measures
Module 6: Records Retention and Disposal Policies
- Developing retention schedules
- Procedures for archiving, purging, and disposing of records
Module 7: Best Practices and Case Studies
- Review of successful records management systems
- Practical tips for improving records management practices
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:
Recent Activity
Additional Options
Customize your training experienceFrequently Asked Questions
Find answers to common questions about this course
You May Also Be Interested In
Explore more courses in this category
Foundation
Training on Certification for Records and Information Manager (CRIM)
Gain global expertise in records & information management with our 5-day CRIM pr...
Intermediate
Training on Digital Preservation and Archiving
Master digital preservation and archiving. Learn to protect digital assets, ensu...
Intermediate
Training on Records Management Auditing and Performance Metrics
Learn to audit records management systems and apply performance metrics. Gain sk...
Foundation
Training on Education Sector Records and FERPA Compliance
Learn FERPA compliance for schools and universities. Gain skills to manage stude...
Foundation
Training on Certification for Records and Information Manager (CRIM)
Gain global expertise in records & information management with our 5-day CRIM pr...
Intermediate
Training on Digital Preservation and Archiving
Master digital preservation and archiving. Learn to protect digital assets, ensu...
Intermediate
Training on Records Management Auditing and Performance Metrics
Learn to audit records management systems and apply performance metrics. Gain sk...
Foundation
Training on Education Sector Records and FERPA Compliance
Learn FERPA compliance for schools and universities. Gain skills to manage stude...
Training on Records Management Essentials
Next class starts 5 Jan 2026
Subscribe to our Weekly Newsletter!
Get updates on the latest posts and more from Ideal Workplace Solutions straight to your inbox.
About Us
Take your career to the next level with our industry-leading training programs. Designed to build skills, boost confidence and drive success, we empower professionals like you to excel in your current role or explore new opportunities.
Quick Links