Course Overview

This five-day intensive course enables participants to develop the necessary expertise to support an organization in implementing and managing a Management System for Records (MSR) based on ISO 30301. Participants will also gain a thorough understanding of best practices used to implement records management processes based on requirements from ISO 30301.

Who should attend?

  • Managers or consultants wanting to prepare and to support an organization in the implementation of a Management System for Records (MSR)
  • ISO 30301 auditors who wish to fully understand the Management System for Records implementation process
  • Persons responsible for the records management conformity in an organization
  • Members of a quality, information security, environmental, or energy management team
  • Expert advisors in Management System for Records
  • Technical experts wanting to prepare for a quality function or for an MSR project management function

Learning objectives

  • To understand the implementation of a Management System for Records in accordance with ISO 30301
  • To gain a comprehensive understanding of the concepts, approaches, standards, methods and techniques required for the effective management of a Management System for Records
  • To understand the relationship between the components of a Management System for Records and the compliance with the requirements of different stakeholders of an organization
  • To acquire the necessary expertise to support an organization in implementing, managing and maintaining an MSR as specified in ISO 30301
  • To acquire the necessary expertise to manage a team implementing ISO 30301
  • To develop the knowledge and skills required to advise organizations on best practices in the management of records management
  • To improve the capacity for analysis and decision making in the context of records management
  • To prepare an organization for an ISO 30301 audit

Course Agenda

Day 1: Introduction to Management System for Records (MSR) concepts as required by ISO 30301
  • Introduction to management systems and the process approach
  • Fundamental principles of Records Management
  • Presentation of the ISO 3000 standards and framework
  • Understanding the requirements of ISO 30301 clause-by-clause,
    • Management System for Records
    • Management responsibility
    • Resource management
    • Product/Service realization
    • Measurement, analysis and improvement
Day 2: Initiating a MSR project based on ISO 30301
  • Selection of the approach and implementation methodology
  • Creation of a records management team
  • Definition of the scope
  • Definition of quality policy and objectives
  • Identification and analysis of customer needs and requirements
  • Writing a business case and a project plan for the implementation of a MSR
  • Drafting a MSR
Day 3: Implementing a MSR based on ISO 30301
  • Implementation of a document management framework
  • Development of a training & awareness program and communicating about the records management
  • Resource management processes (human resources, infrastructure and work environment)
  • Product/service realization processes
  • Purchasing process
  • Operations management of a MSR
Day 4: Controlling, monitoring and measuring a MSR;certification audit of a MSR
  • Controlling and monitoring a MSR
  • Measurement of customer satisfaction
  • ISO 30301 internal audit
  • Management review of a MSR
  • Implementation of a continual improvement program
  • Preparing for an ISO 30301 certification audit
  • Plan for registration with the certification body
Day 5: Certification Exam


ISO 30301 Foundation Certification or a basic knowledge of ISO 30301 is recommended

Educational approach

  • This training is based on both theory and practice:
    • Sessions of lectures illustrated with examples based on real cases
    • Practical exercises based on a full case study including role playings and oral presentations
    • Review exercises to assist the exam preparation
    • Practice test similar to the certification exam

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