ISO 30301 Records Management System: Lead Implementer

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

Prerequisites

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