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
- 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
- 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
- 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
Prerequisites
ISO 30301 Foundation Certification or a basic knowledge of ISO 30301 is recommendedEducational 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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