Administration and Secretarial Training Courses

Strategic Planning for Records and Archives Services

Duration
2025-12-01 5 Days 2025-12-05
Attendance

Hotel Meeting Room

Hotel Meeting Room
Course code
AC-751
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City / venue
Beijing

Classroom

Fees / hours
4950 $ | 25 Hours

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Course details

Overview ?

Why Attend

This course provides a strong understanding of the concepts of Document Control and Records Management and develops the requirements to help Document Controllers, Records Managers and other staff improve the control of critical documents across the organization. Using best practice and time-proven methodologies and techniques, the course enables participants to understand and implement key document control methods and improvement plans, and to understand the impact of wider information management issues and challenges.

Course Methodology

This course uses a combination of presentations, group discussions, case studies and exercises based on real life situations. 

Course Objectives

By the end of the course, participants will be able to:

  • Explain how Document Control and Records Management fits within the business objectives and environment of their organizations.
  • Apply key Document Control and Records Management concepts and techniques to organizing and managing documents and records.
  • Describe the most common reasons for poor document control, and how to improve the process.
  • Explain the process of planning and implementing a Document Control Records Management (DCRM) solution.
  • Apply best practice, yet key standards to Document Control and Records Management.
Target Audience

This course is designed for anyone from administration to management, with full or some responsibility, at a corporate and operational level, for document and records management, document control, compliance and information governance.

Target Competencies
  • Risk analysis
  • Document process analysis
  • Knowledge of relevant standards
  • Document identification
  • Managing document registers
  • Foundations of Document Control
    • Understanding document control fundamentals
    • Analyzing standards related to document control
    • Identifying the important elements of document control
    • Managing deliverables for your projects
    • Document identification
    • Document types
    • Templates
    • Transmittals
  • Implementing Document Control
    • Ensuring quality
    • Quality standards
    • Procedures and specifications
    • Roles and responsibilities
    • Document distribution
    • Document control systems
  • Records Management Techniques
    • Records management lifecycle
    • Capture
    • Classification
    • Metadata
    • Collaboration
    • Searching
    • Retention, Archiving and Disposal
  • Planning for Document Control and Records Management
    • Drivers for document control and records management
    • Standards and guidance
    • Regulations
    • The business case
    • Risk analysis
  • Implementing Document Control and Records Management
    • Designing a DCRM solution
    • Requirements for a solution
    • Selecting and implementing a DCRM system
    • Migration
    • Business as usual

Day 1

Asset Cost Management Introduction

Definitions of reliability, maintenance & asset management
The total cost of maintenance
Best practice reliability and maintenance processes
Elements of asset management best practice
Auditing performance
Overview of TPM, RCM, BCM, QCM, and other asset management buzzword
Open discussion sessions

Day 2

Laying the Groundwork

Definitions of reliability, maintenance & asset management
The total cost of maintenance
Best practice reliability and maintenance processes
Elements of asset management best practice
Auditing performance
Overview of TPM, RCM, BCM, QCM, and other asset management buzzword
Open discussion sessions

Day 3

Applying the Value based Process

Definitions of reliability, maintenance & asset management
The total cost of maintenance
Best practice reliability and maintenance processes
Elements of asset management best practice
Auditing performance
Overview of TPM, RCM, BCM, QCM, and other asset management buzzword
Open discussion sessions

Day 4

Ensuring the Continuity of the Value-based Process

Definitions of reliability, maintenance & asset management
The total cost of maintenance
Best practice reliability and maintenance processes
Elements of asset management best practice
Auditing performance
Overview of TPM, RCM, BCM, QCM, and other asset management buzzword
Open discussion sessions

Day 5

Supporting Process that Lower Life-cycle costs

Definitions of reliability, maintenance & asset management
The total cost of maintenance
Best practice reliability and maintenance processes
Elements of asset management best practice
Auditing performance
Overview of TPM, RCM, BCM, QCM, and other asset management buzzword
Open discussion sessions

Training Methodology

Pathways Training and consulting adopts the newest techniques of human resources Training and consulting and, with the following:

  • Theoretical lectures are delivered via PowerPoint and visual displays (videos and short films)
  • Making scientific evaluation to the trainee (before and after)
  • Brainstorming and role-playing
  • Using case studies related to the scientific material being delivered and the trainees' work.
  • The participants get the scientific and practical material printed and on CDs and Flash memories.
  • Preparing records and reports of the participants' attendance and results, with a general evaluation of the training program.
  • A group of the best trainers and experts in all fields and specialties professionally prepares the scientific material.
  • After finishing the course, the participants get certificates of attendance signed, certified, and issued by pathways Training and consulting.
  • Our training programs start at 9:00 o'clock in the morning and end at 2:00 in the afternoon, with snack buffet during the lectures.
  • Providing a lunch buffet during the training program period, with organizing a lunch party on the training program final day for taking some photos and certificate awarding.
Different venues & timings for this course

Course name

Duration

City

Price

Strategic Planning for Records and Archives Services

16, Feb 2025 20, Feb 2025

Marrakesh

2950$

Strategic Planning for Records and Archives Services

24, Feb 2025 28, Feb 2025

Marbella

4750$

Strategic Planning for Records and Archives Services

02, Mar 2025 06, Mar 2025

Doha

3500$

Strategic Planning for Records and Archives Services

03, Mar 2025 07, Mar 2025

Brussels

4750$

Strategic Planning for Records and Archives Services

09, Mar 2025 13, Mar 2025

Amman

2750$

Strategic Planning for Records and Archives Services

10, Mar 2025 14, Mar 2025

Madrid

4750$

Strategic Planning for Records and Archives Services

16, Mar 2025 20, Mar 2025

Kuwait

2750$

Strategic Planning for Records and Archives Services

17, Mar 2025 21, Mar 2025

Vienna

4750$

Strategic Planning for Records and Archives Services

31, Mar 2025 04, Apr 2025

Trabzon

3500$

Strategic Planning for Records and Archives Services

06, Apr 2025 10, Apr 2025

Jeddah

2750$

Strategic Planning for Records and Archives Services

07, Apr 2025 11, Apr 2025

Kuala Lumpur

3250$

Strategic Planning for Records and Archives Services

14, Apr 2025 18, Apr 2025

Toronto

5500$

Strategic Planning for Records and Archives Services

21, Apr 2025 25, Apr 2025

Paris

4750$

Strategic Planning for Records and Archives Services

28, Apr 2025 02, May 2025

Amsterdam

4750$

Strategic Planning for Records and Archives Services

05, May 2025 09, May 2025

Bangkok

4950$

Strategic Planning for Records and Archives Services

03, Aug 2025 07, Aug 2025

Manama

2750$

Strategic Planning for Records and Archives Services

11, Aug 2025 15, Aug 2025

Prague

4750$

Strategic Planning for Records and Archives Services

17, Aug 2025 21, Aug 2025

Beirut

2750$

Strategic Planning for Records and Archives Services

18, Aug 2025 22, Aug 2025

Kuala Lumpur

3250$

Strategic Planning for Records and Archives Services

24, Aug 2025 28, Aug 2025

Casablanca

2950$

Strategic Planning for Records and Archives Services

24, Aug 2025 28, Aug 2025

Riyadh

2750$

Strategic Planning for Records and Archives Services

01, Sep 2025 05, Sep 2025

Kuala Lumpur

3250$

Strategic Planning for Records and Archives Services

22, Sep 2025 26, Sep 2025

Singapore

4950$

Strategic Planning for Records and Archives Services

28, Sep 2025 02, Oct 2025

Kuwait

2750$

Strategic Planning for Records and Archives Services

29, Sep 2025 03, Oct 2025

Milan

4750$

Strategic Planning for Records and Archives Services

05, Oct 2025 09, Oct 2025

Jeddah

2750$

Strategic Planning for Records and Archives Services

06, Oct 2025 10, Oct 2025

Munich

4750$

Strategic Planning for Records and Archives Services

13, Oct 2025 17, Oct 2025

Milan

4750$

Strategic Planning for Records and Archives Services

19, Oct 2025 23, Oct 2025

Cairo

2450$

Strategic Planning for Records and Archives Services

27, Oct 2025 31, Oct 2025

Barcelona

4750$

Strategic Planning for Records and Archives Services

03, Nov 2025 07, Nov 2025

Zurich

4750$

Strategic Planning for Records and Archives Services

09, Nov 2025 13, Nov 2025

Riyadh

2750$

Strategic Planning for Records and Archives Services

09, Nov 2025 13, Nov 2025

DUBAI

2950$

Strategic Planning for Records and Archives Services

16, Nov 2025 20, Nov 2025

Cairo

2450$

Strategic Planning for Records and Archives Services

23, Nov 2025 27, Nov 2025

Tunisia

3250$

Strategic Planning for Records and Archives Services

01, Dec 2025 05, Dec 2025

Beijing

4950$

Strategic Planning for Records and Archives Services

07, Dec 2025 11, Dec 2025

Sharm ElShaikh

2750$

Strategic Planning for Records and Archives Services

08, Dec 2025 12, Dec 2025

Rome

4750$

Strategic Planning for Records and Archives Services

14, Dec 2025 18, Dec 2025

Manama

2750$

Strategic Planning for Records and Archives Services

14, Dec 2025 18, Dec 2025

Khobar

2750$

Strategic Planning for Records and Archives Services

21, Dec 2025 25, Dec 2025

Muscat

2750$

Strategic Planning for Records and Archives Services

28, Dec 2025 01, Jan 2026

Tunisia

3250$

Strategic Planning for Records and Archives Services

29, Dec 2025 02, Jan 2026

Berlin

4750$

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