DESCRIPTION

The Records Management Metrics and Reporting workshop designed for professionals responsible for managing or overseeing organisational records. It provides the practical skills needed to measure, analyse, and report on key records management metrics to improve efficiency, strengthen compliance, and support informed decision-making.

Participants will learn why metrics matter, which core indicators to track, and how to ensure data accuracy and integrity. Through interactive activities and real-world case studies, learners will apply concepts in practical scenarios, analyse trends, and develop meaningful reports aligned to organisational goals.

By the end of the course, participants will have the tools and confidence to design relevant KPIs and make strategic, metrics-driven decisions in their records management roles.


LEARNING OUTCOMES

At the end of this workshop, you should be able to:

  • Understand the importance of metrics in records management 

  • Align records management metrics with business goals 

  • Create effective reports for different stakeholders 

  • Ensure data accuracy and integrity in records management 

  • Identify key metrics for measuring records management performance 


 

WHO SHOULD ATTEND

This workshop is ideal for professionals who are responsible for measuring, managing, or reporting on records and information performance, including:

  • Records Managers and Records Officers

  • Information Management Practitioners

  • Information Governance Professionals

  • Compliance and Risk Officers

  • Data and Reporting Analysts supporting records functions

  • Digital Transformation and Systems Administrators managing EDRMS or content platforms

  • Team Leaders or Managers overseeing records and information programs


  • Note that active participation is essential to benefit from the session fully, and no recordings will be provided in order to preserve the workshop's integrity and interactivity.