Strategic planning allows us to envision the future of records management, helping to develop the required processes and procedures. Having a clear goal on what you want to achieve is critical, and this workshop will help you understand the importance of a records management strategic plan, the risks involved, the roadmap to follow, and finally the components required in your business case creation to make it happen.


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

  • The importance of records management
  • The key concepts in records management
  • Importance and benefits of strategic planning
  • Considerations during strategic planning
  • The strategic planning process
  • Examples of strategic planning models
  • Components of a strategic plan