Online Short Course | Records Management Metrics and Reporting

Description

This course is designed to help professionals use data to improve records management performance, ensure compliance, and support strategic decisions. It begins by exploring why metrics matter, showing how they can highlight operational risks, justify resource allocation, and demonstrate the business value of records management.

Participants will learn to identify and apply key metrics such as retention compliance, classification accuracy, and retrieval time. The course covers best practices for data collection, entry, and validation to ensure reliable and actionable information. 

Through case studies and interactive activities, participants will develop skills in analysing trends, identifying performance issues, and conducting root cause analysis. The course teaches how to create impactful reports tailored to different audiences, including department heads and executives.

Learners will also design strategic KPIs aligned with business goals and regulatory requirements and discover how to use data-driven insights to secure executive buy-in for improvements. Ideal for records managers, compliance officers, and business analysts, this course equips participants with the tools to turn records metrics into a powerful driver of efficiency, compliance, and strategic value.

The main themes covered include:

• Understand the value of metrics in improving records management and supporting business decisions.

• Identify and track key performance indicators (KPIs) like compliance, accuracy, and retrieval time.

• Collect and manage data accurately using best practices and standardised processes.

• Analyse performance data to spot trends, issues, and areas for improvement.

• Create clear, impactful reports that communicate insights and support decision-making.