#01 Records Management Fundamentals (RM101)

Aimed at all various levels within the organisation providing an overview of records management terminology, definitions and overall responsibilities. It is advisable that your organisations policy relating to records management is explained and referred to when discussing benefits etc. The learning outcomes include explain the benefits as to why good record-keeping is essential to all roles. This course can be tailored to suit management, general users and those working as records professionals.

#02 Developing a Records Management Strategic Plan

  • Reviewing processes and systems

  • Staff consultation

  • Gap analysis

  • Assessing legislation

  • Determining strategies in line with organisational strategies

  • Creating a one page strategy document

  • Action Plan

#03 Identifying and Utilising Effective Classification Schemes

Aimed at records professionals and general users and explains the why and how classification should be used. This workshop provides attendees with the knowledge and skills to design and implement a workable classification scheme for their organisation.

Attendees will:

  • Understand the benefits of classifying records

  • Understand different classification methods

  • Understand how to apply your classification scheme to records

  • Learn tips and tricks when implementing a classification scheme

#04 Developing and Implementing Classification Schemes

This workshop will provide a hands experience in the tasks required to develop and implement a classification scheme within your organisation.

We will look at:

  • Understanding the business

  • Business Consultation

  • Assessing current repositories

  • Determining best fit classification

  • Developing the scheme

  • Communicating the scheme

  • Implementing the scheme

#05 Implementing and Upgrading Your eDRMS

Will provide each attendee with clarity in relation to the tasks to be undertaken when upgrading your existing eDRMS or implementing a new system. 

The session will cover: 

  • Defining and understanding the benefits of an eDRMS

  • The steps required to effectively implement an eDRMS

  • Determining realistic implementation milestones

  • Communication and post implement requirements

#06 Planning for Digitisation

This workshop explores the main steps in preparing and implementing a digital workplace for records and information.

Attendees will:

  • Understand related terminology

  • Understand and define a digital workplace

  • Identify records for digitisation

  • Assess and understand high value records

  • Determine the digital culture

  • Understand digital Governance requirements


#07 Developing a Risk Management Matrix in Readiness for Digitisation

This workshop will provide attendees with detailed approach in the development a risk management matrix to identify high value/critical records and the risk associated with their loss or destruction of paper copy to the business when going digital.

Attendees will be provided with templates to allow them to apply what is learnt at the session within their own workplaces.

#08 Archiving and Sentencing 101 - Fundamentals

This workshop is aimed at those persons who are required to prepare and list records in readiness for archiving by the records and information specialists.

Attendees will:

  • Understand why archive and not destroy

  • Differences between official destruction and deletion

  • Gain an understanding of retention and disposal schedules

  • Learn the basic steps when preparing records to be archived.

#09 Digital Archiving, Preservation and Continuity 

Starting from the question 'What is a digital record?' - this course will unpack various aspects of Digital Archiving in the first half of the session, which will include digital sentencing, retention and disposal.  Consideration is given to the different systems where digital records may be found, and how different systems and repositories can add or detract from the integrity and authenticity of that record.

The second half will focus on Digital Preservation and Continuity, with an emphasis on long term preservation of records, risk management around digital records, technical metadata for digital archiving and also touching on the notion of interoperability in assessing your agency's digital information governance maturity.

#10 Understanding and Developing Information Management Governance

Information Governance is how we manage corporate information by implementing processes, roles, controls and metrics.

This workshop will provide an overview on the following topics:

  • Information integrity

  • Information as an asset

  • Governance Processes

  • Developing Policies and Procedures

  • Control Documents

#11 Data Management and Literacy 101 – The Fundamentals

This workshop will provide attendees an overview of data management fundamentals and allow persons to gain a better understanding of how data and information management work together.
Topics to be discussed include:

  • Defining data types

  • Looking at data Security

  • Importance of quality, timely, accessible, and complete data

  • Data context and quality

  • Managing Data as an asset.

#12 Identifying and Developing eDRMS Business Requirements

The effective implementation of any eDRMS software is the result of extensive planning and consultation and this workshop will take participants through the process to gather the required business information to allow your eDRMS to be embraced and utilised effectively. This workshop will cover:

  • Understanding the business context

  • What to ask when consulting with the business

  • Collating the collected information

  • Mapping the collected information

  • Designing a business requirements specification

  • Testing your requirements on the selected eDRMS.

#13 Change Management for information Management Projects

Without managing change and the culture of your organisation, records and information management projects can be unsuccessful.

This workshop will provide participants with:

  • An understanding of the current business culture

  • Planning for the change requirements

  • Developing a change management plan

  • Developing a communications plan

  • Communicating the change requirements

  • Implementing your change management plan

#14 Project Management for Information Management Projects

Records and information professionals can no longer rely just on their skills in our  industry as our roles now incorporate and require what are known as transferable or soft skills such as project management.

This workshop will provide attendees with:

  • Overview of project management

  • Discuss the common stages when managing a project

  • Developing a project management plan

  • Developing a project schedule

  • Identifying project resource.

#15 Developing Online Records Management Training Tools

Our ever changing environment and limited resource pool has forced us to consider and implement online training options for our businesses.

This session will look at:

  • Determining what training is required and how it should be delivered?

  • Identifying online training functional options

  • Developing your training story board

  • Communicating your online training

  • Monitoring and reviewing online training

# 16 Information Security – 101

Information security is the protection of information and systems from unauthorized access, disclosure, modification, destruction or disruption. 

This workshop will address topic by:

  • Determining what is confidential information

  • Understanding the Integrity of the information

  • Looking at Information Availability

  • Developing an information security policy relating to records and information.

#17 Database Design and Data Modelling

Database design and the creation of data model will serve as an important reference tool 
The workshop will look at:

•    Analysing business cases, Understanding an Entity Relationship Diagram (ERD) 
•    Define a Relational Database.
•    Basic concepts associated with database

#18 Understanding and Applying Information Standards in the Workplace

ISO 15489 defines the concepts and principles which address the creation, capture and management of records.

This workshop will describe and explain how to implement in your workplace the following:

  • records, metadata for records and records systems;

  • policies, assigned responsibilities, monitoring and training supporting the effective management of records;

  • recurrent analysis of business context and the identification of records requirements;

  • records controls;

  • processes for creating, capturing and managing records.

#19 Creating and Managing a Digital Framework

Creating and Managing a Digital Framework (bringing together Plans, Policies, Risk, Technology, Security, Training, Culture and People).

This training session will be taking a step back / ‘helicopter view’ to look at the ‘Big Picture’ i.e. a holistic approach to your Digital Framework.

•    Who needs to be involved and why?
•    Communicating and Marketing advice. 
•    Suggestions and tools on how to bring it all together.
•    When to back down and when to stand your ground.
•    Software’s / business systems = who uses what and where and who’s in charge….???
•    ...and many more practicable and achievable 'tips and tricks' for your Digital Framework

#20 Stakeholder engagement for Information Managers


#21 Archival Preservation and Management of Physical Records

This introduction to Archival Preservation and Management of Physical Records will cover:

* What are physical archive records and their risks

* Storage of physical records

* Handling of physical records (including mixed media like books, parchment, newspapers, photographs, negatives, motion film, tapes, etc)

* Conservation Cleaning - an introduction to the methods and materials

* Consideration of what might be included within an Archival Management Policy


#22 Writing Effective Policy

This workshop will assist you in your journey to creating effective policy by discussing:

* Basic concept of policy

* Getting started with writing policy

* Writing the policies

* Implementing and communicating the policy

* Reviewing policy



Click link below for training dates.


RIMPA is the industry body responsible for creating a network of opportunities relating to records and information management. In relation to training, RIMPA can provide specialist trainers on all topics in this field. RIMPA can also assist your company to identify areas of interest and our trainers will tailor training workshops (half and full days) to meet your needs.

Please contact the administration team, to request a quote.  

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Workshop SurveyRecords Management 101 (18/01/2021) [Workshop #01]

Workshop Survey - Developing a Records Management Strategic Plan (19/01/21) [Workshop #02]

Workshop Survey - Implementing and Upgrading Your eDRMS (28/02/21) [Workshop #05]