-ONE DAY workshop: 9-4pm
14 Mar Wellington (only 6 seats left!)
9 May Christchurch
24 May Auckland
-Course size limited to a small group so your issues can be raised & discussed
-Cost $800 ex GST
-Includes: lunch & refreshments
-Venue: 88-90 Lambton Quay, Wellington. Christchurch & Auckland venues TBC
NB: Course dates are tentative until course confirmation four week prior, please only book your travel and accommodation needs once Information Leadership has contacted you to confirm.
You’ll come away with:
a) A step by step guide and methodology for implementing schedules
b) Review exercises that check understanding so that you are confident that you can apply the learning from the course when you are back in the office
c) Understanding of the specific key provisions of the Public Records Act and mandatory Records Management Standard that relate to retention and disposal.
There will be the opportunity for discussion and Q&A with Information Leadership’s highly experienced experts and case studies and scenarios throughout the course so that you can practice applying the principles that are taught.
WHAT IS COVERED
How to identify your records
Applying the General Disposal Authorities (GDAs) to paper and electronic records
The relationship between your business classification and your schedule
Approaches to implementing retention and disposal management in your EDRMS
Key considerations when planning or designing a new EDRMS deployment
Migrating from file shares to recordkeeping systems
A step by step process for applying your R & D schedule
Common problems when applying R & D schedules / disposal authorities and how to deal with these
WHAT YOU WILL GET
A step by step guide and methodology for implementing schedules
Review exercises that check understanding so that you are confident that you can apply the learning from the course when you are back in the office
Small group size so that your issues can be raised and discussed
The opportunity for discussion and Q&A with Information Leadership’s highly experienced experts
Case studies and scenarios throughout the course so that you can practice applying the principles that are taught
Understanding of the specific key provisions of the Public Records Act and mandatory Records Management Standard that relate to retention and disposal.
WHO IS THE COURSE DESIGNED FOR
This course targets people who have responsibility for the management of records in their organisation for example:
Recordkeepers – records managers, records officers, archivists, and recordkeeping support roles
IT Managers - who are responsible for ensuring that systems support the management of electronic records
EDRMS Project Managers and Support Teams – who need to know how to manage the retention and disposal of records in their EDRMS.
Corporate Services and Risk Managers – who are responsible for overall organisational risk in relation to records
Your Tutor

Paddy Plunket
Master IM in Information Systems; BA
Paddy is an information management specialist. Her work includes taxonomy development, retention and disposal schedule design, Public Records Act audits and change management.
View Paddy's full profile and contact details.
Don't take our word for it - here's what attendees say:
- "enjoyed the day, course added clarification to my questions"
- "thanks for a well thought out presentation, it's validated my approach"
- "this course was at the right level for me to move forward with my project"
Liked best:
- "Interacting with other participants"
- "Booklet very thorough & useful! Good presentation"
- "Sample exercise of implementing R&D schedule