Implementing Retention & Disposal Schedule

-ONE DAY workshop: 9-4pm

12 Feb 2019 - Wellington
20 Feb 2019 - Auckland

-Course size limited to a small group so your issues can be raised & discussed
-Cost $800 ex GST, includes lunch & refreshments


 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

icon arrow How to identify your records

icon arrow Applying the General Disposal Authorities (GDAs) to paper and electronic records

icon arrow The relationship between  your business classification and your schedule 

icon arrow Approaches to implementing retention and disposal management in your EDRMS 

icon arrow Key considerations when planning or designing a new EDRMS deployment

icon arrow Migrating from file shares to recordkeeping systems 

icon arrow A step by step process for applying your R & D schedule 

icon arrow Common problems when applying R & D schedules / disposal authorities and how to deal with these

WHAT YOU WILL GET

icon arrow A step by step guide and methodology for implementing schedules

icon arrow 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

icon arrow Small group size so that your issues can be raised and discussed

icon arrow The opportunity for discussion and Q&A with Information Leadership’s highly experienced experts

icon arrow Case studies and scenarios throughout the course so that you can practice applying the principles that are taught

icon arrow 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:

icon arrow Recordkeepers – records managers, records officers, archivists,  and recordkeeping support roles

icon arrow IT Managers  - who are responsible for ensuring that systems support the management of electronic records

icon arrow EDRMS Project Managers and Support Teams – who need to know how to manage the retention and disposal of records in their EDRMS.

icon arrow Corporate Services and Risk Managers – who are responsible for overall organisational risk in relation to records

Book Now 1

Book Now

Phone 0800 001 800 or contact us to book

See calendar for other public workshops

Your Tutor

hero paddy

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"
  • "great session! value for money"


Liked best:

  • "interacting with other participants"
  • "booklet very thorough & useful! Good presentation"
  • "sample exercise of implementing R&D schedule"
  • “pace of session, interactive & liked the resources”