Course Outline
This training is designed to develop competent information management professionals and experts who can establish, implement, manage, audit and continuously improve information management systems across public and private sector organisations.
The course combines information governance, document control, records management, digital information systems, data protection, information security, knowledge management, business process improvement and emerging technologies.
2. Course objectives
At the end of the programme, participants should be able to:
Explain the principles, frameworks and lifecycle of information management.
Develop information management policies, procedures, standards and governance frameworks.
Design and implement document control and records management systems.
Manage information throughout its lifecycle, from creation to disposal or archival preservation.
Apply metadata, classification, indexing, version control and retention principles.
Implement electronic document and records management systems (EDRMS).
Apply information security, privacy, access control and business continuity requirements.
Conduct information audits, risk assessments and compliance reviews.
Apply data analytics, workflow automation and AI tools to improve information management.
Lead information management projects, teams and organisational transformation initiatives.
3. Target participants
Information Management Professionals and Consultants
Document Controllers and Lead Document Control Practitioners
Records Managers and Information Officers
Knowledge Management Professionals
Quality Assurance and Quality Management Professionals
IT Managers, Data Governance Officers and Business Analysts
Compliance, Risk and Internal Audit Professionals
Project Managers and Project Information Coordinators
Public sector administrators and corporate support professionals
4. Detailed course modules
Concepts, principles and importance of information management.
Information, data, records, documents and knowledge.
Information as a strategic organisational asset.
Information management lifecycle and maturity models.
Roles and responsibilities of information management professionals.
Module 2: Information Governance and Strategy
Information governance frameworks and accountability.
Information management strategy and business alignment.
Policy development, procedures and operating standards.
Information ownership, stewardship and custodianship.
Governance committees, reporting structures and performance indicators.
Developing an organisational information management framework.
Document creation, review, approval and distribution.
Document identification, numbering and coding systems.
Version control, revision history and change management.
Master document registers and transmittals.
Controlled copies, obsolete documents and document access.
Technical document control for projects, engineering and construction.
Document control procedures, workflows and audit trails.
Records creation, capture, classification and registration.
File plans, indexing, taxonomy and retrieval systems.
Retention schedules and records disposition.
Archival preservation and digitisation.
Legal holds, evidential value and defensible disposal.
Physical and electronic records management.
Electronic Document and Records Management Systems (EDRMS).
Document Management Systems (DMS) and Enterprise Content Management (ECM).
SharePoint, cloud repositories and collaborative platforms.
Metadata, indexing, search and retrieval.
Workflow design, electronic approvals and audit trails.
System selection, configuration, integration and user adoption.
Information classification and handling requirements.
Access control, authentication and least-privilege principles.
Confidentiality, integrity and availability.
Data privacy, consent and lawful information processing.
Information security incident management.
Regulatory compliance, information risk and audit evidence.
Business continuity, backup and disaster recovery.
Explicit and tacit knowledge.
Knowledge capture, sharing and reuse.
Communities of practice and knowledge repositories.
Lessons learned, best practices and intellectual capital.
Knowledge retention and succession planning.
Review & Module Activity
Data quality dimensions and validation.
Master data, reference data and metadata management.
Information accuracy, completeness, consistency and timeliness.
Information dashboards, reporting and management insights.
Power BI and spreadsheet applications for information reporting.
Information management KPIs and performance measurement.
Workflow automation and robotic process automation.
AI-assisted document classification and intelligent search.
Optical Character Recognition (OCR) and document digitisation.
Generative AI for information retrieval and summarisation.
AI governance, accuracy, confidentiality and human oversight.
Emerging technologies and the future of information management.
Information asset inventories and information flow mapping.
Information risk assessment and control evaluation.
Information management compliance audits.
Audit findings, corrective actions and root cause analysis.
Information management maturity assessment.
Continual improvement and management review.
Information management project planning and implementation.
Stakeholder engagement and change management.
Resource planning, budgeting and vendor evaluation.
Training, communication and user adoption.
Benefits realisation and business case development.
Leadership, ethics and professional development.
Conduct an information management gap assessment.
Develop an information management policy and procedures.
Design a document classification and retention framework.
Create a controlled document register and workflow.
Present a digital information management improvement plan.
Complete a written assessment and practical presentation.
