Governance & Compliance

Information Governance and Records Management

Organisations create huge volumes of information that must be retained, protected and eventually disposed of correctly. This course covers information governance and records management: records life cycle, retention schedules, classification, electronic records systems, email and collaboration content, legal holds and secure disposal.

5 days Classroom or live online English

Smart Horizon Certified - Global Leadership Consultants

Take the course details with you.

Download the full standard outline: why attend, methodology, objectives, audience, competencies, the daily outline and current plans.

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Why attend

From knowledge to real-world impact.

Keeping everything forever increases cost and risk; deleting too early breaches the law. You will learn to manage information responsibly.

Workplace challenges

Professional Problems This Course Is Designed to Solve

The programme explores practical approaches to the following challenges. Results depend on how the learning is applied in your organisation.

Difficulty translating subject knowledge into practical workplace decisions.
Inconsistent approaches to the activities covered in the course outline.
Lack of a structured plan for applying and reviewing new skills.

Course methodology

How you will learn.

Retention schedule exercises, system walkthroughs, case studies and policy development.

Course objectives

What you'll take away.

By the end of this course, participants will be able to:

Explain information governance principles
Manage the records life cycle
Develop retention schedules
Organise electronic records and collaboration content
Apply legal holds
Dispose of records securely

Target audience

Who should attend.

This course is suitable for:

Records and information managers
Compliance and legal staff
IT and document management staff
Archivists
Administrative managers

Target competencies

Capabilities you will build.

Participants will develop competencies in:

Records management
Retention planning
Information organisation
Legal hold management
Secure disposal

Course outline

Your learning journey.

A focused, practical outline with time to explore, apply and reflect.

Day 1Information Governance

09:00–10:08Information as an asset
10:08–11:00Risks
11:00–11:30Coffee break
11:30–11:45Risks (continued)
11:45–12:53Frameworks
12:53–14:00Exercise

Day 2Records Life Cycle

09:00–10:08Creation to disposal
10:08–11:00Vital records
11:00–11:30Coffee break
11:30–11:45Vital records (continued)
11:45–12:53Metadata
12:53–14:00Workshop

Day 3Retention

09:00–10:08Legal requirements
10:08–11:00Retention schedules
11:00–11:30Coffee break
11:30–11:45Retention schedules (continued)
11:45–12:53Approval
12:53–14:00Exercise

Day 4Electronic Records

09:00–10:08Records systems
10:08–11:00Email and collaboration tools
11:00–11:30Coffee break
11:30–11:45Email and collaboration tools (continued)
11:45–12:53Migration
12:53–14:00Case study

Day 5Holds and Disposal

09:00–10:08Legal holds
10:08–11:00Secure disposal
11:00–11:30Coffee break
11:30–11:45Secure disposal (continued)
11:45–12:53Audits
12:53–14:00Action plan

The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.

Dates & venues

Find a session that works for you.

Confirmed dates accept registration requests. Tentative dates are enquiry only.

Good to know

A few things to know.

How is the course delivered?

Our classroom programmes combine facilitated discussion, case studies, exercises and reflection. The precise format will be confirmed before enrolment.

Can you deliver this programme for our team?

Yes, you can enquire about a tailored programme. Share your goals, group size and preferred dates with our learning team.

Will I receive a certificate?

Participants who complete the programme receive a Smart Horizon UK certificate of attendance. Smart Horizon UK programmes are not externally accredited and do not award a professional qualification, licence or designation. Where a course title or outline refers to a professional certification (for example, AACE International's Certified Cost Professional), the programme supports learning and preparation only; the credential itself is awarded solely by the relevant professional body under its own application and examination requirements.

What should I confirm before booking travel?

Please confirm the session, exact venue, accessibility arrangements, fees and any visa requirements with the team before arranging travel. Tentative dates are not confirmed sessions.

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