RECORDS MANAGEMENT
The LEAN APPROACH
We are Limitless Power Coach Training & Consultancy Inc., provider of training programs on business, professional, and personal development.
We have been in the industry since year 2016, presenting various seminars scrupulously designed to maximize effectiveness for our clients.
We take pride in having trained more than thousands of professionals. Our goal is to focus on our clients’ needs, to help them achieve success in their careers, businesses, and personal development.
With gratitude, we would like to offer your good office the opportunity to benefit from our training programs. We have a pool of trainers with proven track records and a wealth of experience in their fields.
As such, with thorough review and deliberation we are proud to endorse our Expert who will handle RECORDS MANAGEMENT – The LEAN APPROACH
We have been in the industry since year 2016, presenting various seminars scrupulously designed to maximize effectiveness for our clients.
We take pride in having trained more than thousands of professionals. Our goal is to focus on our clients’ needs, to help them achieve success in their careers, businesses, and personal development.
With gratitude, we would like to offer your good office the opportunity to benefit from our training programs. We have a pool of trainers with proven track records and a wealth of experience in their fields.
As such, with thorough review and deliberation we are proud to endorse our Expert who will handle RECORDS MANAGEMENT – The LEAN APPROACH
Learning Highlights
Program Description
Records Management consists of practices related to the information’s life cycle such as identification, classification, archiving, preservation, and destruction of records. Through activities, discussions and lectures, the attendees will gain a basic knowledge that will prepare them for an effective and efficient Records Management.
Course Objectives
a. To implement effective sorting, filing and recording of pertinent records
b. To control the quantity and quality of records
c. To simplify the activities, and processes of records maintenance and use
d. To identify what records exist by records inventory
e. To apply required retention periods to stored items
f. To preserve records throughout their life cycle
3. Desired Learning Outcomes
a. Undertake recordkeeping analysis
b. Design a record management plan
c. Implement a record management system
d. Learn about the record management system
e. Understand monitoring and controlling of a record management system
A. Introduction
• Records Management o Physical or paper-based o Electronic
• Benefits of Systematic Approach to Records Management
• ISO 15489 Records Management
B. Review of Understanding
• What is a Record
• What Records Should be Kept
• Records Life Cycle
• Records Management vs. Document Management
• Important Terminologies
C. Current State
• Current Practice o Physical or paper-based o Electronic Records
• Records Handling in the New Normal
• Record Management Committee
• Applicable policies
• Document Retention and Classification
D. Systematic Approach
• Understanding roadblocks to keeping our Records Management Organized o Time wasters and 4M o Wastes or Muda o Non-Value Add
• What are the available tools? o Lean Tools in Records Management o Records Management Applications o Cloud-based Document Management Systems
• Prioritization o Urgent and Critical Matrix - Eisenhower Matrix o Effort-Impact Analysis
• Principles of Good Records Management
• Consequences for Not Implementing Records Management
E. Implementation of Records Management – the Lean Approach
a.5S for Physical/paper-based
1. Sort
2. Set in order
3. Shine
4. Standardize
5. Sustain
b. 5S for Electronic Record Management
1. Standardize
2. Sort
3. Set in order
4. Shine
5. Sustain
c. Systematic Approach
Plan o Do o Check o Act
d. Developing Document Management Plan Using A3 Report
Physical or paper-based o Electronic Records
F. Close the Loop
• Project Presentation
• Document coding for traceability
• Auditing Records Management System
• Challenges and Roadblocks to Records Management
Records Management consists of practices related to the information’s life cycle such as identification, classification, archiving, preservation, and destruction of records. Through activities, discussions and lectures, the attendees will gain a basic knowledge that will prepare them for an effective and efficient Records Management.
Course Objectives
a. To implement effective sorting, filing and recording of pertinent records
b. To control the quantity and quality of records
c. To simplify the activities, and processes of records maintenance and use
d. To identify what records exist by records inventory
e. To apply required retention periods to stored items
f. To preserve records throughout their life cycle
3. Desired Learning Outcomes
a. Undertake recordkeeping analysis
b. Design a record management plan
c. Implement a record management system
d. Learn about the record management system
e. Understand monitoring and controlling of a record management system
A. Introduction
• Records Management o Physical or paper-based o Electronic
• Benefits of Systematic Approach to Records Management
• ISO 15489 Records Management
B. Review of Understanding
• What is a Record
• What Records Should be Kept
• Records Life Cycle
• Records Management vs. Document Management
• Important Terminologies
C. Current State
• Current Practice o Physical or paper-based o Electronic Records
• Records Handling in the New Normal
• Record Management Committee
• Applicable policies
• Document Retention and Classification
D. Systematic Approach
• Understanding roadblocks to keeping our Records Management Organized o Time wasters and 4M o Wastes or Muda o Non-Value Add
• What are the available tools? o Lean Tools in Records Management o Records Management Applications o Cloud-based Document Management Systems
• Prioritization o Urgent and Critical Matrix - Eisenhower Matrix o Effort-Impact Analysis
• Principles of Good Records Management
• Consequences for Not Implementing Records Management
E. Implementation of Records Management – the Lean Approach
a.5S for Physical/paper-based
1. Sort
2. Set in order
3. Shine
4. Standardize
5. Sustain
b. 5S for Electronic Record Management
1. Standardize
2. Sort
3. Set in order
4. Shine
5. Sustain
c. Systematic Approach
Plan o Do o Check o Act
d. Developing Document Management Plan Using A3 Report
Physical or paper-based o Electronic Records
F. Close the Loop
• Project Presentation
• Document coding for traceability
• Auditing Records Management System
• Challenges and Roadblocks to Records Management
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