Course Introduction
Organisations face increasing pressure to manage growing volumes of digital information while meeting compliance, security, accessibility and accountability requirements. This EDRMS training provides structured frameworks for designing, implementing and optimising electronic document and records management systems that support effective information governance across the organisation. Participants develop practical capability to establish classification schemes, retention policies, access controls and digital workflows that reduce risk and improve information accessibility. The information governance certificate course ensures participants can lead records transformation initiatives with confidence while demonstrating assessed competence through formal evaluation. This course can be facilitated in London, Dubai, Kuala Lumpur, Nairobi, and other major business centres on client-preferred dates.
Why Choose This Course?
Design and implement strategic EDRMS frameworks that improve information accessibility, compliance and operational efficiency across the organisation
Establish robust classification, retention and disposal policies that reduce risk and support regulatory and internal governance requirements
Strengthen capability to manage digital records lifecycle processes including creation, capture, storage, retrieval and secure disposal
Develop practical approaches to information security, access control and data protection that protect sensitive organisational information
Build skills in leading user adoption, change management and training initiatives that ensure successful EDRMS implementation and sustained use
Demonstrate assessed competence in EDRMS strategy, information governance and records management through a formal written assessment leading to a recognised certificate
5 Days
06 Jul – 10 Jul 2026
Nairobi
£3,815
Choose the date and location that suits you:
Who Should Attend ?
Head of Records and Information Governance Manager accountable for strategic EDRMS implementation, information governance frameworks and organisational compliance
Chief Information Officer and Administrative Director responsible for overseeing digital records strategy, information risk and governance alignment with organisational objectives
Records Manager and Document Control Manager tasked with designing classification schemes, retention policies and day-to-day records management operations
Information Officer and Compliance Officer responsible for implementing access controls, monitoring compliance and managing information risk within administrative functions
Digital Records Administrator and Document Controller managing the operational aspects of EDRMS, metadata standards and digital workflow processes
Records Officer and Information Assistant providing support in records capture, filing, retrieval and maintaining accurate information governance practices
Learning Objectives
By the end of this programme, participants will be able to:
Design and implement strategic EDRMS frameworks that improve information accessibility, compliance and operational efficiency across the organisation
Establish comprehensive classification, retention and disposal frameworks that reduce risk and support internal and regulatory governance requirements
Develop and manage digital records lifecycle processes including creation, capture, metadata application, storage and secure disposal
Apply robust access control, security and data protection measures that safeguard sensitive organisational information throughout its lifecycle
Lead user adoption, change management and training initiatives that ensure successful EDRMS implementation and sustain high-quality information practices
Conduct compliance monitoring, risk assessment and audit activities that demonstrate effective information governance to internal and external stakeholders
Measure and report on EDRMS and information governance performance using clear metrics, dashboards and evaluation frameworks
Build sustainable organisational information governance capability through policy development, training and continuous improvement processes
Course Delivery Approach
Structured modular learning combining expert input with practical exercises, template development and real-world records management scenario application
Interactive workshops focused on designing classification schemes, retention policies, access control models and implementation of roadmaps with immediate peer review
Facilitated case study analysis of EDRMS successes and challenges to extract transferable lessons and best practices for information governance
Hands-on exercises in metadata design, workflow mapping, risk assessment and compliance monitoring with structured feedback
Personal information governance improvement projects applying course concepts directly to participants’ current organisational responsibilities with expert coaching
Comprehensive pre- and post-course resources, templates, checklists and implementation guides supporting immediate application and sustained professional development
Course Syllabus
01 Foundations of Information Governance and Records Management
Examining the strategic importance of information governance in supporting organisational accountability, risk management and decision-making
Identifying core principles of effective records management including authenticity, integrity, reliability and usability of information
Mapping the relationship between EDRMS, information governance and broader organisational compliance and operational requirements
Recognising common challenges in digital records environments including volume growth, fragmentation and inconsistent practices
Establishing the organisational case for investing in structured EDRMS and information governance capability
Mapping the practical development pathway from foundational records awareness to strategic governance leadership
02 Strategic Planning and EDRMS Implementation
Conducting organisational readiness assessments for EDRMS implementation including technology, process, people and governance dimensions
Developing strategic implementation roadmaps that align EDRMS objectives with organisational priorities and risk appetite
Identifying key success factors, risks and mitigation strategies for EDRMS projects
Establishing governance structures, roles and responsibilities for EDRMS implementation and ongoing management
Planning phased rollout approaches that balance ambition with operational continuity and change management
Building internal capability to sustain EDRMS momentum through training, champions and continuous improvement
03 Classification, Retention and Disposal Frameworks
Designing functional classification schemes that reflect organisational structure and business activities
Developing retention and disposal schedules that balance legal, regulatory and business requirements with risk management
Establishing clear criteria and approval processes for retention, review and secure disposal of records
Managing the application of classification and retention rules across paper and digital formats
Training staff in consistent classification and retention practice to improve compliance and retrieval efficiency
Creating monitoring and audit processes that ensure ongoing adherence to classification and retention policies
04 Digital Records Creation, Capture and Metadata Management
Establishing standards and workflows for the creation and capture of authentic, reliable digital records
Designing metadata schemas that support searchability, context, authenticity and long-term management of records
Implementing automated capture processes and integration with business systems to improve efficiency and compliance
Managing version control, document history and audit trails within digital environments
Developing quality assurance processes for metadata application and record completeness
Building organisational capability to maintain high standards of digital record creation and capture overtime
05 Access Control, Security and Data Protection
Designing access control models that balance information sharing with security and confidentiality requirements
Establishing security classifications and handling procedures for sensitive and confidential records
Implementing controls that protect records from unauthorised access, alteration, loss or destruction
Managing the interface between information governance and data protection regulations in digital environments
Developing incident response procedures for information security breaches involving records
Creating training and awareness programmes that embed secure information handling practices across the organisation
06 Search, Retrieval and Knowledge Management
Designing search strategies and tools that enable efficient and accurate retrieval of records across the organisation
Implementing knowledge management approaches that improve access to organisational memory and expertise
Managing the challenges of information overload while ensuring critical records remain accessible and usable
Developing user guidance and training that improves search effectiveness and reduces duplication
Establishing processes for identifying and preserving records of enduring value and organisational significance
Creating continuous improvement mechanisms that enhance search and retrieval performance over time
07 Compliance, Audit and Risk Management
Establishing monitoring and audit frameworks that assess compliance with information governance policies and requirements
Conducting risk assessments that identify vulnerabilities in records management and information governance practice
Developing remediation plans and controls that address identified risks and improve compliance posture
Managing internal and external audit processes related to records and information governance
Reporting on compliance status, risks and improvement actions to senior leadership and governance bodies
Building organisational capability to maintain continuous compliance and respond effectively to regulatory changes
08 Change Management and User Adoption
Developing change management strategies that support successful EDRMS implementation and sustained user adoption
Identifying and addressing cultural, behavioural and technical barriers to effective records management practice
Designing communication, training and support programmes that build user confidence and competence
Managing resistance and building engagement through stakeholder involvement and demonstrated benefits
Establishing feedback mechanisms that inform ongoing system and process improvements
Creating sustainable approaches to maintaining high levels of user adoption and information governance practice over time
09 Performance Measurement and Continuous Improvement
Designing performance metrics and dashboards that demonstrate the value and effectiveness of EDRMS and information governance
Establishing regular reporting processes that communicate compliance status, risks and improvement progress to leadership
Conducting reviews and evaluations that identify opportunities to strengthen information governance practice
Implementing continuous improvement cycles that incorporate feedback, emerging requirements and organisational learning
Benchmarking information governance performance against recognised good practice and organisational objectives
Building organisational approaches to evidence-based decision-making in records and information management
10 Building Sustainable Information Governance Capability
Developing internal governance structures, policies and roles that embed information governance into organisational practice
Establishing training, mentoring and capability development programmes that sustain high standards of records management
Creating knowledge management and succession planning approaches that reduce dependency on individual expertise
Integrating information governance considerations into broader organisational strategy, risk management and digital transformation
Positioning information governance as a strategic organisational capability that supports accountability, efficiency and trust
Creating sustainable frameworks that adapt to evolving technologies, regulatory requirements and organisational needs
Assessment & Evaluation
Upon successful completion of this programme, an Elevoris Certificate of Training will be awarded to delegates who meet the passing requirements.
Organisational Impact
Improved information accessibility, compliance and risk management through well-designed EDRMS and information governance frameworks
Reduced operational and regulatory risk through consistent classification, retention and secure disposal practices
Stronger organisational accountability and decision support through reliable, accessible and well-managed records
Enhanced user adoption and efficiency in digital records environments through effective change management and training
Sustainable improvement in information governance capability that supports long-term organisational resilience and trust
Measurable contribution of records and information management to organisational governance, efficiency and strategic objectives
Personal Impact
Advanced practical expertise in EDRMS strategy, information governance and digital records management at organisational level
Enhanced capability to lead records transformation initiatives, advise on governance matters and support compliance objectives
Clearer professional pathway towards senior roles in records management, information governance and digital information leadership
Immediately applicable skills in classification design, retention planning, access control and compliance monitoring that strengthen current responsibilities
Expanded perspective on the strategic value of robust information governance in supporting organisational accountability and efficiency
General Notes
Sector customisation available on request
Training material provided
Optional post-programme advisory coaching available
Effective EDRMS implementation and strong information governance have become essential organisational capabilities in an increasingly digital and regulated environment. By mastering these competencies, professionals position their organisations to manage information as a strategic asset while meeting compliance, security and operational requirements with confidence.
Enrol now in the Strategic EDRMS & Information Governance Certificate to develop the practical frameworks, governance expertise and assessed competence required to lead effective digital records and information governance practice.
