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Introduction
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
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
5 Days
06 Jul – 10 Jul 2026
Nairobi
£3,815
Choose the date and location that suits you:
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
- MODULE 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
MODULE 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
MODULE 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
MODULE 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
MODULE 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
MODULE 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
MODULE 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
MODULE 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
MODULE 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
MODULE 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.
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