• Define document control and its importance for professionals
• Analyze standards and regulations related to document control
• Identify the important elements of document control
• Manage deliverables for your projects using document control practices and tools
• Define records management and its importance for professionals
• Apply records management techniques to capture, classify, collaborate, search, retain, archive, and dispose information and records
• Plan and implement a DCRM solution using a systematic approach and framework

This course is designed for professionals who want to learn how to improve their document control skills, and enhance their performance in various domains. The course is suitable for professionals from any industry or sector who work with various types of information and records.

Day One:

Understanding Document Control Fundamentals

• Introduction to the course: objectives expectations agenda
• What is document control? Definition history benefits challenges examples
• What are the standards and regulations related to document control? Standards such as ISO 9001, ISO 15489, ISO 30300, etc. Regulations such as GDPR, FOIA, etc.
• What are the important elements of document control? Document identification distribution quality systems
• Self-assessment: How familiar are you with document control fundamentals?

Day Two:

Managing Deliverables for Your Projects

• What are deliverables? Definition types examples
• Why are deliverables important for your projects? Benefits challenges examples
• How can you manage deliverables using document control practices and tools? Document identification such as document types templates transmittals Document distribution such as roles responsibilities procedures systems
• Quiz: Test your knowledge on managing deliverables

Day Three:

Records Management Techniques

• What is records management? Definition history benefits challenges examples
• Why is records management important for your projects and organizations? Benefits challenges examples
• How can you apply records management techniques to capture classify collaborate search retain archive dispose information and records? Records management lifecycle such as capture classification metadata collaboration searching retention archiving disposal Techniques tools examples
• Case study: Apply records management techniques to a given scenario

Day Four:

Planning for Document Control and Records Management

• What are the drivers for document control and records management? Drivers such as standards guidance regulations business case risk analysis
• Why is planning important for document control and records management? Benefits challenges examples
• How can you plan for document control and records management using a systematic approach and framework? Systematic approach framework such as requirements design selection implementation migration business as usual Techniques tools examples
• Exercise: Plan for document control and records management using a systematic approach and framework

Day Five:

Implementing Document Control and Records Management

• What are the benefits and challenges of implementing document control and records management? Benefits such as productivity security compliance quality Challenges such as change management user adoption training evaluation
• How can you implement document control and records management using best practices and lessons learned? Best practices such as stakeholder engagement communication testing documentation Lessons learned such as success factors pitfalls recommendations
• Feedback: Evaluate your learning outcomes based on a given scenario

To enhance learning and practical application of concepts, the training course will use a combination of interactive lectures, case studies, group discussions, practical exercises, and real-world examples. Participants will also get the chance to collaborate on group projects and create action plans adapted to the needs of their respective organizations.

Outline: The course will run for five days with each day covering a different topic. The course will consist of lectures discussions exercises case studies videos quizzes feedback sessions. The course outline is as follows: