The Workshop Training Library includes all of our courses for workshop training. Scroll down to see all of the courses included, plus other bulk pricing options. All of these workshop resources can be easily customized: mix and match training topics between courses, add new content, and even re-brand as your own. Here's what's included with each course:
INSTRUCTOR GUIDE
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TRAINING MANUAL
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POWER POINT SLIDES
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FLIP CHART NOTES
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ACTIVITIES AND EXERCISE FILES
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QUIZZES AND TESTING
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Module One: Getting Started
Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line.
Workshop Objectives
Research has consistently demonstrated that when clear goals are associated with learning, it occurs more easily and rapidly. With that in mind, let’s review our goals for today.
At the end of this workshop, participants should be able to:
Define records and archives
Analyze records in context
Classify records
Understand different systems
Maintain and convert records
ARCHIVING AND RECORD MANAGEMENT
Module One: Getting Started
- Icebreaker
- Housekeeping Items
- The Parking Lot
- Workshop Objectives
Module Two: Understanding Records
- What is Records Management?
- Defining Records
- Archives vs. Records
- Life Cycle
- Case Study
- Module Two: Review Questions
Module Three: Management of Records
- What Is and Is Not a Record?
- Record Programs
- Management of Systems
- Developing Standards
- Case Study
- Module Three: Review Questions
Module Four: Context (I)
- Techniques for Analyzing Records
- Collecting Information
- Organizational Needs
- Legal Demands
- Case Study
- Module Four: Review Questions
Module Five: Context (II)
- Routine Process
- Creative Process
- System Analysis
- Records Survey
- Case Study
- Module Five: Review Questions
Module Six: Classification
- Functionality
- Prioritize
- Assess and Review
- Develop a Tool
- Case Study
- Module Six: Review Questions
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Module Seven: Paper-Based Systems
- Arranging and Grouping
- Building Files
- Elementary & Intermediate
- Metadata
- Case Study
- Module Seven: Review Questions
Module Eight: Electronic Records
- Classifying
- Folders and Directories
- Groupings
- Metadata
- Case Study
- Module Eight: Review Questions
Module Nine: Hybrid Systems
- Routine Processes
- Creative Processes
- Design
- Limitations
- Case Study
- Module Nine: Review Questions
Module Ten: Appraisals & Systems
- Taxonomy of Values
- Macro Appraisal
- Strategy & Criteria
- Document & Review Decisions
- Case Study
- Module Ten: Review Questions
Module Eleven: Record Maintenance
- Paper
- Electronic
- Create Archives
- Conversion
- Case Study
- Module Eleven: Review Questions
Module Twelve: Wrapping Up
- Words from the Wise
- Review of Parking Lot
- Lessons Learned
- Completion of Action Plans and Evaluations
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