Cities

Barcelona

Advanced Management for Documents and Archive

ID  999

Administration and Secretarial Training Courses

Course: Advanced Management for Documents and Archive

Barcelona

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Hotel Meeting Room

27 Oct 2025 : 31 Oct  2025

25 Hours

Training Language : English

4950 USD

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Introduction

In today’s era of rapid digital transformation, organizations encounter unprecedented challenges in managing their documents and archives. The exponential growth of digital records, heightened regulatory compliance requirements, cybersecurity threats, and the pressing need for long-term preservation of institutional knowledge demand a strategic and professional approach to records and archives management.

Modern document management extends far beyond storing paper files in cabinets. It is about designing and implementing integrated systems that seamlessly govern both physical and electronic records throughout their entire lifecycle—from creation and active use to secure storage, retrieval, and final disposition.

Course Objectives

By the end of this Advanced Management for Documents and Archives training course, participants will be able to:

  • Grasp advanced principles, frameworks, and global best practices in records and archives management.
  • Recognize the vital role of records management in organizational governance, compliance, and risk mitigation.
  • Design and implement policies and procedures aligned with international standards.
  • Evaluate requirements for Electronic Records Management Systems (ERMS) and assess vendor solutions effectively.
  • Develop classification schemes, retention schedules, and metadata structures that enhance organizational efficiency.
  • Implement digitization strategies ensuring record authenticity, integrity, and accessibility.
  • Formulate sustainable digital preservation plans addressing media obsolescence and format migration.
  • Identify, assess, and mitigate risks related to information security, privacy, and disaster recovery.
  • Draft comprehensive and practical records management policies and procedures.

Training Methodology

This program adopts a highly interactive and practical learning approach. Participants will benefit from expert-led lectures combined with hands-on exercises such as classification design, metadata development, and policy drafting. Simulations of real-world workflows and electronic systems will enhance applied learning.

Collaborative activities, including group discussions, peer reviews, and team presentations, will encourage knowledge sharing and problem-solving. Guided brainstorming sessions will enable participants to craft tailored action plans applicable to their organizations.

Robust assessment tools are integrated into the program, including pre- and post-training self-assessments, continuous Q&A sessions, and personalized feedback on practical assignments, ensuring both learning effectiveness and practical impact.

Course Outline : 

DAY 1 – Foundations of Advanced Records and Archives Management

  • Introduction to Records Management: Evolution, Key Concepts, and Principles
  • The Records Lifecycle: Creation, Classification, Use, Maintenance, and Disposition
  • Regulatory Frameworks and Compliance (ISO 15489, GDPR, Local Legislation)
  • Developing Comprehensive Organizational Records Policies
  • Designing Classification Schemes and Controlled Vocabularies
  • Records Appraisal and Retention Scheduling
  • Case Study: Implementing a Physical Records Inventory

DAY 2 – Electronic Records Management Systems (ERMS) and Standards

  • ERMS Overview and Functional Requirements (ICA Guidelines)
  • System Architecture and Core Components
  • Evaluating, Selecting, and Procuring ERMS Solutions
  • Metadata Standards (Dublin Core, PREMIS, ISO 23081)
  • Managing Born-Digital vs. Digitized Records
  • Workflow Design and Automation within ERMS
  • Case Exercise: Mapping ERMS Functionalities to Organizational Needs

DAY 3 – Electronic Document and Content Management (EDCM)

  • Introduction to EDCM and Its Relationship with ERMS
  • Integration with Enterprise Systems (CRM, ERP, Email Platforms)
  • Digitization Strategy and Standards (Scanning, OCR, Quality Control)
  • Access Control and Security Management for Digital Content
  • Workflow Automation: Notifications, Approvals, E-Signatures
  • Managing Hybrid Environments: Paper and Digital Records
  • Practical Exercise: Planning and Implementing Digitization Projects

DAY 4 – Digital Preservation Techniques

  • Importance of Digital Preservation: Risks, Challenges, and Benefits
  • OAIS Reference Model (ISO 14721) as a Framework for Long-Term Preservation
  • Preservation Planning and Policy Development
  • Ensuring File Format Sustainability and Planning for Migration
  • Storage Solutions: Replication, Emulation, and Cloud Options
  • Maintaining Authenticity, Integrity, and Chain of Custody
  • Hands-on Workshop: Drafting a Comprehensive Digital Preservation Plan

DAY 5 – Policy Development, Risk Management, and Emerging Trends

  • Writing Effective Records Management Policies and Procedures
  • Ensuring Information Security and Privacy Compliance
  • Disaster Recovery and Business Continuity Planning
  • Risk Assessment, Mitigation Strategies, and Best Practices
  • Change Management and Staff Training for Records Management
  • Future Trends: Artificial Intelligence, Blockchain, and Cloud-Based Archives
  • Group Presentations: Developing Action Plans for Participants’ Organizations

Day 1 - Asset Cost Management Introduction

Maintenance & Reliability Best Practices are critical for every successful individual and company. This workshop delivers many practical and new Maintenance and Reliability Best Practices concepts and tools. You will discuss these concepts and practice using practical tools in case studies and discussion groups. The costs associated with equipment downtime and reduced production can be significant. Learning how to effectively manage all aspects of your industrial facility is a must.This workshop is a combination of instructor lead topic areas and class discussions. Interactive discussions will allow you to hear and learn best in class applications relating to maintenance planning and cost management strategies. You will have the opportunity to ask lots of questions in order to consider how best to apply these tools and techniques in your organization.

Day 2 - Laying the Groundwork

Maintenance & Reliability Best Practices are critical for every successful individual and company. This workshop delivers many practical and new Maintenance and Reliability Best Practices concepts and tools. You will discuss these concepts and practice using practical tools in case studies and discussion groups. The costs associated with equipment downtime and reduced production can be significant. Learning how to effectively manage all aspects of your industrial facility is a must.This workshop is a combination of instructor lead topic areas and class discussions. Interactive discussions will allow you to hear and learn best in class applications relating to maintenance planning and cost management strategies. You will have the opportunity to ask lots of questions in order to consider how best to apply these tools and techniques in your organization.

Day 3 - Applying the Value based Process

Maintenance & Reliability Best Practices are critical for every successful individual and company. This workshop delivers many practical and new Maintenance and Reliability Best Practices concepts and tools. You will discuss these concepts and practice using practical tools in case studies and discussion groups. The costs associated with equipment downtime and reduced production can be significant. Learning how to effectively manage all aspects of your industrial facility is a must.This workshop is a combination of instructor lead topic areas and class discussions. Interactive discussions will allow you to hear and learn best in class applications relating to maintenance planning and cost management strategies. You will have the opportunity to ask lots of questions in order to consider how best to apply these tools and techniques in your organization.

Day 4 - Ensuring the Continuity of the Value-based Process

Maintenance & Reliability Best Practices are critical for every successful individual and company. This workshop delivers many practical and new Maintenance and Reliability Best Practices concepts and tools. You will discuss these concepts and practice using practical tools in case studies and discussion groups. The costs associated with equipment downtime and reduced production can be significant. Learning how to effectively manage all aspects of your industrial facility is a must.This workshop is a combination of instructor lead topic areas and class discussions. Interactive discussions will allow you to hear and learn best in class applications relating to maintenance planning and cost management strategies. You will have the opportunity to ask lots of questions in order to consider how best to apply these tools and techniques in your organization.

The European Quality of Training and Management Consulting relies on advanced methodology in developing skills and enhancing the effectiveness of human resources. The company adopts modern methods to achieve these goals. In order to achieve its objectives, European Quality follows the following steps in a precise and professional manner:

  • Lectures and Visual Presentations:
    • Theoretical lectures are presented through PowerPoint presentations, videos, and short films, providing a comprehensive and enjoyable learning experience.
  • Scientific Assessment:
    • Trainees are thoroughly assessed before and after the training program to ensure the desired objectives are achieved and to provide necessary guidance.
  • Brainstorming and Role-playing:
    • Innovation and problem-solving are encouraged through brainstorming sessions and role playing experiences.
  • Practical Cases:
    • Practical learning is emphasized through cases relevant to the subject matter and the nature of work for the trainees, contributing to the development of practical skills.
  • Final Evaluation and Certificates:
    • A comprehensive assessment is conducted at the end of the program. Trainees are awarded attendance and participation certificates recognized by the European Quality Training and Management Consultancy , provided they have completed at least 80% of the program days.
  • Training Materials:
    • Professional trainers and experts in various fields create scientific and practical training materials, which are printed and retained, and distributed on CD or flash drives to ensure easy access to the content.
  • Post-Training Follow-up:
    • European Quality Training and Management Consultancy provides continuous support after the training program. This support includes additional consultancy sessions or workshops to ensure the continuity of learning and the application of acquired skills in the working environment.
  • Customized Training Programs:
    • Training programs are designed to meet the needs of individual companies and institutions. Client needs are carefully analyzed to ensure that the training content aligns with their specific objectives and achieves the desired impact.
  • Utilizing Technology:
    • Training incorporates modern techniques such as online platforms and distance learning to provide flexible and effective learning experiences. Participants can access educational resources online and engage in discussions and online workshops.
  • Specialized Trainers:
    • Trainers and lecturers are carefully selected to ensure they have high expertise in their fields. Experience and professionalism are added to the training to ensure the delivery of high-quality content and effective learning experiences.
  • Encouraging Participation:
    • European Quality Training and Management Consultancy encourages active participation and interaction during training sessions. Interactive activities such as group discussions and collective exercises are organized to stimulate effective participation in the learning process.
  • Focus on Personal Transformation:
    • Participants are encouraged to think critically and develop problem-solving skills and decision making abilities. They are guided towards achieving personal and professional transformation, leading to improved performance in their work areas.
  • Continuous Assessment:
    • Continuous assessments are provided to evaluate participants performance and their understanding of the training materials. This assessment is used to modify the training program if necessary and ensure the desired results are achieved.
  • Terms and Conditions:
    • Terms and conditions apply to all training programs. It is assumed that registering for any training program implies the participants agreement to these terms, including registration, payment, and cancellation policies.
  • Prices and Discounts:
    • It is noted that the prices displayed on the website do not include a 5% value added tax. All prices are subject to discounts according to the companys policies.

European Quality Training and Management Consultancy of Training and Management Consulting reserves the right to change the location of the training program, change the accredited lecturers for program delivery, hold, or cancel the program in line with the companys vision and program conditions and our quality policy.

European Quality Training and Management Consultancy is certified

ISO 9001-2015

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27 Oct 2025   :  31 Oct 2025
Barcelona
4950$

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