Next Level Academy Archiving and Records Management eBook Course

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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



  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
              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