Mastering Electronic Records Management

COURSE DURATION 5 DAYS

Dates: 13^th – 17^th July 2026   

Strategies for the Digital Age

Course Introduction

In today’s fast-paced digital environment, the shift from paper-based to electronic records has transformed how organizations manage information. Electronic Records Management (ERM) has emerged as a vital discipline that ensures the systematic control of records throughout their lifecycle, from creation or receipt through to processing, distribution, maintenance, and ultimate disposal. The shift to digital records offers significant advantages, including improved accessibility, space savings, and enhanced security.

This Mastering Electronic Records Management training course is designed to equip professionals with the knowledge and skills needed to navigate the complexities of electronic records management. Participants will delve into the principles and practices that underpin ERM, explore the technological tools available for managing electronic records, and examine the legal and ethical considerations that must be adhered to in the digital age.

Participants will also explore the evolving landscape of electronic records management, including emerging technologies such as cloud storage, blockchain, and artificial intelligence, which are poised to further revolutionize the field. By the end of this course, participants will be well-prepared to implement or enhance electronic records management programs within their organizations, ensuring compliance, improving operational efficiency, and safeguarding critical information.

Training Objectives

By the end of this training course, participants will be able to:

• Understand the fundamental principles and concepts of electronic records management
• Gain knowledge of the legal and regulatory requirements related to electronic records
• Learn best practices for organizing, storing, and securing electronic records
• Develop strategies for ensuring long-term preservation and accessibility of electronic records
• Acquire skills in using electronic records management systems and tools

Training Methodology

This ALARDI AFRICA training course will utilize a variety of proven adult learning techniques to ensure maximum understanding, comprehension, and retention of the information presented. The facilitator will provide an interactive presentation that incorporates slides, videos, group discussion, and practical exercises to examine all aspects of the topic.

Who should Attend?

This training course is suitable for a wide range of professionals, but will greatly benefit:

• Records managers
• IT professionals
• Compliance officers
• Archivists
• Administrative personnel responsible for document and information management
• Legal professionals involved in records management

Organizational Benefits

• Increased searchability
• Greater transparency
• Automated workflows
• Reclaimed office space
• Minimized security risks
• Reliable backups
• Increased compliance
• Heightened productivity

Course Outline

Day One: Introduction to Electronic Records Management

• Overview of Records Management: Traditional vs. Electronic
• Key Concepts and Terminology in ERM
• The Lifecycle of Electronic Records
• Legal and Regulatory Frameworks for Electronic Records
• Case Studies on Electronic Records Management Failures and Successes

Day Two: Managing the Creation and Capture of Electronic Records

• Types and Formats of Electronic Records
• Strategies for Capturing Electronic Records
• Metadata: Definition, Importance, and Management
• Developing and Implementing File Plans
• Best Practices for Email Management as Electronic Records

Day Three: Organizing, Storing & Securing Electronic Records

• Classification and Indexing of Electronic Records
• Digital Storage Solutions: Cloud vs. On-Premises
• Security Measures for Protecting Electronic Records
• Access Control and Rights Management
• Implementing and Using Electronic Records Management Systems (ERMS)

Day Four: Ensuring Long-Term Preservation and Accessibility

• Challenges in Preserving Electronic Records
• Strategies for Long-Term Digital Preservation
• Migration and Conversion of Electronic Records
• Ensuring Records Authenticity and Integrity Over Time
• Developing and Implementing Retention Schedules

Day Five: Disposal, Compliance & Future Trends in Electronic Records Management

• Legal and Regulatory Requirements for Records Disposal
• Procedures for Secure Destruction of Electronic Records
• Auditing and Compliance in ERM
• Emerging Technologies and Future Trends in Electronic Records Management
• Course Review and Case Study Analysis
• Final Assessment and Feedback

Certificate

• On successful completion of this training course, the ALARDI Africa Certificate will be issued to the participants.

Venue:

Kenya-Naivasha    –   Cost USD 1800

Senegal-Dakar   –    Cost USD 2000

Dates: 13^th – 17^th July 2026