Records & Information Management, Document Management & Archiving is a complete program and will give you understanding, tools and templates to manage information according to laws and regulations, in short, the best practice in managing your organization's Document and Information Records. Upon completing this course, you will be able to: - Ensure that your Information Governance is fit for purpose - Set up and run a successful project to find out what information you hold and to assess the quality of your operation or of your suppliers - Create or update retention schedules, business classification schemes, and file plans - Use templates and workflows to improve user compliance - Operate a regular information review and disposal process to comply with laws and regulations and to reduce risk to your organisation - Manage your organisation’s archives - Ensure that paper and digital documents are managed to the same standards - Reduce and manage the flood of email and social media TESTIMONIALS "Trainers experience in real world cases helped a lot in explaining things and sharing best practices." - Siti Shafini Yusof, Senior Engineer - Information Management, Teknik Janakuasa Sdn Bhd "The program has been highly beneficial to me and my employer. The program has effectively addressed the issues that we have been facing with regards to records/documents management, and in particular on the document retention & disposal policies. I truly recommend this program for entities that are keen to develop/ improve their record management function in a professional manner. Thanks to 360 BSI !" - Koshy Banchamin, Executive PA to Board Chairman, Oman Oil Company S.A.O.C. "Interesting & useful training programme. If properly implemented, it can change the way one organises data." - Irfan Asghar, Operations Associate, Global Securities House "I would like to thank the instructors for their thorough review and materials presentation." - Mohammed M. Al-Ajmi, Division Head, Samba Financial Group "Very well structured to cover vast area of Records & Information Management, Document Management & Archiving." - Suresh Kumar Methil, Controller - Legal Documentation, Dubai Aluminium (DUBAL) WHO SHOULD ATTEND CEOs, CFOs, CIOs, COOs Company Secretaries, Legal officers Directors and Managers of regulated dept Managers from regulated industries Staff responsible for administering or managing documents, filing & information processes Managers planning M&As, Divestments or business expansions Staff responsible for documents in Case-related or Project-related organisations. For further information, contact Kris at kris@360bsi.com

1. RECORDS &
INFORMATION MANAGEMENT,
DOCUMENT MANAGEMENT &
ARCHIVING
MANAGEMENT
SERIES
10 - 13 FEBRUARY 2014
DUBAI
The Best Practices,
Laws & Regulations
17 - 20 FEBRUARY 2014
SINGAPORE
SPECIAL TAK
urse
ve Full of Co
A Thumb Dri & Information
Reference
COURSE OVERVIEW
Records & Information Management, Document Management & Archiving Course
offers a high profile facilitator throughout the 4-day workshop. Upon registration,
you are required to complete a short questionnaire related to your expectation and
other issues.
Information is an essential asset for any organisation. Managed well, it increases
efficiency and quality and contributes directly to the bottom line. Information
managed badly is a risk.
This course in Information Management and Archiving is a complete program and
will give you understanding, tools and templates to manage information according
to laws and regulations, in short, the best practice in managing your organization's
Document and Information Records.
Upon completing this course, you will be able to:
Ensure that your Information Governance is fit for purpose
Set up and run a successful project to find out what information you
hold and to assess the quality of your operation or of your suppliers
Create or update retention schedules, business classification schemes,
and file plans
Use templates and workflows to improve user compliance
Operate a regular information review and disposal process to comply
with laws and regulations and to reduce risk to your organisation
Manage your organisation’s archives
Ensure that paper and digital documents are managed to the same
standards
Reduce and manage the flood of email and social media
Latest TESTIMONIALS
“David is highly experienced, listened to our staff and responded to our
g y
comments and requests. Th work h has completed will make a
The
d
k he
significant contribution to improving the Information Management
systems at Carlisle, and to advancing our continuous performance
improvement goals.”
- Carlisle City Council
“The trainer & the workshop were awesome!”
- Freedom of Information Officer & Information Audit Project Manager
“David has delivered a very effective training, suitably targeted for
different levels of user. His training and support has ensured the smooth
roll-out of our new system and has the potential to save significant staff
time and improve the efficiency of our business processes.”
- Royal Parks Agency
Tel: +6016 3326 360
Fax: +603 9205 7788
EAWAY
kris@360bsigroup.com
YOUR INTERNATIONAL
YOUR INTERNATIONAL
O
COURSE FACILITATOR
Dr. David V. Bowen
MA, PhD, FRSC, MBCS, CChem, CITP, CEng
Managing Director
Audata Ltd
David Bowen has worked with computers since 1967
and with large volumes of information since 1972.
After 24 years in chemical and pharmaceutical
research and information management, he built two
digital archives for a major pharmaceutical company,
and led the project to create their archives and
archive management software.
Since 1998, he has been a Director of Audata Ltd. He
has completed strategic and practical projects for
clients in government, international tribunals, charity,
finance, insurance, and pharmaceuticals. These have
covered every aspect of information management
from paper archives through long-term digital
preservation and email management.
“Very well structured to cover vast area of
Records & Information Management,
Document Management & Archiving.”
- Suresh Kumar Methil, Controller - Legal
Documentation, Dubai Aluminium (DUBAL)
“Learnt new information on how to make
document management easy and time-saving.”
- Aysha Mubarak Salem Duhair, Senior Officer Document Controller, Dubai Electricity and Water
Authority
“I would like to thank the instructors for their
thorough review and materials presentation.”
- Mohammed M. Al-Ajmi, Division Head, Samba
Financial Group
“Trainer's experience in real world cases helped
a lot in explaining things and sharing best
practices.”
- Siti Shafini Yusof, Senior Engineer - Information
Management, Teknik Janakuasa Sdn Bhd
1

2. COURSE
CONTENT
HOW THIS WORKSHOP WILL BE CONDUCTED
DAY1 GOVERNANCE
AUDITS & PROJECTS
Introduction
What structures does your organisation need to manage
records and information responsibly, and to comply with
relevant laws and regulations?
How can you find out what records and information need to be
managed?
How do you initiate and manage a project to achieve these
goals?
DAY2 RECORDS
RECORDS MANAGEMENT, RETENTION & DISPOSAL, “BIG
BUCKETS” FOR RETENTION
What are Records?
What Records do you manage?
How do you know which Records to keep and which can be
destroyed?
How do you destroy records responsibly and in compliance
with laws and regulations?
How can the “big buckets” idea help to simplify your work?
Exercises
WHY THIS EVENT
This workshop will help you understand and
manage your information by combining the
appropriate security with appropriate sharing. It
will prepare you for the tidal wave of social
information, and enable you to master the flood
of email and other electronic information.
The correct and timely data will improve your
organisation’s financial performance & allow you
to take full advantage of new business
opportunities.
At the end of the workshop you will leave the
workshop with a new set of practical tools to
apply immediately to your daily work.
DAY3 INFORMATION &
DOCUMENT MANAGEMENT
INFORMATION AND DOCUMENTS (MAY NOT BE RECORDS),
TEMPLATES AND WORKFLOW, START OF CLASSIFICATION
How do you manage documents and other digital and paper
information (that may not be records)?
How can you make the user experience easier with Templates
and Workflows?
Introduction to Classification schemes
Exercises
DAY4 CLASSIFICATION
ARCHIVES
More on Classification Schemes
Archives – how are they different from Records Management?
How are they similar?
Exercises
WHO SHOULD ATTEND
CEOs, CFOs, CIOs, COOs
Company Secretaries, Legal officers
Directors and Managers of regulated dept
Managers from regulated industries
Staff responsible for administering or managing
documents, filing & information processes
Managers planning M&As, Divestments or
business expansions
Staff responsible for documents in Case-related
or Project-related organisations
COURSE SCHEDULE
8.00
8.30
10.00 - 10.15
12.00 - 13.00
14.30 - 14.45
16.00
Registration & Coffee/Tea
Workshop commences
Morning coffee/tea
Lunch
Afternoon coffee/tea
End of day
2

3. RECORDS &
INFORMATION
MANAGEMENT,
DOCUMENT
MANAGEMENT &
ARCHIVING
REGISTRATION FORM
10 - 13 FEBRUARY 2014
DUBAI
Mobile: +6016 3326 360
17 - 20 FEBRUARY 2014
SINGAPORE
Email: kris@360bsigroup.com
Fax: +603 9205 7788
Tel: +603 9205 7772
DELEGATES
1
Name
IN-HOUSE TRAINING
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360 BSI is passionate about providing strategic technical
programs and high potential training solutions across the
region to build personal competencies and organizational
capability.
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You will receive practical training from a professionally
qualified educator with over twenty years of teaching and
training experience.
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Please feel free to mix-and-match topics from the areas listed
below to get the right training content for your staff. Other
topics may be available upon request.
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Finance & Capital Investment Analysis
Root Cause Analysis (RCA)
Serious Incident Prevention
Effective Business Writing
The Craft of Scientific Writing & Presentation
Business Continuity Planning & Disaster Recovery
Powerful Communication & Presentation Skills
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Hotel Contact Details:
Mandarin Orchard Singapore
333 Orchard Road, Singapore 238867
Tel. +65 6831 6082 or Fax. +65 6737 3130
Radisson BLU Hotel, Dubai Deira Creek
Baniyas Road, P.O. Box 476, Dubai, UAE
Tel: +971 4 2057105 Fax: +971 4 2234698
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AUTHORIZATION
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Cancellations/Substitutions
Organization :
Substitutions are welcome at any time. Please notify us at
least 2 working days prior to the event. All cancellations will
carry a 10% cancellation fee, once a registration form is
received. All cancellations must be in writing by fax or email
at least 2 weeks before the event date. Cancellations with
less than 2 weeks prior to the event date carry a 100% liability.
However, course materials will still be couriered to you.
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FEES
Date:
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(please tick as appropriate)
DUBAI, UAE: 10 - 13 FEBRUARY 2014
SINGAPORE: 17 - 20 FEBRUARY 2014
USD 2,995 per delegate
USD 7,800 - Special for Group of 3
USD 12,000 - Special for Group of 5
The fee does not include any taxes (withholding or otherwise). In case of any taxes applicable
the client has to ensure that the taxes are paid on top of the investment fee paid for the course.
Compliance with the local tax laws is the responsibility of the client.
* Save up to 50% for In-house Training program
©
Registrations close ONE (1) week before the training dates.
The fees cover lunch, tea breaks, materials and certificate.
Official confirmation will be sent, once registration has been
received.
Participants will need to arrange their own accommodation.
Attire: Smart Casual
Thank you for your registration!
PAYMENT DETAILS
Payment is required within 5 days upon receipt of
the invoice.
Bank transfer:
360 BSI MIDDLE EAST LIMITED
Abu Dhabi Commercial Bank
Dubai Mall Branch, P.O.Box 49124 Dubai, U.A.E
Account No: 10065721319001
Swift No: ADCBAEAAXXX
IBAN No: AE780030010065721319001
All payments must be received prior to the event date
360 BSI (M) Sdn Bhd (833835-X), Level 8 Pavilion KL, 168 Jalan Bukit Bintang, 55100 Kuala Lumpur, Malaysia.
www.360bsi.com
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