Records Management Training
- Workshop Schedule
- Course Descriptions
- How to Register
- Contact our Workshops Coordinator
- Customized Training
- Certification of Completion Program
Workshop Schedule for 2007/2008
| DATE | LOCATION | WORKSHOP TITLE | PRICE |
|---|---|---|---|
| 09/26/07 | Pittsburgh, PA | Vital Records | $150 |
| 10/17/07 | Trenton, NJ | E-Records Forum "EGov and the Web: Taking Care of Business" | $35 |
| 10/24/07 | Harrisburg, PA | PHMC 2007 Archives & Records Management Seminar | $50 |
| 10/25/07 | Harrisburg, PA | Vital Records | $150 |
| 10/26/07 | Harrisburg, PA | Records Emergency Planning and Response | $150 |
| 12/11/07 | Baltimore, MD | Basic Records Operations | $150 |
| 12/12/07- 12/13/07 | Baltimore, MD | Electronic Records Management | $300 |
| 12/13/07 | Philadelphia, PA, Northeast | Records Transfer and Reference Services | FREE |
| 02/05/08 | Philadelphia, PA, Center City | Inventory 101 (Briefing, 9 AM-11 AM) | FREE |
| 02/05/08 | Philadelphia, PA, Center City | Email - The Smoking Gun (Briefing, 1 PM-3 PM) | FREE |
| 02/07/08 | Philadelphia, PA, Center City | Organize your Work Life | $75 |
| 02/14/08 | Philadelphia, PA, Northeast | Records Transfer and Reference Services | FREE |
| 03/04/08 | Philadelphia, PA, Center City | Introduction to Digital Imaging (Briefing, 9 AM-11 AM) | FREE |
| 04/08/08 | Philadelphia, PA, Center City | Recordkeeping: A Program Managers Survival Guide (Briefing, 9 AM-12 PM) | FREE |
| 04/09/08 | Philadelphia, PA, Center City | Basic Records Operations | $150 |
| 05/08/08 | Philadelphia, PA, Center City | Records Transfer and Reference Services | FREE |
| 05/20/08- 05/21/08 | Rehoboth, DE | Emergency Planning and Response for Vital Records and Essential Information | $300 |
| 05/22/08 | Rehoboth, DE | Planning for Digital Imaging Success | $150 |
| 06/04/08 | Philadelphia, PA, Center City | E-Records Forum | FREE |
| 07/15/08- 07/16/08 | Philadelphia, PA, Center City | Electronic Records Management | $300 |
| 07/28/08 | Philadelphia, PA, Center City | Records Management Overview (KA-1) | $150 |
| 07/29/08- 07/30/08 | Philadelphia, PA, Center City | Creating and Maintaining Agency Business (KA-2) | $300 |
| 07/31/08- 08/01/08 | Philadelphia, PA, Center City | Records Scheduling (KA-3) | $300 |
| 09/08/08- 09/09/08 | Philadelphia, PA, Center City | Records Schedule Implementation (KA-4) | $300 |
| 09/10/08- 09/11/08 | Philadelphia, PA, Center City | Asset and Risk Management (KA-5) | $300 |
| 09/11/08 | Philadelphia, PA, Northeast | Records Transfer and Reference Services | FREE |
| 09/12/08 | Philadelphia, PA, Center City | Records Management Program Development (KA-6) | $150 |
| 09/23/08- 09/24/08 | Pittsburgh, PA | Electronic Records Management | $300 |
Course Descriptions
Certification of Completion Classes
- Records Management Overview (Knowledge Area 1)
This course provides an introductory overview of the management of one of an agency's most important resources: records. Learn the basic concepts and practices of federal records management and the variety of activities involved at each stage of the records life cycle: creation, maintenance and use, and disposition.
Time: 9:00 am to 4:00 pm
Cost: $150.00
Dates:
07/28/08 (Revised Date) - Philadelphia, PA - NARA's Mid Atlantic Region Archives Facility
- Creating and Maintaining Agency Business Information (Knowledge Area 2)
What are federal records management requirements; how are they applied to agency records, and why are they important? Find the answers to these fundamental questions, and discover how they can help you with everyday challenges in managing federal information.
Time: 9:00 am to 4:00 pm
Cost: $300.00
Dates:
07/29/08 & 07/30/08 (Revised Dates) - Philadelphia, PA - NARA's Mid Atlantic Region Archives Facility
- Records Scheduling (Knowledge Area 3)
What do you do with information and records that you no longer need for business purposes? How you schedule your records determines the basis for meeting your agency's operating, fiscal and legal needs. Find out the legal requirements and practical advantages in scheduling records and the disposition practices necessary to meet an agency's business needs with this overview of agency and NARA responsibilities.
Time: 9:00 am to 4:00 pm
Cost: $300.00
Dates:
07/31/08 & 08/01/08 (Revised Dates) - Philadelphia, PA - NARA's Mid Atlantic Region Archives Facility
-
Schedule Implementation (Knowledge Area 4)
What to do with all those boxes of records? Utilizing a records retention schedule or records manual is easier than you think. This course provides an overview of applying approved records schedules. Included are instructions for disposing of temporary records or retiring them to off-site storage, transferring permanent records to NARA, and applying the General Records Schedule.
Time: 9:00 am to 4:00 pm
Cost: $300.00
Dates:
09/08/08 & 09/09/08- Philadelphia, PA - NARA's Mid Atlantic Region Archives Facility
- Asset and Risk Management (Knowledge Area 5)
Are records valuable assets to your agency business process? Of course! How you manage your assets by applying appropriate records management procedures is a critical element of risk management in any organization. Learn the fundamentals of risk management and cost benefit analysis and how they relate to maintaining a vital records management program. This course is designed to raise the awareness of risk situations and provide managers with the decision-making tools they need to address current and future program needs.
Time: 9:00 am to 4:00 pm
Cost: $300.00
Dates:
09/10/08 & 09/11/08 - Philadelphia, PA - NARA's Mid Atlantic Region Archives Facility
- Records Management Program Development (Knowledge Area 6)
There are many layers of a Federal Records Management program. Learn the concepts and practices involved in developing and assessing an effective records management program, publicizing and promoting that program within a federal agency, and training employees in the basics of records management.
Time: 9:00 am to 4:00 pm
Cost: $150.00
Dates:
09/12/08 - Philadelphia, PA - NARA's Mid Atlantic Region Archives Facility
Professional Development Workshops
- Basic Records Operations
This course describes what to file, how to file it, and how to remove files no longer needed for current business. It covers the variety of activities involved in the maintenance and use, as well as the disposition of Federal records. Basic Records Operations (BRO) is a new addition to the Federal records management training program offered by the National Archives and Records Administration (NARA).
Outcomes
By the end of the course, participants will be able to
- Define Federal records and distinguish them from nonrecord materials and personal papers
- Reduce unnecessary filing
- Know basic files management principles to administer office records
- Inventory records
- Apply records disposition schedules; your agency's and the General Records Schedules
- Transfer non-current records to records centers
Who should attend?
The target audience for this course is records liaisons, secretaries, files custodians, and others who maintain records as part of their jobs. Also records managers and records officers new to the field or wanting a refresher course. The course is designed for those needing the task-oriented records management basics, but who are not planning to achieve the certificate of completion.
Time: 8:30 am to 4:00 pm
Cost: $150.00
Dates:
12/11/07 - Baltimore, MD - Fallon Federal Building
04/09/08 - Philadelphia, PA - NARA's Mid Atlantic Region Archives Facility
-
Electronic Records Management
The course is designed to provide the skills and knowledge needed to manage electronic records throughout the records lifecycle, and to take steps required to transition from a paper to an electronic records environment.
On completion of the Electronic Records Management course, participants will be able to:
- Define key terms related to electronic records management
- Describe the advantages and limitation of electronic records
- Identify laws, regulations and legal policies and practices that impact electronic recordkeeping requirements in the Federal agency
- Recognize the necessity of involving Information Technology (IT) professionals in records management
- Identify recordkeeping requirements for electronic records
- Describe the characteristics of electronic records to consider when determining scheduling and disposition instructions
- Develop policies and procedures for managing e-records
- Build recordkeeping functionality into electronic systems
Target Audience: anyone who has basic records management experience, but is less familiar with electronic recordkeeping; and is responsible for developing or updating agency records schedules, or whose work is associated with developing records retention requirements for records and information systems.
Time: 9:00 am to 4:00 pm
Cost: $300.00
Dates:
12/12/07 & 12/13/07 - Baltimore, MD - Fallon Federal Building
07/15/08 & 07/16/08 - Philadelphia, PA - NARA's Mid Atlantic Region Archives Facility
09/23/08 & 09/24/08 - Pittsburgh, PA - Moorehead Federal Building
-
Advanced Electronic Records Management
Although the same principles of records management apply to electronic records and system, there continue to be special considerations for creating and managing electronic records. Designed for individuals with prior background in electronic recordkeeping, the course expands on the basic electronic records management knowledge in other NARA courses. It is an investigation of issues, people, and tools related to electronic records management. It also looks at emerging technologies and their implications for records management.
Outcomes
By the end of the course, participants will be able to:
- Recognize where to insert RM requirements into the planning, development and implementation of information systems
- Develop and implement an enterprise-wide electronic records management (ERM) pilot
- Identify legal requirements and policies that impact Federal information requirements for electronic records
- Demonstrate awareness of current issues in electronic recordkeeping as well as emerging technologies and their implications for web-based records management
- Explain techniques and tools being developed by NARA to address the challenges of electronic records management, including the Electronic Records Archives (ERA)
- Describe the positive factors that promote collaboration between RM and IT staff
- Describe best practices in ERM
Who should attend?
Participants with a baasic understanding of electronic records management through completion of the NARA Knowledge area courses, experience maintaining large collections of electronic records, or background in a technical field.
Time: 9:00 am to 4:00 pm
Cost: $300.00
Dates:
Not Scheduled for this year. The course is available for agency specific training.
- Organize Your Work Life!
This half-day workshop addresses how to get a handle on managing your office workspace. Includes strategies for keeping your desktop pile-free while enabling you to put your hands on documents quickly.
Time: 9:00 am to 12:00 pm
Cost: $75.00
Dates:
02/07/08 - Philadelphia, PA - NARA's Mid Atlantic Region Archives Facility
- Planning for Digital Imaging Success
A workshop designed to give Federal agency staff an overview of the imaging process, planning and decision-making for imaging projects, and the legal, regulatory, and cost requirements associated with the design of a digital imaging solution for Federal records.
Time: 9:00 am to 4:00 pm
Cost: $150.00
Dates:
05/22/08 - Rehoboth, DE - Atlantic Sands Hotel and Conference Center
- Emergency Planning and Response for Vital Records and Essential Information
This course combines and integrates the content found in both the Vital Records course and the Records Emergency Planning and Response course. It provides knowledge and skills required to identify, protect, and make readily available the vital records in the event of a disaster, as well as to incorporate records emergency planning into agency COOP plans. Finally, it includes information and hands-on practice in recovering records damaged in an emergency situation. The course is based on the vital record requirements contained in FEMA's Federal Preparedness Circular 65-Guidance for Continuity of Operations Planning and CFR 36.
Outcomes
At the end of this practical skills-level course, participants will be able to:
- Plan an emergency response program for records
- Distinguish between a record and a vital record
- Identify and assess hazards and risks to vital records
- Identify protection strategies for vital records
- Develop procedures to ensure access and security of vital records
- Write a Records Emergency Action Plan
- Assess damage to records
- Decide on recovery techniques for damaged records
Who should attend?
This course targets Federal employees and/or contractors who are individuals with records responsibilities, COOP managers, line managers and staff, information technology personnel, and employees of state and local government involved with vital records programs or emergency planning.
Time: 9:00 am to 4:00 pm
Cost: $300.00
Dates:
05/20/08-05/21/08 - Rehoboth, DE - Atlantic Sands Hotel and Conference Center
- Vital Records
Learn how to manage records essential to an agency's business needs and those records needed to protect legal and financial rights within an emergency preparedness program and a disaster mitigation and recovery program that are part of a continuity-of-operations plan (COOP).
Time: 9:00 am to 4:00 pm
Cost: $150.00
Dates:
09/26/07 - Pittsburgh, PA - TSA-PIT Training Center
10/25/07 - Harrisburg, PA - Pennsylvania's State Records Center
- Records Emergency Planning and Response (Should be taken with Vital Records course)
This practical course provides the skills and knowledge needed to protect or mitigate damage to records and to recover essential records in the event of an emergency. The emphasis of this course is on developing a Records Emergency Action Plan and knowing how to activate all aspects of that plan.
At the end of this practical skills-level course, participants will be able to:
- Distinguish the importance of emergency planning
- Identify and assign responsibility for the plan
- Write the plan
- Analyze and test the plan for completeness
- Assess the damage to records
- Determine the response actions
- Manage the response
- Distinguish recovery techniques for damaged records
Target Audience: records managers, emergency managers
Time: 9:00 am to 4:00 pm
Cost: $150.00
Dates:
10/26/07 - Harrisburg, PA - Pennsylvania's State Records Center
Briefings
- E-mail - The Smoking Gun
This 2-hour briefing explores the records management issues related to e-mail in the Federal workplace. We emphasize that e-mail may be a record and review the relevant statutes, regulations, recordkeeping requirements, and technical issues. We also discuss the liabilities that e-mail presents, particularly in terms of FOIA and legal discovery. Is your e-mail in compliance?
Time: 1:00 pm - 3 pm
Cost: Free
Dates:
02/05/08 - Philadelphia, PA - NARA's Mid Atlantic Region Archives Facility
- E-Records Forum
The E-Records Forum series is designed to encourage learning and dialogue about electronic records issues among and between Federal IT managers and records managers. The speaker and the specific topic will be announced. Although the forum is free, you must register as space is limited.
Time: 10:00 am to 12:00 pm
Cost: FREE
Dates:
06/04/08 - Philadelphia, PA - NARA's Mid Atlantic Region Archives Facility
- Introduction to Digital Imaging
This two hour briefing is designed for agency personnel to learn how to begin and sustain a successful document imaging project. Many agencies have considered digital imaging to solve problems with paper records storage, work flow, or service delivery. We will examine what digital imaging is and if it is right for you.
Time: 1:00 pm to 3:00 pm
Cost: FREE
Dates:
03/04/08 - Philadelphia, PA - NARA's Mid Atlantic Region Archives Facility
- Inventory 101
This two hour briefing is designed for agency personnel to learn how to conduct an inventory of your records to help you identify and schedule records. This module provides a step-by step plan to inventory your files, both paper and electronic. Following these steps will enable an agency to have more control over its records, and facilitate filing, reference, and disposition.
Time: 9:00 am to 11:00 am
Cost: FREE
Dates:
02/05/08 - Philadelphia, PA - NARA's Mid Atlantic Region Archives Facility
- Recordkeeping: A Program Managers Survival Guide
In today's business environment, the manager who has the relevant data first often wins, either by making a better, more informed decision or by responding efficiently to information requested. Effective records management can help ensure that managers and executives have the information they need when they need it. This half-day course provides a practical guide to policies, procedures, and legal requirements for managing program information.
Outcomes
By the end of this course, participants will be able to
- Describe how proper information management contributes to agency programs
- Identify legal requirements related to managing program information
- Describe how to identify Federal records
- Describe ways to manage program information to document actions and mitigate risk
- Recognize the management challenges presented by electronic agency information
Who Should Attend?
The course targets midlevel managers such as division directors, branch chiefs, program management analysts, budget analysts, and others with decision-making responsibilities for program areas.
Time: 9:00 am to 12:00 pm
Cost: FREE
Dates:
04/08/08 - Philadelphia, PA - NARA's Mid Atlantic Region Archives Facility
- Records Management: A Survival Guide for Information Technology Professionals
IT professionals are in unique positions related to electronic records as they administer the systems of an agency. They are often responsible for the servers that house the records an agency creates and for software that manages documents and records. This half-day course is designed to raise awareness within the IT community of the legal responsibilities for records management and the consequences for noncompliance that are directly tied to IT. This course will discuss system requirements, transfer specifications for electronic records and other topics. It will cover resources that are available to assist the IT professional as they perform their duties.
Outcomes
By the end of this course, participants will have learned about
- Examples of lawsuits involving electronic records
- Discovery of your electronic records and E-FOIA
- Spoliation of electronic evidence
- Law and regulations that govern Federal records
- Standards and practices to save you time and resources, and increase efficiency
- Role and responsibilities regarding Federal records
- System requirements for document management and records management systems
- File format specifications for transferring electronic records to NARA
Who Should Attend?
IT Project Managers and IT Acquisition staff, System Architects, System Analysts, Systems Engineers, System Integrators, Data Administrators and contractors who serve in these positions are encouraged to attend.
Time: 1:00 pm to 4:00 pm
Cost: FREE
Dates:
Not scheduled for this year. This course is available for agency specific training.
- Records Transfer and Reference Services
This half-day workshop is designed for agency personnel who are familiar with the subject of Federal records retention. It provides specific information on the procedures used in retiring records to the Mid Atlantic region's records center.
Time: varies
Cost: Free
Dates:
12/13/07 - Philadelphia, PA - NARA's Mid Atlantic Region's Federal Records Center Facility
02/14/08 - Philadelphia, PA - NARA's Mid Atlantic Region's Federal Records Center Facility
05/08/08 - Philadelphia, PA - NARA's Mid Atlantic Region Archives Facility
09/11/08 - Philadelphia, PA - NARA's Mid Atlantic Region's Federal Records Center Facility
Registration
Register online at: http://nara.learn.com/recordsmanagement-training. Once you have registered or logged in, choose "List of Training by Region". On the next screen choose "Mid Atlantic" and then click on the date of the class for which you are registering.
To register for our free briefings, contact our workshop coordinator by phone at 215-305-2008 or by email at Dana.Keene@nara.gov.
Contact Our Workshops Coordinator
Dana M. Keene
FRC Training Coordinator
NARA Mid Atlantic Region
14700 Townsend Road
Philadelphia, PA 19154-1025
Phone: 215-305-2008
Fax: 215-305-2038
Customized Training
Note: Any of the above workshops can be held at your agency for as many as thirty people. The workshops can also be tailored to meet your specific needs and objectives. For further information on pricing and availability, contact Lee Webster at 215-305-2024.
