Become acquainted with the best practices of a Management System for Records (MSR) based on ISO 30301


Why should you attend?

ISO 30301 Foundation training enables you to learn the basic elements to implement and manage a Management System for Records (MSR) as specified in ISO 30301. During this training course, you will be able to understand the different modules of a MSR, including MSR policy, procedures, performance measurements, management commitment, internal audit, management review and continual improvement.

After completing this course, you can sit for the exam and apply for a “Certified ISO 30301 Foundation” credential. A Foundation Certificate shows that you have understood the fundamental methodologies, requirements, framework and management approach. 

Who should attend?

  • Individuals involved in the management of records 

  • Individuals seeking to gain knowledge about the main processes of Management Systems for Records (MSR)

  • Individuals interested to pursue a career in the management of records

Learning objectives

  • Understand the elements and operations of a Management System for Records (MSR) and its principal processes

  • Acknowledge the correlation between ISO 30301 and other standards and regulatory frameworks

  • Understand the approaches, methods and techniques used for the implementation and management of a MSR

Education approach

  • Lecture sessions are illustrated with examples based on case studies

  • Practical exercises are based on the material which includes role playing and discussions

  • Practice tests are similar to the Certification Exam



Course agenda

Day 1: Introduction to Management System for Records (MSR) concepts as required by ISO 30301

Day 2: Management System for Records requirements and Certification Exam


The “Certified ISO 30301 Foundation” exam fully meets the requirements of the Examination and Certification Programme (ECP). The exam covers the following competency domains:

Domain 1: Fundamental principles and concepts of a Management System for Records (MSR)

Domain 2: Management System for Records (MSR)


Upon the successful completion of the exam, you can apply for the credential shown in the table below. 

The requirements for “Foundation” certifications are:



Professional experience

IDMS audit/ assessment experience

IDMS project experience

Other requirements

Certified ISO 30301 Foundation

Certified ISO 30301 Foundation exam or equivalent




Signing the Code of Ethics

General Information

  • Certification fees are included on the exam price
  • Training material containing over 200 pages of information and practical examples will be distributed
  • A participation certificate of 14 CPD (Continuing Professional Development) credits will be issued
  • In case of exam failure, you can retake the exam within 12 months for free

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