ISO 30301 Lead Implementer
Why should you attend?
ISO 30301 Lead Implementer training enables you to develop the necessary expertise to support an organization in establishing, implementing, managing and maintaining a Management System for Records (MSR) based on ISO 30301. During this training course, you will also gain a thorough understanding of the best practices of Management Systems for Records and be able to provide consistent services through a reliable, up-to-date and properly managed records system.
After mastering all the necessary concepts of Management Systems for Records, you can sit for the exam and apply for a “Certified ISO 30301 Lead Implementer” credential. By holding a Lead Implementer Certificate, you will be able to demonstrate that you have the practical knowledge and professional capabilities to implement ISO 30301 in an organization.
Who should attend?
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Managers or consultants involved in Records Management
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Expert advisors seeking to master the implementation of a Management System for Records
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Individuals responsible for maintaining conformance with MSR requirements
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MSR team members
Learning Objectives
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Acknowledge the correlation between ISO 30301 and other standards and regulatory frameworks
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Master the concepts, approaches, methods and techniques used for the implementation and effective management of a MSR
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Learn how to interpret the ISO 30301 requirements in the specific context of an organization
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Learn how to support an organization to effectively plan, implement, manage, monitor and maintain a MSR
Educational approach
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This training is based on both theory and best practices used in the implementation of a MSR
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Lecture sessions are illustrated with examples based on case studies
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Practical exercises are based on a case study which includes role playing and discussions
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Practice tests are similar to the Certification Exam
Prerequisites
A fundamental understanding of ISO 30301 and comprehensive knowledge of implementation principles.
Course agenda
Day 1: Introduction to ISO 30301 and initiation of a MSR
Day 2: Plan the implementation of a MSR
Day 3: Implementation of a MSR
Day 4: MSR monitoring. measurement, continuous improvement and preparation for a certification audit
Day 5: Certification Exam
Examination
The “Certified ISO 30301 Lead Implementer” 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)
Domain 3: Planning a MSR implementation based on ISO 30301
Domain 4: Implementing a MSR based on ISO 30301
Domain 5: Performance evaluation, monitoring and measurement of a MSR based on ISO 30301
Domain 6: Continual improvement of a MSR based on ISO 30301
Domain 7: Preparing for a MSR certification audit
Certification
After successfully completing the exam, you can apply for the credentials shown on the table below. You will receive a certificate once you comply with all the requirements related to the selected credential.
The requirements for Implementer Certifications are:
Credential |
Exam |
Professional experience |
IDMS project experience |
Other requirements |
Certified ISO 30301 Provisional Implementer |
Certified ISO 30301 Lead Implementer Exam or equivalent |
None |
None |
Signing the Code of Ethics |
Certified ISO 30301 Implementer |
Certified ISO 30301 Lead Implementer Exam or equivalent |
Two years: One year of work experience in Records Management |
Project activities: a total of 200 hours |
Signing the Code of Ethics |
Certified ISO 30301 Lead Implementer |
Certified ISO 30301 Lead Implementer Exam or equivalent |
Five years: Two years of work experience in Records Management |
Project activities: a total of 300 hours |
Signing the Code of Ethics |
Please be informed: Certified individuals who possess the Lead Implementer and Lead Auditor credentials are qualified for a Certified Master credential. More detailed information will be provided soon.
To be considered valid, these implementation activities should follow best implementation practices and include the following activities:
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Drafting a MSR plan
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Initiating a MSR implementation
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Implementing a MSR
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Monitoring and managing a MSR implementation
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Performing continual improvement measures