Master the implementation and management of Management Systems for Records (MSR) based on ISO 30301

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?

  • Managers or consultants involved in Records Management

  • Expert advisors seeking to master the implementation of a Management System for Records

  • Individuals responsible for maintaining conformance with MSR requirements

  • MSR team members

Learning Objectives

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

  • Master the concepts, approaches, methods and techniques used for the implementation and effective management of a MSR 

  • Learn how to interpret the ISO 30301 requirements in the specific context of an organization

  • Learn how to support an organization to effectively plan, implement, manage, monitor and maintain a MSR

Educational approach

  • This training is based on both theory and best practices used in the implementation of a MSR

  • Lecture sessions are illustrated with examples based on case studies

  • Practical exercises are based on a case study which includes role playing and discussions

  • 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:

  1. Drafting a MSR plan

  2. Initiating a MSR implementation

  3. Implementing a MSR

  4. Monitoring and managing a MSR implementation

  5. Performing continual improvement measures