Records Management 2: Designing & Implementing a Programme

Course Overview

This course examines how to implement good records management practice. Led by Claire Johnson, Records Management 2 studies the implementation of a records management programme, building on the concepts and principles covered in Records Management 1.  The topics covered in Records Management 2 include:

  • introduction – initiating a records management project
  • records audit
  • process mapping
  • building a business classification scheme
  • measuring performance
  • EDRMS
  • sustaining a records management programme

Delegates who attend the Classroom sessions are encouraged to share their own experiences and ask questions throughout the day.

This course, taken together with Records Management 1 and Records Management 3, provides a thorough understanding of the entirety of the Records Management process.

This course can be used as credit towards gaining the Practitioner Certificate in Records Management.

What past delegates had to say...

Testimonials

"Another excellent day. I found the breakdown into a step by step process of designing an RM system particularly useful, it made it easier to follow."

Glenn Atkins
HMRC

"I found the course very informative."

Lynn Baker
Pensions Regulator

"Great handouts and useful folder to take away."

Emma Carroll
Home Office

"All of it was extremely useful."

Claire de la Perrelle
Jersey Airport

"Thanks, very helpful!"

Yvonne Pascal
Acuity Management Solutions

"Very knowledgeable tutor."

Nick Mitchell
Allen & Overy

“Found all of it very useful especially the advice on dealing with resistance to change.”

Anna Greenyer
First Wessex

"I am relatively new to the role and this course has given me a wealth of knowledge and ideas to take forward."

PSNI

“I enjoyed the section on sustaining a records management programme.”

Jemma King
Public Health England

“This session was very applicable to my organisation.”

James Pcumb
University of Wales

“One again an excellent course. Built on Records Management 1 with real life examples. Excellent!”

James Adair
North Yorkshire Police

“Great trainer – very knowledgeable – very useful course – great information”

Mark Elphick
Medical Defence Union

“Very good session. Lots of food for thought.”

Martine Saker
Kent NHS Trust

“Excellent”

Jessica Williams
Public Service Ombudsman for Wales

“Overall a very useful and worthwhile course”

Aneesa Mahmood
Ministry of Justice

Upcoming Training Dates

Virtual-LIVE (Teams) - Wednesday 11th November, 2026
Edinburgh (Classroom) - Thursday 3rd December, 2026
Virtual-LIVE (Teams) - Monday 8th March, 2027
London (Classroom) - Wednesday 12th May, 2027
Virtual-LIVE (Teams) - Wednesday 7th July, 2027
London (Classroom) - Thursday 7th October, 2027
Virtual-LIVE (Teams) - Wednesday 10th November, 2027
Edinburgh (Classroom) - Wednesday 1st December, 2027
eLearning -
Virtual-LIVE (Teams)
|
Wednesday 11th November 2026
Available
Edinburgh (Classroom)
|
Thursday 3rd December 2026
Available
Virtual-LIVE (Teams)
|
Monday 8th March 2027
Available
London (Classroom)
|
Wednesday 12th May 2027
Available
Virtual-LIVE (Teams)
|
Wednesday 7th July 2027
Available
London (Classroom)
|
Thursday 7th October 2027
Available
Virtual-LIVE (Teams)
|
Wednesday 10th November 2027
Available
Edinburgh (Classroom)
|
Wednesday 1st December 2027
Available
eLearning
|
On Demand
Available

Course Trainer

Claire Johnson

Records Management Consultant

Records Management 1: Essential Concepts & Principles
Records Management 2: Designing & Implementing a Programme
Records Management 3: Operating & Sustaining the Programme
  • Training Courses take place from 10am – 4pm
  • High-quality central city venues (5 star hotels or dedicated training centres)
  • Includes a full sit-down lunch, refreshments and opportunities to network throughout the day
  • Includes comprehensive hardcopy course materials
  • Training Courses take place from 10am – 4pm
  • Facilitated via Microsoft Teams
  • Includes interaction & group activities using breakout rooms, polls & quizzes (plus dedicated Q&As)
  • Comprehensive, professionally printed hardcopy materials are posted to delegates in advance of each virtual session
  • Facilitated via PDP’s dedicated online platform
  • eLearning is fully on-demand, allowing delegates to learn at their own pace from home or the office
  • Structured around video presentations, comprehensive written materials and self-assessment questions at the end of each chapter

Discounts available

*Multiple delegate discounts available when delegates book at the same time

Classroom/Virtual-LIVE
10% discount for second and subsequent delegates

eLearning (applicable courses)
15% discount for second and subsequent delegates