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YOUR INTERNATIONAL
COURSE FACILITATOR
Dr. David V. Bowen
MA, PhD, FRSC, MBCS, CChem, CITP, CEng
Managing Director
Audata Ltd
David Bowen has worked with computers since 1967
and with large volumes of information since 1972.
After 24 years in chemical and pharmaceutical
research and information management, he built two
digital archives for a major pharmaceutical company,
and led the project to create their archives and
archive management software.
Since 1998, he has been a Director of Audata Ltd. He
has completed strategic and practical projects for
clients in government, international tribunals, charity,
fnance, insurance, and pharmaceuticals. These have
covered every aspect of information management
from paper archives through long-term digital
preservation and email management.
“Very well structured to cover vast area of
Records & Information Management,
Document Management & Archiving.”
- Suresh Kumar Methil, Controller - Legal
Documentation, Dubai Aluminium (DUBAL)
“Learnt new information on how to make
document management easy and time-saving.”
- Aysha Mubarak Salem Duhair, Senior Officer -
Document Controller, Dubai Electricity and Water
Authority
“I would like to thank the instructors for their
thorough review and materials presentation.”
- Mohammed M. Al-Ajmi, Division Head, Samba
Financial Group
“Trainer's experience in real world cases helped
a lot in explaining things and sharing best
practices.”
- Siti Shafini Yusof, Senior Engineer - Information
Management, Teknik Janakuasa Sdn Bhd
Survey your information to identify what you have, what it is costing you,
and what risks it carries
Assess the quality of your information processes and take steps to save
time and money
Decide whether you need software to improve information
management and configure that software
Train and monitor staff who are creating, filing, finding and using
information to ensure best practice
Improve filing systems and labelling (metadata) to make life easier for all
staff
Upon completing Day 3 & 4 (Methods and Best Practices), you will be able to:
Know what the costs and risks of badly managed Information are, and
the benefits of well-managed information
Understand the basic theories of information security and retention
Ensure that your Information Governance is fit for purpose
Know why you keep information and when you should destroy it, legally
and safely
Manage your organization’s archives
Ensure that paper and digital documents are managed to the same
standards
Reduce and manage the flood of email and social media
Create Policies to guide your staff
Upon completing Day 1 & 2 (Theory, Policy and Governance), you will be able to:
Document & Information Management, Security, Retention & Archiving Course is a
complete program and will give you understanding, tools and templates to
manage information according to laws and regulations, in short, the best practice in
managing your organization's Document and Information Records.
Information is an essential asset for any organisation. Managed well, it increases
efciency and quality and contributes directly to the bottom line. Information
managed badly is a risk.
THIS WORKSHOP CONSISTS OF TWO PARTS:
Part 1: Theory, Policy and Governance (Day 1 - Day 2)
Part 2: Methods and Best Practices (Day 3 - Day 4)
This training workshop can be taken as a full 4 day course, or as either a 2-Day
course (Day 1 & 2) for Decision-makers, Directors, and Senior Ofcers responsible for
the costs and risks of Information, or a 2-Day course (Day 3 & 4) for team leaders and
staf with day to day, hands-on responsibility for managing information.
Upon registration, you are required to complete a short questionnaire related to
your expectation and other issues.
COURSE OVERVIEW
The Best Practices,
Laws & Regulations
DOCUMENT &
INFORMATION MANAGEMENT,
SECURITY, RETENTION &
ARCHIVING
24 - 27 NOVEMBER 2014
RADISSON BLU DUBAI
UNITED ARAB EMIRATES
YOOUURR IINNTTERNATIONAL
SPECIAL TAKEAW
AY
A Thumb Drive Full of Course
Reference & Information
SPE
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MANAGEMENT
SERIES
Tel: +6016 3326 360 Fax: +603 9205 7788 kris@360bsigroup.com
2
COURSE SCHEDULE
8.00
8.30
10.00 - 10.15
12.00 - 13.00
14.30 - 14.45
16.00
Registration & Cofee/Tea
Workshop commences
Morning cofee/tea
Lunch
Afternoon cofee/tea
End of day
Staf responsible for information, Records,
Information Security or Retention
Staf from IT who design, confgure or maintain
systems for information users
Document Controllers, Administrative Ofcers,
Archivists, Records Managers
Participants who attended Day 1 & 2 that wish to
learn the methods for implementing the Policies
PART TWO: METHODS & BEST PRACTICES
CEOs, CFOs, CIOs, COOs & their PAs
Company Secretaries, Legal ofcers
Directors and Managers of regulated dept
Managers from regulated industries
Managers planning M&As, Divestments or
business expansions
Staf preparing for promotion to these levels
Staf who need to infuence or inform their Chief
Ofcers at these levels
PART ONE: THEORY, POLICY & GOVERNANCE
WHO SHOULD ATTEND
WHY THIS EVENT
This workshop will help you understand and
manage your information by combining the
appropriate security with appropriate sharing. It
will prepare you for the tidal wave of social
information, and enable you to master the food
of email and other electronic information.
The correct and timely data will improve your
organisation’s fnancial performance & allow you
to take full advantage of new business
opportunities.
At the end of the workshop you will leave the
workshop with a new set of practical tools to
apply immediately to your daily work.
This training workshop is relevant to oil and gas, energy, engineering, chemicals and
pharmaceuticals, banking, fnance and insurance, retail & government. Examples from
many diferent business sectors will be used throughout the course. Individual coaching
sessions, ofered each day, will allow for more specifc questions to be answered.
DAY4 CLASSIFICATION
Classifcation, File Plans, Project fles, Case fles (ways of
collecting and arranging documents)
What software might help?
Digital preservation methods
Searching
Risk
Quality
Surveys (audits)
DAY3 IMPLEMENTING POLICIES
Data, Information, Documents, Records, Knowledge: how are
these created, used, labelled (metadata)?
How can we keep, protect and use these types of Information?
How can we decide when to destroy them and then actually
destroy them, legally and safely? (Practical Security and
Practical Retention)
Guides; How do we train, mentor and monitor staf?
PART TWO: METHODS & BEST PRACTICES
DAY2 INFORMATION GOVERNANCE
Governance – structures that will work for your organisation
Policies and Procedures;Law and Regulations
Projects and Processes
Decisions
Benefts of software, and approaches to getting value from
software
Archives and backups - avoiding common mistakes
DAY1 INFORMATION MANAGEMENT
What sorts of Information do we create? Why? What is its
value?
Why keep information? Why destroy it?
A little History – Theory, Knowledge
Information Security theory; Information quality Theory
Return on Investment, costs and benefts of Information
Management
Keeping information for 5, 25 or 50 years, or more; the issues
PART ONE: THEORY, POLICY & GOVERNANCE
COURSE
CONTENT
PAYMENT DETAILS FEES
3 360 BSI (M) Sdn Bhd (833835-X), Level 8 Pavilion KL, 168 Jalan Bukit Bintang, 55100 Kuala Lumpur, Malaysia.
© www.360bsi.com
Payment is required within 5 days upon receipt of
the invoice.
All payments must be received prior to the event date * Save up to 50% for In-house Training program
Thank you for your registration!
Hotel Contact Details:
(please tick as appropriate)
Substitutions are welcome at any time. Please notify us at
least 2 working days prior to the event. All cancellations will
carry a 10% cancellation fee, once a registration form is
received. All cancellations must be in writing by fax or email
at least 2 weeks before the event date. Cancellations with
less than 2 weeks prior to the event date carry a 100% liability.
However, course materials will still be couriered to you.
General Information:
1
2
3
4
5
Cancellations/Substitutions
Bank transfer:
360 BSI MIDDLE EAST LIMITED
Abu Dhabi Commercial Bank
Dubai Mall Branch, P.O.Box 49124 Dubai, U.A.E
Account No: 10065721319001
Swift No: ADCBAEAAXXX
IBAN No: AE780030010065721319001
15% discount - Special for Group of 3 delegates
USD 3,395 to attend both workshops (4 days)
USD 1,995 to attend one of the workshops (2 days)
TRAINING WORKSHOP 1 & 2: 24 - 27 NOVEMBER 2014 DUBAI
TRAINING WORKSHOP 2: 26 - 27 NOVEMBER 2014 DUBAI
TRAINING WORKSHOP 1: 24 - 25 NOVEMBER 2014 DUBAI
For Room Reservation, contact for 360 BSI corporate rates.
Telephone: 00971 4 2057105 Fax: 00971 4 2234698
E-mail: reservations.dxbza@radissonblu.com
Radisson BLU Hotel, Dubai Deira Creek
Baniyas Road, P.O. Box 476, Dubai, UAE
24 - 27 NOVEMBER 2014
RADISSON BLU
DUBAI DEIRA CREEK
UNITED ARAB EMIRATES
The fee does not include any taxes (withholding or otherwise). In case of any taxes applicable
the client has to ensure that the taxes are paid on top of the investment fee paid for the course.
Compliance with the local tax laws is the responsibility of the client.
Registrations close ONE (1) week before the training dates.
The fees cover lunch, tea breaks, materials and certificate.
Official confirmation will be sent, once registration has been
received.
Participants will need to arrange their own accommodation.
Attire: Smart Casual
OTHER PUBLIC COURSES
IT Governance & Leadership
Safety Leadership & Root Cause Analysis
Serious Incident Prevention
Efective Business Writing
Managing Stress for Workplace Efectiveness
Business Continuity Planning & Disaster Recovery
Powerful Communication & Presentation Skills
360 BSI is passionate about providing strategic technical
programs and high potential training solutions across the
region to build personal competencies and organizational
capability.
You will receive practical training from a professionally
qualifed educator with over twenty years of teaching and
training experience.
Please feel free to mix-and-match topics from the areas listed
below to get the right training content for your staf. Other
topics may be available upon request.
IN-HOUSE TRAINING
Fax: +603 9205 7788
Tel: +603 9205 7772
Mobile: +6016 3326 360
Email: kris@360bsigroup.com
REGISTRATION FORM
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DOCUMENT &
INFORMATION
MANAGEMENT,
SECURITY,
RETENTION &
ARCHIVING