Information Audits and Records Surveys
You cannot manage information you have never inventoried. This course covers surveying what an organisation holds, where it sits and who owns it, as the foundation for any records programme.
Course outline
What this programme covers, module by module.
- 01Why every records programme starts with a survey
- 02Planning scope, method and departmental engagement
- 03Finding holdings across physical and digital locations
- 04Recording volume, format, condition and ownership
- 05Assessing value, risk, duplication and retention status
- 06Analysis and reporting that leads to action
- 07Repeating the survey efficiently over time
What you will gain
- Plan an information survey with realistic scope
- Identify holdings across physical and digital locations
- Record volume, format, condition and ownership
- Assess value, risk and retention status
- Report findings so they lead to action
- Repeat the survey efficiently over time
Who should attend
- Records and information managers
- Compliance and governance staff
- Project teams starting records programmes
- Departmental record custodians
Upcoming sessions
| Date | City | Duration | Fees | Book |
|---|---|---|---|---|
| 2 to 4 Nov 2026 | Johannesburg | 3 Days | R13,000 | |
| 16 to 18 Nov 2026 | London | 3 Days | US$1,500 | |
| 7 to 9 Dec 2026 | Dubai | 3 Days | US$1,500 | |
| 11 to 13 Jan 2027 | Pretoria | 3 Days | R13,000 | |
| 15 to 17 Feb 2027 | Durban | 3 Days | R13,000 | |
| 26 to 28 Apr 2027 | Cape Town | 3 Days | R13,000 | |
| 5 to 7 Jul 2027 | Johannesburg | 3 Days | R13,000 |
Fees are per delegate and exclude VAT. Public intakes are confirmed once minimum numbers are met. We also deliver this course on your own schedule, in-house or live online.
Enquire about this course
Register your team or ask for a tailored in-house quote. We reply within one working day.
WhatsApp usCourse brochure (PDF)- Fees from
- R13,000 per delegate
- Duration
- 3 Days
- Field
- Document & Records Management
- Formats
- In-house, public, online
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