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DOCUMENT &

INFORMATION MANAGEMENT,
SECURITY, RETENTION &
ARCHIVING

MANAGEMENT
SERIES

06 - 09 MARCH 2016
RADISSON BLU DUBAI
UNITED ARAB EMIRATES

The Best Practices,


Laws & Regulations

SPECIAL TAK

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Reference

COURSE OVERVIEW
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
efficiency and quality and contributes directly to the bottom line. Information
managed badly is a risk.

YO
YOUR
OUR INTERNATIONAL
INTERNATIONAL
COURSE FACILITATOR
Dr. David V. Bowen
MA, PhD, FRSC, MBCS, CChem, CITP, CEng

THIS WORKSHOP CONSISTS OF TWO PARTS:


Part 1: Theory, Policy and Governance (Day 1 - Day 2)

Managing Director
Audata Ltd

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 Officers responsible for
the costs and risks of Information, or a 2-Day course (Day 3 & 4) for team leaders and
staff 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.

Upon completing Day 1 & 2 (Theory, Policy and Governance), 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

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,
finance, insurance, and pharmaceuticals. These have
covered every aspect of information management
from paper archives through long-term digital
preservation and email management.

Know why you keep information and when you should destroy it, legally
and safely
Manage your organizations 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 3 & 4 (Methods and Best Practices), you will be able to:
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

Tel: +6016 3326 360

Fax: +603 9205 7788

kris@360bsigroup.com

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

COURSE
CONTENT
PART ONE: THEORY, POLICY & GOVERNANCE

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 benefits of Information
Management
Keeping information for 5, 25 or 50 years, or more; the issues

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 flood
of email and other electronic information.
The correct and timely data will improve your
organisations financial 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.

DAY2 INFORMATION GOVERNANCE


Governance structures that will work for your organisation
Policies and Procedures;Law and Regulations
Projects and Processes
Decisions
Benefits of software, and approaches to getting value from
software
Archives and backups - avoiding common mistakes

PART TWO: METHODS & BEST PRACTICES

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 staff?

DAY4 CLASSIFICATION
Classification, File Plans, Project files, Case files (ways of
collecting and arranging documents)
What software might help?
Digital preservation methods
Searching
Risk
Quality
Surveys (audits)
This training workshop is relevant to oil and gas, energy, engineering, chemicals and
pharmaceuticals, banking, finance and insurance, retail & government. Examples from
many different business sectors will be used throughout the course. Individual coaching
sessions, offered each day, will allow for more specific questions to be answered.

WHO SHOULD ATTEND


PART ONE: THEORY, POLICY & GOVERNANCE
CEOs, CFOs, CIOs, COOs & their PAs
Company Secretaries, Legal officers
Directors and Managers of regulated dept
Managers from regulated industries
Managers planning M&As, Divestments or
business expansions
Staff preparing for promotion to these levels
Staff who need to influence or inform their Chief
Officers at these levels
PART TWO: METHODS & BEST PRACTICES
Staff responsible for information, Records,
Information Security or Retention
Staff from IT who design, configure or maintain
systems for information users
Document Controllers, Administrative Officers,
Archivists, Records Managers
Participants who attended Day 1 & 2 that wish to
learn the methods for implementing the Policies

COURSE SCHEDULE
8.00
8.30
10.00 - 10.15
12.00 - 13.00
14.30 - 14.45
16.00

Registration & Coffee/Tea


Workshop commences
Morning coffee/tea
Lunch
Afternoon coffee/tea
End of day
2

DOCUMENT &
INFORMATION
MANAGEMENT,
SECURITY,
RETENTION &
ARCHIVING

REGISTRATION FORM
Fax: +603 9205 7788
Tel: +603 9205 7772
Mobile: +6016 3326 360

06 - 09 MARCH 2016
RADISSON BLU
DUBAI DEIRA CREEK
UNITED ARAB EMIRATES

Email: kris@360bsigroup.com

DELEGATES
1

Name

IN-HOUSE TRAINING

360 BSI is passionate about providing strategic technical


programs and high potential training solutions across the
region to build personal competencies and organizational
capability.

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You will receive practical training from a professionally


qualified 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 staff. Other
topics may be available upon request.

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OTHER PUBLIC COURSES

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IT Governance & Leadership


Safety Leadership & Root Cause Analysis
Serious Incident Prevention
Effective Business Writing
Managing Stress for Workplace Effectiveness
Business Continuity Planning & Disaster Recovery
Powerful Communication & Presentation Skills

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Hotel Contact Details:


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

AUTHORIZATION

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Name

Job Title

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Tel :

General Information:
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2
3
4
5

Cancellations/Substitutions

Organization :

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.

Address :

Signature :

Date:

FEES & VENUES


* REGISTER 3 DELEGATES
AND GET 15% DISCOUNT

DUBAI, UAE

Thank you for your registration!

PAYMENT DETAILS

(please tick as appropriate)

WORKSHOP 1
USD 1,995

06 - 07 MAR 2016

WORKSHOP 2
USD 1,995

08 - 09 MAR 2016

BOTH WORKSHOPS
USD 3,395

06 - 09 MAR 2016

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

Payment is required within 5 days upon receipt of


the invoice.
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

All payments must be received prior to the event date

360 BSI (M) Sdn Bhd (833835-X), Level 8 Pavilion KL, 168 Jalan Bukit Bintang, 55100 Kuala Lumpur, Malaysia.

www.360bsi.com

360 BSI Training Calendar 2016


Event Code
KK-TE-DOH-46

Type
General

COURSE TITLE
Effective Technical Report Writing

DATE - 2016
13 - 14 Dec 2015

VENUE
Doha

KK-TE-KL-41
KK-TE-JAK-42
KK-TE-DOH-47

General
General
General

Effective Technical Report Writing


Effective Technical Report Writing
Effective Technical Report Writing

13 - 14 Jan 2016
18 - 19 Jan 2016
21 - 22 Feb 2016

Kuala Lumpur
Jakarta
Doha

SV-IT-KL-22

IT

Business Continuity & Disaster Recovery Planning

23 - 25 Feb 2016

Kuala Lumpur

SV-IT-DUB-21

IT

IT Information Security Management Principles

28 Feb - 02 Mar 2016 Dubai

KK-MN-DUB-129

IT

SV-SS-DUB-102
SV-SS-DUB-103

Safety
Safety

KK-MN-KL-117/118

General

KK-MN-KL-119/120
KK-MN-DUB-121/122
KK-MN-DUB-123/124
KK-MN-SIN-130
KK-MN-DUB-131

Document & Information Management, Security,


Retention & Archiving
BBS: Safety & Leadership
Root Cause Analysis

06 - 09 Mar 2016

Dubai

06 - 08 Mar 2016
09 - 10 Mar 2016

Dubai
Dubai

Negotiating Sales Success & Customer Loyalty

07 - 10 March 2016

Kuala Lumpur

General

Effective Communication, Presentation Skills &


Report Writing

07 - 10 March 2016

Kuala Lumpur

General

Negotiating Sales Success & Customer Loyalty

13 - 16 March 2016

Dubai

13 - 16 March 2016

Dubai

04 - 07 Apr 2016

Singapore

10 - 12 Apr 2016

Dubai

Fraud Control & The COSO 2013 Framework: Improving


Internal Controls and Organizational Effectiveness

To be confirmed 2016

Kuala Lumpur

Effective Communication, Presentation Skills &


Report Writing
Document & Information Management, Security,
IT
Retention & Archiving
Management Green Supply Chain Management
General

SV-FI-KL-11/12

Finance

SV-MN-DUB-131

HR

Effective Performance Management

To be confirmed 2016

Dubai

SV-MN-DUB-132

HR

Preventing Workplace Bullying

To be confirmed 2016

Dubai

SV-FI-DUB-9/10

Finance

Fraud Control & The COSO 2013 Framework: Improving


Internal Controls and Organizational Effectiveness

To be confirmed 2016

Dubai

Project Management for IT Professionals (23 PDUs)

To be confirmed 2016

Dubai

Visible Safety Leadership


To be confirmed 2016
Quality, Behavior & the Bottom Line: The Human Side of
To be confirmed 2016
Quality Improvement
IT Governance: Governance & Management of
To be confirmed 2016
Enterprise IT

Dubai

SV-IT-DUB-19

IT

SV-SS-DUB-96

Safety

SV-SS-DUB-97

Safety

SV-IT-DUB-20

IT

Dubai
Dubai

Other Training Courses by Affiliated Training Partners


Technical
Security
Security
Security

Advanced Shutdown / Turnaround / Outage (STO)


Management
Advanced Certificate in Security Management
Advanced Certificate in Professional Investigation &
Covert Surveillance
Advanced Certificate in Field Incident Command

Management CSR Strategy & Value-creation Masterclass


HR

Training ROI Masterclass

Management Effective and Efficient Warehouse Operations


Finance

Effective Collection & Recovery Strategies

Contact Kris at kris@360bsi.com to register or for further details. Tel: +60 16 3326 360

Dubai
Kuala Lumpur
Dubai
Dubai
Dubai
Dubai
Dubai
Dubai

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