Training on the CRIM Certification Program for Records and Information Managers
Course Overview
In modern organizations, information is one of the most valuable assets. However, without structured governance and management systems, information can quickly become a source of operational risk, inefficiency, and regulatory exposure. The CRIM Certification Program for Records and Information Managers equips professionals with the advanced knowledge and skills required to manage records and information effectively throughout their lifecycle.
This intensive program focuses on the principles and practices required for professional certification in records and information management. Participants will develop expertise in the management of information assets—from creation and classification to storage, retention, protection, and final disposition.
The course aligns with professional standards recognized by the Institute of Certified Records Managers (ICRM) and supports candidates preparing for the Certified Records Manager (CRM) credential. Participants will explore industry best practices, governance frameworks, and regulatory considerations that shape modern records management programs.
Key topics include records lifecycle management, information governance strategies, retention scheduling, digital records management, compliance frameworks, and risk mitigation techniques. The program also examines the management of both physical and electronic records, emphasizing how organizations can maintain secure, compliant, and accessible information systems.
Through case studies, practical exercises, and scenario-based discussions, participants will develop the strategic and technical competencies required to lead records management initiatives within their organizations.
By the end of the program, participants will be well prepared to pursue professional certification and to implement robust records and information management programs that support organizational governance, compliance, and operational efficiency.
Duration
5 Days
Who Should Attend
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Records and information managers seeking professional certification
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Compliance officers and risk managers responsible for information governance
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IT managers overseeing digital records systems and information infrastructure
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Archivists, librarians, and knowledge management professionals
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Legal professionals involved in regulatory compliance and e-discovery
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Professionals preparing for the Certified Records Manager (CRM) examination
Course Impact
Individual Impact
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Gain confidence to sit for and pass a professional certification exam
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Build expertise in managing the full lifecycle of records—physical and digital
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Develop practical strategies to reduce personal risk in compliance-heavy environments
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Enhance your professional credibility and career advancement opportunities
Organizational Impact
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Strengthen compliance with international standards and legal requirements
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Reduce organizational risks related to data loss, mismanagement, or breaches
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Improve operational efficiency through structured records management practices
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Enhance organizational knowledge retention and decision-making
Course Objectives
By the end of this course, participants will be able to:
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Explain the principles of the information lifecycle.
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Design and implement records management programs aligned with best practices.
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Apply retention and disposition schedules effectively.
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Ensure compliance with regulatory and legal frameworks.
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Prepare for professional records management certification exams.
Course Outline
Module 1: Foundations of Records & Information Management
- Understanding the information lifecycle
- Key principles of records classification and indexing
- Paper vs. electronic records management
- Introduction to international standards (ISO 15489, etc.)
- Practical Exercise: Classify a sample set of mixed records (paper + digital).
Module 2: Records Retention, Disposition & Compliance
- Developing retention schedules
- Legal, regulatory, and business drivers
- Secure disposition and archiving methods
- Risk management in records disposition
- Case Study: Review a corporate records retention policy and identify compliance gaps.
Module 3: Digital Transformation & Electronic Records Management
- E-records vs. physical records challenges
- Cloud-based archives and digital repositories
- Metadata management and indexing tools
- Cybersecurity and records integrity
- Practical Exercise: Design an electronic filing structure for a mid-sized organization.
Module 4: Information Governance & Policy Development
- Building organizational policies for records management
- Information governance frameworks and accountability
- Integration with IT, legal, and compliance departments
- Change management in records programs
- Case Study: Evaluate the information governance model of a government agency.
Module 5: Certification Readiness & Professional Practice
- Overview of the ICRM’s Certified Records Manager exam domains
- Ethics and professional standards in records management
- Study strategies and exam preparation
- Career pathways in information management
- Practical Exercise: Take a mock exam covering key certification domains.
Prerequisites
Course Administration and Investment
Whether you join us in a physical boardroom or through our virtual campus, we’ve designed every administrative detail for a seamless, professional experience.
Our fees are all inclusive during course hours.
- Covered: High level tuition, comprehensive materials (digital + physical), mid morning and afternoon refreshments, a full executive lunch, and any scheduled study visits or site tours.
- Not covered: Travel, visa fees, medical/travel insurance, personal expenses, and accommodation.
From registration to the classroom, we keep things clear and efficient.
- Registration: Find your preferred schedule, click “Register,” complete the form, and submit. Need help? Talk to us directly.
- Pre Course Assessment: After registering, you’ll receive a diagnostic survey to help facilitators tailor content to your needs.
- Joining Instructions: Once fees are paid, you’ll receive a Delegate Welcome Pack at least 7 days before the start date (venue maps, virtual access links, and pre reading materials).
We provide premium environments optimized for adult learning and networking.
- Physical Venues: Premium 4 star and 5 star executive boardrooms across our global host cities, with high tier catering.
- Virtual Instructor Led Training (VILT): High definition, interactive platforms featuring breakout rooms, digital whiteboards, and live technical support.
- NITA and Regulatory Compliance: Administrative processes align with national training authorities.
You’ll leave with tools that extend the course value far beyond the final day.
- ForElite Learner Kit: A physical or digital course manual, proprietary templates, and a curated toolkit of industry standard SOPs.
- On Site / In App Support: Dedicated course coordinators handle technical, dietary, or logistical inquiries in real time.
We validate your commitment to excellence with internationally recognized credentials.
- Attendance Tracking: Rigorous daily logging to meet corporate and regulatory accreditation requirements.
- Verifiable Credentials: Upon successful completion, you receive a certificate of course completion.
Our relationship with you doesn’t end when the course closes.
- Feedback & ROI Reporting: Detailed post course evaluations to give sponsors clear insight into training impact.
- Alumni Network Access: Every delegate joins the ForElite Alumni Network for ongoing peer to peer learning and exclusive webinars.
When is the next intake?
UpdatedWe offer customized training solutions tailored to your organization's specific needs (location, dates, content and team size).
Talk to us and we’ll guide you on the best schedule and format for your team.
Training Methodology
We turn knowledge into results. Using our P.E.A.K. Framework (Prepare, Engage, Apply, Know), every participant leaves with practical skills they can use immediately.
Proven Impact
In the last 12 months, over 1,200 professionals have applied the P.E.A.K. Framework to reduce onboarding time by an average of 30% and accelerate project delivery across 14 industries.
The outcome: Participants don’t just learn. They gain the tools, confidence, and strategy to drive measurable impact.
Tailor-Made Training and Customization
Off-the-shelf solutions rarely fit perfectly. At ForElite Training Institute, we built our Tailor-Made Training (TMT) service to embed our expertise directly into your unique strategy, culture, and operations.
We replace generic examples with scenarios from your sector (e.g., public sector, NGOs, financial services, or logistics).
Choose a format that fits your operations: intensive 3 day bootcamps or weekly sessions that minimize work disruption.
We teach directly from your actual templates, brand guidelines, or financial reports.
Host your bespoke training in any of our 21+ global cities, or we'll send facilitators to your office anywhere in the world.
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ForElite Training Institute is a global institutional capacity-building and EdTech partner that empowers organizations and professionals with transformative, high-impact learning.
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