About this event
Overview - (click here for tips of writing a course hook)
In today's rapidly evolving digital landscape, simply 'keeping everything' is no longer an option. The advent of GDPR and the rise of Artificial Intelligence have fundamentally reshaped how organisations must approach document retention. Are your current practices a ticking time bomb of non-compliance, or a strategic asset for growth and efficiency? This course will equip you with the knowledge and tools to transform your document retention from a legacy burden into a powerful driver of governance, risk management, and operational excellence
Course purpose:
To provide participants with a comprehensive understanding of best practices in document retention, integrating the critical requirements of GDPR and the emerging considerations of Artificial Intelligence. The course aims to empower professionals to develop and implement robust, legally compliant, and strategically advantageous document retention policies and procedures within their organisations, mitigating risks and optimising information governance in the digital age
Who is this course for:
This course is ideal for anyone responsible for managing, storing, processing, or disposing of organisational documents and data. This includes:
• Governance Professionals
• Company Secretaries and Secretarial Teams
• Compliance Officers
• Legal Professionals
• Information Governance Managers
• Data Protection Officers
• IT Managers involved in data storage and management
• Administrators and other roles with significant document handling responsibilities
• Individuals seeking to understand the intersection of document retention, GDPR, and AI
This course is relevant across all sectors (listed and private companies, charities, public sector, and the NHS)
Takeaway materials:
• Comprehensive course notes and presentation slides
• A practical guide to developing a GDPR and AI-compliant document retention policy (template included)
• Checklists for assessing current document retention practices
• Resource list for further reading and regulatory guidance
• Certificate of 6 hours CPD attendance
• 6 months complimentary professional subscription of The Chartered Governance Institute UK & Ireland
Post-course action:
Participants will be encouraged to:
• Conduct a self-assessment of their organisation's current document retention policies against the principles and practices learned
• Initiate discussions within their organisation about integrating GDPR and AI considerations into existing retention schedules
• Begin drafting or updating sections of their document retention policy using the provided template and guidance
• Utilise the 6-month complimentary subscription to access relevant resources and stay updated on evolving regulations and best practices
Learning Outcomes: ( click here for link to blooms taxonomy for guidance on writing learning outcomes). Upon completion of this course, participants will be able to:
1. Understand the legal and regulatory landscape: Articulate the key principles of GDPR (e.g., storage limitation, purpose limitation, data minimisation) as they apply to document retention
2. Assess risk and ensure compliance: Identify the risks associated with inadequate or non-compliant document retention practices, particularly in the context of personal data and AI-driven processes
3. Develop robust retention policies: Design and implement comprehensive document retention policies that align with legal obligations, business needs, and ethical considerations
4. Integrate AI considerations: Analyse how AI technologies (e.g., for data processing, analysis, and automation) impact document retention, including data lineage, training data retention, and automated decision-making
5. Manage electronic and physical records: Apply best practices for the retention, management, and secure disposal of both electronic and physical documents
6. Implement effective procedures: Establish practical procedures for record keeping, archiving, and secure deletion, considering the nuances of different data types and systems
7. Navigate data subject rights: Understand and effectively respond to data subject requests (e.g., right to erasure) in the context of document retention
8. Drive organisational change: Advocate for and implement a culture of proactive and compliant information governance within their organisation
Proficiency Level:
Introductory
Course costs (ex VAT)
Non-member - £550
Professional subscriber - £495
Member - £440
A discount is available for registered charities, please email [email protected]
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