Retention Program Development Certificate

In this certificate program you will acquire the research and appraisal skills necessary for developing a records retention schedule or revising an existing one. A detailed 10-step methodology will help you learn how to schedule both electronic and analog records and how to employ project management techniques for allocating resources.

The skills you’ll learn also apply to assessing and monitoring retention schedules developed by external consultants. The program concludes with a case study that illustrates the learning points and helps participants to more thoroughly grasp the methodology. 


Learning Objectives:
Upon completion of this certificate program, you will be able to:

  1. Allocate project resources
  2. Conduct contextual and functional analyses
  3. Compile a records inventory
  4. Identify requirements for records
  5. Develop a records retention schedule
  6. Document supporting materials


Facilitator Biography:

Sofia Empel, Ph.D., IGP, CRM, is president of InfoCentric Strategies, an information governance consultancy specializing in records and information management program development, training, technology implementation, and other analytical services. Dr. Empel frequently teaches, writes, and speaks on information governance and RIM related topics.


Target Audience:

This course is designed for information management professionals and other individuals involved in records retention schedule development, lifecycle management of information, and regulatory, legal, and organizational compliance – such as attorneys, risk managers, IT specialists, and administrators. (ARMA Core Competencies Level 3)


Hotel Information:

Need a place to stay for the night? Reserve a room at the same hotel where the roadshow will take place:

New Orleans

Hilton New Orleans/St. Charles Avenue
333 St. Charles Ave – New Orleans, LA 70130


Hilton Arlington
950 N Stafford St – Arlington, VA 22203

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