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YOUR INTERNATIONAL
COURSE FACILITATOR
Dr. David V. Bowen
MA, PhD, FRSC, MBCS, CChem, CITP, CEng
Managing Director
Audata Ltd
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.
“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
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
Upon completing Day 3 & 4 (Methods and Best Practices), 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
Know why you keep information and when you should destroy it,legally
and safely
Manage your organization’s 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 1 & 2 (Theory, Policy and Governance), you will be able to:
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.
THIS WORKSHOP CONSISTS OF TWO PARTS:
Part 1: Theory, Policy and Governance (Day 1 - Day 2)
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.
COURSE OVERVIEW
The Best Practices,
Laws & Regulations
DOCUMENT &
INFORMATION MANAGEMENT,
SECURITY, RETENTION &
ARCHIVING
22 - 25 JUNE 2014
RADISSON BLU DUBAI
UNITED ARAB EMIRATES
YOOUURR IINNTTERNATIONAL
SPECIAL TAKEAWAY
A Thumb Drive Full of Course
Reference & Information
SPE
AAA Thu
Ref
AA
MANAGEMENT
SERIES
Tel: +6016 3326 360 Fax: +603 9205 7788 kris@360bsigroup.com
2
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
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
PART TWO: METHODS & BEST PRACTICES
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 ONE: THEORY, POLICY & GOVERNANCE
WHO SHOULD ATTEND
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
organisation’s 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.
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.
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)
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?
PART TWO: METHODS & BEST PRACTICES
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
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
PART ONE: THEORY, POLICY & GOVERNANCE
COURSE
CONTENT
PAYMENT DETAILSFEES
3360 BSI (M) Sdn Bhd (833835-X), Level 8 Pavilion KL, 168 Jalan Bukit Bintang, 55100 Kuala Lumpur, Malaysia.© www.360bsi.com
Payment is required within 5 days upon receipt of
the invoice.
All payments must be received prior to the event date* Save up to 50% for In-house Training program
Thank you for your registration!
Hotel Contact Details:
(please tick as appropriate)
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.
General Information:
1
2
3
4
5
Cancellations/Substitutions
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
15% discount - Special for Group of 3 delegates
USD 3,395 to attend both workshops (4 days)
USD 1,995 to attend one of the workshops (2 days)
TRAINING WORKSHOP 1 & 2: 22 - 25 JUNE 2014 DUBAI
TRAINING WORKSHOP 2: 24 - 25 JUNE 2014 DUBAI
TRAINING WORKSHOP 1: 22 - 23 JUNE 2014 DUBAI
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
22 - 25 JUNE 2014
RADISSON BLU
DUBAI DEIRA CREEK
UNITED ARAB EMIRATES
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
OTHER PUBLIC COURSES
IT Governance & Leadership
Root Cause Analysis (RCA)
Serious Incident Prevention
Effective Business Writing
Managing Stress for Workplace Effectiveness
Business Continuity Planning & Disaster Recovery
Powerful Communication & Presentation Skills
360 BSI is passionate about providing strategic technical
programs and high potential training solutions across the
region to build personal competencies and organizational
capability.
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.
IN-HOUSE TRAINING
Fax: +603 9205 7788
Tel: +603 9205 7772
Mobile: +6016 3326 360
Email: kris@360bsigroup.com
REGISTRATION FORM
Name
Name on tag
Job Title
Email
Mobile
:
:
:
:
:
Name
Name on tag
Job Title
Email
Mobile
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Name
Name on tag
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Mobile
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1
2
3
DELEGATES
AUTHORIZATION
(This form is invalid without a signature)
Name :
Job Title :
Email :
( )Tel :
Organization :
Address :
Signature : Date: / /
DOCUMENT &
INFORMATION
MANAGEMENT,
SECURITY,
RETENTION &
ARCHIVING

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Document & Information Management, Security, Retention & Archiving 22 - 25 June 2014 Dubai, UAE

  • 1. 1 YOUR INTERNATIONAL COURSE FACILITATOR Dr. David V. Bowen MA, PhD, FRSC, MBCS, CChem, CITP, CEng Managing Director Audata Ltd 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. “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 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 Upon completing Day 3 & 4 (Methods and Best Practices), 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 Know why you keep information and when you should destroy it,legally and safely Manage your organization’s 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 1 & 2 (Theory, Policy and Governance), you will be able to: 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. THIS WORKSHOP CONSISTS OF TWO PARTS: Part 1: Theory, Policy and Governance (Day 1 - Day 2) 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. COURSE OVERVIEW The Best Practices, Laws & Regulations DOCUMENT & INFORMATION MANAGEMENT, SECURITY, RETENTION & ARCHIVING 22 - 25 JUNE 2014 RADISSON BLU DUBAI UNITED ARAB EMIRATES YOOUURR IINNTTERNATIONAL SPECIAL TAKEAWAY A Thumb Drive Full of Course Reference & Information SPE AAA Thu Ref AA MANAGEMENT SERIES Tel: +6016 3326 360 Fax: +603 9205 7788 kris@360bsigroup.com
  • 2. 2 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 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 PART TWO: METHODS & BEST PRACTICES 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 ONE: THEORY, POLICY & GOVERNANCE WHO SHOULD ATTEND 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 organisation’s 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. 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. 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) 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? PART TWO: METHODS & BEST PRACTICES 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 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 PART ONE: THEORY, POLICY & GOVERNANCE COURSE CONTENT
  • 3. PAYMENT DETAILSFEES 3360 BSI (M) Sdn Bhd (833835-X), Level 8 Pavilion KL, 168 Jalan Bukit Bintang, 55100 Kuala Lumpur, Malaysia.© www.360bsi.com Payment is required within 5 days upon receipt of the invoice. All payments must be received prior to the event date* Save up to 50% for In-house Training program Thank you for your registration! Hotel Contact Details: (please tick as appropriate) 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. General Information: 1 2 3 4 5 Cancellations/Substitutions 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 15% discount - Special for Group of 3 delegates USD 3,395 to attend both workshops (4 days) USD 1,995 to attend one of the workshops (2 days) TRAINING WORKSHOP 1 & 2: 22 - 25 JUNE 2014 DUBAI TRAINING WORKSHOP 2: 24 - 25 JUNE 2014 DUBAI TRAINING WORKSHOP 1: 22 - 23 JUNE 2014 DUBAI 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 22 - 25 JUNE 2014 RADISSON BLU DUBAI DEIRA CREEK UNITED ARAB EMIRATES 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 OTHER PUBLIC COURSES IT Governance & Leadership Root Cause Analysis (RCA) Serious Incident Prevention Effective Business Writing Managing Stress for Workplace Effectiveness Business Continuity Planning & Disaster Recovery Powerful Communication & Presentation Skills 360 BSI is passionate about providing strategic technical programs and high potential training solutions across the region to build personal competencies and organizational capability. 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. IN-HOUSE TRAINING Fax: +603 9205 7788 Tel: +603 9205 7772 Mobile: +6016 3326 360 Email: kris@360bsigroup.com REGISTRATION FORM Name Name on tag Job Title Email Mobile : : : : : Name Name on tag Job Title Email Mobile : : : : : Name Name on tag Job Title Email Mobile : : : : : 1 2 3 DELEGATES AUTHORIZATION (This form is invalid without a signature) Name : Job Title : Email : ( )Tel : Organization : Address : Signature : Date: / / DOCUMENT & INFORMATION MANAGEMENT, SECURITY, RETENTION & ARCHIVING