Event Profile

Hands-on Basic Records Management

Date(s):
August 16 — 17, 2017
Venue:
Best Western Plus Agate Beach
Description:

Note:

Online registration is currently closed, but spaces are still available. If you would like to attend this event, please call NWPPA at 360-254-0109, and our staff will be happy to help you.

Who Should Attend:

Administrative assistants, executive assistants, records coordinators, records managers, and any utility staff working with documents and records, both paper and electronic.

Course Overview:

During this 1.5-day, highly interactive workshop, participants will roll up their sleeves to gain a clear understanding of basic records management; learn the why and how of developing a records program within your utility; understand the need for consistent practices and the importance of internal policies; understand the records inventory and file plan; discuss the pros and cons of centralizing or decentralizing your records program; and more. Participants will have an opportunity to learn what others are doing in their utility.

On day two, the group will meet for a half-day roundtable to debrief from the first day of class, discuss insights learned, and discuss the possibility of forming an NWPPA-sponsored records group for any member state that is interested. Break-outs will be scheduled for members to discuss what their respective records group might look like and how often it might meet throughout the year.

Course Objectives:

  • Learn the 10-step overview of developing a records management program
  • Learn the development process of records management policies
  • Gain a basic understanding of records series and the application of functional analysis and classification
  • Gain a basic understanding of legislation and regulations affecting records management
  • Learn the basics of records appraisal and retention application
  • Learn the basics of agency-wide training and staff responsibilities
  • Receive an overview of available resources and current technology trends

Course Instructor:

Tara Maynard, Records Coordinator, Grays Harbor PUD

Course Schedule:

Registration will begin at 8 a.m. on the first day; the class will run from 8:30 a.m. to 4:30 p.m. on day one, and from 8 a.m. to noon on day two. Lunch will be provided on the first day. Morning and afternoon breaks will be provided both days.

Course Location & Hotel Information:

Location Has Moved!

Best Western Agate Beach Inn
3029 N. Coast Hwy.
Newport, OR 97365
(541) 265-9411 

A room block has not been established for this course. Please call the hotel or go online for the best available rate.  

Course Fees:

Utility Member Early Bird (ends 7/16/2017): $270
Utility Member Standard: $345

Associate Member Early Bird (ends 7/16/2017): $405
Associate Member Standard: $480

Non-member Early Bird (ends 7/16/2017): $810
Non-member Standard: $885

For More Information:

To find out more about this event, or to learn about other events, view the Training and Event Catalog.