ISO 30301 Lead Implementer

ISO 30301 Lead Implementer training enables you to develop the necessary expertise to support an organization in establishing, implementing, managing and maintaining a Management System for Records (MSR) based on ISO 30301. During this training course, you will also gain a thorough understanding of the best practices of Management Systems for Records and be able to provide consistent services through a reliable, up-to-date and properly managed records system. 

After mastering all the necessary concepts of Management Systems for Records, you can sit for the exam and apply for a “PECB Certified ISO 30301 Lead Implementer” credential. By holding a PECB Lead Implementer Certificate, you will be able to demonstrate that you have the practical knowledge and professional capabilities to implement ISO 30301 in an organization. 

Who should attend?

  • Managers or consultants involved in Records Management
  • Expert advisors seeking to master the implementation of a Management System for Records
  • Individuals responsible for maintaining conformance with MSR requirements
  • MSR team members

Learning Objectives

  • Acknowledge the correlation between ISO 30301 and other standards and regulatory frameworks
  • Master the concepts, approaches, methods and techniques used for the implementation and effective management of a MSR 
  • Learn how to interpret the ISO 30301 requirements in the specific context of an organization
  • Learn how to support an organization to effectively plan, implement, manage, monitor and maintain a MSR

Educational approach

  • This training is based on both theory and best practices used in the implementation of a MSR
  • Lecture sessions are illustrated with examples based on case studies
  • Practical exercises are based on a case study which includes role playing and discussions
  • Practice tests are similar to the Certification Exam

Prerequisites

A fundamental understanding of ISO 30301 and comprehensive knowledge of implementation principles.


More Details

  • Day 1: Introduction to ISO 30301 and initiation of a MSR

    Day 2: Plan the implementation of a MSR

    Day 3: Implementation of a MSR

    Day 4: MSR monitoring. measurement, continuous improvement and preparation for a certification audit 

    Day 5: Certification Exam

  • The “PECB Certified ISO 30301 Lead Implementer” exam fully meets the requirements of the PECB Examination and Certification Programme (ECP). The exam covers the following competency domains:

    Domain 1: Fundamental principles and concepts of a Management System for Records (MSR)

    Domain 2: Management System for Records  (MSR)

    Domain 3: Planning a MSR implementation based on ISO 30301

    Domain 4: Implementing a MSR based on ISO 30301

    Domain 5: Performance evaluation, monitoring and measurement of a MSR based on ISO 30301

    Domain 6: Continual improvement of a MSR based on ISO 30301

    Domain 7: Preparing for a MSR certification audit

    For specific information about exam type, languages available, and other details, please visit the List of PECB Exams and the Examination Rules and Policies.

  • After successfully completing the exam, you can apply for the credentials shown on the table below. You will receive a certificate once you comply with all the requirements related to the selected credential. For more information about ISO 30301 certifications and the PECB certification process, please refer to the Certification Rules and Policies

    The requirements for PECB Implementer Certifications are:

    Credential Exam Professional experience MSRMS project experience Other requirements
    PECB Certified ISO 30301 Provisional Implementer PECB Certified ISO 30301 Lead Implementer Exam or equivalent None None Signing the PECB Code of Ethics
    PECB Certified ISO 30301 Implementer PECB Certified ISO 30301 Lead Implementer Exam or equivalent Two years: One year of work experience in Records Management Project activities: a total of 200 hours Signing the PECB Code of Ethics
    PECB Certified ISO 30301 Lead Implementer PECB Certified ISO 30301 Lead Implementer Exam or equivalent Five years: Two years of work experience in Records Management Project activities: a total of 300 hours Signing the PECB Code of Ethics
    PECB Certified ISO 30301 Senior Lead Implementer PECB Certified ISO 30301 Lead Implementer Exam or equivalent Ten years: Seven years of work experience in Records Management Project activities: a total of 1,000 hours Signing the PECB Code of Ethics

    Note: PECB Certified Individuals who do possess the Lead Implementer and Lead Auditor Credentials are qualified for the respective PECB Master Credential, given they have taken 4 additional Foundation Exams which are related to this scheme. For more detailed information about the Foundation Exams and the overall Master Requirements, please go to the following link: https://pecb.com/en/master-credentials. 

    To be considered valid, these implementation activities should follow best implementation practices and include the following activities:

    1. Drafting a MSR plan
    2. Initiating a MSR implementation
    3. Implementing a MSR
    4. Monitoring and managing a MSR implementation
    5. Performing continual improvement measures
    • Certification fees are included on the exam price
    • Training material containing over 450 pages of information and practical examples will be distributed
    • A participation certificate of 31 CPD (Continuing Professional Development) credits will be issued
    • In case of exam failure, you can retake the exam within 12 months for free

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