Course Details

Records Management for NGOs & Nonprofits Training Course

INTRODUCTION

"Strengthen your NGO or nonprofit's impact with our 'Records Management for NGOs & Nonprofits' training course. Effective records management is essential for ensuring accountability, transparency, and compliance with donor requirements. This course equips you with the essential knowledge and skills to implement robust records management systems, streamline operations, and safeguard your organization's valuable information. Learn how to manage program data, donor records, and financial documents while adhering to ethical standards and legal obligations. Enhance your organization's efficiency and build trust with stakeholders by mastering the principles of records management."

DURATION

5 days

TARGET AUDIENCE

• NGO/Nonprofit Administrators
• Program Managers
• Finance Officers
• Development/Fundraising Staff
• Compliance Officers
• IT Staff
• Volunteers involved in data handling
• Anyone responsible for managing organizational information

COURSE OBJECTIVES

Upon completion of this course, participants will be able to:

• Understand the unique records management challenges in NGOs and nonprofits.
• Implement effective records management policies and procedures.
• Manage program data, donor records, and financial documents securely.
• Ensure compliance with donor requirements and legal obligations.
• Utilize technology for efficient electronic records management.
• Develop and maintain data retention and disposal schedules.
• Understand the ethical considerations of records management.
• Train staff and volunteers on best practices for records management.

COURSE MODULES

Module 1: Introduction to Records Management for NGOs & Nonprofits

• Overview of records management principles in the nonprofit sector.
• The importance of accountability and transparency.
• Understanding donor requirements and legal obligations.
• Key terminology and concepts.

Module 2: Developing Records Management Policies and Procedures

• Creating records management policies and guidelines.
• Implementing standardized procedures for record creation, storage, and retrieval.
• Documenting workflows and processes.
• Establishing roles and responsibilities.

Module 3: Managing Program Data and Impact Measurement

• Collecting and organizing program data effectively.
• Ensuring data accuracy and reliability.
• Utilizing data for impact measurement and reporting.
• Data privacy and ethical considerations in program data.

Module 4: Donor Records and Fundraising Compliance

• Managing donor information securely.
• Ensuring compliance with fundraising regulations.
• Developing donor data retention policies.
• Utilizing CRM systems for donor management.

Module 5: Financial Records and Compliance

• Managing financial documents and transactions.
• Ensuring compliance with accounting standards and regulations.
• Developing financial record retention schedules.
• Preparing for audits and financial reporting.

Module 6: Electronic Records Management (ERM) for NGOs

• Utilizing ERM systems for efficient records management.
• Implementing cloud-based solutions.
• Data migration and system integration.
• Metadata management and classification.

Module 7: Data Retention and Disposal

• Developing data retention and disposal schedules.
• Securely disposing of sensitive information.
• Managing legacy data and archives.
• Legal hold and data preservation.

Module 8: Staff and Volunteer Training and Best Practices

• Developing training programs for staff and volunteers.
• Promoting best practices for records management.
• Ensuring compliance with policies and procedures.
• Q&A and course review.

CERTIFICATION

• Upon successful completion of this training, participants will be issued with Macskills Training and Development Institute Certificate

TRAINING VENUE

• Training will be held at Macskills Training Centre. We also the training upon request at different locations across the world.

AIRPORT PICK UP AND ACCOMMODATION

• Airport pick up and accommodation is arranged upon request

TERMS OF PAYMENT

• Payment should be made to Macskills Development Institute bank account before the start of the training and receipts sent to info@macskillsdevelopment.com