Many records management initiatives fail not because of weak policies or technology, but because organizations underestimate the human side of change. Employees may resist new processes, managers may hesitate to alter established workflows, and governance initiatives may struggle without strong organizational support. Change Management for Records Programs equips professionals with the strategies and leadership skills needed to drive successful adoption of records management initiatives.
This course focuses on managing the organizational and behavioral aspects of records governance. Participants will learn how to build executive sponsorship, communicate the value of records programs, and guide teams through policy and system transitions. The training emphasizes stakeholder engagement, communication strategies, and practical tools to turn resistance into collaboration.
Through practical exercises, case studies, and scenario-based learning, participants gain hands-on experience in designing change strategies for records management programs. They will explore techniques for coaching teams, implementing governance frameworks, and ensuring long-term adoption of records policies and systems.
By the end of the training, participants will be able to lead records program transformations confidently, strengthen compliance culture, and implement governance initiatives that are embraced across the organization.
Duration
5 Days
Who Should Attend
Records managers and information governance professionals
Compliance and risk officers responsible for governance programs
Project managers overseeing records systems or policy rollouts
HR and training specialists supporting organizational change initiatives
Executives sponsoring governance and compliance programs
Individual Impact
Gain confidence in leading organizational change around records.
Learn communication techniques to reduce resistance and build support.
Develop leadership and influence skills that go beyond records management.
Understand how to coach colleagues through transitions with empathy.
Be recognized as both a records professional and a change leader.
Organizational Impact
Achieving smoother adoption of new records policies and systems.
Reducing compliance risks tied to poor user behavior.
Building a culture that values accountability and transparency.
Strengthening executive and staff alignment around governance.
Increasing return on investment for records technology and training.
By the end of this course, participants will be able to:
Understand the psychology of change and why employees resist.
Apply structured change management frameworks (e.g., ADKAR, Kotter).
Design communication strategies that drive engagement and buy-in.
Develop champions and change agents within their organization.
Measure adoption, identify barriers, and adjust strategies for success.
Module 1: The Human Side of Records Management
Why people resist change: psychology and organizational culture.
The difference between compliance and true adoption.
How change management fits into records management projects.
Case Study: A failed records program and what could have been done differently.
Module 2: Frameworks and Tools for Change
Overview of leading change models (ADKAR, Kotter’s 8 Steps, Lewin).
Applying structured frameworks to records initiatives.
Tools for assessing readiness and mapping stakeholders.
Practical Exercise: Conducting a change readiness assessment.
Module 3: Building Buy-In and Communication Strategies
Crafting key messages for executives, managers, and staff.
Using storytelling to communicate the “why” behind records programs.
Managing difficult conversations and overcoming skepticism.
Practical Exercise: Role-play communication with resistant employees.
Module 4: Developing Change Champions and Driving Adoption
Identifying influencers and champions across departments.
Coaching leaders to model desired behaviors.
Designing training and support systems that encourage adoption.
Case Study: How one organization built a champion network to ensure success.
Module 5: Measuring, Sustaining, and Embedding Change
Key metrics for adoption and behavior change.
Adjusting strategies when adoption stalls.
Embedding compliance into workflows and culture.
Practical Exercise: Create a change sustainability roadmap for your own workplace.
Whether you join us in a physical boardroom or through our virtual campus, we’ve designed every administrative detail for a seamless, professional experience.
Our fees are all inclusive during course hours.
From registration to the classroom, we keep things clear and efficient.
We provide premium environments optimized for adult learning and networking.
You’ll leave with tools that extend the course value far beyond the final day.
We validate your commitment to excellence with internationally recognized credentials.
Our relationship with you doesn’t end when the course closes.
We offer customized training solutions tailored to your organization's specific needs (location, dates, content and team size).
Talk to us and we’ll guide you on the best schedule and format for your team.
We turn knowledge into results. Using our P.E.A.K. Framework (Prepare, Engage, Apply, Know), every participant leaves with practical skills they can use immediately.
In the last 12 months, over 1,200 professionals have applied the P.E.A.K. Framework to reduce onboarding time by an average of 30% and accelerate project delivery across 14 industries.
The outcome: Participants don’t just learn. They gain the tools, confidence, and strategy to drive measurable impact.
Off-the-shelf solutions rarely fit perfectly. At ForElite Training Institute, we built our Tailor-Made Training (TMT) service to embed our expertise directly into your unique strategy, culture, and operations.
We replace generic examples with scenarios from your sector (e.g., public sector, NGOs, financial services, or logistics).
Choose a format that fits your operations: intensive 3 day bootcamps or weekly sessions that minimize work disruption.
We teach directly from your actual templates, brand guidelines, or financial reports.
Host your bespoke training in any of our 21+ global cities, or we'll send facilitators to your office anywhere in the world.
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