Enterprise Records, Information Governance and Retention Corporate Training
Learn to design retention schedules, legal hold processes, and audit-ready governance controls in live guided labs.
Edstellar, a corporate training company, delivers a corporate training program that helps your team learn to design retention schedules, manage legal holds, and build audit-ready information governance controls. Employees develop practical records skills in guided labs covering classification, repositories, and eDiscovery workflows.
Instructor-led group trainingVirtual / on-site / off-site10 languagesDelivered inEnglish, Spanish, Mandarin, German, Arabic, Portuguese, Hindi, French, Japanese, Italian100+ countriesWe have delivered inUnited States, United Kingdom, India, Canada, Germany, France, Netherlands, UAE, Saudi Arabia, Singapore, Australia, Japan, Brazil, South Africa and 90+ more countries
How we build an audit-ready records team
The Edstellar RECORDS GOVERNANCE Capability Model
Assess records maturity
Skill checks map how your team classifies, retains, and disposes of records today.
Standardize the file plan
One shared taxonomy, retention schedule, and hold playbook for every team.
Practice in guided labs
Labs cover classification, legal holds, repositories, and eDiscovery.
Measure audit readiness
Lab reviews benchmark each employee's governance and control capability.
Scale the program
One governance standard rolls out across units, systems, and regions.
Need more than one program?Get a group quote
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Program Overview: What is Enterprise Records, Information Governance and Retention?
Enterprise Records, Information Governance & Retention is a 28-hour program for records managers, compliance officers, and legal teams who must control enterprise information end to end. It covers governance basics, classification and taxonomy, retention schedules and legal holds, control frameworks, eDiscovery operations, and audit readiness. Participants design for real regulatory pressure.
Training is workshop-based across seven modules with four practice sessions. Concept sessions introduce each governance discipline, then teams build classification schemes, draft retention schedules, and run mock eDiscovery exercises against realistic document sets. Instructors who have run enterprise records programs review every artifact. Coaching focuses on the judgments that matter: what to keep, what to defensibly destroy, and how to prove it under audit.
Information governance usually fails quietly: retention schedules nobody follows, legal holds applied too late, and eDiscovery that costs millions because nobody organized anything. The program teaches teams to run governance as a system: classified information, enforced retention, and defensible disposal. Information becomes managed, not accumulated.
The capstone is a complete enterprise retention program: teams design the classification taxonomy, retention schedules, legal hold process, and audit readiness package for a real business unit, then defend it in a mock regulatory review. Instructors probe for the gaps auditors find, from unenforceable schedules to missing hold procedures. Teams finish with a program they can implement and defend.
Whether you are formalizing a new governance function or upskilling experienced records staff, the curriculum adapts to your team's maturity. Cohort exercises use your record categories and retention drivers, so the output of each lab is a working draft you can take back to the office.
Cross-functional teamwork is built into every module: records, legal, IT, and audit staff practice the same workflows together. Teams leave with shared standards they can apply in day-to-day work immediately.
What's Included in this Workshop for Your Enterprise Teams
- 1
Retention schedule workshop
Draft schedules by record class in labs.
- 2
Legal hold playbook and templates
Build hold notices, tracking logs, and release steps.
- 3
Classification and file plan kit
Taxonomy drafts and metadata standards.
- 4
eDiscovery search labs
Run searches, exports, and chain-of-custody logs.
- 5
Audit evidence templates
Documentation packages ready for examinations.
- Instructor-led delivery across virtual, onsite, and hybrid
- Guided labs in every module with instructor coaching
- Capstone retention program build, reviewed with your team
- Flexible scheduling around your calendar
- Lab guides, schedule templates, and hold playbooks included
- Group size and batches set along with you
Build your team's skills. Anywhere in the world.
Real-world use cases
from day one
Instructor-led training
for your teams
Delivered globally
in 100+ countries
Enterprise Training Solutions Customized for Your Company
One partner for instructor-led corporate training, delivered the way your teams work.
Request a Training Quote- Customized Training Delivery
- Scale Your Training: Small to Large Teams
- In-person Onsite, Live Virtual or Hybrid Training Modes
- Plan from 2000+ Industry-ready Training Programs
- Hands-On Labs on Live Infrastructure, Led by Industry Experts
Enterprise Records, Information Governance and Retention Course Topics and Program Outline
A 28-hour instructor-led program that takes your team from governance foundations to a defensible enterprise retention program. Guided labs cover classification, legal holds, repositories, eDiscovery, and audit readiness, closing with a capstone program build.
Built by Edstellar with information governance practitioners
Built by practitioners who run records and retention programs in production, shaped around your stack and use cases.
Skill checks baseline your team's records maturity, retention practices, and audit readiness before training begins.
Live instruction covers governance foundations and the records lifecycle across 3 focused hours.
Guided labs build classification, legal hold, and eDiscovery skill across 15.5 hours of supervised practice.
Your team assembles audit evidence packages and defends a capstone retention program across 9.5 hours.
From records classification to a capstone retention program, every technique is practiced in guided labs.
Delivered as
Delivered as a hybrid program of live instruction and guided labs, scheduled around your team's calendar in flexible batches.
Map your team's record types to the lifecycle stages and draft a governance roles chart for your unit.
learna)Information governance principles and program objectives
b)The records lifecycle from creation to disposition
c)Records vs non-records: defensible distinctions
d)Roles and responsibilities across the program
e)Regulatory drivers behind retention requirements
Draft a classification scheme and file plan for a sample business function, then peer-review it against findability checks.
practicea)Building a records taxonomy from business functions
b)Classification schemes and file plan structure
c)Metadata standards and naming conventions
d)Mapping retention categories to record classes
e)Lab: draft a classification scheme
Apply a retention schedule to a record set, issue a hold notice, track custodians, and process the release.
practicea)Drafting retention schedules by record class
b)Regulatory and jurisdictional retention drivers
c)Legal hold notices, custodian tracking, and release
d)Defensible disposition and destruction procedures
e)Lab: apply a schedule and run a hold scenario
Configure access controls and policy rules in a repository sandbox, then test enforcement against compliance checks.
practicea)Information governance control frameworks
b)Policy drafting and approval workflows
c)Access controls and permissions mapping
d)Monitoring and reporting policy compliance
e)Lab: configure controls in a repository sandbox
Run an eDiscovery search across a sample repository, then build an export package with chain-of-custody logs.
practicea)Repository platforms and system configuration
b)Indexing, search, and retrieval fundamentals
c)The eDiscovery workflow: collection to production
d)Export formats and chain-of-custody records
e)Lab: run an eDiscovery search and export package
Assemble a complete audit evidence package for a sample program and present it in an examination walkthrough.
applya)Audit evidence and documentation packages
b)Compliance dashboards and control metrics
c)Exception handling and remediation plans
d)Regulatory examination walkthroughs
e)Applied exercise: prepare an audit evidence package
Build a full retention program plan for a business unit and defend it in a stakeholder review session.
applya)Scoping a retention program for a business unit
b)Integrating schedules, holds, and controls
c)Stakeholder review and approval simulation
d)Capstone lab: build and defend the program plan
Customize this program tailored to your team?
Tell us your training needs: what your team already works with, the level they’re at, and the topics you want them to focus on. We’ll adjust the modules, duration and hands-on labs, and send you a customized outline for your group.
Key Skills and Outcomes Your Team Will Gain
This program builds the competency your team needs to run records, retention, and audit readiness as one governed practice. Each skill below is practiced in guided labs, not just presented in slides.
Design records taxonomies
Build classification schemes and file plans with metadata standards that make retention enforceable.
Draft retention schedules
Author defensible retention schedules by record class, aligned to regulatory and jurisdictional drivers.
Administer legal holds
Issue hold notices, track custodians, and execute release and disposition without breaking the chain of custody.
Enforce governance controls
Draft policies, map access controls, and monitor compliance so governance rules hold in daily operations.
Operate eDiscovery searches
Run repository searches, collections, and exports that stand up to legal and regulatory scrutiny.
Build audit evidence packages
Assemble documentation and metrics that demonstrate control effectiveness to auditors and examiners.
Scale the program
Roll one governance standard across business units, systems, and regions with repeatable playbooks.
Teams that Benefit from this Enterprise Records, Information Governance and Retention Group Training
Records, legal, IT, and audit cohorts train as cross-functional groups on shared workflows: classification, retention, holds, and evidence. Each group works on realistic record sets drawn from its own function. Content adapts to role and experience, so every cohort practices the workflows it owns.
Make every record findable and retention-ready.
Records teams design taxonomies and file plans, then apply retention schedules and disposition rules in guided labs built on realistic record sets.
Workflow friction
- Inconsistent filing across business units
- Retention rules applied by memory
- Disposition backlogs nobody can defend
How the program helps
- Shared taxonomy and file plan drafts
- Retention schedules mapped to record classes
- Defensible disposition workflows
Practice use cases
- Taxonomy design labs
- Schedule drafting sessions
- Disposition workflow drills
Run legal holds without breaking a sweat.
Legal and compliance staff practice hold notices, custodian tracking, and release procedures, plus the documentation that proves a defensible process.
Workflow friction
- Hold notices tracked in spreadsheets
- Custodian lists go stale fast
- Release decisions lack documentation
How the program helps
- Standard hold notice templates
- Custodian tracking workflows
- Release and disposition checklists
Practice use cases
- Hold notice drafting
- Custodian tracking labs
- Release scenario drills
Prove control effectiveness to any examiner.
Audit and risk teams learn to assemble evidence packages, read compliance dashboards, and walk through examinations with documentation that holds up.
Workflow friction
- Evidence scattered across systems
- Control testing eats audit cycles
- Findings repeat every examination
How the program helps
- Evidence package templates
- Control metrics dashboards
- Repeatable examination walkthroughs
Practice use cases
- Evidence assembly labs
- Dashboard review sessions
- Examination walkthroughs
Keep repositories governed by design.
IT and data teams configure repositories, access controls, and indexing so governance policies enforce themselves in the systems of record.
Workflow friction
- Repositories configured without policy input
- Access sprawl across shared drives
- Search results nobody trusts
How the program helps
- Policy-driven repository setup
- Access control mapping
- Indexed, trustworthy search
Practice use cases
- Repository config labs
- Access mapping drills
- eDiscovery search practice
Cohorts train as cross-functional groups, with each team aligned on shared governance standards and evidence practices.
Prerequisites: Records, legal, audit, and IT staff all benefit, from newcomers formalizing their first file plan to experienced practitioners tightening an existing program. Familiarity with your organization's record types or repositories helps but is not required. No prior AI experience is needed. Every cohort's labs adapt to its own tools, systems, and regulatory context.
Records Coordinator to Information Governance Lead
Tracks how team members progress from foundational records handling to advanced governance leadership across the program's learn, practice, and apply phases.
A program that grows with governance careers, from records basics to confident audit-ready practice.
Mixed cohort, or several teams at once?
We can tailor the training to different teams, roles, and experience levels within the same program.
Certificate of Training Completion.
On successful completion, employees receive an Edstellar course completion certificate, recognizing their commitment to ongoing learning and professional development. It validates the skills they have built and motivates them to keep growing and contribute to organizational success.
Earned, not attended. Awarded on completion of all hands-on labs and the capstone project.
Training Delivery Modes: Virtual, Onsite and Hybrid
This is a hybrid program: live instructor-led sessions mix onsite and virtual delivery, with guided labs throughout. Recordings and lab guides are shared on your LMS so the team can revisit each module after the live sessions.
Hybrid Training
Instructor-led sessions mix onsite and virtual delivery with guided labs throughout. Teams draft schedules, run holds, and practice eDiscovery with instructor coaching. Hybrid keeps scheduling flexible without losing live interaction.
- Live instruction across onsite and virtual sessions
- Guided labs with instructor coaching and reviews
- Real records workflows practiced in every module
- Flexible scheduling without losing live interaction
Onsite Training
Instructor-led training at your offices, with labs set up on your network and repositories. The instructor works with the team, reviews drafts in person, and tunes exercises to your record types and systems.
- Instructor-led training at your offices
- Labs set up on your network and repositories
- In-person drafting and review sessions
- Exercises tuned to your record types and systems
Live Virtual Training
Live virtual sessions on Zoom or Teams with screen-shared walkthroughs, breakout labs, and real-time reviews. Your team gets the same guided labs and instructor coaching as onsite, from anywhere.
- Live virtual sessions on Zoom or Teams
- Screen-shared walkthroughs and breakout labs
- Real-time review with the instructor
- Same guided labs as onsite, from anywhere
Need a training format that works for your team?
Full days, half days across weeks, or split by module. Tell us the delivery window and we schedule the cohort around it.
Frequently Asked Questions
Share your team size, timelines, and delivery preference, and we will send a detailed per-group quote with batch options.
Yes. Book a discovery call and we will map your record types, systems, and regulatory drivers to a tailored training plan.
Yes. Live virtual sessions run on Zoom or Teams with the same guided labs, breakout exercises, and instructor coaching as onsite.
Yes. Onsite delivery brings the instructor to your offices, with labs set up on your network and repositories.
The program runs 28 hours across 7 modules, scheduled in flexible batches around your team's calendar.
Question not answered here?
Put it in the request. A training specialist answers it directly, within one business day.
Where this Training Fits in Your Team's learning path.
Records governance builds on good document control, so that comes first. This course covers records, information governance and retention. The path then moves into broader data governance and finally into data security and DLP to protect the information you keep.
Why Choose Edstellar as Your Enterprise Records, Information Governance and Retention Corporate Training Provider
When comparing providers, Edstellar is the training partner teams choose for governance expertise and 5+ years of experience. Our methodology blends instruction with guided labs, and we share each trainer profile before booking. The result is measurable quality in the records your team governs.
EXPERT TRAINERS
YEARS DELIVERING
ORGANIZATIONS TRAINED
CERTIFIED
Tailored
Classification, retention, and eDiscovery exercises tailored to your record types, systems, and drivers.
Proven Methodology
A diagnose, standardize, practice, measure, and scale methodology moves your team from assessment to audit readiness.
Practice-Based Learning
Every module pairs instruction with a guided lab, building skills on realistic record sets.
Expert Trainers
Practitioners who run governance programs in production coach your team and review every lab draft.
Global Scale
One governance standard rolls out across your business units, systems, and regions with consistent quality.
Measurable Outcomes
Lab reviews and capstone evaluations benchmark each employee's governance capability before and after.
Govern Enterprise Records With Enforced Retention and Traceable Discovery Evidence
Edstellar develops information governance through lifecycle roles, classification, retention, legal holds, and repository controls. Teams use sample records to test policy enforcement and prepare discovery exports before conducting an audit walkthrough. The final retention programme is reviewed for clear ownership, defensible handling decisions, and evidence connecting policy to repository behavior.
- Step 01
Consult
We explore records, legal, audit, and IT responsibilities to identify gaps in classification, retention application, hold management, repository enforcement, and discovery evidence.
- Step 02
Plan
We establish lifecycle governance before taxonomy and file plans, then retention and holds, repository controls, eDiscovery, and audit evidence within the retention programme.
- Step 03
Align
We align information-governance expertise with records, legal, and technical teams, introducing lifecycle concepts while accommodating different levels of repository and regulatory experience.
- Step 04
Customize
We tailor sample record sets, custodian lists, retention rules, and discovery requests to relevant functions, keeping holds, exports, and disposition exercises inside repository sandboxes.
- Step 05
Execute
Participants apply schedules, manage simulated holds, test policy rules, and build discovery packages, receiving feedback on findability, access enforcement, and chain-of-custody documentation.
- Step 06
Evaluate
We assess the programme for consistent classification and retention logic, controlled hold processes, traceable discovery evidence, and governance responsibilities supported by practical audit monitoring.
Also from Edstellar
Talent assessments
Psychometric, behavioral, leadership and 360-degree assessment.
→Training needs analysis
Needs analysis, gap identification, and a training roadmap.
→L&D consulting
Learning strategy, content, technology and ROI measurement.
→OD consulting
Org design, succession planning and cultural change.
→Managed training services
Training outsourcing, vendor management, logistics and administration.
→Coaching solutions
Executive and manager coaching that keeps skills in use.
Start an RFP shaped to your needs.
Answer three quick questions about team size, scope, and how often you need the program run, then send the request from the last step. Everything you choose travels with it, so you only fill this in once.
How many team members need training?
Enterprise Records, Information Governance & Retention Training Training Packages & Pricing
Where L&D holds an annual budget, license packages price the whole year at once instead of raising a purchase order per workshop. Hours and licenses are pooled across teams, programs and locations, so unused capacity is not stranded in one department.
Starter
120
trainee licenses64 hours of group training
Tailored for SMBs
Growth
320
trainee licenses160 hours of group training
Ideal for growing SMBs
Enterprise
800
trainee licenses400 hours of group training
Designed for large corporations
Custom
Unlimited
trainee licensesDuration set by the rollout
Multi-region and multi-year
Training Packages & Pricing
Choose the training format that works for your team. Pricing is customized based on your requirements, cohort size, and delivery needs.
Request Enterprise Records, Information Governance and Retention Training for Your Team
Share your team size, record types, systems, and timelines to receive a tailored training plan and quote. Book a discovery call to discuss your goals; we confirm availability and respond with a proposal.