Records, Retention & Information Governance
Keep what you must, delete what you should, find what you need.
The executive challenge
The problem this program solves
Your organisation has run records pilots for two years. None has reached production, the pilot budget is now a permanent line item, and the board has started asking what it actually bought. The cost is not the spend; it is the two years of decisions made without evidence and the credibility spent on promises. In five days you build the diagnostic, the decision architecture and the roadmap that turn records from a cost centre into a decision advantage.
Context
Why this matters now
Capability
What you will be able to do
- Evaluate where records creates economic value across the organisation — and where it reliably does not.
- Govern records models and data with controls that satisfy both boards and regulators.
- Price the build, buy and partner options for records capability with real economics.
- Distinguish records automation opportunities from decisions where human judgement remains strategically important.
The IPAT Course Standard
The five-day journey
Each day is a deliberate progression in managerial capability — from strategic context, to analytical frameworks, to applied practice, to executive judgement under pressure, to a capstone that produces something your organisation keeps.
IPAT Signature Case™
Six Weeks to Prove Records
A newly appointed chief data officer at a pan-African retail bank inherits a records mandate, one budget cycle to show value, and three functions that each claim ownership of the same dataset. The CEO wants a decision improved this quarter — not a strategy deck.
Your decision: Choose the single records initiative worth proving in six weeks, name what gets stopped to fund it, and decide who owns the result.
IPAT Data Lab™
Three functions at a national revenue authority report three different truths about the same records question.
Dataset: Synthetic multi-source records dataset — finance, operations and customer tables that disagree.
Your task: Reconcile the sources, build the single defensible view, and decide which dashboard the executive committee keeps.
A reconciled records decision view and the data architecture behind it.
Data → Analysis → Decision, not Data → Code → Certificate
Day 5 · The Capstone
What will you change when you return to work?
Build a twelve-month analytical and AI roadmap for your organisation: the value case, the data foundations, the governance, and the first 90 days.
Methodology
Frameworks you will master
- • IPAT Data-to-Decision Framework™
- • IPAT Executive Capability Model™
- • Value-versus-feasibility portfolio analysis
- • CRISP-DM analytical lifecycle
- • Model risk management principles (SR 11-7 adapted)
Cohorts
Upcoming cohorts
New dates are being scheduled
Register with your preferred start date and our admissions team will match you to the next available cohort — or contact us to arrange an in-house delivery for your organisation.
Register your interestExplore further
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