Training Module
Documentation & Knowledge Foundations
Fundamentals of documented information control, records, and knowledge capture for management systems
Training Module
Documentation & Knowledge Foundations
Fundamentals of documented information control, records, and knowledge capture for management systems
Training Module
Documentation & Knowledge Foundations
Fundamentals of documented information control, records, and knowledge capture for management systems
Are scattered or unreliable documents forcing your team to create operational workarounds?
This training module shows how to keep documented information and critical know-how controlled, searchable, and sustainable without over-documenting, ensuring a maintained information backbone that people actually use.
Are scattered or unreliable documents forcing your team to create operational workarounds?
This training module shows how to keep documented information and critical know-how controlled, searchable, and sustainable without over-documenting, ensuring a maintained information backbone that people actually use.
Are scattered or unreliable documents forcing your team to create operational workarounds?
This training module shows how to keep documented information and critical know-how controlled, searchable, and sustainable without over-documenting, ensuring a maintained information backbone that people actually use.
Training module overview
Training module overview
Training module overview
Organizations often struggle with scattered, unreliable, or hard-to-find documentation, leading to operational workarounds and a drift in management system effectiveness.
This module addresses these challenges by providing a structured approach to document control and knowledge management. Participants will learn the fundamentals of managing documented information, ensuring records are accurate and accessible, and capturing critical organizational know-how. The focus is on building a sustainable information backbone that people actually use, ensuring information remains controlled and searchable without the burden of over-documentation.
Organizations often struggle with scattered, unreliable, or hard-to-find documentation, leading to operational workarounds and a drift in management system effectiveness.
This module addresses these challenges by providing a structured approach to document control and knowledge management. Participants will learn the fundamentals of managing documented information, ensuring records are accurate and accessible, and capturing critical organizational know-how. The focus is on building a sustainable information backbone that people actually use, ensuring information remains controlled and searchable without the burden of over-documentation.
Applicable environments
This module is applicable across a wide range of management systems and organisational contexts. The concepts are not tied to a specific ISO standard and are used wherever organisations need clear, workable processes, defined ownership, and embedded controls.
It is commonly applied in quality, information security, environmental, and other ISO-based management systems, as well as in non-certified environments that require structured, auditable operations.
Target audience
Target audience
Target audience
Management system implementers and coordinators
Executives and department heads accountable for management system performance
Those responsible for processes, policies, assets, risks, and controls related to a management system
Auditors seeking insights into management-side best practice (not audit technique)
Management consultants working with management system design, governance, or improvement
Management system implementers and coordinators
Executives and department heads accountable for management system performance
Those responsible for processes, policies, assets, risks, and controls related to a management system
Auditors seeking insights into management-side best practice (not audit technique)
Management consultants working with management system design, governance, or improvement
Decision support
Is this module for you?
It is a good fit if you…
are responsible for documentation, records, or knowledge in a management system.
struggle with scattered documents, multiple versions, or unclear sources of truth.
face over-documentation nobody uses or gaps that create operational risk.
need information to be findable, reliable, and usable in daily work.
want documentation and knowledge to support decisions, learning, and continuity.
are responsible for documentation, records, or knowledge in a management system.
struggle with scattered documents, multiple versions, or unclear sources of truth.
face over-documentation nobody uses or gaps that create operational risk.
need information to be findable, reliable, and usable in daily work.
want documentation and knowledge to support decisions, learning, and continuity.
If most of the points above apply, this module is likely a good fit.
It may not be the best fit if you…
already operate a lean, well-understood documentation and knowledge approach.
have no mandate or interest in shaping how information is created or used.
need tool-specific configuration or document template libraries.
expect ready-made documentation without adapting it to context and use.
already operate a lean, well-understood documentation and knowledge approach.
have no mandate or interest in shaping how information is created or used.
need tool-specific configuration or document template libraries.
expect ready-made documentation without adapting it to context and use.
Agenda
Agenda
Agenda
What “documented information” covers in practice
Common failure modes in organisations
Documentation hierarchy and document types
Information architecture and findability
Lifecycle control that people can follow
Records and evidence without drowning in detail
Knowledge foundations
Technology as an enabler
Case-based workshop
Show detailed agenda...
What “documented information” covers in practice
Common failure modes in organisations
Documentation hierarchy and document types
Information architecture and findability
Lifecycle control that people can follow
Records and evidence without drowning in detail
Knowledge foundations
Technology as an enabler
Case-based workshop
Show detailed agenda...
What “documented information” covers in practice
Common failure modes in organisations
Documentation hierarchy and document types
Information architecture and findability
Lifecycle control that people can follow
Records and evidence without drowning in detail
Knowledge foundations
Technology as an enabler
Case-based workshop
Show detailed agenda...
Learning outcomes
Learning outcomes
Learning outcomes
Key outcomes
Establish effective document control processes to ensure information reliability and accessibility
Manage records systematically to support compliance and operational traceability
Implement methods for capturing and retaining critical organizational knowledge
Establish effective document control processes to ensure information reliability and accessibility
Manage records systematically to support compliance and operational traceability
Implement methods for capturing and retaining critical organizational knowledge
Additional capabilities
Distinguish between necessary documentation and over-documentation to maintain system agility
Develop a searchable and sustainable information structure that supports day-to-day operations
Identify and address common pitfalls in documentation management, such as version control issues or information silos
Distinguish between necessary documentation and over-documentation to maintain system agility
Develop a searchable and sustainable information structure that supports day-to-day operations
Identify and address common pitfalls in documentation management, such as version control issues or information silos
Additional benefits
Additional benefits
Additional benefits
Learning materials
Slide deck
Participant workbook
Templates & tools
Practical, reusable artefacts to apply the module directly to your organisation.
Documented information inventory
Document lifecycle checklist
Naming and metadata guideline
Knowledge risk checklist
Knowledge capture template
Documented information inventory
Document lifecycle checklist
Naming and metadata guideline
Knowledge risk checklist
Knowledge capture template
Confirmation
Certificate of completion
Module ID
HAM-AG-C-06
Domain
Audience
Manager
Language
English
Delivery
Live virtual
Duration
7 h
List price
CHF 550
Excl. VAT. VAT may apply depending on customer location and status.
Delivery & learning format
Delivery & learning format
Delivery & learning format
Virtual live teaching
This module is delivered live, with a strong focus on discussion, practical application, and direct interaction with the instructor.
Sessions work through realistic examples, clarify concepts in context, and apply methods directly to participants’ organisational realities.
Custom delivery options
For organisations with specific constraints or learning objectives, the module can be adapted in format or scope, including in-house delivery and contextualised case material.
Not sure if this module is right for you?
Not sure if this module is right for you?
Not sure if this module is right for you?
For an optimal learning experience
Preparation guidance
This module is designed as part of a modular training approach. Topics are deliberately distributed across modules and are not repeated in full, in order to avoid unnecessary redundancy. Each module is self-contained and can be taken on its own. Where prior knowledge or experience is helpful, this is indicated below so you can decide whether any preparation is useful for you.
For an optimal learning experience
Preparation guidance
This module is designed as part of a modular training approach. Topics are deliberately distributed across modules and are not repeated in full, in order to avoid unnecessary redundancy. Each module is self-contained and can be taken on its own. Where prior knowledge or experience is helpful, this is indicated below so you can decide whether any preparation is useful for you.
For an optimal learning experience
Preparation guidance
This module is designed as part of a modular training approach. Topics are deliberately distributed across modules and are not repeated in full, in order to avoid unnecessary redundancy. Each module is self-contained and can be taken on its own. Where prior knowledge or experience is helpful, this is indicated below so you can decide whether any preparation is useful for you.
Assumed background
This module assumes general familiarity with management system concepts and everyday document handling in organisations. No standard-specific knowledge is required.
Helpful background includes:
Basic understanding of roles, processes, and documented procedures
Familiarity with shared repositories and versioned documents
This module assumes general familiarity with management system concepts and everyday document handling in organisations. No standard-specific knowledge is required.
Helpful background includes:
Basic understanding of roles, processes, and documented procedures
Familiarity with shared repositories and versioned documents
Preparatory modules
Supporting modules (optional)
Helpful if you want to deepen related skills, but not required to participate effectively.
System Foundations
Understand organisational context, stakeholders, and system boundaries to build and operate effective management systems
7 h
System Foundations
Understand organisational context, stakeholders, and system boundaries to build and operate effective management systems
7 h
System Foundations
Understand organisational context, stakeholders, and system boundaries to build and operate effective management systems
7 h
Leadership & Policy Foundations
Understand leadership responsibilities in management systems and how top management sets clear policy direction and accountability
7 h
Leadership & Policy Foundations
Understand leadership responsibilities in management systems and how top management sets clear policy direction and accountability
7 h
Leadership & Policy Foundations
Understand leadership responsibilities in management systems and how top management sets clear policy direction and accountability
7 h
Governance Foundations
Learn the fundamentals of role design, decision rights, governance mechanisms, and escalation paths in management systems
7 h
Governance Foundations
Learn the fundamentals of role design, decision rights, governance mechanisms, and escalation paths in management systems
7 h
Governance Foundations
Learn the fundamentals of role design, decision rights, governance mechanisms, and escalation paths in management systems
7 h
Continuous learning
Follow-up modules
Continuous learning
Follow-up modules
Continuous learning
Follow-up modules
After completion of this module, the following modules are ideal to further deepen your competence. If you are looking for a structured learning path, modules can also be taken as part of a professional track.
Governance Foundations
Learn the fundamentals of role design, decision rights, governance mechanisms, and escalation paths in management systems
Duration
7 h
List price
CHF 550
View module
Governance Foundations
Learn the fundamentals of role design, decision rights, governance mechanisms, and escalation paths in management systems
Duration
7 h
List price
CHF 550
View module
Governance Foundations
Learn the fundamentals of role design, decision rights, governance mechanisms, and escalation paths in management systems
Duration
7 h
List price
CHF 550
View module
People & Communication Foundations
Learn the fundamentals of competence planning, awareness building, and structured communication in management systems
Duration
7 h
List price
CHF 550
View module
People & Communication Foundations
Learn the fundamentals of competence planning, awareness building, and structured communication in management systems
Duration
7 h
List price
CHF 550
View module
People & Communication Foundations
Learn the fundamentals of competence planning, awareness building, and structured communication in management systems
Duration
7 h
List price
CHF 550
View module
Internal Audit Foundations
Understand the purpose of internal audits, role responsibilities, independence expectations, and how audit results are used in governance and improvement
Duration
7 h
List price
CHF 550
View module
Internal Audit Foundations
Understand the purpose of internal audits, role responsibilities, independence expectations, and how audit results are used in governance and improvement
Duration
7 h
List price
CHF 550
View module
Internal Audit Foundations
Understand the purpose of internal audits, role responsibilities, independence expectations, and how audit results are used in governance and improvement
Duration
7 h
List price
CHF 550
View module
Improvement Management
Understand corrective actions, root cause analysis, action tracking, and effectiveness verification in management systems
Duration
7 h
List price
CHF 550
View module
Improvement Management
Understand corrective actions, root cause analysis, action tracking, and effectiveness verification in management systems
Duration
7 h
List price
CHF 550
View module
Improvement Management
Understand corrective actions, root cause analysis, action tracking, and effectiveness verification in management systems
Duration
7 h
List price
CHF 550
View module
Monitoring & Measurement Foundations
Learn the fundamentals of measurement methods, data quality checks, and measurement registers for consistent performance data
Duration
7 h
List price
CHF 550
View module
Monitoring & Measurement Foundations
Learn the fundamentals of measurement methods, data quality checks, and measurement registers for consistent performance data
Duration
7 h
List price
CHF 550
View module
Monitoring & Measurement Foundations
Learn the fundamentals of measurement methods, data quality checks, and measurement registers for consistent performance data
Duration
7 h
List price
CHF 550
View module
Ready to improve your management systems?
We support continuous improvement by embedding ISO requirements into everyday practice and daily operations.
Ready to improve your management systems?
We support continuous improvement by embedding ISO requirements into everyday practice and daily operations.
Ready to improve your management systems?
We support continuous improvement by embedding ISO requirements into everyday practice and daily operations.