How to manage information and documents

How to manage information and documents

Module at a glance:
How to manage information and documents

This module forms part of the Introduction to Clerking programme series. New clerks should study the modules in the order they are listed.


This module will give you a better understanding of the expectations of the governance professional in relation to:

  • The collection, storage and retrieval of governance records, documents, registers and other information
  • The management of information securely and in accordance with General Data Protection Regulation (GDPR) and other confidentiality requirements
  • Knowing what information needs to be published on the school website and elsewhere and the governance professional’s role in this
Study time: Approximately 10 mins

A key aspect of the governance professional role is the management of information and documentation in a way that provides easy access for you and your governing board. However, there are rules that must be followed

This module, the seventh in the Introduction to Clerking Programme, explores which governance records need to be kept and how they need to be stored, and the different ways in which information, records and documents need to be published. It will help you to develop an approach to managing information and documents that achieves easy access, whilst satisfying compliance requirements and ultimately contributing to the effectiveness of the governing board.

Our subject matter expertise

The content of this module and the introduction to clerking programme has been written by our in-house subject matter experts:

Amy Wright, Clerking Development Manager

Amy is the Clerking Development Manager at NGA, working with the Director of Advice and Guidance, Knowledge Centre Manager and Training Programme Manager to develop the support, advice and training available to Clerks and other Governance Professionals.

Amy has over 20 years’ experience working as a Clerk to various school Governing Bodies including maintained, academy, voluntary aided, primary and secondary. Amy has also worked as a School Business Manager, Finance Manager and Administration Officer in schools and further education and delivered training sessions to Clerks; she has also served as a Parent Governor, Foundation Governor and Vice-Chair of Governors in a primary school.

Paul Aber – Head of Training Development

Paul leads and manages NGA’s face to face training, e-learning and funded development programmes for schools and academies.  This includes working alongside NGA's Head of Consultancy recruiting, training and managing NGA’s team of consultants and trainers.

Prior to joining NGA, Paul was centre director at the University of Law in York where his role included strategic planning and quality assurance.

Paul has many years’ experience of governance including maintained schools and academy trusts.

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