On-Demand Courses
Learn at your own pace, with expert-led courses covering essential topics in information governance, records management, data privacy, compliance, and more.
Contract Lifecycle Management
Our CLM Basics Module is a launchpad to the TrailBlazer Academy, where you have access to proven strategies for managing contracts-strategies that drive real results by reducing cost, improving compliance, and unlocking revenue opportunities.
Contract Lifecycle Management
 Free Preview LessonÂ
Take a sneak peek at our Contract Lifecycle Management Course! The Preview provides a high-level look at upcoming CLM modules, lessons, and topics. Answer a few core questions about your current contract management environment to gauge your risk exposure.
The CLM Preview invites you to join our TrailBlazer Academy CLM Community, explore our CLM Basics module, and learn more about TrailBlazer Academy. We look forward to seeing you there!
Contract Lifecycle Management
 Lesson 1Â
Our Basics Lesson 1 starts with the foundation. We explain the need for contract lifecycle management (CLM), provide key definitions, and the benefits of an integrated approach.
Our introductory lesson is more than training-it's a launchpad to the TrailBlazer Academy, where you have access to proven strategies for managing contracts-strategies that drive real results by reducing cost, improving compliance, and unlocking revenue opportunities.
Contract Lifecycle Management
 Lesson 2Â
Lesson 2 helps assess CLM processes, identifying strengths, weaknesses, and areas for improvement. Participants use the Pre-Assessment Form and collaborate with a CLM task force to gather insights through interviews, focus groups, and stakeholder feedback.
By pinpointing gaps and risks, this phase builds a foundation for optimizing CLM solutions tailored to organizational needs. The insights gained drive strategic improvements for a more efficient contract lifecycle management approach.
Information Governance
Total Control. Zero Chaos.
From taxonomy to training, our governance-ready framework delivers end-to-end control over your records and information lifecycle. We streamline retention strategy, policy development, and phased IG implementation—bringing structure to chaos and clarity to compliance. Whether managing backfiles, deploying a fresh IG roadmap, or prepping for audits, we equip you with defensible tools, scalable plans, and confidence that lasts.
Records Retention Preview
 Lesson 0Â
Take a sneak peek at the Records Retention Module – the first module in the Information Governance course. The Preview provides a high-level look at Records Retention Compliance and introduces the Records Retention Schedule. Gain insight into your business records complexity by answering a few questions about your business. Your complexity score will give you a sneak peak at the Records Retention Policy and Schedule that is right for you! The Records Retention Preview invites you to join our TrailBlazer Academy Community, explore our Records Retention module, and learn more about TrailBlazer Academy. We look forward to seeing you there!
Records Retention Overview
 Lesson 1Â
Learn how documentation supports compliance, certification, and operational transparency. This lesson introduces the concept of records, explains when information becomes a record, and explores why retention matters. Through real-world applications, you’ll examine the lifecycle of a record, the structure and purpose of a records retention schedule, and how to build one step-by-step. By mapping business functions, assessing inputs and outputs, and identifying transition points, you'll develop the skills to recognize records and manage disposition with confidence.
Baseline Small Business Records Retention Policy & Schedule
 DownloadÂ
Simplify compliance and strengthen operational confidence with our Baseline Small Business Records Retention Schedule and Policy Built as a governance-ready framework aligned with federal requirements. With embedded policy language, TrailBlazer’s Records Retention Policy and Schedule offers clear retention guidance, distinct record category definitions, and defensible disposition guidelines. Whether you are a solopreneur or poised to grow through M&A, the Records Retention Policy and Schedule protects your business through consistent recordkeeping. Choose from Basic, Intermediate, or Advanced to meet your particular business needs.
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