Build skills that stick, on your schedule.

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!

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.

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. Avoid costly missteps. Reduce CLM project risk. Stop guessing. Start implementing.

Lesson 3 continues to build on the findings of the CLM Pre-Assessment to complete a deep dive assessment (included). The CLM Task Force engages with key stakeholders from across your organization, conducting stakeholder interviews, focus groups, and visioning exercises (included) where stakeholders identify what works and where there is room for improvement. The deep dive assessment includes an evaluation of your existing CLM solution (included) or any combination of existing software and processes your organization uses to complete the required CLM tasks. Get governance-ready templates instantly. Stop guessing. Start implementing.

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 peek 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 Learning Academy. We look forward to seeing you there!

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.

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.

This lesson walks learners through the practical steps of implementing a Records Retention Schedule, turning policy into action with clarity and confidence. It explains why documentation is a strategic asset, how to distinguish records from general information, and how to identify where records live across your organization. With TrailBlazer Learning Academy's guidance, participants learn to build a communication plan, engage stakeholders, and ensure audit-readiness through smart, scalable retention practices.

This preview lesson highlights how asset definitions vary across departments, creating data inconsistencies that hinder reporting and analysis. By identifying key asset data elements—like IDs, locations, and financial records—and aligning them through governance principles, organizations can build a shared foundation for smarter decisions. With the right systems of record, data flows, and cross-functional collaboration, Asset Data Management transforms complexity into clarity and control.