ARMA Canada conference pre-con: “The CRM or CRA: From Application to Certification and Examinations Parts 1-6”

Paula Sutton, the ICRM’s Regent of Legislation and Appeals, and I will present this pre-con on May 28th at the ARMA Canada conference in Toronto.

Here’s the session description:

Have you considered, or are you actively planning to pursue, a formal certification in the field of Records and Information Management (RIM)? Do you want to enhance your professional credentials and experience as you consider or continue your career in this important discipline? With an unprecedented amount of change affecting the entire world of Records and Information Management, there is no better time to consider a formal professional certification in this space.

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The Institute of Certified Records Managers (ICRM) is an international body for certifying the best information and records management professionals.  The Institute has conferred the Certified Records Manager (CRM) designation since 1975. This is the premier standard for designating the most knowledgeable RIM (records and information management) professionals.

On September 24, 2016, the ICRM announced its newest credential, the Certified Records Analyst (CRA).  A CRA candidate must pass Parts 2-4 to achieve this certification. 

Attaining ICRM Certification is based on educational background, professional work experience and successful completion of Parts 1-6 for the CRM and Parts 2-4 for the CRA:

  • Part 1 – Management Principles and the Records and Information (RIM) Program

  • Part 2 – Records and Information: Creation and Use

  • Part 3 – Records Storage, Retrieval, Conversion and Facilities

  • Part 4 – Records Appraisal, Retention, Protection and Disposition

  • Part 5 – Technology

  • Part 6 – Business Case

Parts 1 through 5 each consist of 100 multiple-choice questions and are based on fundamental records and information management practices, and represent best practices in the profession. These questions are chosen as equally as possible from all parts of the Annotated Outlines.

There is no better way to prepare for the ICRM certification process than to attend this pre-con session designed to equip you with the knowledge, tools and strategies for passing this rigorous examination.  The information shared in this pre-con by ICRM professionals will be invaluable to you in this effort.


In this pre-con session, attendees will receive:

  • An introduction to ICRM Certification (with an overview of qualifications to become a Candidate),

  • A detailed overview of the material covered in Parts 1-5 (including 20 sample questions for each part),

  • An overview of Part 6, the case study portion of the exam, with strategic tips for passing as well as the Pearson VUE electronic testing environment.


To register, visit

The ICRM will also have a booth @ the conference from Sunday night until Tuesday afternoon when the Exhibit Hall shuts down.  Drop by and see us to discuss all things ICRM.  Hope to see you there!

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Case in Point

That's A Lot of Records!
Often the requirement for a needs assessment is driven by a specific initiative being considered or an immediate problem to be solved, rather than a general desire to establish a corporate (or organization-wide) IM program. We had a client wanting to improve its management of a specific group of critical records – thousands of member files in paper, microform and digital formats containing hundreds of unique document types.
Assess, Plan and Schedule
Ergo reviewed the organization’s current practices for managing those records, compared those practices to best practices, and identified risks and areas for improvement. From there we developed a strategic plan with a focus on records storage and retention. The plan identified the operational, financial and technological requirements for implementing the recommended changes, improvements and enhancements in the lifecycle management of the member records. Activities in the plan were classified as short term (next 6-12 months), medium term (next 12-24 months) and longer term (next 25+ months).
Step by Step Success
Implementation of the strategic plan enabled this organization to ensure its member records are properly identified, organized, accessible, protected and retained as long as necessary to meet operational and other requirements.
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