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Ergo Past Events

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Forum on Records Retention & Electronic Information Management — May 28-29, 2013 — Toronto

On May 28 and 29, Susan Nickle, co-founder of Wortzman Nickle Professional Corporation (an e-discovery law firm), and I will co-chair The Canadian Institute’s Forum on Records Retention & Electronic Information Management.

The forum is designed to provide records and information management (RIM) professionals and in-house legal counsel with innovative risk management strategies to manage and enforce records retention policies. 

In addition to co-chairing duties, I will be presenting on the topic “In-Depth Strategies to Mitigate the Risk of Your Records Retention Policy Being Terminated at the Implementation Stage” (May 28, 10:00 am).

 Mention my name when you register and you will receive an additional $200 discount.

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Introduction to Records Management for Legal Professionals

On April 16, 2013 I will co-present an introduction to records management as part of The Osgoode Certificate in E-Discovery, Records Management, Information Governance and Privacy, a new 5-day certificate program.  Along with Susan Nickle of Wortzman Nickle Professional Corporation, I will give an overview of records management practice which includes: [list style=”list4″ color=”gray”] Why best eDiscovery

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iSchool Institute RM Certificate Courses – Toronto – Spring 2013

This spring I will once again be teaching 4 certificate courses at the University of Toronto’s iSchool Institute.  The iSchool Institute is the Faculty of Information’s continuing education arm at U of T, and offers two certificate programs in Records Management:  Records Management Fundamentals and Records Management Practice.  The certificates are offered several times a year

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The Records Management Implications of Social Media — Niagara Falls — February 7, 2013

On February 7, 2013 I will be presenting on the  records management implications of social media at the upcoming 3rd annual Winter Summit of the Canadian Society of Association Executives (Trillium Chapter).  For more information you can view the conference brochure or visit the CSAE chapter website. The Records and Information Management Implications of Social Media Many associations

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Strategic Planning for Records and Information Management Professionals — May 3, 2013 — Charlottetown, PEI

I will be returning to Charlottetown, PEI on May 3, 2013 to present “Strategic Planning for Records and Information Management Professionals”.  The event is being organized by the ARMA PEI chapter.  You can read more about the event on their website.

You can download the full brochure and registration form or contact the ARMA PEI Chapter by email for more information.

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IM Strategic Planning Workshop – ARMA Toronto Chapter – November 14, 2012

Join me on November 14, 2012 from 9 am – 12 noon when I’ll present a “Strategic Planning for IM Professionals” workshop for the ARMA Toronto Chapter.

This workshop will address the steps in the strategic planning process: 1) analyzing the current situation, 2) creating a long-term vision, and 3) developing a practical, incremental strategy to manage objectives, tactics, responsibilities and timelines.

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admissibility

The Admissibility of Electronic Records in Canada – November 22 – Charlottetown, PEI

On November 22nd, the ARMA Prince Edward Island Chapter (ARMA PEI) will hold an education seminar on records as evidence and e-discovery. In the morning, I will present on the admissibility of electronic records in Canada.  This session will review the provisions for using electronic records in Canada and PEI, Canadian requirements for the admissibility of electronic records as

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Performance Measurement – ARMA NCR IM Days Conference – November 28, 2012

I will be presenting “Measuring the Performance of Your IM Strategy” at the 2012 Fall IM Days Conference organized by the ARMA NCR (Ottawa) chapter.  The session outlines a multi-step process for designing and executing performance measurement as part of any IM initiative and includes real-world examples. IM Days is one of the largest information management / records management conferences in Canada, consisting of 18 sessions over 2 days.

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  • About the Author

  • Sheila Portrait
    Sheila Taylor
  • Sheila Taylor is a well known consultant, educator, speaker and writer with more than 25 years of experience in the information management (IM) field.

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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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