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RIM Professional Development White Paper from Ergo

The Fall 2013 supplement to Carswell’s Records and Information Management is a comprehensive guide to RIM professional development in Canada, authored by Sheila Taylor.  For those who don’t subscribe to this publication, the chapter has been republished as a white paper and posted on the Ergo website in our new  “Published Articles” section. The white paper is

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Information Governance and e-Discovery — September 19, 2013 — Toronto

AIIM First Canadian Chapter will be hosting a multi-disciplinary panel consisting of myself, Susan Nickle and Chuck Rothman, providing a records management, legal, and technological perspective on the following topics: Canadian requirements for the admissibility of electronic evidence e-Discovery primer and best practices: what records management and IT professionals need to know Information governance best practices to

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iSchool Institute RM Certificate Courses — Fall Dates — Toronto

This fall I will once again be teaching courses in the University of Toronto iSchool Institute’s  two certificate programs in Records Management.  I will be teaching two of the five courses in the Records Management Fundamentals certificate, and two of the five courses in the Records Management Practice Certificate.  Each course is one day, and

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Sheila Taylor Appointed to ARMA International’s Content Editorial Board

Sheila Taylor has been appointed to ARMA International’s Content Editorial Board (CEB). The CEB is responsible for aiding ARMA International in unifying and streamlining content development processes across all formats. The primary role of the task force is both strategic and tactical. Task force members are to be conversant with ARMA International’s strategic plan and

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Sheila Taylor is the 2013-14 Director of Program for ARMA Toronto

Effective July 1, 2013 Sheila Taylor will begin a 1 year term on the Board of Directors of the Toronto Chapter of ARMA International.  As Director of Program, she will be responsible for the Chapter’s education events. Sheila is pleased to return to the Board, having previously held the positions of Director of Education (2001-2003),

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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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Sheila Taylor Appointed to ARMA Task Force

Sheila Taylor has been appointed to ARMA International’s Conference Content and Structure Task Force. This task force will review the current structure of the annual ARMA International conference, see how it aligns with ARMA’s strategic plan, and make recommendations to the Board of Directors. Sheila has presented at several ARMA International conferences and served from

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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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  • 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.