AIIM Certificate Program — Electronic Records Management — November 1-4, 2016

I will be teaching the AIIM certificate course on Electronic Records Management, Novemver 1-4, in Toronto.

AIIM offers three certificate levels — Practitioner, Specialist, and Master. Attendees may choose to attend either 2 days (November 1-2) for the Practitioner level, or stay all four days for the Master level (the Specialist level course is offered online only).

Below are the key learning objectives for the course.


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  • Learn how to identify, capture, classify, and transfer/dispose electronic records
  • Learn how to develop a business classification scheme, controlled vocabularies, and a metadata model for managing records over their lifecycle
  • Learn how to leverage content analytics and metadata to automate management of electronic records
  • Plan defensible and secure retention and disposition of electronic records
  • Define your business and system requirements for a new ERM program
  • Earn the AIIM ERM Practitioner designation after passing the online exam or the AIIM ERM Master designation after passing the case study exercise.


For more information, see the AIIM web site.  To register:



Nov 01 - 04, 2016


All Day

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MicroTek / CTC Training
595 Bay Street


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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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