An Introduction to Records Management: Managing the Records Lifecycle — October 22, 2018 — Stratford, Ontario

I will be presenting an introductory session on Records Management at the 2018 LEARN (Law Enforcement and Records Managers Network) Conference on October 22 in Stratford, Ontario.  This will be a high-level presentation to familiarize attendees with the main concepts of records management (RM), including retention/destruction, legal holds, spoliation, etc. and discuss how police services can benchmark their RM maturity.

The LEARN conference runs from October 21-23, 2018, and is intended for people in policing involved with records (including CPIC, RTID, disclosure of information, record checks and criminal records) to learn about current trends and hot issues, while networking with peers from across the province.


Oct 22, 2018


10:30 am - 12:00 pm

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The Arden Park Hotel (Best Western Plus)
552 Ontario Street


Ontario Association of Chiefs of Police
416-926-0424, ext. 23
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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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