CANCELLED – Fundamentals of Business Classification and Retention Scheduling – 25 March, 2020 – Toronto, ON

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Due to the precautions being taken in response to the coronavirus, this session has been cancelled. 

Hopefully it can be rescheduled later in the year.


A records classification scheme and a retention schedule are integral parts of a Records and Information Management (RIM) Program. Without a classification scheme, records will be disorganized and difficult (or impossible) to find. Without a retention schedule, records destruction/deletion practices will be arbitrary and ad hoc, potentially contravene legislated requirements for keeping records, and likely fail to safeguard an organization’s archival records.

This session provides an introduction to developing and implementing a business classification scheme and a legally defensible records retention schedule.

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Business classification topics:

  • Records classification benefits
  • Developing a business classification scheme
    • Data collection
    • Identifying functions, activities, and records
    • Validation
  • Business classification implementation tips

Retention scheduling topics:

  • Retention schedule benefits
  • Developing a records retention schedule
    • Record values
    • Legislated records retention requirements and statute of limitation periods
    • Retention scheduling challenges (e.g. multiple jurisdictions)
  • Retention schedule implementation tips


For more information or to register please visit ARMA Toronto.  To register please go to Eventbrite.


Mar 25, 2020


1:30 pm - 4:30 pm



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Bissell Building, University of Toronto, St. George Campus
140 St. George Street , Room 307 (University of Toronto, Faculty of Information)


ARMA Toronto Chapter
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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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