Measuring RIM Performance — ARMA Canada Conference — June 10, 2014 — Ottawa, ON

ARMA Canada’s 30th annual conference this year will be held in Ottawa on June 8-11, 2014.  This is the largest educational and networking event in Canada for RIM practitioners, and I hope to see you there!

I will be presenting a session on June 10 on the topic of “Measuring RIM Performance”, which will be of interest to anyone who is looking to improve their RIM program, engage in strategic planning, or needs to demonstrate the value of their RIM program to their organizations.  A synopsis of the session is below.  You can also review the conference program for the entire event here or register here.


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Measuring RIM Performance

Performance measurement is an important, but often neglected, part of any organization’s strategy to improve its RIM practices. By including performance measurement in the strategic planning process, you can ensure your RIM initiatives will deliver the intended results, correct problems before they have a major impact, and improve both your communications and reputation with senior management.

This presentation outlines a multi-step process for designing and executing performance measurement as part of any RIM initiative. It also reviews several examples illustrating the application of performance measurement to diverse RIM performance objectives and examines the most important success factors.





Jun 10, 2014


1:45 pm - 3:00 pm



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Westin Ottawa
11 Colonel By Drive


ARMA Canada
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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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