“Records Management in a Changing Environment” — iSchool RM Certificate Course — February 28, 2014 — Toronto (NEW DATE)

This is the second course  in the University of Toronto’s iSchool Institute‘s Records Management Practice certificate program I will be teaching.  Here is the course description from the iSchool Institute website:

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The practice of records management is constantly evolving in response to changes in information technology, business practices, legislation, and economic and social factors. In order to play an integral role in managing those changes, Records Managers must understand how the external environment influences and even forces changes in the way information is managed. This course examines several changes that are impacting records management as organizations rapidly move to a digitized world.



Feb 28, 2014


9:00 am - 4:00 pm




The iSchool Institute
140 St. George Street


The iSchool Institute
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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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