Records Retention Scheduling — ARMA NCR Chapter Spring Workshops — April 27, 2015

I will be delivering a full day workshop on retention scheduling in Ottawa for the ARMA NCR Chapter Spring Workshops on April 27, 2015.  The agenda for the day will include:

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A) An Introduction to Records Retention Scheduling

  • Terminology: records, record series, retention period, active/semi-active/inactive phases of retention, disposition
  • Benefits of records retention schedules
  • Retention schedules for common/administrative records

B) Records Retention Schedule  Development

  • Identify record groups/series
  • Appraise record value (operational, fiscal/audit, legal/ regulatory, and archival value) [record value exercise]
  • Complete legal research
    • Statutes and regulations [Internet demonstration]
    • Bill types and bill status tracking [Internet demonstration]
    • Legislated/regulatory records (retention) requirements
    • Statute of limitation periods
    • Evidence laws
    • Research resources
  • Secure retention period approval
  • Prepare and publish the records retention schedule


Please see the full program details here for this session and others on April 27-28.


Apr 27, 2015


All Day



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Sheraton Hotel
150 Albert Street


ARMA NCR 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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