“Records Retention Scheduling” – iSchool RM Certificate Course — Ocotober 4, 2013 — Toronto

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

[framed_box width=”90%” bgColor=”#FCECFF” align=”center”]

This course introduces the benefits of records retention schedules, identifies the value(s) a record series may possess, presents a recommended process for scheduling retention periods, and identifies records retention and disposition processes including “legal holds”. This course also addresses the importance of securing compliance with approved retention periods. Upon completion students will be able to:

  • Describe the benefits of a records retention schedule.
  • Plan the development of a retention schedule.
  • Appraise the value(s) of a record series.
  • Identify records retention and disposition processes.
  • Explain the importance of retention schedule compliance.



Oct 04, 2013


9:00 am - 4:00 pm




The iSchool Institute
140 St. George Street


The iSchool Institute
QR Code

Leave a Reply

Your email address will not be published. Required fields are marked *



(905) 702-8756





Request A Call

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.
Previous slide
Next slide