Records Retention Scheduling — October 14, 2016 — Toronto

I will be presenting a one-day course on records retention scheduling in Toronto on October 14, 2016. The course will equip RIM practitioners with the training they need to create or update their organization’s retention schedule.


Below are the key learning objectives for the course.


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  • Describe the benefits of records retention schedules
  • Appraise the value of records
  • Track the status of a bill
  • Identify when a statute/regulation comes into force
  • Research records retention periods, recordkeeping requirements, and statute of limitation periods in Canadian law
  • Develop (or update) a records retention schedule
  • Secure retention schedule approval


A detailed course description is available here.

Click here to register. Course fees are $525 (public sector) or $600 (private sector).

Note: This course is part of the inaugural offering of the Ontario Connections Fall Workshop series.  A discounted registration fee applies if you register for my course + the 2 day functional classification course on October 12th & 13th.


Oct 14, 2016


8:00 am - 5:00 pm

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Courtyard Toronto Downtown
475 Yonge Street


Verney Conference Management Inc
(613) 226-8317
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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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