Researching Canadian Records Retention Requirements — 2015 Manitoba Connections Workshop Series — November 9, 2015

I will be delivering a half day presentation on researching Canadian retention requirements in Winnipeg for the Manitoba Connections Workshop Series on November 9, 2015.  The session description follows:

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Researching Canadian Records Retention Requirements

Legislated/regulatory requirements govern the retention of some of the records your organization creates/receives.  Attend this workshop to learn how Canadian laws are enacted, how to research Canadian legislated/regulatory requirements for retaining records, and how to monitor proposed new/amended legislation (federal or provincial/territorial) that may impact your organization’s records retention practices in the future.

The workshop will also examine the importance of statute of limitation periods when setting retention periods and include a demonstration of the primary and secondary resources for researching legislated/regulatory records retention requirements in Canadian law.

Key learning objectives:

  1. Learn how to research Canadian legislated/regulatory records retention requirements and statute of limitation period
  2. Learn how to monitor proposed new/amended legislation (federal or provincial/territorial) that may impact your organization’s records retention practices


Please see the full program here for this session and others on May 20-22.

If you are not attending this session but are interested in the topic of retention research, feel free to contact me to enquire regarding offering a similar session for your organization or event.


Nov 09, 2015


1:00 pm - 4:00 pm



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Delta Winnipeg
350 St Mary Avenue


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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