Researching Canadian Records Retention Requirements — 2015 Ontario Access, Privacy, Security & Records Management Conference — May 20, 2015

I will be delivering a half day presentation on researching Canadian retention requirements in Toronto for the Ontario Connections annual conference on May 20, 2015.  The conference is intended for Ontario Government employees and other public sector workers.  The session description follows:

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An Ontario Government employee needs to be able to research legislated/regulated retention requirements when drafting a retention schedule for a Ministry’s unique/substantive records which are not covered by a common schedule.

A registrant who works for a public sector organization other than the Ontario Government (e.g. a police force) for which common schedules are not available, also requires the ability to research legislated/regulated retention requirements for an organization’s common/ administrative + unique/substantive records.

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

  1. Learn how to research Canadian legislated/regulatory records retention requirements
  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.


May 20, 2015


9:00 am - 12:00 pm



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Eaton Chelsea Hotel
33 Gerrard St. West


Ontario Connections
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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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