The Records Management Implications of Social Media

On February 7, 2013 I will be presenting on the  records management implications of social media at the upcoming 3rd annual Winter Summit of the Canadian Society of Association Executives (Trillium Chapter).


For more information you can view the conference brochure or visit the CSAE chapter website.  You might also be interested on my recent blog post relating to this topic.


The Records and Information Management Implications of Social Media

Many associations are exploring or using social media (e.g. blogs, social networks such as Facebook, etc.) to support their member recruitment and retention strategies. This presentation will provide an overview of social media technologies: their strengths, weaknesses and potential uses.

It will also identify the records and information management (RIM) implications of social media technologies by answering such questions as, “What information can (or should) an association communicate via social media?”, “Is such information an association record?”, “How long should the information be kept?” and “How can the information be accessed if/when needed in the future?”

Attend this session to learn how to incorporate RIM best practices in your association’s plans for managing information communicated via social media.


Feb 07, 2013


3:00 pm - 5:00 pm


Mariott Gateway on the Falls
6755 Fallsview Boulevard


CSAE Trillium Chapter
(647) 346-2723
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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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