The RIM Implications of Social Media — October 25, 2013 — Sharon, ON

I will be presenting the RIM Implications of Social Media at the fall meeting of Zone 4 of the Association of Municipal Managers, Clerks and Treasurers of Ontario (AMCTO).  This is a regular meeting for municipal employees, so the general public is not eligible to attend, but if you are going, let me know!

If you are interested in this topic but can’t attend this session, drop me a line and I’ll let you know the next time I present it.


Oct 25, 2013


All Day



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Sharon National Historic Site and Museum
18974 Leslie Street
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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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