iSchool Institute RM Certificate Courses – Toronto – Spring 2013

This spring I will once again be teaching 4 certificate courses at the University of Toronto’s iSchool Institute.  The iSchool Institute is the Faculty of Information’s continuing education arm at U of T, and offers two certificate programs in Records Management:  Records Management Fundamentals and Records Management Practice.  The certificates are offered several times a year in Toronto, Ottawa, Edmonton and on the web.

The four courses I will be teaching in Toronto this April and May are as follows:

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Records Management Fundamentals Certificate

  • April 17: Records Inventory
  • April 18:  Records Retention Scheduling

Records Management Practice Certificate

  • May 6:  Law for Records Managers
  • May 10:  Records Management in a Changing Environment


The RM Fundamentals Certificate includes 3 additional courses and the RM Practice Certificate includes 2 additional courses.  For more information about the courses and certificates, or to register, please visit The iSchool Institute.

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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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