Performance Measurement – ARMA NCR IM Days Conference – November 28, 2012

I will be presenting “Measuring the Performance of Your IM Strategy” at the 2012 Fall IM Days Conference organized by the ARMA NCR (Ottawa) chapter.  IM Days is one of the largest information management / records management conferences in Canada, consisting of 18 sessions over 2 days.  Other speakers include some of the foremost IM practitioners and experts in Canada, including Dr. Ian Wilson (former National Archivist of Canada) and EDRMS expert Bruce Miller.

Let me know if you’re planning to attend and you’d like to meet up. The conference runs from November 27-29, and you can get more information at (the IM Days website), or follow the latest updates on Twitter @IM_Days or @ARMA_NCR.

I will be speaking from 11:00 am – 12:00 noon on November 28.  The session description is below:
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Measuring the Performance of Your IM Strategy

Performance measurement is an important but often neglected part of any organization’s strategy to improve its information management practices. By including performance measurement in your strategic planning process, you can ensure your IM initiatives will deliver the intended results, correct problems before they have a major impact, and improve both your communications and reputation with senior management. This presentation outlines a multi-step process for designing and executing performance measurement as part of any IM initiative. It also reviews several examples illustrating the application of performance measurement to diverse IM performance objectives and examines the most important success factors.

Learning Objectives:

  • Recognize the imperative for measuring IM performance.
  • Develop and measure organization-specific IM performance objectives.
  • Identify performance measurement success factors.


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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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