Training and Education

Custom Information Management Training

Organizational Education, Engagement and Professional Development

Ergo will deliver (virtually or in-person) educational and informative sessions and courses, either privately to your employees or as a public speaker at your conference, seminar, or webinar.


Ergo can provide internal courses, workshops and seminars privately to corporations and other organizations interested in building (or expanding) their internal IM capacity.  These can help build awareness and engagement around IM issues, provide professional development opportunities, and build overall IM knowledge and competencies within the organization.

If you are an association, conference organizer or educational institution interested in providing targeted IM training and education, Ergo can provide a speaker for your event on many IM topics and at audience levels ranging from introductory to advanced.


Note: Our services for developing and delivering training in the IM policies, procedures and tools developed during an engagement are described under Program Implementation.


The majority of our training delivery and speaking engagements are conducted by Ergo’s CEO, Sheila Taylor.

Since 1999, Sheila has spoken on IM topics to a wide range of audiences, has taught several IM courses for educational institutions and other organizations, and has delivered training to assist corporations and other organizations to build/expand their internal IM capacity.

Selected Testimonials

Below are just a few of the many comments and evaluations we have received over the years:

Sheila's engaging, professional presentation was clear and relevant.

Great lecture, tremendous knowledge of the subject. I would take a class with her again anytime.

Sheila has real passion and understanding of the subject matter.

Relevant, good discussions and examples, very informative and useful. A great course!

Sheila provides real examples that are informational and beneficial to the subject matter.

Types of Projects

Some Past Topics



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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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