Strategic Planning for Records and Information Management Professionals — May 3, 2013 — Charlottetown, PEI

I will be returning to Charlottetown, PEI on May 3, 2013 to present “Strategic Planning for Records and Information Management Professionals”.  The event is being organized by the ARMA PEI chapter.  You can read more about the event on their website.  Here is a short description:

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Implementing a strategic plan provides direction and momentum, prioritizes activities to make the most of limited resources, and raises the visibility of Information Management. But if you don’t plan to measure the performance of your Information Management strategy, how can you ensure it delivers the promised results? Speaker Sheila Taylor, CRM, shares her extensive knowledge on the Information Management strategic planning process.

After attending this interactive session, you’ll be ready to:

  1. Apply the steps in the strategic planning process to draft an information management strategic plan for your organization.
  2. Differentiate between a strategic plan and an operational plan.
  3. Recognize the importance of measuring information management strategy performance.
  4. Develop and implement performance measures to support the successful implementation of an information management strategy.


You can download the full brochure and registration form or contact the ARMA PEI Chapter by email for more information.

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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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