Strategic Planning & Marketing for IM Professionals – December 4 – Calgary

Join me at this full day ARMA Calgary Chapter event on strategic planning and marketing for information management (IM) professionals.

The morning session will explore the strategic planning process, including how to set and measure objectives.  The afternoon session will focus on one of the key challenges in achieving those objectives — obtaining compliance and buy-in through effective marketing and communications.  Both sessions will be interactive, including small group exercises and discussion.

For a detailed session descriptions, please visit ARMA Calgary Chapter.   And to register, please visit the Chapter’s registration site.



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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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