IM Strategic Planning Workshop – ARMA Toronto Chapter – November 14, 2012

Join me on November 14, 2012 from 9 am – 12 noon when I’ll present a “Strategic Planning for IM Professionals” workshop for the ARMA Toronto Chapter.

This workshop will address the steps in the strategic planning process: 1) analyzing the current situation, 2) creating a long-term vision, and 3) developing a practical, incremental strategy to manage objectives, tactics, responsibilities and timelines.

It will also address how you can build performance measures into a strategic plan to ensure your IM initiatives will deliver the intended results and provide an opportunity to correct any problems before they have a major impact.

For more information, please visit the ARMA Toronto Chapter website.  To register, please visit the ARMA Toronto registration page.

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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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