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certification

ARMA Canada conference pre-con: “The CRM or CRA: From Application to Certification and Examinations Parts 1-6”

Paula Sutton, the ICRM’s Regent of Legislation and Appeals, and I will present this pre-con on May 28th at the ARMA Canada conference in Toronto. Here’s the session description: Have you considered, or are you actively planning to pursue, a formal certification in the field of Records and Information Management (RIM)? Do you want to

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certification

UPDATE: RIM Professional Development White Paper

We substantially revised our RIM Professional Development in Canada: Records and Information Management Competencies, Positions, Education, and Certifications white paper which was originally published as a fall 2013 supplement to Carswell’s Records and Information Management service. In addition to updating URLs, publication titles, statistics, and fees if/as required, several sections of the white paper were significantly revised

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admissibility

Testifying in court as a RIM expert witness: An interview with Uta Fox, CRM

If you’re like me, you’ve likely read articles by or heard conference presentations from Records Managers in the US who have testified in court regarding their organizations’ RIM practices.  To the best of my knowledge, Uta Fox, CRM – the Manager, Records and Information @ the Calgary Police Service – is the first Records Manager to testify as an

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ARMA

Chucking Daisies

Chucking Daisies: Ten Rules for Taking Control of Your Organization’s Digital Debris (published by ARMA International in hard copy and PDF download) is a useful, inexpensive resource for educating IT, legal, risk and other professionals and line of business managers about fundamental R/IM principles and the imperative for any organization to effectively manage its ever-increasing volume of digital information. In just over 50 pages, the

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certification

RIM Professional Development White Paper from Ergo

The Fall 2013 supplement to Carswell’s Records and Information Management is a comprehensive guide to RIM professional development in Canada, authored by Sheila Taylor.  For those who don’t subscribe to this publication, the chapter has been republished as a white paper and posted on the Ergo website in our new  “Published Articles” section. The white paper is

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ARMA

An update on my IGP certification experience

I passed!  I’m an IGP for the next 3 years.  A list of the 56 inaugural IGPs is available here. Not sure yet what the recertification requirements will be since ARMA International is still finalizing them but see that the ‘My Certification’ tab in my online ARMA profile now shows a requirement for 25 hours with a CE cycle end date of December 31, 2013. 

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ARMA

The Information Governance Professional (IGP) Certification: My Experience . . . so far

As a consultant and educator, I’m often asked about information management certifications so I’ve been watching the development of the Information Governance Professional (IGP) certification by ARMA International (ARMA) with interest. According to ARMA, a certified Information Governance Professional “creates and oversees programs to govern the information assets of the enterprise.  The IGP partners with the business to facilitate

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communication

RIM shot — Finding the Humour in What We Do

(Please note: Some cartoons originally posted in this article caused some technical difficulties, so they have been temporarily removed and replaced with links. Hopefully we will be able to restore the original images soon.) I’m always on the look out for humourous cartoons to use in training materials and the Dilbert comic strip by Scott

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IM professionals

What Does Unstructured Information Cost?

Many organizations have vast accumulations of unstructured (and usually uncontrolled) information such as word-processed documents, spreadsheets, emails and social media content.  What does unstructured information cost an organization? Barclay T. Blair, President and Founder of ViaLumina, set out to answer that question and the following related questions earlier this year: Which kinds of costs should

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electronic records

Observations from The Canadian Institute’s Forum on Records Retention & Electronic Information Management

It was my privilege to co-chair this forum on Records Retention & Electronic Information Management from May 28-29, 2013 with Susan Nickle of Wortzman Nickle Professional Corporation. The Canadian Institute assembled an excellent group of industry experts to explore records retention and diverse electronic information management topics such as cloud computing, outsourcing data storage and processing,

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  • About the Author

  • Sheila Portrait
    Sheila Taylor
  • Sheila Taylor is a well known consultant, educator, speaker and writer with more than 25 years of experience in the information management (IM) field.

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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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