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records disposition

New Paper – Records Retention Scheduling II: Retention Schedule Development

Sheila Taylor’s latest chapter, “Records Retention Scheduling: Retention Schedule Development”, was published in the June 2021 supplement to Carswell’s Records and Information Management subscription-based service. This is the second of three chapters on Records Retention. What’s the chapter about? This chapter address records retention schedule development, including the research of legislated records retention and broader

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October 16, 2021 No Comments
records disposition

New Paper – Records Retention Scheduling I: Terminology and Concepts

Sheila Taylor’s latest chapter, “Records Retention Scheduling: Terminology and Concepts”, was published in the November 2020 supplement to Carswell’s Records and Information Management subscription-based service. What’s the chapter about? It introduces records retention scheduling terminology and concepts, illustrates how records retention scheduling is records and information management best practice, highlights the benefits of records retention

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February 17, 2021 No Comments
disaster recovery

Forum on Records Retention & Electronic Information Management — May 28-29, 2013 — Toronto

On May 28 and 29, Susan Nickle, co-founder of Wortzman Nickle Professional Corporation (an e-discovery law firm), and I will co-chair The Canadian Institute’s Forum on Records Retention & Electronic Information Management.

The forum is designed to provide records and information management (RIM) professionals and in-house legal counsel with innovative risk management strategies to manage and enforce records retention policies. 

In addition to co-chairing duties, I will be presenting on the topic “In-Depth Strategies to Mitigate the Risk of Your Records Retention Policy Being Terminated at the Implementation Stage” (May 28, 10:00 am).

 Mention my name when you register and you will receive an additional $200 discount.

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May 24, 2013 No Comments
collaboration

Internal Social Collaboration: More Records to Manage

I’ve been reading a lot recently about social media and collaboration tools and came across an interesting article in a Harvard Business Review blog (HBR Blog Network) about social collaboration within organizations. Brad Power, a consultant and researcher on process innovation, recently published an article entitled “How Collaboration Tools Can Improve Knowledge Work” which discusses the benefits of internal,

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February 5, 2013 No Comments
electronic records

‘Unknown’: A New Category of Records

I attended second thought-provoking presentation at last week’s Infonex seminar, Managing E-records in Canada’s Public Sector, in Ottawa. In his presentation, “Defining and Implementing a Practical, Real-Life Information Governance Plan (IGP) for your Organization“, Bruce Miller (President, RIMtech) covered numerous topics such as policies, roles and responsibilities, change management, and performance measurement for electronic document and records management systems (EDRMS)

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January 28, 2013 No Comments
ARMA

Good RIM practices: A key ingredient for e-discovery

Records and information management (RIM) professionals know the many benefits of good RIM practices.  They also know that benefits such as fast, efficient information retrieval and the on-time and secure disposition of valueless records are particularly important for organizations preparing for civil litigation. The importance of good RIM practices to successful electronic discovery (e-discovery) in civil litigation is reinforced

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December 13, 2012 No Comments

  • 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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    • Ergo Information Management Consulting provides product-independent advisory services to assist organizations in managing and controlling their 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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