M14 Enterprise Records Management: Yes, It Really Is Possible! (case study)

Marcia Douglas, CDIA+, ERMm
Senior Manager, BearingPoint

Justin Kennedy, EMMm, ERMm, IOAs
Electronic Records Specialist, Petro-Canada

Moving beyond traditional records management (paper-based programs) requires innovative thinking and judicial risk taking.

Determined to create a truly enterprise RM Program inclusive of all content across the company, Petro-Canada will detail its experiences and challenges in defining the program’s vision, obtaining executive support, designing the solution and staging the enterprise deployment. This case study will illustrate that enterprise records management really is possible!

M24 Preparing for the CRM Examination, Parts I - V

Christine Ardern, CRM , FAI
Principal Consultant, The Information Management Specialists / Entium Technology Partners

Designed for RIM professionals who are interested in taking parts I to V of the Certified Records Manager ( CRM) examination, this session will provide a high level overview of the history and benefits of professional certification in the RIM industry, discuss the role of the Institute of Certified Records Managers (ICRM) and explain the exam application process.

The session will also identify tools for self-assessing exam readiness and, focusing on parts I to V, provide tips on assessing readiness to take the exams. Through a series of sample questions and answers, participants will be given insights into preparing for the exams.

T14 RM 101 – So You Have a Records Retention Schedule, Now What?

Robert W. Dalton, CRM
Principal, Dalton Consulting

New regulations, the threat of audits and the increased use of e-discovery have made organizations review their document management and destruction policies.

This presentation will examine methods used to assist in the initial review of records in storage (internal and external to the organization) to determine their eligibility for destruction and ensure the documents are destroyed on a timely basis that will meet legal compliance.

T24 Cameco’s Classification and Records Retention Schedule (CARRS) – The Road to Success (case study)

Rachel Larson, ERMm
Co-ordinator Records Management, Cameco Corporation

This case study explores how the classification and records retention schedule was designed, how it is being developed through retention meetings, and the process being used to implement it across the corporation including examples of file conversions. Reference will be made to the gathering of vital records information during the meetings. Tips and tricks will also be shared.

T34 Preparing for the CRM Examination, Part VI (workshop)

Margaret Russell, CRM
Information Specialist, Imperial Oil

Sheila Taylor, CRM
Principal, CONDAR Consulting Inc.

This session will assist you to prepare for and write Part VI of the Certified Records Manager ( CRM) exam by providing an overview of Part VI, discussing exam-taking techniques, and explaining the grading process.

Because CRM candidates are often overwhelmed with the process of writing case studies, this session will also provide an opportunity for each participant to practice writing a 40-point case study. The session will conclude by identifying the elements the graders would have been looking for in the case study response.

Participants may write their case study in long-hand or on a laptop. Note: ARMA Canada will NOT provide laptops. Please bring a laptop if you don’t want to write your case study in long-hand.

T44 Preparing for the CRM Examination, Part VI (workshop)

W14 Information Management and Access and Privacy – Pieces of the Puzzle

Renée Pendergast
Manager – Access to Information and Protection Office, Government of Newfoundland and Labrador

The spirit and intent of access and privacy legislation is to build public trust in our governments, and information management (IM) is a core piece of that puzzle.

This session will examine how a good IM strategy will increase compliance with access and privacy legislation, how to develop IM policies that ensure personal information is kept secure and protected as required by legislation, and how records management can increase public confidence while also allowing public bodies to be more open and transparent.

W24 Implementing and Managing Contracted Destruction

Uta Fox
Supervisor – Compliance and Training, Calgary Police Service

Records management textbooks discuss the importance of disposing of records which are authorized for destruction but the “how to” of the actual destruction process is usually not addressed.

This presentation will focus on the destruction of physical and mixed media by exploring the importance of a records destruction policy, the security of records awaiting disposal, the criteria for selecting a destruction vendor, and the quality control and auditing of destruction processes. The presentation will also include a review of current Canadian and US legislation in terms of records destruction.