Timeframe

Session Description

Instructor

Session 1

Setting the Stage

·         Purpose of Recordkeeping

·         Information Management Definitions

·         Records Management Compliance Requirements

·         The goal and deliverables

·         Records Management Standard ISO 15489

·         DIRS/DIRKS Methodology

Workshop 1: Go Fish

Cindy Lafleche

Session 2

Understanding the Concepts and Terms

·         Three-Level Hierarchy (Functions, Activities and Subjects)

·         Development Differences

Workshop 2: Scramble for Benefits

Jo-Anne Holm

Session 3

Analyzing the Business Activity

·         Investigating your organization (Step A)

·         Identifying the business activities performed (Step B)

Workshop 3.1: Identifying Operational Functions

Workshop 3.2: Identifying (Circling) Business Transactions

Workshop 3.3: Developing a Business Classification Scheme

·         Determining the recordkeeping requirements (Step C)

·         Identifying resulting records

Workshop 4: Determining Recordkeeping Requirements

Jo-Anne Holm

Session 4

Putting It All Together

·         Corporate Recordkeeping Standard

·         Retention Schedules

Workshop 5: Building a Retention Schedule

·         Thesaurus

·         Keyword AAA

Cindy Lafleche and     Jo-Anne Holm

Session 5

Changing Your Ways

·         Clarification points

·         Roles and Responsibilities

·         Tips and Hints

Cindy Lafleche

Session 6

Function-Based Classification – Keeping it Right!

·         Evergreening

·         Reiteration of Points

Workshop 6: Hangman

Cindy Lafleche