2009 Spring Workshop Series

The New Information Management Skills II

Tuesday and Wednesday, May 12th & 13th, 2009
The Sheraton Ottawa - Ottawa, Ontario, Canada
150 Albert Street
Registration at 8:00 am
Workshops run concurrently from 8:30 am to 4:30 pm on both days

Conducting an IM Situational Analysis

Records and Information Management (RIM) programs are being re-examined by all types of organizations, big and small, regulated and unregulated, right across the country. Everyone has become more concerned with privacy, access, accountability, legal preparedness, business continuity, and many other organizational goals that RIM programs have traditionally supported. And of course organizations also want to continue improving performance and productivity. As a RIM practitioner or manager in your organization, how do you determine where change needs to be made to achieve the more demanding goals of your organization, and how do you document your analysis so that others accept and approve your action plan?

A Records and Information Management (RIM) situational analysis is a straightforward self-assessment that should be performed by RIM staff, in every organization, on a yearly basis, as a means of establishing legitimate goals and priorities, and as a means of seeking specific resources, for the coming year. However, most organizations perform no such regular review of their RIM program, and eventually suffer a crisis or unexpected failure, leading Senior Management to demand what went wrong. It is better, by far, to perform a situational analysis now, establishing the gap between your RIM program mandate and the actual practices in your organization, allowing you to predict failure and prevent it before it occurs.

Simply put, the performance of a situational analysis allows you to align your technical resources, information resources, human resources, and financial resources around the organization’s business actual RIM needs.

In a highly interactive setting, join Scott Procter, MA, PEng., a leading RIM business analyst, in laying out a complete situational analysis methodology, with sample documents and dozens of helpful illustrations and anecdotes. Specifically, this workshop will address:

Establishing the RIM goals of your organization
Gathering support for and scheduling RIM interviews and other research
Conducting RIM interviews
Documenting the situational analysis:
- Expressing your observations
- Preparing related recommendations
Organizing recommendations into an action plan

By the end of this full-day workshop you will be able to perform your own situational analysis and will be able to use it to achieve your RIM goals. Don’t miss this unique opportunity steal work away from a consultant!

About Your Workshop Facilitator

Scott Procter is an independent Records and Information Management (RIM) consultant with over 20 years experience assisting clients in conceiving, planning, promoting and implementing RIM solutions of all kinds. He is has conducted studies for virtually all federal government departments, in addition to municipalities, institutions and private companies both large and small. His professional practice focuses on the determination of RIM-related business requirements, the design of RIM procedures, business rules, classification schemes and other tools, as well as the implementation of EDRMS software products.