Agenda

Timeframe

Session Description

Instructor

Session 1

Reviewing Functional Classification Principles and Business Classification Scheme (BCS) Development Methodology

·         Recap: ISO 15489 Records Management Standard and DIRS Methodology

·         Recap: Approaches to developing Business Classification Schemes

·         Recap: Types of analysis

·         Recap: Functions, Activities and Transactions

·         Recap: Recordkeeping Requirements

Jo-Anne Holm

Session 2

Assembling Documentary Sources

·         Review types of documentary sources

·         Prepare documentary sources for review and analysis

Jo-Anne Holm

Session 3

Identifying and Describing Operational Functions and Associated Activities and Transactions

·         Review process for identifying operational functions, activities and transactions

·         Review purpose of follow-up notes and cross-references

Workshop 1:  Reviewing and Marking Up Enabling Legislation to Identify Operational Functions

Workshop 2:  Reviewing and highlighting the Table of Contents on One Ontario Statute

Workshop 3:  Reviewing and Marking Up One Ontario Statute and Identifying All Activities and Business Transactions

Workshop 4:  Reviewing and Marking Up One Ontario Regulation and Identifying New Activities and Additional Business Transactions

Workshop 5:  Optional (if time permits) Reviewing and Marking Up Another Ontario Statute and Identifying New Activities and Additional Business Transactions

·         Discuss software options for developing Business Classification Schemes

Workshop 6:  Entering Terms and Descriptions, Follow-Up Notes and Cross References into software development tool

Workshop 7: Generating the Business Classification Scheme

Jo-Anne Holm

Session 4

Validating the Draft Business Classification Scheme

·         Discuss options for validation sessions including percentage of transactions to be validated

·         Identify function/ activity experts (subject matter) experts

·         Wrapping up - Discuss next steps

Jo-Anne Holm