Functional Classification 5-day Course - Ottawa / Toronto

Course Outline

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 Laflèche
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 Laflèche and Jo-Anne Holm
Session 5	Changing Your Ways Clarification points Roles and Responsibilities Tips and Hints	Cindy Laflèche
Session 6	Function-Based Classification – Keeping it Right! Evergreening Reiteration of Point Workshop 6: Hangman	Cindy Laflèche