Course Outline

Timeframe Session Description Instructor
Session 1

Setting the Stage

Workshop 1: Sounding Board

  • Purpose of Recordkeeping
  • Information Management Definitions
  • Records Management Standard ISO 15489
  • Records Management Compliance Requirements
  • The goal and deliverables
  • DIRS/DIRKS Methodology

Workshop 2: Go Fish

 Cindy Laflèche
Session 2

Understanding the Concepts and Terms

  • Three-Level Hierarchy (Functions, Activities and Subjects)
  • Keyword AAA
  • Development Differences

Workshop 3: Scramble for Benefits

 Cindy Laflèche
Session 3

Analyzing the Business Activity

  • Investigating your organization (Step A)
  • Identifying the business activities performed (Step B)

Workshop 4: Developing a Business Classification Scheme

  • Determining the recordkeeping requirements (Step C)
  • Identifying resulting records

Workshop 5: Determining Recordkeeping Requirements

 Jo-Anne Holm
Session 4

Putting It All Together

  • Corporate Recordkeeping Standard
  • Retention Schedules

Workshop 6: Building a Retention Schedule

  • Thesaurus

Workshop 7: Choosing Your Terms

 Cindy Laflèche and Jo-Anne Holm
Session 5

Classifying and Titling Records

  • Classifying records
  • Titling Folders

Workshop 8: Classifying Records and Titling File Folders

  • Titling Documents
  • Versioning

Workshop 9: Titling Documents

 Jo-Anne Holm
Session 6

Changing Your Ways

  • Clarification points
  • Roles and Responsibilities
  • Tips and Hints
 Cindy Laflèche
Session 7

Function-Based Classification – Keeping it Right!

  • Evergreening
  • Reiteration of Points

Workshop 10: Hangman

 Cindy Laflèche