Managing Information in the Public Sector - Meeting the Challenge

This session will look at implementation issues associated with EIM. In particular, the focus will be upon:

• Issues and steps involved in planning and preparing for EIM implementation
• Technical, organizational and operational requirements when planning for EIM implementation
• Development of tools for developing and implementing EIM preparation/rollout strategy
• Issues around behaviours, processes and infrastructure that may need to be addressed when implementation is imminent
• Senior management’s role in leading EIM rollout, establishing governance and reporting regimes

Robyn Finley
DART Project Manager
Ministry of Municipal Affairs and Housing

Robyn Finley is a certified Project Management Professional who has been managing projects in the Public Sector for over 5 years. In October she began working on the Document and Records Transformation (DART) Project as the Project Manager. Robyn has been working with the Cluster and the Ministry to establish a project plan for the implementation a Records and Document Management System within all the branches of MMAH.

As public sector organizations face exponential growth in their information holdings, they need to begin considering new ways to find, retrieve and manage their information. This session will look at methods that help to make information searchable and, more importantly, findable. The session will emphasize strategies such as tagging, paying attention to metadata, accurate subject labelling, document naming, etc., used in conjunction with software tools, rather than a reliance only on the tools themselves.

Lindsay Fraser
IM Practice Lead
Systemscope

Lindsay Fraser is Principal and Practice Lead for IM at Systemscope. Ms. Fraser has been providing clients with e-enabled business and IM solutions since the birth of the Internet. Much of her work in recent years has been focused on strategic IM projects, including documentation of critical information organizing mechanisms for the Canadian federal government, development of departmental IM policies and instruments, articulation of departmental EDRMS business rules and requirements, records management renewal activities and more.

Discovery defines Knowledge Ontario’s approach to disseminating information. KO adopts and delivers new technologies and services through collaborative partnerships - we help make information accessible and easily discoverable (including over 20,000 government documents). In this session a number of aspects will be addressed, including:

• Why Knowledge Ontario was developed and its role in making information available to a diverse audience;
• Bringing together different communities of interest (libraries, cultural heritage organizations, educational institutions, etc);
• Services that Knowledge Ontario provides – such as virtual reference, digitization toolkits, discovery services, etc…
• Challenges faced in getting KO up and running, and how those were overcome

Loren Fantin
Project Manager
Knowledge Ontario

Loren Fantin is the Project Manager for Our Ontario, a Knowledge Ontario project that focuses on Ontarians discovering and sharing our culture, our history and our stories in the networked world. Our Ontario digital services technology includes an innovative discovery portal and, along with other digitization projects, is now in the third year of production. Her prior professional experience has been in the archival sector, mainly with the Archives Association of Ontario in developing ARCHEION, Ontario's archival information network. Loren is committed to sustainable digitization initiatives that lead to greater access to our collections by end-users. Her passion is for the democratic possibilities of discovery – harnessing new technologies in the friendliest, clearest, and most exciting ways.

Loren is a graduate of the University of Toronto with a Masters in Library and Information Science, and as an Adjunct Professor has taught courses on online descriptive tools. She serves on the Technical Committee for Alouette Canada (now Canadiana).

How are you going to promote the benefits of Information Management? How can you empower employees to control their information so that risk issues and concerns are reduced? How do you promote good habits for managing information resources? At the Federal Government level, Treasury Board Secretariat (TBS) is implementing an enterprise wide strategy on Information Management. To be successful, the Strategy outlines the need for a change in culture across the government. Awareness is a critical technique for enabling this change. As such, TBS is creating an IM Awareness Tool Kit.
In this session you’ll get a sneak preview of the TB IM Awareness Tool Kit; you’ll see how an awareness kit can be positioned with an IM Outreach and Engagement plan. Ultimately, you’ll see why it is important to adopt a new approach to promoting the business of IM.

Trevor Banks
Manager, Governance & Community Relations
Information Management Division - CIOB
Treasury Board of Canada Secretariat

Trevor Banks has been involved in the field of IM since joining the Government in 1995. As part of his work at Health Canada, Trevor was involved in launching the IM Awareness sessions. This project included being the lead in the production of the video IM Extreme Make Over. Recently, Trevor was the Manager of IM Policy at Privy Council Office. Among his successful endeavours there, was the co-production of an orientation session that demonstrated a partnership between the Library and other IM groups. Trevor has now taken all his lessons learnt on how to explain, teach and present IM to his current post as Manager of Governance & Community Relations at Treasury Board Secretariat.

Enterprise Information Management systems fundamentally change the way people interact with information. This fact is often misunderstood or ignored in project planning. Despite expert project management more than 70% of major change initiatives fail to meet their objectives hence return on investment never materialises. This causes senior management to question any future investments in IM systems. Helping people transition to new ways of working is critical if resistance to change is to be conquered and anticipated benefits realized.

In this breakout session participants will hear lessons learned in EIM systems in Federal Government departments and gain insights into the reasons people resist change.

Francois Lizotte
President
François Lizotte Consulting Inc.

François Lizotte is a Change Management Consultant and President of François Lizotte Consulting Incorporated (FLCI). For over ten years, he has successfully led organizations through complex organizational and technological changes. He brings more than twenty years of managerial experience in the public, private and non-profit sectors, including eleven years with in the OPS. He is a certified instructor in the William Bridges model on Change and Transition. He understands the human factors that must be considered for change initiatives to be successful and proposes strategies to ensure that projects succeed and deliver expected returns on investment.

A look at the strategic and business value of EIM from the perspective of senior management. Topics to be explored include a general overview of how EIM can transform business processes, support improved service delivery and collaboration; senior management’s role in leading / championing EIM and the change management process required to ensure information management practices are well-established and monitored; lessons learned.

Pam Skinner
Assistant Deputy Minister
Ministry of Municipal Affairs and Housing

Pam is the Chief Administrative Officer and Assistant Deputy Minister of the Business Management Division in the Ministry of Municipal Affairs and Housing. As CAO, she is responsible for oversight of ministry corporate processes, controllership and business support services to the ministry and its agencies, boards and commissions, including legal services, human resources, information technology, audit, corporate projects and policy coordination, finance and administration. Her division also addresses complaints about offences under the Residential Tenancies Act, 2007. In her role as CAO, she is the executive champion for the project implementing Enterprise Information Management across the entire Ministry in partnership with the Office of the Chief Information and Privacy Officer.

Pam has a career that spans over 30 years in the Ontario Public Service, which began with the (then) Ministry of Correctional Services. Following 12 years working in correctional institutions, she took on roles in the development and delivery of staff training programs, delivery of internal consulting services in organizational development; change management and team enhancement, followed by various roles in corporate services of the Ministry of Community Safety and Correctional Services. As Director of Finance for the Ministry, Pam led the use of EIM to manage the development of the ministry’s annual results-based plan across multiple program lines and regional locations. Prior to assuming her role as CAO of MMAH, Pam spent time as a Policy Director at the Ministry of Children and Youth Services where she fulfilled a key leadership role in the areas of child and youth mental health, residential services and aboriginal children and youth.

Pam has a degree in Theology and Education from Tyndale Seminary, and a degree in Psychology from the University of Waterloo.

Since March 2006, Alex Bezzina has been the Assistant Deputy Minister (ADM) of the Ministries of Community and Social Services and Children and Youth Services. In this role he has responsibility for the delivery of social assistance as well as the funding and oversight of programs and services delivered through community agencies that serve the needs of vulnerable children, youth and adults.

Previously, Alex was the ADM, Human Resources Strategy and Policy Division in the Ministry of Government Services. In this role, Alex was instrumental in providing leadership for the development of enterprise-wide human resources policies and strategies.

As Director Special Education Policy and Programs Branch in the Ministry of Education, Alex worked across the ministry and with other ministries and school boards to develop approaches to service coordination for children with special needs. Alex also had a senior manager role at the Ministry of Health and Long Term Care.

Prior to joining the public service in 1999, Alex had extensive experience in the non-profit sector where he held a number of leadership roles in agencies that delivered services to persons with disabilities

Many new information products are "place-based" - meaning that geographic locations are added to other data to produce new information services - such as GoogleEarth and other location-finding services. These exciting new information services are enabled through the development and adoption of information and data standards, especially the correct use of Metadata. Recently a North American Profile (NAP) of the international spatial metadata standard (ISO 19115:2003) was developed by experts from both Canada and the United States, with discussion with Mexico, Ontario being one of the three Canadian representatives. This presentation describes place-based information services and their close connection to Metadata management. It provides a practical overview of NAP and the respective roles that users and, more significantly, managers, will be expected to play in managing geospatial Metadata in Ontario. In addition to serving as a primer on geospatial metadata, this presentation explores the development and content of NAP as an example of how good Information Management practice can bring parties together successfully at the international level.

Raphael Sussman
Coordinator - Land Information Ontario
Ministry of Natural Resources

Raphael is a professional Geographic Information Systems (GIS) Manager, Urban and Regional Planner, Landscape Architect, Project Manager, and Ontario Land Surveyor. He worked for many years in municipal government, specializing in Enterprise Architecture, Information Architecture, and GIS, and now coordinates Land Information Ontario.

A comprehensive EIM Framework is needed to integrate the management and usage of electronic and paper based information assets in support of the RCMP mandate. The objective of our EIM Framework is to maximize the value of information and use it to strategic advantages. The EIM Framework consists of current and long-term initiatives facilitating continuous and sustainable improvement to information management based on the dynamic needs of the organization.

• IM Standards
• IM Policies
• IM Governance and Support
• IM Quality Cycle
• IM Services

The EIM Framework is to affect a culture change to value information as:

• Trustworthy
• Corporate assets
• Valuable services

The presentation will also examine the strategic and the tactic means to ensure that the EIM Framework will be successful - The 3 Rs in commitment, the 3 Ss in process, and the 3 Ps in implementation.

James Tam
Director
Information Management Branch, RCMP

The incredible scale of digital cultural heritage and volatile character of digital objects and technology places Canada’s digital memory at risk. A strategy for capturing our digital history and providing perpetual access to it is one of the major challenges we face. Library and Archives Canada has embarked on a multi-year development project to establish a reliable and integrated digital preservation infrastructure through which our digital documentary heritage can be identified, collected, managed, preserved and accessed. Based on the Open Archival Information System Reference Model (OAIS) http://public.ccsds.org/publications/archive/650x0b1.pdf and Trustwory Repositories Audit and Certification (TRAC) http://www.crl.edu/content.asp?l1=13&l2=58&l3=162&l4=91 we are implementing new policies, global standards, organizational re-focus, new workflows, tools and an enterprise Trusted Digital Repository.

This session will provide an overview of the implementation process underway.

Pam Armstrong
Manager, Digital Repository Services
Library and Archives Canada

Pam Armstrong is the Manager of the Digital Repository Services and Standards Office at the Library and Archives Canada and Business Lead of the development of the Trusted Digital Repository Project. Pam oversees individual projects such as Archiving the Canadian Web, Legal Deposit for Electronic Publications, Government Electronic Record Transfer and LAC Digital Preservation Standards. Pam has represented LAC on various national digital initiatives such as AlouetteCanada and Archives Canada. Pam represents LAC on international digital preservation initiatives and she is currently Chair of the Steering Committee of the International Internet Preservation Consortium.

Function based classification systems (developed and implemented using the DIRS Methodology and the in-depth analysis of business activity) are based on a sound understanding of the organization's business environment, legal needs and organizational requirements. A true function-based hierarchical classification structure is not a taxonomy. Correctly developed function-based classification systems are logical, easier to sell and, lastly, stand the test of time!

Jo-Anne will share her extensive experience with researching and developing function based classification structures - what worked well, what didn't work so well, and the absolutely "must do" development and post-maintenance steps.

Jo-Anne Holm
President
Jo-Anne Holm Consulting

Jo-Anne Holm is a Records Management Consultant who has over 30 years Records Management knowledge and expertise. Having completed the DIRKS training in New South Wales, Australia, Jo-Anne specializes in researching, designing and implementing function-based records/keyword classification systems including Thesaurus development and appraisal and disposal systems using functional methodology. Jo-Anne thoroughly enjoys communicating on the logic of function-based records control, appraisal and disposal – it makes so much sense to link records to the organization’s business activity.

Jo-Anne worked as a Records Management Analyst in the late 1970s and as a Records Management Consultant and trainer in the early 1980’s with the Alberta Government’s Records Management Branch. From 1984 to 1995 she taught records management, business writing, and other courses at a post secondary institution. She has been operating her Records Management consulting business for 13 years which has exposed her to many different projects with clients from all levels of government and the private sector including extensive work with the Federal Government. Major projects involving the analysis of business activity and the development of business classification schemes have been undertaken with Health Canada, Public Health Agency of Canada, and Indian and Northern Affairs.

Too often, new software tools are procured and implemented without consideration as to whether or not they are user-friendly for those who need to use them at the desktop. This session will discuss the importance of paying heed to usability – and not only functionality – when selecting EIM-related tools, and the perils of ignoring “real-life” user requirements.

Sandra Cifani
Information Management Specialist
Office of the Chief Information and Privacy Officer
Ministry of Government Services

Sandra undertook the Enterprise Information Management Business Architecture for Checkpoint 1 (Acquired Solutions) shortly after arriving at OCIPO. In her role as an Information Management Specialist, she was able to lead the business architecture team from the high level business context to the details of the workflows.

The business architecture was used to support the development of requirements for the Request for Proposal that was issued in October 2008. As a fervent champion of business architecture from the business area, Sandra ensured the business architecture was given the appropriate attention as it was being developed. Whenever there was a question or issue about the way OCIPO did business, Sandra had the answer or knew the person to contact to get the answer.

Sandra was an asset to the project and a key enabler of the business architecture. The business architecture team found working with her a rewarding challenge.

In support of the Ministry of the Environment (MOE) mandate to protect Ontario’s air, land and water MOE collects and maintains information regarding the overall health and potential impacts to the provincial environment. Much of this information that is collected relates to specific industrial and commercial operations (both past and present) in the province of Ontario. This information is of high value to Ontario business – particularly those businesses which are engaged in property redevelopment and sale.

The presentation will focus on providing an overview of the Modernizing Property Information (MPI) project including:

• The drivers/opportunities for change
• Overview of the staged implementation plan
• Successes to date
• Hurdles and challenges
• Stakeholder interest, and
• Project alignment with other government/ministry IM initiatives.

Audience members will gain an understanding of how the MOE is positioning itself as a government leader in creating, managing and sharing property information.

Michael Maddock
Project Lead
Modernizing Property Information
Ministry of the Environment

Michael Maddock joined the Information Management and Access Branch (IMAB) at the Ministry of Environment (MOE) in February 2008 as the Project Lead for Modernizing Property Information.

Michael began his Public Service career in 1995 with the federal government as an environmental officer with Public Works and Government Services Canada and subsequently with Environment Canada. Michael joined the MOE in 2001 as a Learning and Development Consultant in the Human Resources Branch. Since then Michael has worked in successively demanding roles as a Team Lead, HR manager, and Deputy Minister's Executive Assistant prior to joining IMAB.

Michael has an Honours Degree in Environmental Studies from the University of Waterloo.

What are the jobs in IM? What skills will I need? How do I get the skills? In this session you will:

• Learn what skills are mot-needed by today’s knowledge worker
• Gain an understanding what IM-related jobs in the OPS require those skills
• Learn where one can receive training in those skills

Janet De Guzman
Delivery Program Manager, Ontario Public Sector
Open Text Corporation

Janet is Program Manager for Ontario Public Sector at Open Text. In this role she is responsible for the successful delivery of all Open Text services engagements for our public sector clients in Ontario including: municipalities, Government of Ontario, agencies, boards and commissions. Prior to joining Open Text Janet was the Team Lead for CGI’s GTA Information Management Practice. Janet is a frequent speaker at ECM and IM conferences and education events. Janet also teaches the Information Management Analysis course in the Information Management Certificate Program at the University of Toronto iSchool Institute, Faculty of Information.

Deirdre is Manager, Office of Information Management at the Legislative Assembly of Ontario where she oversees a team of information professionals responsible for information standards and policies, business and user research to support information product and service development, and the Assembly’s corporate information resources. Deirdre brings over 25 years’ experience as an information professional in the private and public sector. She is an experienced instructor who has taught for several years in the former Information Management certificate program. As co-director of the current IM program she was instrumental in researching and designing the new package of course offerings. Deirdre was awarded the 2008 Outstanding Teaching Award at the Professional Learning Centre, Faculty of Information, University of Toronto.

This presentation is aimed at informing members of the OPS about electronic records management and the opportunities that are available through internal consultancy services in the Ministry of Finance to assist them in navigating these approaching challenges:

1. Electronic Records and Electronic Records Management
2. Digitised Records and Enterprise Information Management (EIM)

An overview of the following Revenue Operations and Client Services Branch (ROCSB) consultancy and implementation services related to EIM rollout will be discussed:

• Imaging and Data Capture services (including Backfile Conversion, Image on Demand, Forward Conversion, and Electronic Document Workflow)
• EIM Consultancy (including Records Management and liaison with the Archives of Ontario; Development of Classification Schemes/Tools to enhance Search and Retrieval; Business Continuity Planning; and Project Management)

Babita Ramlal
Group Manager - Enterprise Information Management Unit
Ministry of Finance and Revenue

Babita Ramlal is the Group Manager of the Enterprise Information Management Unit of the Revenue Operations and Client Services Branch of the Ministry of Finance and Revenue. Before her position at the Corporate and Quality Services Division, Babita worked in the Records and Information Management Unit of the Ministry of Health and Long-Term Care.

Her work in Information Management for the OPS began with the Ministries of Energy and Public Infrastructure Renewal in 2005. However, she has spent twelve years in various public sector IM positions and currently sits on several OPS IM committees, including the Information Management Advisory Committee (IMAC).

Babita holds a BSc. in Industrial Management, a Masters degree in Library and Information Sciences and is a certified Project Management Professional (PMP). She is also a member of AIIM, ARMA International, IPAC and the Indexing Society of Canada.

Sheila Vanderlinde is the Senior Project Manager in the Business Solutions Team of the Revenue Operations and Client Services Branch at the Ministry of Finance. Following the Project Management Body of Knowledge (PMBOK) principles and practices Sheila has delivered sustainable solutions in Payment Processing and Document Imaging for over 20 multi-jurisdictional clients including the Federal Government. Sheila has over 15 years professional experience in leading complex projects including strategic, conceptual, detail design and content management related to image based financial and document processing. She is a recognized leader in relationship management, change management and team building in the OPS. Prior to her current position Sheila managed in house and corporate Quality and Telephony projects of the Ministry of Revenue Call Centre. She is a member of PMI, AIIM and TAWPI.

Lijuan Yu is the Senior Coordinator, Archival Electronic Records with the Archives of Ontario. Prior to her current position, she created and led the records management program at Siemens Canada Limited. Her areas of specialties are electronic records management and digital preservation.

With a focus on Information product planning this session will examine various information management considerations when employing web2.0 technologies:

What are unique challenges when creating we3b20 information products?

What is information product planning, and how can program areas make their information usable and available through Web 2.0 technologies?

How can current information management approaches be adapted to the new technologies such as wikis and blogs i.e. classification lifecycle management?

Peter Cowan
Director - Enterprise IM
Natural Resources Canada

Peter Cowan is Director of Enterprise Information Management at Natural Resources Canada (NRCan). He has been instrumental in implementing social and collaborative technologies in the department, the first of which was a wiki for use by all employees in October 2007. Peter continues to champion the use of social collaboration tools at NRCan as a way to change the culture of the department to a more open, collaborative and integrated knowledge organization. Peter has been involved in building websites and implementing information management solutions for the past 12 years. He played a key role in the launch of the Canada site - business component, he also lead the acquisition of the Government of Canada's portal, content management, and search solutions. Peter has a Bachelors degree in Philosophy and a Masters in Public Administration.

A run-down of lessons learned from successful and failed enterprise information management system implementations. Come laugh at mistakes too improbable to be real and appreciate successes of experiences lived through practical implementations. This session is an amalgamation of case-studies and is meant to be interactive and somewhat humorous along the way.

Alex Benay
Director - Customer Enablement
Open Text Corporation

Alex has close to 10 years of experience in the information management domain, ranging from policy and program management to solutions development and implementation. Having spent the first eight years of his career in the Canadian Federal Government in such organizations as Library and Archives Canada, Natural Resources Canada, and the Canadian International Development Agency as Director IM. Alex is now responsible for ECM developments in the Government of Canada as well as the provincial governments of Québec and the Maritimes.

Using a real-world example, we will explore how information management planning can be used to create and support program outcomes. The session will help you:

• Define information management planning in the context of existing program objectives;
• Develop and work with an information management planning model;
• Manage IM Planning activities across projects and programs;
• Track planning, activities, and reporting; and,
• Identify and work with critical success factors for consistent IM planning outcomes.

After this session you should be able to use the IM Planning tool, adapt it to program area interests, identify performance metrics, and support reporting on IM activities.

Stuart Bailey
IM & Privacy Strategist
Ministry of Finance and Revenue

Stuart Bailey is currently the Information Management & Privacy Strategist with the Central Agencies Cluster in the Government of Ontario. Stuart's main work includes helping clients understand their own information problems better so they can identify and achieve positive outcomes in support of programmatic goals. He holds a Cultural Studies/Philosophy undergraduate degree from Trent and a Masters of Information Studies from the University of Toronto.

Topics of micro-sessions will be pre-identified on Day One of the conference, with the possibility of an additional “write-in” topic. Conference attendees will have the opportunity to sign up and determine the roster of micro-sessions; only those micro-sessions which exhibit a demonstrated level of interest will take place.

While concurrent micro-sessions will take place with some facilitation, the intent is for discussion during these sessions to be less formal, with an eye toward discussing topics of relevance to the IM community. Topics may be outgrowths of sessions already addressed in the conference program, or they may be topics which are not represented in the conference agenda.

Public and private sector companies are now beginning to communicate through new content vehicles such as blogs, wikis, forums, chats and social networking sites. But what are the risks and rewards that the business can expect? Where does the Records Manager fit? Why should Web 2.0 matter inside the public sector?

This session will outline the specific Web 2.0 technologies and tools and give real-world examples of how such tools have been used successfully to bridge people, content and business processes in distributed and decentralized environments, as well as discussing the risks of such tools when used in an unsanctioned and unmanaged fashion.

Attendees will come out of this session with a better understanding of what Web 2.0 means, and its possible implications for legal/FOIA/ATIP discovery, records capture and corporate memory preservation.

Cheryl McKinnon
Director - Program Management
OpenText Corporation

David Tallan
Manager, Stewardship & Web Portfolio
Office of the Corporate Chief Strategist
Ministry of Government Services

As manager of e-Government Stewardship and the Web for the Ontario government, David Tallan is responsible for the Ontario.ca website and for providing standards and guidance to the Ontario Public Service web community. An important part of that is guidance on how best to leverage emerging web technologies. When he first tried the web, it was limited to the CERN server and the "www" browser. He's been providing access to government information and services over the Internet since 1993. While he may not be a "digital native" he's certainly an early settler on the web frontier.

Collection of Information is an art. Ask the right question to get the right answer. Error rates for information collected by poorly designed and developed forms and e-forms can seriously hinder the delivery of services to the individual and to businesses.

The Forms Management discipline in the Ontario government has been influential in shaping the development of forms policy and information collection across the U.S. Canada and India. They are leaders in the field of forms and e-forms development and standardization. This unit has developed tools to collect and distribute not only forms and e-forms but the metadata associated with over 9,000 Ontario government forms. These tools have contributed to a number of Ontario government agendas and initiatives such as: the green agenda, modernization, accessibility, “Open for Business”, etc.

We invite you to join us in this information session and in a fulsome discussion on how these best practices and tools can influence your organization’s information management strategy.

Nella Puntillo
Senior Manager - Forms Management Services
Ministry of Government Services

This session will examine the planning and decision criteria involved in implementing EIM across the OPS. In particular, the session will look at:

• Planning considerations involved in EIM preparations
• Criteria necessary for EIM adoption within a program area
• The process required for program areas to apply for EIM implementation

Muriel Petersen
Manager, Business Planning
Office of the Chief Information & Privacy Officer

Muriel Petersen is the Manager of Business Planning in the Office of the Chief Information & Privacy Officer (OCIPO), Ministry of Government Services (MGS). Muriel is the management lead for Ontario’s Enterprise Information Management (EIM) Strategy and the Information Security and Privacy Classification policy.

Previously she spent 5 years as the Manager of Security Policy in Corporate Security Branch within MGCS. She has an extensive background in information security and risk assessment - fundamental components of an Enterprise Information Management strategy

Sandra undertook the Enterprise Information Management Business Architecture for Checkpoint 1 (Acquired Solutions) shortly after arriving at OCIPO. In her role as an Information Management Specialist, she was able to lead the business architecture team from the high level business context to the details of the workflows.

The business architecture was used to support the development of requirements for the Request for Proposal that was issued in October 2008. As a fervent champion of business architecture from the business area, Sandra ensured the business architecture was given the appropriate attention as it was being developed. Whenever there was a question or issue about the way OCIPO did business, Sandra had the answer or knew the person to contact to get the answer.

Sandra was an asset to the project and a key enabler of the business architecture. The business architecture team found working with her a rewarding challenge.

A priority for any government is to ensure that services, products, and required interactions are accessible to everyone. The Ontario Government is striving to become a leader in accessibility by 2025 and introduced the Accessibility for Ontarians with Disabilities Act (AODA) in 2005 to achieve this goal. This session will provide an update on implementation of the AODA with a focus on considerations, issues and directions relevant for information managers to support this desired outcome. Included in the session are the following topics:

• Principles of accessible information and communication
• Accessibility as a core Information Management principle, needing to be accounted for in information planning activities
• The need for accessibility can drive how an organization develops information products
• Overview of the Customer Service regulation developed under the AODA with a focus on information management requirements
• Future accessibility considerations for developing information products

Linda Markowsky
Manager of Compliance Assurance Unit
Accessibility Directorate of Ontario
Ministry of Community and Social Services

Linda has created a diverse career working to "make a difference" by managing, communicating and leveraging information. She joined the OPS ten years ago as a Change Management Consultant for the OCCIO where she set up the first enterprise-wide content managed website to support communication across the newly created I&IT Clusters. She has worked with the Ministry of Environment and in her current role as Manager of Compliance Assurance in the Accessibility Directorate of Ontario in MCSS to find ways of creating, tracking, communicating and distributing information related to compliance with regulations. Before coming to the OPS she worked as an independent consultant, writer, researcher and speaker advocating for access to justice, justice reform and greater understanding and prevention of violence across our society through policy change, community development and more strategic and meaningful information and knowledge management.

Learn, through a model case study, how information management requirements such as Business Rules, Threat Risk Assessment requirements, Privacy Impact Assessment requirements, Quality Level Matrices, and Supplementary Requirements can be built into IT project planning. The session will provide a practical example of how a Cluster is engaged in ensuring these requirements are accounted for.

Kit-mei Chan
Senior Security Analyst - Cluster Architecture
Ministry of Transportation

Kit-mei Chan is the Senior Security Analyst in the Cluster Architecture Office in the Strategic and Resource Planning Branch of the Economic and Transportation Cluster, Ministry of Transportation. She has many years of public information security experience. Her responsibilities include Corporate Security Policy/Standard reviews, Security architecture design and support, Cluster web SharePoint administration, Cluster Repository Methodology design, support, and administration, and PKI Local Registration Authority. She holds a Master of Science degree specialized in Computer Science from University of Toronto as well as a Bachelors of Science from University of Ottawa. She is a Certified Information Security Professional (CISSP).

This presentation looks at the commonly accepted characteristics of the digital age, such as on-demand access to accurate, timely and rich format information, in the context of what these mean to current and future operations, investments and information strategies. The session examines how information - in this case, environmental information - is a commodity that has a well-defined decision making role (e.g., determining the level of contamination or the success of clean up), as well as a public expectations role.

Finally, the presentation will strive to tie together different– information, technology, public expectations, online access and others – into a coherent and achievable Ministry information management and investment strategy.

Jim Lewis
Director
Information Management and Access Branch
Ministry of Environment

Greg Turko
Senior Advisor - Information Management and Access Branch
Ministry of the Environment

Greg Turko is a Senior Advisor with the Ontario Ministry of the Environment. He has worked on a range of knowledge and information issues over the past 12 years. He is currently developing a strategy to make Ministry of the Environment information more accessible to a wider audience. Greg is a historian by training specializing in French intellectual history.

In litigation, investigations and inquiries, government agencies are obliged to produce all relevant information in their possession, control or power. This can be especially challenging given the enormous repositories of information in electronic sources such as e-mail. The speakers will present the kinds of problems encountered by large organizations when trying to identify, preserve, collect, process, review and produce electronically stored information (ESI). The speakers will go on to discuss how Information Managers can reduce the risk of high costs and burden associated with electronic discovery.

Peg Duncan
Sedona Canada Steering Committee

Peg Duncan has worked in the information technology branches of five large departments in the Canadian federal government throughout her career, often working to bridge the gaps between the business of an organization and its IT community. In 2000 she launched the "Barrister's Briefcase" project to select and implement tools to help federal litigators deal with major document-heavy cases involving electronic sources of information. She has brought that experience to the teams developing the Ontario eDiscovery Guidelines and to the Sedona Conference in the U.S, where she is a member of both the Steering Committee and Editorial Board of The Sedona Conference® Working Group 7 - Sedona Canada. On behalf of Sedona Canada, Peg maintains the e-discovery case law digests and a popular e-Discovery Reading List. Peg has spoken at a number of eDiscovery conferences in Canada, including The Sedona Institue event in October, 2008. Peg completed her BSc at the University of Toronto.

Kelly Friedman has a versatile commercial litigation background, with a focus on shareholders' disputes, oppression proceedings, commercial fraud, contract interpretation and class actions. She also has expertise in regulatory law, with an emphasis on the energy sector, having appeared before the Ontario Energy Board and the Ontario courts regarding the regulation of Ontario's electricity industry.

Ms Friedman has acted in class actions in the electricity, telecommunications and gas sectors, including appearing before the Supreme Court of Canada.