LORSON RESOURCES LIMITEDThe Records and Information Management Company of the CaribbeanThe Records and Information Managem...
P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002Longdenville, Chaguanas Fax: 868-672-7005TRINIDAD, W.I. Ema...
P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002Longdenville, Chaguanas Fax: 868-672-7005TRINIDAD, W.I. Ema...
P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002Longdenville, Chaguanas Fax: 868-672-7005TRINIDAD, W.I. Ema...
P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002Longdenville, Chaguanas Fax: 868-672-7005TRINIDAD, W.I. Ema...
P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002Longdenville, Chaguanas Fax: 868-672-7005TRINIDAD, W.I. Ema...
P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002Longdenville, Chaguanas Fax: 868-672-7005TRINIDAD, W.I. Ema...
P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002Longdenville, Chaguanas Fax: 868-672-7005TRINIDAD, W.I. Ema...
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Course Outline - Developing Corporate Records Management Systems - Establishing and Managing Sucessful Records Management Programs

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Course outline for 2-day training program entitled: "Developing Corporate Records Management Systems - Establishing and Managing Successful Records Management Programs" presented by Lorson Resources Limited

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Course Outline - Developing Corporate Records Management Systems - Establishing and Managing Sucessful Records Management Programs

  1. 1. LORSON RESOURCES LIMITEDThe Records and Information Management Company of the CaribbeanThe Records and Information Management Company of the CaribbeanLORSON RESOURCES LIMITEDCourseA RECORDS &INFORMATION MANAGEMENT2-DAY TRAINING COURSEFor Government and Private EnterpriseFor Registration Details Contact Lorson Resources Limited:Telephone: 1.868.671.8173 / 1.868.672.7002Fax: 1-868-672-7005 Email: info@lorsonresources.comSolutions &ServicesConsulting R & Information Management Consulting ServicesContent Management(Electronic Document & Records Management) Software SolutionsCorrespondence Managementand Tracking of records in the Record CentreConversion - Scanning/ImagingImplementationFiling Systems for traditional hard copy records:Boxes/Folders/Document Clips/shelvingRecordsEDRMManagementDocumentSolutionOfficeRRRServices RRProducts RSoftware RComplement Your Professional Development with –Records & Information ManagementLRL’s Solutions & Services"End-To-End"Primary study modules will include:DEVELOPING CORPORATERECORDS MANAGEMENTSYSTEMS+Who Should Attend:Information Management ProfessionalsChief Information OfficersLegal Staff, Regulatory StaffIT/Technical StaffRecords ManagersBusiness ManagersConsultants, Service ProvidersImplementation TeamsInformation Architects, ArchivistsAdministrative StaffLibrary StaffR Enroll for this 2-dayprogram and learn formalindustry best practiceprocesses forEstablishing andManaging SuccessfulRecords ManagementPrograms.u Introduction to Successful Organisation-wide RecordsManagement techniquesu Strategies for developing & strengthening corporateRecords Management Programsu Developing & Implementing Records RetentionProgramsu Managing Vital Records & Inactive Recordsu The Roles of Record Centres & Archivesu Imaging & Applications of Imaging Technologies inRecords Managementu Benefits & Return on Investments fromImplementing Records Management ProgramsMaximize corporate business processesefficiency in both Public & Private SectorsApplicationsu Know where your records areu Develop Fast Filing & Retrieval Techniquesu Ensure Legal & Regulatory Complianceu Achieve Critical Success Factors with improvedstaff and users Records Management functionsCourse InstructorDr Mark Langemo, CRM , FAIProfessor Emeritus,University of North Dakota
  2. 2. P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002Longdenville, Chaguanas Fax: 868-672-7005TRINIDAD, W.I. Email: info@lorsonresources.com 1CourseTitleDEVELOPING CORPORATE RECORDS MANAGEMENT SYSTEMS -Establishing & Managing Successful Records Management ProgramsCourseInstructorDr. Mark Langemo, CRM, FAIProfessor Emeritus College of Business & Public AdministrationUniversity of North DakotaGrand Forks, North Dakota, U.S.A.COURSEDESCRIPTIONOverview of Successful Records Management Programs and Systems- Startling facts about records management in today’s organization- Why all organizations need to make records management a high priority- Scope and components of organization-wide records management programs- Managing electronic records in quality records management programs- Benefits of and return on investment in records management programsSpecific Proven Strategies for Program Development and Implementation- Selling the need and securing management support for records management- The framework of an organizational structure for managing electronic and paperrecords- Successful strategies for program development, management, and control- Integrating electronic records management, MIS, and records management- How to use the Internet, intranets, and emerging technologies in RIM- Guarding against terrorism or disasters and protecting “vital records”Developing and Implementing Records Retention Schedules- An overview of the law and records management- Litigation consequences of throwing away records and eliminating data too quicklyor retaining data and records too long- The process of retention-schedule development and implementation- Federal and state statutes for records and data retention- Legality of magnetic, microfilm, and optical media
  3. 3. P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002Longdenville, Chaguanas Fax: 868-672-7005TRINIDAD, W.I. Email: info@lorsonresources.com 2Developing Quality Filing Systems for Paper Document Records- A look at the worst and best of today’s filing systems- How to purge files and inventory records and how to develop appropriate indexingand classification systems- A process for improving existing systems and developing new ones- Equipment, supplies, and systems for tomorrow’s most efficient systems- Utilizing color coding, bar coding, file tracking, and the selection and use of recordsmanagement software- Equipment, supplies, and systems for state-of-the-art paper systemsManaging Records Disposition and the Roles of Records Centers andArchives- Using computers and records management software to manage inactive recordsand the records disposition process- Developing and managing in-house records centers- The potential of outsourcing to commercial records centers- Alternatives for systematic and cost-effective records dispositionManaging Electronic Records and Utilizing Imaging Systems in RecordsManagement- An introduction to “imaging” and an overview of microfilm-based imaging andelectronic imaging- Micrographics fundamentals for records managers and how to successfully usemicrofilm imaging- Common applications of microfilm systems in records management- How to analyze, justify cost, and plan conversions of paper to microfilm- Integrating microfilm with electronic imaging systemsDigital Imaging Systems and Applications- The fundamentals, components, and uses of electronic imaging systems- An introduction to hardware, imaging software, and storage media alternatives- Electronic imaging applications in records management- Practical approaches for planning and justifying the cost of imaging systems- The critical issues and questions about implementing imaging- Imaging systems publications and resources for records managers
  4. 4. P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002Longdenville, Chaguanas Fax: 868-672-7005TRINIDAD, W.I. Email: info@lorsonresources.com 3OBJECTIVES Workshop contents are “real-world” illustrations, which can be readily translated andimplemented into live organisational applications.Participants will learn how to: Develop or strengthen organisation-wide records management programs Use state-of-the art technologies (such as the Internet, intranets, electronicimaging, e-mail, and emerging systems) for managing business information andrecords Recognise the need for quality records management in all organisations and theinefficiencies in existing methods Determine how long business records must be retained Understand the scope of Records Management programs Determine the appropriate “mix of media” in offices--what should be stored onpaper, microfilm, computers and electronic imaging systems. Intelligently plan, implement, use and manage imaging systems in your organisationCONTENTSUMMARYRecords management has finally emerged as a significant issue for seniormanagement, legal departments and IT groups; it is no longer just an ongoing task forrecords professionals. There are legal, economic and practical reasons to establish anappropriate records management program and properly manage all of an organisation’srecords—paper, electronic or microfilm. Considerations include: Overview of Successful Records Management Programs and Systems Specific Proven Strategies for Program Development and Implementation Developing and Implementing Records Retention Schedules Developing Quality Filing Systems for Paper Document Records Managing Records Disposition and the Roles of Record Centres and Archives Managing Electronic Records and Utilizing Imaging Systems in RecordsManagement Digital Imaging Systems and Applications
  5. 5. P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002Longdenville, Chaguanas Fax: 868-672-7005TRINIDAD, W.I. Email: info@lorsonresources.com 4INSTRUCTOR’S PROFILEDr. Mark Langemo, CRM, FAIProfessor Emeritus, Information Systems and Business EducationCollege of Business and Public AdministrationUniversity of North Dakota, Grand Forks, ND, U.S.A.DR. MARK LANGEMO, CRM, FAI, is a Professor Emeritus in the College of Business and PublicAdministration at the University of North Dakota. He has over 40 years of experience as a professorof Records Management, IT, Office Systems Management, and related information managementcourses.Dr. Langemo has maintained an active involvement in business and professional development workhimself. He has been a records management seminar leader, consultant, or speaker in 45 of the Continental UnitedStates, Alaska, Hawaii, several Canadian provinces, Iceland, Jamaica, New Zealand, Singapore, Trinidad, and in Europe.His over 600 records management seminars and consulting has involved work for the U. S. and Canadian governments;state, provincial, county, and city governments, major corporations such as Microsoft and 3M, health care organizations,energy and power companies, accounting firms, banks, educational institutions, law firms, ARMA International, and theKennedy Space Center in Florida.Mark Langemo is a prolific writer who has published over 60 magazine and journal articles. He is the author of the CD-ROM video training series Establishing and Managing Successful Records Management Programs published in 2003 andthe book Winning Strategies for Successful Records Management Programs published in 2002 by InformationRequirements Clearinghouse, Inc. (www.irch.com). Dr. Langemo has been the University of North Dakota’s “Teacher ofthe Year,” and he recently received a national award for “excellence in continuing education seminars.” He is a CertifiedRecords Manager (CRM) who was inducted into ARMA International’s “Company of Fellows” in 1991—ARMA’s highestaward to an individual. In 1993, Mark Langemo was given the prestigious Emmett Leahy Award by the Institute ofCertified Records Managers. The Leahy Award is the highest award internationally in the profession of RecordsManagement. Dr. Langemo is a dynamic speaker who presents content-filled, current-to-the-moment, media-illustrated,dynamic, and entertaining seminars.RECENT SEMINARSBALTIMORE, MARYLAND. Conducted two-day “Records and Information Management: The Fundamentals” pre-conferenceseminar at 2007 ARMA International Conference, October 5-6, 2007. Conducted similar seminars at the 2006 ARMAInternational Conference in San Antonio, 2005 ARMA International Conference in Chicago, 2004 ARMA Conference in LongBeach, 2003 ARMA Conference in Boston, 2002 ARMA Conference in New Orleans, 2001 ARMA Conference in Montreal, andthe 2000 ARMA International Conference in Las Vegas.ARMA CHAPTER SEMINARS DURING 2007, 2006, 2005, AND 2004: Big Sky Chapter, Billings, MT, September 13, 2007;Houston Chapter, Houston (June 5, 2007); Cincinnati Chapter, Cincinnati (May 8, 2007); Boston Chapter, (February 15, 2007);Winnipeg Chapter, Winnipeg (December 11-12 and May 4-5, 2006); Bismarck-Mandan Chapter (April 27-28, 2006); NortheastARMA region Seminar, Atlantic City (June 9-10, 2005); Big Sky Chapter, Billings, Montana (May 23-24, 2005); San DiegoChapter, San Diego (April 26, 2005); Winnipeg Chapter, Winnipeg (April 18-19, 2005); Tampa Chapter, Tampa (February 25,2005); Northern New Mexico Chapter, Sante Fe (Nov. 12, 2004); Hawaii Chapter, Honolulu (May 12, 2004); Phoenix Chapter,Phoenix (May 7, 2004); & Fox Valley-Green Bay Chapter, Appleton, WI (April 29, 2004).AUGUSTA, GEORGIA; HOUSTON, TEXAS; KINGSTON, JAMAICA; PORT-OF-SPAIN, TRINIDAD; SAN DIEGO, CALIFORNIA;ANCHORAGE, ALASKA; REDMOND, WASHINGTON; MINNEAPOLIS, MINNESOTA, and BATON ROUGE, LOUISIANA: Two-day in-house records management training seminar, University Hospital (September, 2007); one-day in-house recordsmanagement training seminar for personnel of Access Sciences Corporation (January, 2007); personnel and clients of LorsonResources, Ltd., in Trinidad and Jamaica (November-December, 2006); management and personnel of Sempra Energy in SanDiego (September 2004); management and personnel of Chugachmiut in Alaska (August, 2004); personnel of MicrosoftCorporation in Redmond, Washington (January, 2003).
  6. 6. P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002Longdenville, Chaguanas Fax: 868-672-7005TRINIDAD, W.I. Email: info@lorsonresources.com 5REGISTRATION FORMCourse title:Location & Date of course:Name of participant:Position/responsibilities:Organisation:Telephone: Mobile: Fax:E-mail:Postal address:What kind of background in records work do you have?:How did you find out about the course?:I have read and agreed to the conditions for training course registration outlined above.Signature: Date:Authorising officer:Name: Position:Telephone: Fax:E-mail:Signature: Date:
  7. 7. P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002Longdenville, Chaguanas Fax: 868-672-7005TRINIDAD, W.I. Email: info@lorsonresources.com 6REGISTRATION AND PAYMENT TERMS & INSTRUCTIONS:1. Please ensure registration forms are properly filled out and more importantly authorization/approval forregistration indicated on the form before forwarding to Lorson.2. All costs quoted are in US$.3. Where applicable, the TT$-US$ rate of exchange shall be calculated at the prevailing bank rate.4. Payments must be made IN ADVANCE.5. Late payments -- 15 days and more from the date of invoice) shall incur a 15% late fee charge.6. Companies based in Trinidad & Tobago can issue cheques payable to LORSON RESOURCES LIMITED. Allother companies please complete an International Wire Transfer. The details will be included on your invoicefrom Lorson Resources Limited.7. A 5% discount shall apply for groups of five (5) participants or more from one organisation.8. The price of the course also covers morning and afternoon snack breaks, lunch, manuals/course materialsand certificate.9. PAYMENT AND REGISTRATION SUBSTITUTION POLICYSubstitute participants are permitted for individuals from the same company or organization. Substitutionrequests must be received in writing, and validated by a supervisor, no later than 5 (five) business daysbefore the first day of the registered program.10. CANCELLATION POLICYLorson Resources Limited reserves the right to cancel courses, programs, workshops or seminars at anytime for any reason. The decision to cancel is at the sole discretion of Lorson Resources Limited. In theevent Lorson Resources Limited cancels a program, trainees will be sent a full refund. Consequently, LorsonResources Limited assumes no responsibility or liability for any transportation, travel, or penalty costsincurred by customers in making their travel arrangements.Neither Lorson Resources Limited nor any of its affiliates shall be liable for any direct, indirect, special,consequential, incidental or punitive damages (including, without limitation, lost profits or revenues, costs ofreplacement goods, business interruption and loss or damage arising out of registration for any of LorsonResources Limiteds courses, programs, workshops or seminars.ALL CANCELLATION REQUESTS MUST BE MADE IN WRITING AND MAILED/EMAILED TO:Lorson Resources LimitedPO Box 2235, 40 Northey Lane, Longdenville, Chaguanas, Trinidad, W.I.Registrants who cancel their registration at least 15 days prior to the first day of courses will receive arefund less a cancellation fee of 50% of course cost. ALL COURSES, PROGRAMS, WORKSHOPS, ORSEMINARS ARE NON-REFUNDABLE WITHIN 15-DAYS OF THE FIRST TRAINING DAY.All cancellations received less than 15 (fifteen) days prior to the first day of courses are non-refundable.PLEASE MAIL OR FAX THE ABOVE REGISTRATION INFORMATION TO:Lorson Resources Limited, PO Box 2235, 40 Northey Lane,Longdenville, ChaguanasTrinidad, West IndiesTEL: 868-671-8173 or 868-672-7002 FAX: 868-672-7005Email: info@lorsonresources.com
  8. 8. P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002Longdenville, Chaguanas Fax: 868-672-7005TRINIDAD, W.I. Email: info@lorsonresources.com 7Course Title: ESTABLISHING & MANAGING SUCCESSFULRECORDS MANAGEMENT PROGRAMSCourse Instructor: Dr. Ervin Mark Langemo, North Dakota, USAFor more information on this and any other workshop or training, please contactLorson Resources Limited (LRL)P. O. Box 223540 Northey LaneChaguanasRepublic of Trinidad and Tobago, W.I.Telephone: 868-671-8173868-672-7002Facsimile: 868-672-7005Email: info@lorsonresources.com

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