ls:                          e tai 2 m                       n D 00 s.c                                   o               ...
Disaster Preparedness & Vital Records ProtectionCOURSE DESCRIPTIONCourse Title:   Disaster Preparedness & Vital Records Pr...
Disaster Preparedness & Vital Records ProtectionCourse Objectives                     1. Understand the concepts of Busine...
Disaster Preparedness & Vital Records Protection                Records Protection                      o Identifying Vit...
                                  PRISCILLA EMERY                                 356 Winchester Court                    ...
 Associations and Honors:       AIIM International Member since 1988 and named AIIM Fellow in 2004.       Vice Chairpers...
REGISTRATION FORMCourse title:Location & Date of course:Name of participant:Position/responsibilities:Organisation:Telepho...
REGISTRATION AND PAYMENT TERMS & INSTRUCTIONS:  1. Please ensure registration forms are properly filled out and more impor...
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Course Outline - Disaster Preparedness and Vital Records Protection

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Course Outline - Disaster Preparedness and Vital Records Protection

  1. 1. ls: e tai 2 m n D 00 s.c o tio 2-7 rce LORSON RESOURCES LIMITED tra )67 esou gis 8 nr The Records and Information Management Company of the Caribbean Re (86 rso or .: 1 lo Tell: info F @ ai EmDISASTER PREPAREDNESS& VITAL RECORDS PROTECTION A RECORDS &Corporate Records Management INFORMATION MANAGEMENTRISK ASSESSMENT & BUSINESS March 6-7, 2008 CONTINUITY 2-DAY TRAINING COURSE For Government and Private Enterprise R Enroll for this 2-day program and learn formal industry best practice processes to develop and implement DISASTER PREPAREDNESS & VITAL RECORDS PROTECTION PLANS Who Should Attend: FOR CORPORATE RECORDS & Information Management Professionals INFORMATION MANAGEMENT Chief Information Officers Legal Staff, Regulatory Staff SYSTEMS IT/Technical Staff Records Managers Program objectives include: Business Managers Consultants, Service Providers + Understand the concepts of Business + Understand how to put together a Implementation Teams Continuity and Disaster Disaster Recovery Plan Information Architects, Archivists Preparedness in Records & Administrative Staff Information Management + Understand Digital Preservation and the Practices Needed to + Understand the Standards and Best Support It Practices for Business Continuity + Understand Recovery Methods Planning Available in the Case of a Disaster + Identify Vital Records within an + Auditing and Testing a Business Organization and how to manage Continuity Plan them accordingly Complement Your Professional Development with – LRL’s "End-To-End" Records & Information Management Solutions & Services Consulting Records & Information Management Consulting Services R Software Content Management R Course Instructor R EDRM (Electronic Document & Records Management) Software Solutions R Correspondence Management Pricilla Emery R Management and Tracking of records in the Record Centre President & Senior Consultant Services R Document Conversion - Scanning/Imaging Solutions & ECM Scope R Solution Implementation Orlando, Florida, USA Services Products R Office Filing Systems for traditional hard copy records: Boxes/Folders/Document Clips/shelving For Registration Details Contact Lorson Resources Limited: Telephone: 1-868-671-8173 / 1-868-672-7002 • Fax: 1-868-672-7005 Email: info@lorsonresources.com • Website: www.lorsonresources.com
  2. 2. Disaster Preparedness & Vital Records ProtectionCOURSE DESCRIPTIONCourse Title: Disaster Preparedness & Vital Records ProtectionCourse Priscilla EmeryInstructor: EMC Scope, Longwood, Florida, USAIntroduction Identifying what documents need to be retained as records is considered a huge step in the RIM process. But what happens when that information needs to be preserved for the long term? What happens when a disaster strikes? What happens when the business experiences a significant loss of power over several days? According to the U.S. Federal Emergency Management Agency (FEMA), of all the businesses damaged by Hurricane Andrew in 1992 (a category 4 storm), 80% of those lacking some form of business continuity plan failed within two years of the storm. Yet, even with all the warnings and advice many businesses and organizations, both large and small, fail to take effective measures to protect their documents. Many businesses go out and buy generators to keep the lights on and may even have back-up facilities for their computers but if they have lots of paper-based records around to support their clients and run their businesses they may not find them to be readable when they come back. And if they do have a local electronic imaging system that isn’t backed up or available via remote access, it will be useless if employees are scattered to the winds because of mandatory evacuations making it impossible for them to work remotely. Allowing staff members to get out of harm’s way during any disaster should be a company’s first priority. But if you have an effective plan for managing and preserving your working and archival documents, once the dust settles and the clouds and winds have died down, you are less likely to be one of 80% of businesses that never recover from catastrophe. This workshop will cover business continuity planning, how to develop a vital records program to be prepared to recover business-critical records and the digital preservation process that should be in place to manage information long after the media it’s on has become obsolete. 1
  3. 3. Disaster Preparedness & Vital Records ProtectionCourse Objectives 1. Understand the concepts of Business Continuity and Disaster Preparedness. 2. Understand the Standards and Best Practices for Business Continuity Planning 3. Identify Vital Records within their Organization and manage them accordingly. 4. Understand how to put together a Disaster Recovery Plan 5. Understand Digital Preservation and the Practices Needed to Support It. 6. Understand Recovery Methods Available in the Case of a Disaster.Course Format This course will include a combination of presentations and interactive exercises and case studies so that you will thoroughly understand the Business Continuity Disaster Preparedness & Vital Records Protection process and how your Records and Information Practices must be prepared to support them.Course Topics Topics shall include:  Introduction to Business Continuity Planning o What are the different components of a Business Continuity Plan o Why a well managed Records Management Program should be linked to the Business Continuity Planning Process  The Business Imperative – The Costs of Not Implementing a Business Continuity Plan  Emergency and Disaster Planning o Assessing Risk and Protecting Investment o Putting Together the Disaster Recovery Plan  Activating the Disaster Plan o Checklists o Emergency Response Team  Planning the Recovery o Assessing Damage o Implementing Loss Prevention Techniques 2
  4. 4. Disaster Preparedness & Vital Records Protection  Records Protection o Identifying Vital Records o How to Protect Vital Records  Incorporating Vital Records Management into the Business Continuity Plan  Recovering Analog and Digital Records  Digital Preservation o Who is Responsible For Managing Digital Preservation in the Organization? o When Do We Need To Worry About Digital Preservation? o How Can Digital Preservation Be Accomplished?  Auditing and Testing Your Business Continuity Plan and Components  Best Practices and Case Studies in Business Continuity PlanningAudience    Information Management Professionals  Chief Information Officers  Legal Staff, Regulatory Staff  IT/Technical Staff  Records Managers  Business Managers  IT Service Providers  Consultants & Legal Advisors  Information Lawyers  Corporate Legal Secretaries  Data Protection Officers  Implementation Teams  Information Architects, Archivists  Administrative Staff   Library Staff   Document Control Staff    3
  5. 5.   PRISCILLA EMERY 356 Winchester Court Longwood, Florida 32779 Telephone: 407-391-8966 Mobile: 703-220-3955 E-mail: pemery@e-Nterpriseadvisors.com or pemery@ecmscope.com Exceptional Records and Information Management expertise on both the strategic and tactical level supporting both analog and digital records, along with a deep knowledge of the technologies needed to manage this information. Has demonstrated leadership in a variety of organizational settings and has a reputation for fairness, integrity and the ability to get projects accomplished on time and within budget.  Professional History includes:E-NTERPRISE ADVISORS, LONGWOOD, FLPresident and Founder, July 2000 to PresentProvide compliance- and discovery-oriented consulting and advisory services focused on knowledge, content, records, e-mail and document management. Clients and projects have included:EMC/DOCUMENTUM/TRUEARC (FORMERLY PROVENANCE SOFTWARE), Arlington, VA: Provided this recordsmanagement software vendor with an in-depth market assessment of its competitive situation as well as provided thecompany with an assessment of its strategic plans.FORD FOUNDATION, New York City: Provided an onsite “quickstart” session educating key organizational stakeholderson Knowledge, Records, Document and Content management issues and technologies. This involves facilitation ofdifferent departments within the company to identify process requirements, technology architectures and cultural changesneeded to effectively implement content management/document management strategies. Follow-up report withrecommendations generated and delivered to client.BP GLOBAL AND NORTH AMERICA: Provided the Global Trading Sector of this company with guidance and direction toimprove and standardize its records management procedures, particularly as they relate to physical records. Createdprocedures and processes for managing all paper records within this division. Also advised on the appropriate proceduresfor managing e-mail as records and helped to develop consistent document hold procedures for the division.AIIM INTERNATIONAL, Silver Spring, MD.Senior Vice President, Information Products and ServicesMoved up to this position from Vice President, Market Research and Development, and was responsible for developing,maintaining and effectively distributing the intellectual assets of this International Association.GARTNER, Stamford, CTVice President and Research Center Director,Electronic Workplace TechnologiesManaged the operations of this market research and consulting service. The company focused on providing both vendorand user organizations with management strategies and technical information on applications that support the documentmanagement process. Imaging, multimedia, e-mail, workflow processing, text retrieval, forms processing and businessprocess redesign. P.O. Box 2235, 40 Northey Lane Tel.: 1-868-672-7002 or 1-868-671-8173 Longdenville, Chaguanas Fax: 1-868-672-7005   Republic of Trinidad & Tobago Email: info@lorsonresources.com Website: www.lorsonresources.com
  6. 6.  Associations and Honors:  AIIM International Member since 1988 and named AIIM Fellow in 2004.  Vice Chairperson of the Emerging Technologies Advisory Group of AIIM International 1994.  Member of National Capitol Chapter of AIIM, Program Chair 2001-2002 Calendar Year.  Member and Central Florida Liaison for Florida Chapter of AIIM 2002 to present.  Member of 2001, 2002 and 2003 AIIM Conference Committees. Chair of 2004 AIIM Conference Committee.  Received Master of Information Technology (MIT) designation from AIIM in 1998 and Laureate of Information Technology (LIT) in Electronic Imaging from AIIM in 1999.  Member of ARMA International.  Delivered presentations focused on e-mail management of records to Greater Houston, Long Island, Gulf Coast Florida, Central Florida, Washington DC Chapters of ARMA and records management architecture presentations at ARMA International Conference.  Received Central Florida Chapter Member of the Year award in 2009  Member of Xplor International since 1988 and Advisory member of the Electronic Document Systems Foundation since 1997.  Association for Systems Management: Connecticut Chapter, Communications Chairperson - 1989-90; Vice- President - 1990-91; President-elect - 1991-92; President - 1992-93.  Four-Phase User’s Association: Northeast Region, President - 1983-84; VP - 1984-85.  Wrote and edited Knowledge Management: The Essentials published in 1999. Also contributed chapters to Excellence In Practice Volumes III and IV. Also published E-mail Management Tools: Sorting Through the Options in 2001 with second edition published 2003. Wrote Records Management Market Report for CMSWatch in 2005 and 2006.  Named as number 10 of the 50 most influential people in the document management industry by ImagingWorld magazine (now KMWorld magazine) in 1995.  Named by CMSWatch as One of Twenty Leaders to See in 2003.  Published articles have appeared in Beyond Computing, e-doc (now Infonomics), Imaging World (now KMWorld), SQ Magazine, e-Business Advisor, Imaging and Document Solutions (now Transform), DB2 Magazine and Business Solutions. Have been quoted in all the prior publications in addition to the Wall Street Journal, the Washington Post, InformationWeek, PCWeek, Washington Technology, Federal Computer Week, Computerworld, CIO Magazine and Software Magazine. P.O. Box 2235, 40 Northey Lane Tel.: 1-868-672-7002 or 1-868-671-8173 Longdenville, Chaguanas Fax: 1-868-672-7005   Republic of Trinidad & Tobago Email: info@lorsonresources.com Website: www.lorsonresources.com
  7. 7. REGISTRATION 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: P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002 Longdenville, Chaguanas Fax: 868-672-7005 TRINIDAD, W.I. Email: info@lorsonresources.com 7
  8. 8. REGISTRATION AND PAYMENT TERMS & INSTRUCTIONS: 1. Please ensure registration forms are properly filled out and more importantly authorization/approval for registration 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. All other companies please complete an International Wire Transfer. The details will be included on your invoice from 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 materials and certificate. 9. PAYMENT AND REGISTRATION SUBSTITUTION POLICY Substitute participants are permitted for individuals from the same company or organization. Substitution requests must be received in writing, and validated by a supervisor, no later than 5 (five) business days before the first day of the registered program. 10. CANCELLATION POLICY Lorson Resources Limited reserves the right to cancel courses, programs, workshops or seminars at any time for any reason. The decision to cancel is at the sole discretion of Lorson Resources Limited. In the event Lorson Resources Limited cancels a program, trainees will be sent a full refund. Consequently, Lorson Resources Limited assumes no responsibility or liability for any transportation, travel, or penalty costs incurred 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 of replacement goods, business interruption and loss or damage arising out of registration for any of Lorson Resources Limiteds courses, programs, workshops or seminars. ALL CANCELLATION REQUESTS MUST BE MADE IN WRITING AND MAILED/EMAILED TO: Lorson Resources Limited PO 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 a refund less a cancellation fee of 50% of course cost. ALL COURSES, PROGRAMS, WORKSHOPS, OR SEMINARS 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, Chaguanas Trinidad, West Indies TEL: 868-671-8173 or 868-672-7002 FAX: 868-672-7005 Email: info@lorsonresources.com P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002 Longdenville, Chaguanas Fax: 868-672-7005 TRINIDAD, W.I. Email: info@lorsonresources.com 8

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