Course Outline - Records and Information Management for Small Businesses

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Course outline for 1-day training session entitled: "Records and Information Management for Small Businesses" presented by Lorson Resources Limited

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Course Outline - Records and Information Management for Small Businesses

  1. 1. 1Records Management for Small BusinessesCOURSE DESCRIPTIONCourse Title: Records Management for Small BusinessesCourseInstructor:Emerson O. BryanCARICOM Office of Trade Negotiations, Bridgetown, BarbadosIntroductionInformation is the life blood of any business, yet most organizations struggle tofind what it needs, when it needs, and how to manage what it knows. In today’sDigital Age, getting the right information to the right person, at the right timeshould be easy. Also, small and medium sized enterprises have very differentand specific information needs than those affecting much larger organizations.This seminar will introduce the Developing and Implementing RecordkeepingSystems (DIRKS) Methodology within a small business environment, and willprovide information needed to establish a sustainable records and informationmanagement programme within a small entity.Course ObjectivesUpon completion of this seminar, participants should posses the knowledgerequired to develop and implement a records management programme for asmall to medium sized enterprise.Course FormatThis one-day course is instructor-led, and will include a combination ofpresentations and interactive exercises to demonstrate the theoretical principles,methodologies and practical administration of effective recordkeeping for smallbusinesses.Course TopicsTopics shall include:1.0 Introduction to Records Management (RM)1.1 The Basics1.2 The Records Life Cycle Concept
  2. 2. 2Records Management for Small Businesses2.0 Introduction to DIRKS2.1 The Preliminary Investigation2.2 Analysis of Business Activity2.3 Identification of Recordkeeping Requirements2.4 Assessment of Existing Systems2.5 Identification of Strategies for Recordkeeping2.6 Design of Recordkeeping Systems2.7 Implementation of Recordkeeping Systems2.8 Post-implementation Monitoring and Reviewing3.0 Return on Investment (ROI) and Records Management3.1 Retention and Disposition3.2 eDiscovery3.3 Records and Risk ManagementWRAP-UP DISCUSSIONAudience   Entrepreneurs and Small Business Owners Legal Staff, Regulatory Staff Finance Officers/Technicians IT/Technical Staff Records Management and Document Control Staff Business Managers IT Service Providers Administrative Staff Library Staff SEMINAR OVERVIEW Schedule of Sessions1.0 Introduction to Records Management (RM)1.1 The Basics1.2 The Records Life Cycle ConceptCOFFEE2.0 Introduction to DIRKS (part1)2.1 The Preliminary Investigation2.2 Analysis of Business Activity2.3 Identification of Recordkeeping Requirements2.4 Assessment of Existing SystemsLUNCH
  3. 3. 3Records Management for Small Businesses2.0 Introduction to DIRKS (part2)2.5 Identification of Strategies for Recordkeeping2.6 Design of Recordkeeping Systems2.7 Implementation of Recordkeeping Systems2.8 Post-implementation Monitoring and ReviewingCOFFEE3.0 Return on Investment (ROI) and Records Management3.1 Retention and Disposition3.2 eDiscovery3.3 Records and Risk ManagementWRAP-UP DISCUSSION For more information on this and any other workshop or training, please ContactLorson Resources Limited (LRL)P. O. Box 223540 Northey LaneChaguanasRepublic of Trinidad and TobagoTelephone: 868 671 8173868 672 7002Facsimile: 868 672 7005Email: info@lorsonresources.comFacebook: http://www.facebook.com/lorsonresourceslimitedTwitter: https://twitter.com/lorsonresources
  4. 4. Instructor ProfileEmerson O. Bryan is an Independent Consultant and Information Specialist currently onassignment at the Office of Trade Negotiations (OTN) of the CARICOM Secretariat, formerly theCaribbean Regional Negotiating Machinery (CRNM).Mr. Bryan was prior to this, the Research Assistant/ Junior Consultant in the United NationsDepartment for Economic and Social Affairs’ (UNDESA) Caribbean Technical and AdvisorySupport Facility (TASF) on eGovernment based at the Caribbean Centre for DevelopmentAdministration (CARICAD) in Bridgetown, Barbados.Mr. Bryan has over sixteen (16) years of experience in information management, and begun hiscareer as a member of the Jamaican Foreign Service, where he worked as a Records Officer in the Ministry of ForeignAffairs and Foreign Trade, during this time, he was seconded from the Foreign Ministry, for a year, as the Records andInformation Manager of the Ministry of Land and Environment (Office of the Prime Minister).Mr. Bryan has worked with several organizations across the Caribbean and is an Associate Consultant/Trainer with theTrinidad and Tobago-based Lorson Resources Limited. He is a member of: The Association of Commonwealth Archivists& Records Managers (ACARM), a former Executive Member of the Barbados Association for Records & InformationManagement (BARIM), a former member of the Library & Information Association of Jamaica (LIAJA), the Jamaica DefenceForce Coast Guard (National Reserves), and is active in several professional organizations, and charity organizations.PUBLICATIONS & SEMINARS:ARTICLES: Bryan, E. “The Proposed Access to Information Legislation.” Caribbean Journal of Public SectorManagement. 3:1, (2002): 16-29. ISSN 0799-0847 See:http://www.mind.edu.jm/Templates/ReadNews.jsp?newsindex=64 Bryan, E.“The Proposed Access to Information Legislation – Part 1” ACARM Newsletter. 31(2002): 16-19. ISSN0258-2163 See: http://www.acarm.org/documents/issue31/emmerson1.pdf Bryan, E.“The Proposed Access to Information Legislation – Part 2” ACARM Newsletter. 32 (2002): 17-21. ISSN0258-2163 See: http://www.acarm.org/documents/issue32/emmerson.pdf Bryan, E.“The Possible Future of the Records and Information Management Profession – The view from within theJamaican Public Service.” ACARM Newsletter. 33 (2003): 10-17. ISSN 0258-2163See: http://www.acarm.org/documents/issue33/Emmerson.pdf Bryan, E. “The Possible Future of the Records and Information Management Profession.” LIAJA Bulletin 2003/2004. (2004): 35-39. ISSN 0799-1207 Bryan, E. “An Analysis of Content and Information as Drivers for Electronic Government” ACARMNewsletter 40 (2007): 6-9. ISSN 0258-2163 URL: http://www.acarm.org/documents/issue40/Autumn%2007.1.pdf Bryan, E. “Governance Legal: Information Management Matters”, Nation Newspaper [Barbados] 9 April 2008: 38A. Bryan, E. “Information Security Management: Protecting your Assets” ACARM Newsletter 43 (2008): 13-15. ISSN025-2163 URL: http://www.acarm.org/documents6
  5. 5.  Bryan, E. “Issues of Privacy and Data Protection Legislation within the Networked Environment – The CaribbeanExperience” (forthcoming). Bryan, E. “Governance & Records Management”, Challenge to Change, [Barbados] 6-7, 11:3 & 12:1 (2009): 6-7 &20.MONOGRAPH: Bryan, E. First Steps towards Good Recordkeeping - A Caribbean Manual, 2011. (forthcoming).PRESENTATIONS: Bryan, E. “Presentation: Governance: Records and Information Management Matters.” BarbadosAssociation for Records and Information Management (BARIM) 2nd Regular Meeting, Cable & Wireless BoardRoom, Bridgetown, Barbados. 27 Feb. 2008. See:http://uk.groups.yahoo.com/group/barim2004/files Bryan, E. & W. Tyson. “Presentation: Managing Risks – Information Matters.” Caribbean RegionalCompliance Association Annual Conference (CRCA). Hilton Nassau Colonial Hotel, Nassau, TheBahamas. 21 Nov. 2007. See: < http://www.crcaconference.com/2007/SpeakerProfile.htm > Bryan, E. “Information Management Visioning Exercise.” Caribbean Regional Fisheries Mechanism(CRFM) Secretariat, Belize City, Belize. June 2006. Bryan, E. “An Introduction to Records & Information Management” Barbados Community College, St. Michael,Barbados. March 2009.WORKSHOPS: Principal Facilitator: Records Management Seminar for Senior Directors of Ministry of Health/ Office of PublicSector Reform, Bridgetown, Barbados. 10-11 Nov. 2009. Principal Facilitator: Records Management Seminar for Cabinet Office of Barbados/ Office of PublicSector Reform, Bridgetown, Barbados. 2-3 Dec. 2008. Principal Facilitator: Records & Information Management Workshop for the Caribbean Centre forDevelopment Administration (CARICAD), Bridgetown, Barbados. 11 Sep. 2006. Principal Facilitator: Records & Information Management Workshop for the Organization of EasternCaribbean States (OECS) Secretariat, Castries Room, Morné Fortune, St. Lucia. 13 July 2006. Principal Facilitator: Developing a Records & Information Management Strategy for the EasternCaribbean Telecommunications Authority (ECTEL) Directorate, Board Room, Castries, St. Lucia.7
  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 7REGISTRATION 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:8
  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 8REGISTRATION 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.com9

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