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‘Everybody is an information
manager – the role of the
information specialist in the modern
organisation’
Katharine Schopflin
IRMS 2016
Monday 16th May 2016
How did information used to
be managed?
Secretaries
“The 32B Secretary Treasurer's office in 1937” from Wikimedia Commons
Libraries
“Works Progress Administration Librarian, 1940” from Wikimedia Commons
Document registries
“Everyday Life in London, 1941: Mrs Day working as a
filing clerk” (Ministry of Information Collection) from
Wikimedia Commons
How it’s managed now
“Portrait Of An Accountant Working On Computer" by stockimages from freedigitalphotos.com
Good information management
Staff:
• can find information they need
• use the most authoritative version
• keep items for the right length of time
• keep and destroy information securely
• share information at the appropriate level
• recognise information as a corporate asset
• understand regulatory and legal responsibilities
Why do businesses need information?
• What was agreed internally / externally
• Internal policies / best practice
• What other people have done
• Who to go to for what
Management Information
Data on:
• Sales
• Stock
• Industry trends
• Staff
• Competitors
• Customers
• Productivity
Structured Information
• Sales information
• Media assets
• Stock inventories
• Customer / contact information
• Staff information
• Case details
• Project information
The Unstructured Information Problem
“I divide my working life between writing
policy and position papers and reading
those that others have written”
Unnamed Civil Servant, Information
Management Conference, 2008
Unstructured information: what?
• Records of meetings
• Correspondence
• Policy papers
• Training documents
• Building plans
• Project documentation
Unstructured information: where?
• Emails
• Network drives
• Cloud locations
• EDRMS
• Personal drives / workspaces
• PC hard drives
• Home laptops and USB sticks
• Collaborative portals
• Paper files
Other challenges
• Technology
• Culture
• Ethical and legal issues
• Staff concerns
• Long-term preservation and access
Our traditional roles
• Bin-men
• Cleaners
• Police officers
• Rule-makers
• Barriers
• Policy-makers
What we mostly do
• Write policies
• Create retention schedules
• Create information structures
• Train and communicate
• Enforce rules
What should we be doing?
• Learn about the organisation
• Consult widely
• Discover how people do their jobs
• Use communications channels, training, induction
and performance review
• Identify what is needed to eliminate risk from
processes
• Embed practices in project governance
• Don’t be revolutionary
What should our role be?
• Trusted expert
• Problem-solver
• Listener and communicator
• Helicopter
• Influencer and strategist
Questions to ask
• What does our organisation most want to achieve
• Where are our biggest risks?
• Is there anything we can fix quickly?
• How can we make it easier to do the right thing?
• Do we need to acquire new expertise /
technology?
• What are realistic timeframes for change?
But …
• Don’t aim for perfection
• Think less about strategies, schedules and rules
• Understand the culture of the organisation
• Concentrate on biggest financial / reputational
risks
• Don’t imagine money / technology will fix
everything
• Don’t try and change things for change’s sake
• Don’t be the magic bullet
Questions?
katharine.schopflin@gmail.com
@schopflin

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Everybody is an information manager - the role of the information specialist in the modern organisation

  • 1. ‘Everybody is an information manager – the role of the information specialist in the modern organisation’ Katharine Schopflin IRMS 2016 Monday 16th May 2016
  • 2. How did information used to be managed?
  • 3. Secretaries “The 32B Secretary Treasurer's office in 1937” from Wikimedia Commons
  • 4. Libraries “Works Progress Administration Librarian, 1940” from Wikimedia Commons
  • 5. Document registries “Everyday Life in London, 1941: Mrs Day working as a filing clerk” (Ministry of Information Collection) from Wikimedia Commons
  • 6. How it’s managed now “Portrait Of An Accountant Working On Computer" by stockimages from freedigitalphotos.com
  • 7. Good information management Staff: • can find information they need • use the most authoritative version • keep items for the right length of time • keep and destroy information securely • share information at the appropriate level • recognise information as a corporate asset • understand regulatory and legal responsibilities
  • 8. Why do businesses need information? • What was agreed internally / externally • Internal policies / best practice • What other people have done • Who to go to for what
  • 9. Management Information Data on: • Sales • Stock • Industry trends • Staff • Competitors • Customers • Productivity
  • 10. Structured Information • Sales information • Media assets • Stock inventories • Customer / contact information • Staff information • Case details • Project information
  • 11. The Unstructured Information Problem “I divide my working life between writing policy and position papers and reading those that others have written” Unnamed Civil Servant, Information Management Conference, 2008
  • 12. Unstructured information: what? • Records of meetings • Correspondence • Policy papers • Training documents • Building plans • Project documentation
  • 13. Unstructured information: where? • Emails • Network drives • Cloud locations • EDRMS • Personal drives / workspaces • PC hard drives • Home laptops and USB sticks • Collaborative portals • Paper files
  • 14. Other challenges • Technology • Culture • Ethical and legal issues • Staff concerns • Long-term preservation and access
  • 15. Our traditional roles • Bin-men • Cleaners • Police officers • Rule-makers • Barriers • Policy-makers
  • 16. What we mostly do • Write policies • Create retention schedules • Create information structures • Train and communicate • Enforce rules
  • 17. What should we be doing? • Learn about the organisation • Consult widely • Discover how people do their jobs • Use communications channels, training, induction and performance review • Identify what is needed to eliminate risk from processes • Embed practices in project governance • Don’t be revolutionary
  • 18. What should our role be? • Trusted expert • Problem-solver • Listener and communicator • Helicopter • Influencer and strategist
  • 19. Questions to ask • What does our organisation most want to achieve • Where are our biggest risks? • Is there anything we can fix quickly? • How can we make it easier to do the right thing? • Do we need to acquire new expertise / technology? • What are realistic timeframes for change?
  • 20. But … • Don’t aim for perfection • Think less about strategies, schedules and rules • Understand the culture of the organisation • Concentrate on biggest financial / reputational risks • Don’t imagine money / technology will fix everything • Don’t try and change things for change’s sake • Don’t be the magic bullet