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

2. 1
Records Management for Small Businesses
COURSE DESCRIPTION
Course Title: Records Management for Small Businesses
Course
Instructor:
Emerson O. Bryan
CARICOM Office of Trade Negotiations, Bridgetown, Barbados
Introduction
Information is the life blood of any business, yet most organizations struggle to
find what it needs, when it needs, and how to manage what it knows. In today’s
Digital Age, getting the right information to the right person, at the right time
should be easy. Also, small and medium sized enterprises have very different
and specific information needs than those affecting much larger organizations.
This seminar will introduce the Developing and Implementing Recordkeeping
Systems (DIRKS) Methodology within a small business environment, and will
provide information needed to establish a sustainable records and information
management programme within a small entity.
Course Objectives
Upon completion of this seminar, participants should posses the knowledge
required to develop and implement a records management programme for a
small to medium sized enterprise.
Course Format
This one-day course is instructor-led, and will include a combination of
presentations and interactive exercises to demonstrate the theoretical principles,
methodologies and practical administration of effective recordkeeping for small
businesses.
Course Topics
Topics shall include:
1.0 Introduction to Records Management (RM)
1.1 The Basics
1.2 The Records Life Cycle Concept

3. 2
Records Management for Small Businesses
2.0 Introduction to DIRKS
2.1 The Preliminary Investigation
2.2 Analysis of Business Activity
2.3 Identification of Recordkeeping Requirements
2.4 Assessment of Existing Systems
2.5 Identification of Strategies for Recordkeeping
2.6 Design of Recordkeeping Systems
2.7 Implementation of Recordkeeping Systems
2.8 Post-implementation Monitoring and Reviewing
3.0 Return on Investment (ROI) and Records Management
3.1 Retention and Disposition
3.2 eDiscovery
3.3 Records and Risk Management
WRAP-UP DISCUSSION
Audience
 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 Sessions
1.0 Introduction to Records Management (RM)
1.1 The Basics
1.2 The Records Life Cycle Concept
COFFEE
2.0 Introduction to DIRKS (part1)
2.1 The Preliminary Investigation
2.2 Analysis of Business Activity
2.3 Identification of Recordkeeping Requirements
2.4 Assessment of Existing Systems
LUNCH

4. 3
Records Management for Small Businesses
2.0 Introduction to DIRKS (part2)
2.5 Identification of Strategies for Recordkeeping
2.6 Design of Recordkeeping Systems
2.7 Implementation of Recordkeeping Systems
2.8 Post-implementation Monitoring and Reviewing
COFFEE
3.0 Return on Investment (ROI) and Records Management
3.1 Retention and Disposition
3.2 eDiscovery
3.3 Records and Risk Management
WRAP-UP DISCUSSION
For more information on this and any other workshop or training, please Contact
Lorson Resources Limited (LRL)
P. O. Box 2235
40 Northey Lane
Chaguanas
Republic of Trinidad and Tobago
Telephone: 868 671 8173
868 672 7002
Facsimile: 868 672 7005
Email: info@lorsonresources.com
Facebook: http://www.facebook.com/lorsonresourceslimited
Twitter: https://twitter.com/lorsonresources

5. Instructor Profile
Emerson O. Bryan is an Independent Consultant and Information Specialist currently on
assignment at the Office of Trade Negotiations (OTN) of the CARICOM Secretariat, formerly the
Caribbean Regional Negotiating Machinery (CRNM).
Mr. Bryan was prior to this, the Research Assistant/ Junior Consultant in the United Nations
Department for Economic and Social Affairs’ (UNDESA) Caribbean Technical and Advisory
Support Facility (TASF) on eGovernment based at the Caribbean Centre for Development
Administration (CARICAD) in Bridgetown, Barbados.
Mr. Bryan has over sixteen (16) years of experience in information management, and begun his
career as a member of the Jamaican Foreign Service, where he worked as a Records Officer in the Ministry of Foreign
Affairs and Foreign Trade, during this time, he was seconded from the Foreign Ministry, for a year, as the Records and
Information 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 the
Trinidad 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 & Information
Management (BARIM), a former member of the Library & Information Association of Jamaica (LIAJA), the Jamaica Defence
Force 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 Sector
Management. 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. ISSN
0258-2163 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. ISSN
0258-2163 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 the
Jamaican Public Service.” ACARM Newsletter. 33 (2003): 10-17. ISSN 0258-2163
See: 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” ACARM
Newsletter 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. ISSN
025-2163 URL: http://www.acarm.org/documents
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6.  Bryan, E. “Issues of Privacy and Data Protection Legislation within the Networked Environment – The Caribbean
Experience” (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.” Barbados
Association for Records and Information Management (BARIM) 2nd Regular Meeting, Cable & Wireless Board
Room, Bridgetown, Barbados. 27 Feb. 2008. See:
http://uk.groups.yahoo.com/group/barim2004/files
 Bryan, E. & W. Tyson. “Presentation: Managing Risks – Information Matters.” Caribbean Regional
Compliance Association Annual Conference (CRCA). Hilton Nassau Colonial Hotel, Nassau, The
Bahamas. 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 Public
Sector Reform, Bridgetown, Barbados. 10-11 Nov. 2009.
 Principal Facilitator: Records Management Seminar for Cabinet Office of Barbados/ Office of Public
Sector Reform, Bridgetown, Barbados. 2-3 Dec. 2008.
 Principal Facilitator: Records & Information Management Workshop for the Caribbean Centre for
Development Administration (CARICAD), Bridgetown, Barbados. 11 Sep. 2006.
 Principal Facilitator: Records & Information Management Workshop for the Organization of Eastern
Caribbean States (OECS) Secretariat, Castries Room, Morné Fortune, St. Lucia. 13 July 2006.
 Principal Facilitator: Developing a Records & Information Management Strategy for the Eastern
Caribbean Telecommunications Authority (ECTEL) Directorate, Board Room, Castries, St. Lucia.
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7. 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
REGISTRATION FORM
Course 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:
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8. 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
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 Limited's 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
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