Records & Information Management Executive Briefing: Course Description

Lorson Resources Limited offers a customized Executive Briefing for Business Executives, Government Heads of Department and Senior Managers in sessions ranging from:

Records & Information Management Executive Briefing: Objectives

The program shall feature such subject material including:An Introduction to Records Management and Tried-and-Proven Strategies for Developing or Strengthening Organization-Wide Records Management Programs:

• Overview of the development of organization-wide records management programs
• Compliance requirements (FRCP, Fed Rules of Evidence, SOX, HIPAA, Others)
• Implications of Sarbanes-Oxley for worldwide government, private, or other organizations
• Why "the time for excuses is over" and why quality records management is now essential
• The "business case" for organization-wide centrally-managed records management programs
• Why the "future of records management is largely digital (electronic)
• Recommended scope, elements, and content for organization-wide RM programs
• The need to establish the "critical relationships" (IT, legal, admin services, archives, others)
• Elements of successful digital/electronic records management programs
• Securing the support of all management and personnel at all levels
• Specific steps to be taken to establish, strengthen, and manage quality RM programs including:
  • Documenting the current records management situation
  • Securing senior management commitment and support for quality RM programs
  • The necessity for an "executive champion" or champions
  • The roles and value of a senior-level "records management strategic planning group"
  • Establishing the leadership for organization-wide programs (a "records manager")
  • Selecting the appropriate places in organizational structures for RM programs
  • The necessity of designating "records coordinators" within operating units
  • The functions and merits of a standing "records management committee"
• The importance of developing and maintaining a "records management intranet website"
• The necessity of close working relationships between IT and Records Management
• The value of "executive briefings" and "staff briefings" to maintain quality RM programs
• Managing e-mail and the importance of implementing "e-records software" systems
• The need for and value of "preliminary file purges" to eliminate excess paper records
• RM's "essential diagnostic step"-taking and maintaining "records surveys/inventories"
• Why "managing records retention" is critical today (compliance, defensibility, economics)
• Developing and implementing legally-valid records retention programs
• What are "state-of-the-art filing systems for paper records?"
• The roles of "imaging" (microfilm imaging and digital imaging) in records management
• Vital records identification/protection for business & government continuation and protection
• Managing inactive records internally-and the benefits of "outsourcing"
• Implementation of records management software (RM "unifying systems of organizations")
• Meeting the "archives needs" of organizations for electronic, paper, and other records
• Resources about professional records and information management

Records & Information Management Executive Briefing: Audience

Executive Briefings are customized and presented for the benefit of principal company decision makers including:

• Senior Managers
• CEO's
• Senior IT Staff
• Attorneys
• Corporate Secretaries
• Chief Information Officers
• Chief Financial Officers
• Senior Executives
• Board Members
• Primary Company Stakeholders