SERVICES
Does your current program need a review?
Records and Information Management (RIM) Programs and managed 'Line-of-Business' (LOB) enterprise platforms form the foundation of Information Governance.
Often, organizations grow organically, with unknown exponential grown to both their RIM needs and LOB systems. Conducting organization-wide reviews allow organizations to regain control of their records management.
The following components can support a legally compliant RIM Program:
- RIM Bylaw
- RIM Policy
- RIM Program Band Council Resolutions
- RIM Manual
- Classification Plan and Records Retention Schedule
- RIM Training Programs
- Scanning Programs
- Disposition Programs
- Email Policy and Training Programs
- BYOD, Social Media, Cloud and Acceptable Use Policy
- LGMA Manual Customization Projects
- First Nations Summit Records Management Customization Projects
- Standard Content Types List
- Standard Naming Conventions Guidelines
- Standard Acronym Lists
- Metadata Guidelines
- Workflow Reviews to identify 'records creation'
- Checklists
- Standardization of forms and templates
- Physical Record Inventories
- Paper and Electronic Declaration Review
- RIM Glossary and Concordance
- Permanent Retention and Archives Policy
Did you know that the purpose of a RIM Bylaw is to authorize the creation and maintenance of a RIM Program including a RIM Manual. That the manual must be kept up to date and address actions like 'disposition' before the organization can legally dispose of records?
Are you using a legally defensible Confidential Disposition Certificate? Do you attach your box lists?
Do you need to develop something new?
Global changes in the adoption of the Information Governance (IG) Method see Canadian organizations fully realizing the importance of managing their information as an 'asset'.
Organizations implementing IG see a 'return on investment' as they increase both leadership, management and staff training and maximize Electronic Document and Records Management Software (EDRMS) to gain legally compliant and defensible RIM and IG Programs.
- IG Policy
- IG Steering Committee Development
- IG Training Programs
- EDRMS Strategy
- EDRMS Roadmaps
- EDRMS Software Options
- EDRMS Funding Options
- EDRMS Program Metrics
- EDRMS-Ready Classification Plan and Retention Schedule
- IG RIM Reviews and Restructuring for 'RIM as Asset' management
- RIM and Disaster Recovery Audit for Insurance Purposes
- 'Line-of-Business' (LOB) Reviews
- Council Meeting Policy
- Privacy Program
- CCTV Sharing Policy
- Communications Policy
- Engineering Records 'As Assets" Life-Cycle Management Program
- GIS Policy
- Scada Data Guidelines – Transitory Declaration Policy
- Procurement Policy
Drone Policy
* Consultants are software independent. However, recommendations can be made for SharePoint add-in EDRMS solutions.
Legal Opinions, Drafting and Research
Stuart's boutique Information Law practice focuses on providing clients with drafting services for the development of Legislation, Bylaws, Policies, Procedures, Standards and Best Practices.
It is often difficult to find a lawyer who is qualified to draft complex documents that pertain to Privacy, RIM and IG Programs. Organizations such as Municipalities, Regulators, Industry and First Nation Governments may not have staff that are legally trained or have the capacity to draft these documents.
Areas of Practice:
- Administrative Law
- Civil Litigation
- Government to Government Negotiations
- Legal Research
- Legislation & Law Reform
-
Public Policy
- Freedom of Information & Privacy Law
-
Electronic Discovery Counsel
Legal Drafting:
- Legislation
- Laws
- Bylaws
- Policies
- Procedures
- Standards
- Best Practices
Legal Reviews:
- Privacy Impact Assessments
- Compliance Audits
-
Workplace Bullying and Harassment
-
Canada Anti-Spam Law (CASL) Compliance and Mitigation Plans
Gaining capacity and confidence are 'Key'.
Stuart works with his clients to create custom training programs. He also facilitates 'train-the-trainer' programs, that support the organization in realizing internal training program delivery. Stuart believes that capacity starts with leadership, and when leadership has capacity the organization will be stronger, more dynamic and resilient.
Would your organization benefit from the following training programs?
- Information Governance Program Training
- Records Management Program Training
- Privacy Program Training
- Standards and Best Practices Training
- Scanning Program Training
- FOI Request Discovery Response
- Legal Hold Discovery Response
- RIM Disaster Recovery Response
