Jim,

I present for Lorman. I like it because you develop the entire
presentation yourself. I generally do the first half of a full day
program. Here is my outline:

I  Overview of Records and Information Management

1.	What is a record?
2.	Life Cycle of a Record
  A.	Creation
  B.	Active use
  C.	Semi-active use: storage and retrieval
  D.	Archival preservation
  E.	Disposal
3.	Records Management Program
  A.	Definition
  B.	Goals
  C.	Building your case to start an RM program
  D.	Program Components
    a.	Policy Statement/Management Directive
    b.	Records Committee
    c.	Retention Policy
    d.	Active Filing Procedures
    e.	Storage and retrieval system
    f.	Destruction Policy
    g.	Business continuity/vital records
    h.	Staff training

II What is a "Legally Defensible" RIM Program?

1.	Compliance with external rules.
2.	Compliance with internal rules.
3.	Organization-wide.
4.	Destruction holds.
 
III Developing a Records Retention Policy for Your Organization

1.	Definition/Description
2.	Developing a Schedule
a.	Information & Data Gathering
b.	Appraisal of Value
c.	Writing the Schedule
d.	Administrative Approval

IV.  Identifying and Protecting Vital Records


Gary Link, CRM
Pittsburgh, PA 


-----Original Message-----
From: Mullen, James L (SN) [mailto:[log in to unmask]] 
Sent: Monday, May 04, 2009 12:23 PM
To: [log in to unmask]
Subject: [RM] Lorman Education Services

Happy Monday All,

I've been contacted by Lorman Education Services to present at a seminar
on "Document Retention and Destruction".  Has anyone on the list had
experiences - good or bad - with this organization.  

All other presenters are from local law firms and I've seen some
outlines and materials from last year's Lorman event in our city
(Wichita, KS).  What I've noticed is a lack of programmatic approach, so
I'm leaning in that direction.

I've read John Phillips and Patrick Cunningham's comments in the
RECMGMT-L archive from around 2004, but would like to hear from others.
Thanks in advance.

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Jim Mullen, Company Records Specialist - Engineering Spirit Aerosystems
Inc. 
Tech. Services & Process Config., Data & Records P.O. Box 780008, M/C
K32-02 Wichita, KS  67278
(316) 526-0069
mailto:[log in to unmask]
http://engpdirim-upd.web.spiritaero.com/EngPDI-RIM.htm
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~


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