Brianne,

In BC, when leading government's most comprehensive RM program serving 5000+
offices with professionals in the caring disciplines, notes, planners and 
daytimers were a significant source of knowledge about decision making--and
therefore were critical in litigation support and--you are in
Canada--subject to Freedom of information & Protection of Privacy (and
equivalent) legislation.

At the same time, the hybrd of personal day planning and business planning
meant that these tools were routinely taken by departing staff and there was
significant senior resistance to the notion that records in anything other
than computer systems and files should be considered records.

Attending an Executive meeting with the Deputy and 6 ADMs, one of them
hauled out a matchbook in which he had scrawled notes over drinks with the
Deputy Minister--smirking--challenging me to define it as a record.  I
pointed out that if he felt it was important to record a decision made in
discussion with the Deputy for later action, then of course that recorded
information had value relative to business process.  Whether he had the
sense to ensure retention in a more reasonable formats was really a matter
between him and his boss.

Got a laugh, and made the point (though at the Executive level there is lots
that goes on which is not--but arguably should be recorded).  

In another matter, I had occasion to go back through many months of calendar
records to investigate the whereabouts of an individual--the planner pages
were relevant in a termination--and you can bet that they were retained to
defend the organisation's position.

Similarly, in a protracted case of alleged prejudicial treatment relative to
development opportunities, calendar records supported the position that an
individual had, in fact, received more opportunities than others.

Hope some of these examples may be helpful.

Regards,
John

Director, IRM Strategies
Hong Kong 
www.irmstrategies.com

Assoc. Partner, S4K Research
Stockholm
www.s4k.com

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