GWDC ARMA
March Seminar 2011
Subscribe To Our Newsletter
GWDC ARMA SEMINAR
ICRM has Pre-Approved CRM Maintenance Credit of 5 Hours for the GWDC ARMA Seminar.
DATE: Wednesday, March 16, 2011
TIME: 8:00 am - 4:30 pm
LOCATION: K&L Gates
1601 K St NW#1
Washington D.C., 20006PROGRAM: Change Management and RIM
Click "Here" to view and print the brochure.
Fitting the Records Professional into the New Management DynamicIs the records management program at your organization perfect?
Have you been successful in gaining the buy-in for and then effecting the needed changes to use all of the RIM knowledge you have?
Are you recognized as the person who brought the records program from paper based systems to the cutting edge electronic information management?
Whatever your answer to these questions, please join us for a wonderful day filled with educational opportunities. Fantastic speakers including; George Cunningham, Fynnette Eaton, Brian McCauley, Susan Sallaway, and Roberta Shaffer, have been engaged to broaden your ability to effect change in your organization. This seminar will provide knowledge and tools to RIM practitioners at all levels.
Participants will:
- Be exposed to the skills to become effective agents of change management with the tools to make that change effective
- Learn ways to employ these practices to facilitate implementation and utilization of RIM practices
- Learn how change management tools were utilized in government agencies, private industry and the legal sector, both domestic and international along with case studies and lessons learned.
- Identify the five great obstacles facing an organization dealing with change
- Be prepared to go back to their work places with a better understanding of how to work with the changes presented within their organizations.
Summary:
The program has been developed to help the information professional recognize opportunities for and equip themselves with a skill set for change management. Senior management consistently looks for opportunities to increase the organization's potential for profitability and change management is now being included in that ever- evolving management dynamic. This seminar will present an integrated program explaining what change management is, its role in records and information management (RIM), the effect of RIM change management on the internal and external information user or customer, and how management can use RIM change management to meet its organizational goals.
Records are an integral part of the work process, not a by-product. The advent of electronic information storage and the increasing volume of information necessitate the inclusion of the work force and the customer in the organization's records and information process. RIM is a vital part of the working life of every staff member, rather than being an end process. RIM is also critical to the customer's privacy concerns; it affects information access for both staff and customer, and is instrumental in the risk management approach of the organization. The seminar presenters will discuss a Change Management view of RIM and methods of bringing about change by drawing on the advice of experts and recent case studies of experiences in government and private sector RIM, in domestic and international settings.
The program will include a catered lunch and coffee breaks.
Presenters:
Roberta I. Shaffer was appointed as the 22nd Law Librarian of Congress in August of 2009. Prior to that, she was the Executive Director of the Federal Library and Information Center Committee/Federal Library Network at the Library of Congress. Before 2005 she held positions with the University of Texas at Austin, the University of Maryland, George Washington University Law School, the University of Houston Law Center, and the Law Library of Congress. For nine years, she served as the Director of Research Services at the Washington-based international law firm of Covington and Burling. She was a Fulbright Senior Research Scholar in Israel and Portugal.Ms. Shaffer's opening address will offer some ideas for "tools for change". She will talk about developing sensitivity to the "winds of change" within an organization so that the RIM manager can prepare for changes at any level and on any scale. Roberta will also address how to deal with the management of staff, services and resources during transitional or transformative times, and finally how the RIM professional can position him/herself to be a positive "change agent."
George Cunningham, CEO and President of PelliGroup, a records management consulting firm. He has been providing records management consulting services since 1974. His career in records management includes work with two boutique records management consulting firms I.B.S. and Informaco, the founding of another firm, Information and Office Systems, Inc., in partnership with A. Litchard Dickenson, the creation of the ARC-ARCPlus family of records management software and five years with the Management Consulting Services Group of Price Waterhouse, where he headed their records management consulting practice. On leaving Price Waterhouse, he continued his involvement in the records management discipline by establishing George C. Cunningham & Associates, a records management consultancy. He merged practices with John Montana in 2002 to form the company known today as PelliGroup.
Mr. Cunningham's address will cover the importance of change management as a tool for facilitating implementation of a records management program; how to tailor a change management program to the organization's needs; how to use change management to craft and distribute the buy-in message to different segments of the user population; and how to create a minimally invasive support, follow up and audit protocol.
Fynnette Eaton served as a government archivist for more than 30 years, dividing her time between the U.S. National Archives and the Smithsonian Institution. She was Director of the Technical Services Division for the Smithsonian Institution Archives, where she developed an electronic records program for that Archives that included identifying a standard for records management application for the Technical Reference Model for use by Smithsonian Institution offices. In 2002 she joined the Electronic Records Archives Program as the Change Management Officer, where she developed a change management program for the ERA system being built to preserve Federal electronic records. She retired from NARA in 2007, and is now a consultant with NARA's Center for Advanced Systems and Technology. She also has participated in a variety of research projects focusing on electronic records: as a member of the American Team for InterPARES, and as a member of the Advisory Committee for both the Indiana University Electronic Records Project, and the National Historical Publications and Records Commission's Electronic Records Research Fellowship Program.
Ms. Eaton will talk about her view of organizational change management and briefly touch on the issue of change versus transition. She will discuss the general goals of organizational change management and how these were applied to the Electronic Records Archives program at the National Archives, and will also focus on the hallmarks of effective change management, including the five greatest obstacles facing organizations dealing with change. She will use her experience at the National Archives as a case study of organizational change management and will discuss lessons learned.
Brian McCauley, CRM, has dedicated over 30 years of continuous service to the records and information management industry with a majority of that time spent in the offices of five national law firms. He has enjoyed building the records operations at these firms as industry practices evolved from manual to automated systems, and now to the central role records management plays in governance, risk management and compliance. Over the years Brian has contributed functional requirements to records management software; developed staffing workflow and vendor relationship efficiencies; and has collaborated with the National Archives on a functional retention schedule pilot program. He conducted the scheduling work during a four-year period in federal service as a records officer within the Department of the Interior. In 2009, Brian returned to the private sector as the Firm Wide Records Manager for the law firm of McDermott Will & Emery LLP. Brian served as President of GWDC ARMA in 1997. He earned his CRM in 2007.
Mr. McCauley will examine the strategic vision of a large international law firm and the envisioned integration of an electronic records management system with its document management system, adopting the concept of matter-centric collaboration (MCC) design. The objective is to cost-effectively manage the lifecycle of its business records and mitigate risk through a collaborative process with Firm stakeholders. Further, this process aims to maximize buy-in and introduce an easier way to code and classify content. He will also examine policies, retention schedules and standard operating procedures as guidance tools and authorities to assist records managers with successfully marketing, modifying behavior and achieving the desired change.
Susan L. Sallaway, CRM, is currently serving as the Agency Records Officer (ARO) for the newly formed Federal Housing Finance Agency. Formerly, Susan was the ARO at the Office of the Comptroller of the Currency, where she worked from 2001-2010. She started her federal career at the National Archives and Records Administration, after working as a federal contractor to the Environmental Protection Agency. Additionally, she worked for 14 years as a part-time law librarian at Catholic University of America School of Law and taught graduate classes for 3 years at the University of Maryland, College of Information Studies. Prior to joining the Records and Information Management profession, she worked for 15 years in the insurance industry as a casualty underwriter and a broker. In addition to her CRM, she holds a Project Management certificate from George Washington University, a Change Management certificate from Prosci, and is a Lean Six Sigma Greenbelt.
Ms. Sallaway's discussion will outline a basic Change Management approach to consider, provide some tips for determining what might work in your own environment; and examine some of the tools and techniques used to anticipate and effect change throughout one successful federal document and electronic records management (DM/e-RM) deployment project. Finally, she will discuss how determining the value and usefulness of implementing Change Management in a project can be difficult, given that one can't always prove how the project would have progressed without it.
A question and answer session will conclude the seminar.
