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| January 2011 | Volume VI, Issue 4 |
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Quick Links to Our and other ARMA Websites |
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Upcoming Educational Session...
JANUARY 18, 2011
Case Studies in Records Management
Member Speaker Panel Discussion
Starting from Scratch
Case Study #1 - Building a new records management program with limited budget and no staff, but lots and lots of support
Presented by: Carolyn Mariani, CRM, Director Records Management, Warner Music Group
Intergovernmental Preparedness for Essential Records (IPER)
Case Study #2 - Protecting records before, during, and after disasters and other emergencies - FEMA Grant driven initiative
Presented by: Lizette Pelletier, Public Records Archivist, Connecticut State Library
Effectively Marketing Your RIM Program & New Approach to Developing RIM Policy
Case Study #3 - 2 segments
Presented by: Michael Okrentowich, Sr. Records Clerk; Joe Mariano, Programs Administrator (CRM Candidate); Jeff Bridges, Esq., Associate Director; and Ron Ellis, CRM, Manager -- All from
Boehringer-Ingelheim Records & Information Management
Total Information Management
Case Study #4 - The title says it all!
Presented by: Dana Yanaway, JD, CRM, Sr. Process Consultant, Autonomy
Click here for Speaker Bios
LOCATION: DIAGEO, N.A.
801 Main Avenue
Norwalk, CT
11:30am to 12:00noon - Registration/Networking
12:00noon to 1:00pm - Lunch Buffet
1:00pm to 4:30pm - Educational Program Sponsored by:  Click here for Dupont Systems |
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CRM Practice Question...
The world's first global standard for records management, issued in 2001, was:
a. ISO 90000
b. DOD 5015.2
c. ISO 15489
d. ASCII 2000
e. RIM 2001
See end of newsletter "Editors Message" for correct answer.
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 Message from Brian...
Hello and Happy New Year to all. I am very excited about 2011 for the Connecticut Chapter and look forward to getting the ball rolling with our always popular Member Panel Discussion on January 18th. As many of us do or at least try to do we start the new year off with a resolution or our "gonna do" list. Well instead of just our personal goals, I thought it would be fun to list some ARMA Resolutions as well.
- attend three meetings or ARMA events
- submit an article for the Connecticut Chapter Chronicle
- volunteer to assist with an event or committee
I am sure there are many more ARMA'lutions for 2011, so feel free to add your own and let us know how we can include ARMA in our 2011.
Now back to our Connecticut Chapter I am thrilled to announce that we will be holding our Spring Seminar May 20th at the MGM Grand at Foxwoods and I can assure you it will be an event not to be missed. The Chapter will also be presenting our 2nd installment of the popular ARMA @ Noon in February in New Haven . There will be more to come on both events at Diageo on Tuesday, January 18th, so I hope to see you there.....
With Regards,
Brian F. Paul
President, ARMA Connecticut Chapter
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2010-2011 Advertising/Sponsorship Program
Meetings Still Available
Jim Merrifield, Executive Vice President, notes that there are still a few openings for meeting sponsorships. Check out our new rate structure and new features of the program and call Jim for more information at 203-325-5069.
Click link to see what meetings remain for sponsorship. |
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November Meeting Recap...
TRAIN THE TRAINER: RIM TRAINING FOR THE MASSES - NOVEMBER 30, 2010
Presented by Anita Castora, CRM and Jason Stearns, CRM
Anita and Jason delivered a presentation of best practices for training your internal RIM trainer and your employees. RIM training is more important than ever and this session demonstrated how to translate essential RIM concepts and ideas into easy-to-understand presentations and training sessions for non-RIM employees at all levels.
The session began with a discussion of good training and bad training and the effects on the learners. There were two basic theories on the types of learners: generational learners and the VARK learner styles. All adult learners have universal characteristics: they want to learn, like the content to be relevant, appreciate feedback and enjoy asking questions. The generational learners are divided into groups based on age: Traditionalists, Boomers, Gen X and Gen Y. They each have individual learning characteristics and preferred learning styles. For example, the Baby Boomers (Anita) usually have a collegial style communication, utilize and value experience and want credit as part of their learning style, whereas the Gen X's (Jason) have a self-command communication style, give fast feedback and like to multi-task. The VARK learning style addresses the different learning styles: visual, aural, read/write and kinesthetic. All training sessions should address all four of these styles and be wary of style bias. If anyone is interested in finding out their personal style, go to www.vark-learn.com .
Anita and Jason felt that it was imperative that all RIM training be aligned with organizational objectives as effective training creates a change in a skill that is linked to a business objective. Training should result in an improvement in performance indicators- quality, timeliness, cost-effectiveness and satisfaction. RIM training stems from two distinct needs - response to new business challenges and correction of business inefficiencies.
Some other tips discussed were to practice your training presentation and work out any inconsistencies with your staff or someone who can give you good feedback and modify your presentation. Use an icebreaker to set the stage but be sensitive to your audience and don't spend too much time on it.
If possible, as Anita and Jason advised, include some small group activities that are appropriate to your topic and your audience. Some examples of small group activities include: problem solving, role playing, mini-presentation, scenarios and brainstorming.
Anita and Jason also discussed the use of PowerPoint in training. Some helpful hints were given on what a presentation should not be: too much text, cheesy clip art, overuse of fonts, text and transitions. A slide presentation should supply visual support; plays to all learning styles visual, aural, read/write and kinesthetic.
They also explained that the trainer should only use technology when it enhances the presentation, not just because it is there.
Jason and Anita have different RIM backgrounds and experience but had fun doing this presentation together. They agreed that RIM training needs are timeless, The topics that were hot twenty years ago are still hot today. What is RIM? Benefits of RIM Retention Schedules, and Annual Records Clean Out. They gave an interesting and thorough presentation that was rated in the top 10 percent at the San Francisco ARMA 2010 International Conference.
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 ARMA 2010 San Francisco Recap
Article by Matt Fisher
I was fortunate enough to attend the ARMA International 2010 conference in San Francisco, California this past November. It was an exciting and educational experience for me and from all appearances was a great success for ARMA.
San Francisco could not have been a better setting for this conference. Anyone who has ever visited San Francisco would know how wonderful the city is, but the conference facilities were equally as wonderful. The conference presentations and expo took place at the Mascone Center, right in the heart of San Francisco. The Mascone Center West is a large conference center that offered more than enough room to house the conference. Despite the large number of attendees, one never felt as if there was not enough room to attend even the most popular educational sessions.
The conference kicked off with a welcome reception at the Marriott Marquis. This was a great time to catch up with former colleagues or fellow ARMA CT chapter members, as well as meet records professionals from other chapters.
The educational portion of the conference and the expo floor opened on Sunday , November 8th. As a new records manager, this was the most anticipated part of the conference for me. These sessions provided me with an opportunity to learn from established professionals and to understand the different issues that confront our profession today. This year's conference was in no shortage of informative educational sessions. The Connecticut chapter was well represented in the education sessions with Anita Castora, Jason Stearns, Melissa Dederer and Jeff Bridges respectively presenting on various topics. Other sessions included such topics as legal holds, e-discovery, social networking, cloud computing, the ever-popular SharePoint and many others. One of my favorite sessions was a case study on email management by John Annunziello from the Toronto and Region Conservation Authority (TRCA). Mr. Annunziello gave an in depth look at the email management problems the FRCA is facing, along with the solutions they implemented and the pros and cons of different email management approaches.
For those who have been to ARMA conferences in the past, you will know that the importance of the conference does not just lay with the educational sessions, but the expo hall is another avenue for conference goers to learn more about records management issues. The expo hall provides a chance to connect with different records management vendors to learn about the new products being offered. This year's expo hall was as large as I have ever seen it, and was filled with very knowledgeable professionals.
The conference ended on Wednesday November 10, with an inspirational closing keynote by John Montana entitled "Your Ethical Contribution." John reminded the audience of the importance of the roles that records manager's play, and how, as ARMA international members we are all "making a valuable contribution to our organizations and to the world at large when we do our jobs well and ethically." This was a great way to end the conference and left me with a renewed sense of how important compliance and personal ethics is to the records and information management profession.
From my point of view, this year's conference was a smashing success. I was able to connect with colleagues that I might not have otherwise connected with, and was able to learn more about topics which will help me grow as a records manager. I would recommend if anyone has the chance to go to the ARMA 2011 conference in Washington DC to do so.
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ARMA CT CHAPTER
Accolades, Accomplishments, Achievements
Congratulations to Matt Fisher on his recent promotion to Manager, Information Management Compliance at DIAGEO, N.A. |
| CRM CENTRAL
The next round of the CRM exams is just around the corner.
Go to www.ICRM.org to register. The upcoming exam dates are:Winter:Parts 1-5, February 7-11, 2011Part 6, February 10, 2011Registration is open from November 19, 2010 thru February 3, 2011Spring:Parts 1-5, May 2-6, 2011Part 6, May 5, 2011
Registration is open from February 25, 2011 thru April 28, 2011
Summer:
Parts 1-5, August 1-5, 2011
Part 6, August 4, 2011
Registration is open from May 20, 2011 thru July 28, 2011
Fall:
Parts 1-5, November 7-11, 2011
Part 6, November 10, 2011
Registration is open from August 19, 2011 thru November 3, 2011
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 ARMA @ NOON RECAP
Linda Mosier Presents RIM101
Stamford Meeting December 8, 2010
Article by Jim Merrifield, Executive Vice President
Linda Mosier, CRM, presented us with a lively discussion on how to manage records and information throughout their lifecycle, while providing excellent tips on creating and maintaining a records management program and policy. Linda is the Records and Conflicts Manager for Robinson & Cole LLP, a 225 attorney law firm headquartered in Hartford, CT. She has over twenty years of legal and records-related experience in law firms as wells as an extensive background in records and information management and storage, imaging, and e-discovery. Some specific topics that were discussed were:
Ø How to complete and document a Records Inventory in your organization
Ø How to classify both physical and electronic records
Ø How to manage active and inactive records
Ø When to decide between In-house vs. Commercial Records Centers
Ø How to classify and manage Vital Records
Ø How to sell your Records Management Program to upper management
This was our Chapter's first ever ARMA @ Noon event and it was very well attended.
If you were unable to attend the meeting, you can review Linda's presentation at the ARMA CT website www.armaconnecticut.com .
A special thank you to Melissa McCrea and Cummings & Lockwood for graciously hosting this event; as well as our meeting sponsor Steve Nikolopoulos, from IKON.
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The only weekly talk show dedicated to the promotion and education of Records Management.
It's about boxes ... It's about files ... It's about people ... It's about you!
Join us ... Inside The Records Room™
Hosted by Ray Davis, Vice President of the Liberty Bell Chapter of ARMA based in Philadelphia, PA.
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 Membership Report
by Jim Merrifield, Executive Vice President
(Interim Director-Membership)
We continue to grow as a chapter -- more and more people are realizing the great benefits of not only becoming a member of ARMA International, but what great benefits they receive when then join the Connecticut Chapter.
Please join me in welcoming our newest chapter members:
Lori Kelly - Boehringer-Ingelheim
Dwight Washington - Brown & Rudnick
A reminder to all those folks who have your memberships expiring to please renew as soon as you can. This year more than ever, you'll find a return on the investment. Thanks!
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Monthly Financial Report
Fiscal Year 2011 - July 1, 2010 thru November 30, 2010
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BEGINNING BALANCE 07-01-2010 |
$ 14,118.77 | |
YTD INCOME |
6,530.89 | |
YTD EXPENSE |
5,533.27 | |
ENDING BALANCE 11-30-2010 |
$15,116.39 |
Respectfully submitted by Matt Fisher, Treasurer
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 Editor's Message
Thanks for reading! If there is something special you'd like to see
in our newsletter, or are interested in publishing an article on Records
Management, please send me an email or give me a call at 860-312-1108.
Director, Publications
CRM PRACTICE QUESTION ANSWER IS: c. ISO 15489
Based on the Australian Standard AS 4390, Records Management, this ISO standard was developed to standardize international best practice in records management. It provides guidance on managing records of originating organizations, (public or private, for internal and external clients) to ensure that adequate records - in all formats and media - are created, captured, and managed. This standard also provides guidance on:
- determining organizational responsibilities for records and records policies, procedures, systems, and processes
- supporting a quality process framework to comply with ISO 9001 and ISO 14001
- designing and implementing a records system (but not the management of archival records within archival institutions)
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I hope to see you at our next meeting!
Raymond J. Jansak
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