ERM Master (cours ERM003)

Cours disponible en français ou en anglais - Training available in French or in English

Durée: 4 jours

Objectifs du cours :

The ERM Master Training Class provides you with a good coverage of ERM with the main elements from our ERM Strategy, Beginners and Intermediate training programs in addition to case study exercises. This 4 day training program covers why, what and how to implement ERM.

The ERM Strategy component provides you with the knowledge to get ownership and support by senior executives and users
The ERM Beginners component covers the lifecycle of records and related concepts such as Classification Schemes, Metadata, Security, Retention and Disposal
The ERM Intermediate component covers the implementation and related processes such as global best practices for ERM implementation and related processes such as Business and Systems analysis, Developing a Business Case, Business and System Requirements, Project Management, and Roll out.
The ERM Case component allows you to discuss, share and learn global best practices for ERM.

Compétences acquises :

Les stagiaires seront à même d'effectuer les tâches suivantes :

Strategy Component: (Why ERM?)
- Understand what electronic records management is
- Learn electronic records management principles
- Appreciate the importance of records
- Understand ERM business drivers
- Identify necessary roles and responsibilities for successful ERM
- Understand information governance
- Learn what activities and functionality are required for ERM
- Understand the concepts of ERM and how they address current information challenges
- Learn how to implement an ERM environment (policies, processes and people)
- Understand how to implement an ERM solution
- Gain commitment for change
Beginners Component: (What is ERM?)
- Understand records management terminology and principles
- Understand the lifecycle of records, with focus on electronic records
- Consider the sources of records and appropriate capture mechanisms
- Learn about current metadata standards, guidelines and practices
- Understand the concepts of classification and different approaches depending on local business needs
- Understand search, retrieval and presentation
- Explore different levels of access control and permissions
- Determine retention and disposition
- Learn about records management technologies
- Understand the need for ERM governance, staff and audits
- Learn about electronic records storage
- Understand digital preservation techniques
Intermediate Component: (How to implement ERM?)
- Identify the stakeholders of an ERM program
- How to carryout business and technology assessments
- Develop a Business Case for ERM
- Identify the business and system requirements of the ERM system
- Understand information governance
- Identify records management policies and procedures
- Learn how to design records management processes
- Learn how to design records technology solutions
- Understand model offices and pilot implementation
- Define and explain the project work products for ERM implementation
- Understand what is meant by benefits realization
- Learn about discovery and disclosure activities
- Learn how to address trans-jurisdictional records management issues
- Understand records management issues with email, mobile communication devices and E2.0 technologies
Case Study Component:
- Allows the delegates to get some practical experience using their new knowledge

Connaissances requises :

Pour suivre ce cours, les stagiaires doivent disposer des connaissances suivantes :

Basic computer knowledge. The student should know how to navigate to folders and files on a computer running Microsoft Windows.
The student should know basic file-management skills.