Master Classes 2007

Developing a Functional File Plan

John Wilson - JMW Mosaic Limited

John is the Managing Director of JMW Mosaic Limited, an independent company established in 1994 to provide records and information management training and consulting. John has undertaken projects for clients in a range of sectors including central and local government, banking, energy, biotechnology and the utilities in the UK and overseas. Prior to establishing JMW Mosaic, John worked in both the public and private sectors and was Head of Information Services with BP Exploration

The course is aimed at records managers and other information professionals who need to develop or manage a functional file plan as part of a records management programme or in preparation for the introduction of an electronic records management system.

The course consists of the following sections:

• Classification schemes and file plans - what they are, what they are not and why they are needed.
• Types of classification schemes - a look at different types of classification schemes functional versus subject based classification schemes.
• How to create a functional file plan - a look at the steps involved in creating a functional file plan to meet the needs of your organisation.
• Example file plans - a look at some file plans and classification schemes.
• Implementing a functional file plan - managing the changes associated with implementing a functional file plan.

Successfully Managing a Records Management and EDRM Project

Tony Hendley - Cimtech Ltd

Tony Hendley is Managing Director of Cimtech Ltd the UK Centre for Information Management and Technology based at the University of Hertfordshire. Tony heads up Cimtech s consultancy services and has advised hundreds of clients. Cimtech has its own methodology for successfully managing a records management programme and implementing an EDRM solution. This was documented for JISC in their EDRM System Implementation Toolkit. Tony will draw on the JISC toolkit and his considerable experience in the EDRM field in presenting this intensive one day master class.

• A guide to managing a successful project based on the JISC EDRM system implementation Toolkit authored by Cimtech
• What is an EDRM system?
• A checklist for successfully managing a records management programme and an EDRM system implementation
• Information gathering and analysis
• Project management
• Conducting a feasibility study and making the business case
• Defining your requirements
• A review of the marketplace
• Discussion session

How to Recruit a Records Manager

Nicola Franklin - Sue Hill Recruitment

Nicola Franklin is Head of Information Recruitment at Sue Hill, where she has worked with clients across the public and private sectors for the past five years, providing advice and guidance on salary benchmarking, job descriptions and the recruitment process. Prior to this she was Research Manager for two years at Phee Farrer Jones, following two years at Informed Business Services as Recruitment Consultant. Nicola is a graduate who developed her early career at a major high street recruiter, before moving into information sector recruitment in 1997.

• Skills Identification - Presentation on how to define the job and identify the skills needed to undertake the role
• Taking the opportunity to review department skill mix/organisational fit of role
• CV Assessment - Presentation on CV layout, format and content how to interpret information in CVs
• CV Surgery - Exercise applying principals of skill identification and CV assessment to delegate s own CVs
• Interview Techniques - Presentation on interviewing skills and questions to ask/not ask including review of relevant legislation and what do the answers mean?
• Interview Practice - role play exercise
• The learning from the day