Lorson Resources Limited is offering a 2-day training course on establishing and managing successful records management programs taught by Dr. Mark Langemo. The course will cover developing corporate records management systems, strategies for developing records management programs, developing records retention programs, and managing electronic records and imaging systems. Participants will learn how to develop organization-wide records management programs and utilize technologies like imaging and e-mail to manage business information and records.
Course Outline - Developing Corporate Records Management Systems - Establishing and Managing Sucessful Records Management Programs
1. LORSON RESOURCES LIMITED
The Records and Information Management Company of the CaribbeanThe Records and Information Management Company of the Caribbean
LORSON RESOURCES LIMITED
Course
A RECORDS &
INFORMATION MANAGEMENT
2-DAY TRAINING COURSE
For Government and Private Enterprise
For Registration Details Contact Lorson Resources Limited:
Telephone: 1.868.671.8173 / 1.868.672.7002
Fax: 1-868-672-7005 Email: info@lorsonresources.com
Solutions &
Services
Consulting R & Information Management Consulting Services
Content Management
(Electronic Document & Records Management) Software Solutions
Correspondence Management
and Tracking of records in the Record Centre
Conversion - Scanning/Imaging
Implementation
Filing Systems for traditional hard copy records:
Boxes/Folders/Document Clips/shelving
Records
EDRM
Management
Document
Solution
Office
R
R
R
Services R
R
Products R
Software R
Complement Your Professional Development with –
Records & Information ManagementLRL’s Solutions & Services"End-To-End"
Primary study modules will include:
DEVELOPING CORPORATE
RECORDS MANAGEMENT
SYSTEMS
+Who Should Attend:
Information Management Professionals
Chief Information Officers
Legal Staff, Regulatory Staff
IT/Technical Staff
Records Managers
Business Managers
Consultants, Service Providers
Implementation Teams
Information Architects, Archivists
Administrative Staff
Library Staff
R Enroll for this 2-day
program and learn formal
industry best practice
processes for
Establishing and
Managing Successful
Records Management
Programs.
u Introduction to Successful Organisation-wide Records
Management techniques
u Strategies for developing & strengthening corporate
Records Management Programs
u Developing & Implementing Records Retention
Programs
u Managing Vital Records & Inactive Records
u The Roles of Record Centres & Archives
u Imaging & Applications of Imaging Technologies in
Records Management
u Benefits & Return on Investments from
Implementing Records Management Programs
Maximize corporate business processes
efficiency in both Public & Private Sectors
Applications
u Know where your records are
u Develop Fast Filing & Retrieval Techniques
u Ensure Legal & Regulatory Compliance
u Achieve Critical Success Factors with improved
staff and users Records Management functions
Course Instructor
Dr Mark Langemo, CRM , FAI
Professor Emeritus,
University of North Dakota
2. P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002
Longdenville, Chaguanas Fax: 868-672-7005
TRINIDAD, W.I. Email: info@lorsonresources.com 1
Course
Title
DEVELOPING CORPORATE RECORDS MANAGEMENT SYSTEMS -
Establishing & Managing Successful Records Management Programs
Course
Instructor
Dr. Mark Langemo, CRM, FAI
Professor Emeritus College of Business & Public Administration
University of North Dakota
Grand Forks, North Dakota, U.S.A.
COURSE
DESCRIPTION
Overview of Successful Records Management Programs and Systems
- Startling facts about records management in today’s organization
- Why all organizations need to make records management a high priority
- Scope and components of organization-wide records management programs
- Managing electronic records in quality records management programs
- Benefits of and return on investment in records management programs
Specific Proven Strategies for Program Development and Implementation
- Selling the need and securing management support for records management
- The framework of an organizational structure for managing electronic and paper
records
- Successful strategies for program development, management, and control
- Integrating electronic records management, MIS, and records management
- How to use the Internet, intranets, and emerging technologies in RIM
- Guarding against terrorism or disasters and protecting “vital records”
Developing and Implementing Records Retention Schedules
- An overview of the law and records management
- Litigation consequences of throwing away records and eliminating data too quickly
or retaining data and records too long
- The process of retention-schedule development and implementation
- Federal and state statutes for records and data retention
- Legality of magnetic, microfilm, and optical media
3. P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002
Longdenville, Chaguanas Fax: 868-672-7005
TRINIDAD, W.I. Email: info@lorsonresources.com 2
Developing Quality Filing Systems for Paper Document Records
- A look at the worst and best of today’s filing systems
- How to purge files and inventory records and how to develop appropriate indexing
and classification systems
- A process for improving existing systems and developing new ones
- Equipment, supplies, and systems for tomorrow’s most efficient systems
- Utilizing color coding, bar coding, file tracking, and the selection and use of records
management software
- Equipment, supplies, and systems for state-of-the-art paper systems
Managing Records Disposition and the Roles of Records Centers and
Archives
- Using computers and records management software to manage inactive records
and the records disposition process
- Developing and managing in-house records centers
- The potential of outsourcing to commercial records centers
- Alternatives for systematic and cost-effective records disposition
Managing Electronic Records and Utilizing Imaging Systems in Records
Management
- An introduction to “imaging” and an overview of microfilm-based imaging and
electronic imaging
- Micrographics fundamentals for records managers and how to successfully use
microfilm imaging
- Common applications of microfilm systems in records management
- How to analyze, justify cost, and plan conversions of paper to microfilm
- Integrating microfilm with electronic imaging systems
Digital Imaging Systems and Applications
- The fundamentals, components, and uses of electronic imaging systems
- An introduction to hardware, imaging software, and storage media alternatives
- Electronic imaging applications in records management
- Practical approaches for planning and justifying the cost of imaging systems
- The critical issues and questions about implementing imaging
- Imaging systems publications and resources for records managers
4. P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002
Longdenville, Chaguanas Fax: 868-672-7005
TRINIDAD, W.I. Email: info@lorsonresources.com 3
OBJECTIVES Workshop contents are “real-world” illustrations, which can be readily translated and
implemented into live organisational applications.
Participants will learn how to:
Develop or strengthen organisation-wide records management programs
Use state-of-the art technologies (such as the Internet, intranets, electronic
imaging, e-mail, and emerging systems) for managing business information and
records
Recognise the need for quality records management in all organisations and the
inefficiencies in existing methods
Determine how long business records must be retained
Understand the scope of Records Management programs
Determine the appropriate “mix of media” in offices--what should be stored on
paper, microfilm, computers and electronic imaging systems.
Intelligently plan, implement, use and manage imaging systems in your organisation
CONTENT
SUMMARY
Records management has finally emerged as a significant issue for senior
management, legal departments and IT groups; it is no longer just an ongoing task for
records professionals. There are legal, economic and practical reasons to establish an
appropriate records management program and properly manage all of an organisation’s
records—paper, electronic or microfilm. Considerations include:
Overview of Successful Records Management Programs and Systems
Specific Proven Strategies for Program Development and Implementation
Developing and Implementing Records Retention Schedules
Developing Quality Filing Systems for Paper Document Records
Managing Records Disposition and the Roles of Record Centres and Archives
Managing Electronic Records and Utilizing Imaging Systems in Records
Management
Digital Imaging Systems and Applications
5. P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002
Longdenville, Chaguanas Fax: 868-672-7005
TRINIDAD, W.I. Email: info@lorsonresources.com 4
INSTRUCTOR’S PROFILE
Dr. Mark Langemo, CRM, FAI
Professor Emeritus, Information Systems and Business Education
College of Business and Public Administration
University of North Dakota, Grand Forks, ND, U.S.A.
DR. MARK LANGEMO, CRM, FAI, is a Professor Emeritus in the College of Business and Public
Administration at the University of North Dakota. He has over 40 years of experience as a professor
of Records Management, IT, Office Systems Management, and related information management
courses.
Dr. Langemo has maintained an active involvement in business and professional development work
himself. He has been a records management seminar leader, consultant, or speaker in 45 of the Continental United
States, Alaska, Hawaii, several Canadian provinces, Iceland, Jamaica, New Zealand, Singapore, Trinidad, and in Europe.
His over 600 records management seminars and consulting has involved work for the U. S. and Canadian governments;
state, provincial, county, and city governments, major corporations such as Microsoft and 3M, health care organizations,
energy and power companies, accounting firms, banks, educational institutions, law firms, ARMA International, and the
Kennedy Space Center in Florida.
Mark Langemo is a prolific writer who has published over 60 magazine and journal articles. He is the author of the CD-
ROM video training series Establishing and Managing Successful Records Management Programs published in 2003 and
the book Winning Strategies for Successful Records Management Programs published in 2002 by Information
Requirements Clearinghouse, Inc. (www.irch.com). Dr. Langemo has been the University of North Dakota’s “Teacher of
the Year,” and he recently received a national award for “excellence in continuing education seminars.” He is a Certified
Records Manager (CRM) who was inducted into ARMA International’s “Company of Fellows” in 1991—ARMA’s highest
award to an individual. In 1993, Mark Langemo was given the prestigious Emmett Leahy Award by the Institute of
Certified Records Managers. The Leahy Award is the highest award internationally in the profession of Records
Management. Dr. Langemo is a dynamic speaker who presents content-filled, current-to-the-moment, media-illustrated,
dynamic, and entertaining seminars.
RECENT SEMINARS
BALTIMORE, MARYLAND. Conducted two-day “Records and Information Management: The Fundamentals” pre-conference
seminar at 2007 ARMA International Conference, October 5-6, 2007. Conducted similar seminars at the 2006 ARMA
International Conference in San Antonio, 2005 ARMA International Conference in Chicago, 2004 ARMA Conference in Long
Beach, 2003 ARMA Conference in Boston, 2002 ARMA Conference in New Orleans, 2001 ARMA Conference in Montreal, and
the 2000 ARMA International Conference in Las Vegas.
ARMA CHAPTER SEMINARS DURING 2007, 2006, 2005, AND 2004: Big Sky Chapter, Billings, MT, September 13, 2007;
Houston Chapter, Houston (June 5, 2007); Cincinnati Chapter, Cincinnati (May 8, 2007); Boston Chapter, (February 15, 2007);
Winnipeg Chapter, Winnipeg (December 11-12 and May 4-5, 2006); Bismarck-Mandan Chapter (April 27-28, 2006); Northeast
ARMA region Seminar, Atlantic City (June 9-10, 2005); Big Sky Chapter, Billings, Montana (May 23-24, 2005); San Diego
Chapter, San Diego (April 26, 2005); Winnipeg Chapter, Winnipeg (April 18-19, 2005); Tampa Chapter, Tampa (February 25,
2005); Northern New Mexico Chapter, Sante Fe (Nov. 12, 2004); Hawaii Chapter, Honolulu (May 12, 2004); Phoenix Chapter,
Phoenix (May 7, 2004); & Fox Valley-Green Bay Chapter, Appleton, WI (April 29, 2004).
AUGUSTA, GEORGIA; HOUSTON, TEXAS; KINGSTON, JAMAICA; PORT-OF-SPAIN, TRINIDAD; SAN DIEGO, CALIFORNIA;
ANCHORAGE, ALASKA; REDMOND, WASHINGTON; MINNEAPOLIS, MINNESOTA, and BATON ROUGE, LOUISIANA: Two-
day in-house records management training seminar, University Hospital (September, 2007); one-day in-house records
management training seminar for personnel of Access Sciences Corporation (January, 2007); personnel and clients of Lorson
Resources, Ltd., in Trinidad and Jamaica (November-December, 2006); management and personnel of Sempra Energy in San
Diego (September 2004); management and personnel of Chugachmiut in Alaska (August, 2004); personnel of Microsoft
Corporation in Redmond, Washington (January, 2003).
6. P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002
Longdenville, Chaguanas Fax: 868-672-7005
TRINIDAD, W.I. Email: info@lorsonresources.com 5
REGISTRATION FORM
Course title:
Location & Date of course:
Name of participant:
Position/responsibilities:
Organisation:
Telephone: Mobile: Fax:
E-mail:
Postal address:
What kind of background in records work do you have?:
How did you find out about the course?:
I have read and agreed to the conditions for training course registration outlined above.
Signature: Date:
Authorising officer:
Name: Position:
Telephone: Fax:
E-mail:
Signature: Date:
7. P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002
Longdenville, Chaguanas Fax: 868-672-7005
TRINIDAD, W.I. Email: info@lorsonresources.com 6
REGISTRATION AND PAYMENT TERMS & INSTRUCTIONS:
1. Please ensure registration forms are properly filled out and more importantly authorization/approval for
registration indicated on the form before forwarding to Lorson.
2. All costs quoted are in US$.
3. Where applicable, the TT$-US$ rate of exchange shall be calculated at the prevailing bank rate.
4. Payments must be made IN ADVANCE.
5. Late payments -- 15 days and more from the date of invoice) shall incur a 15% late fee charge.
6. Companies based in Trinidad & Tobago can issue cheques payable to LORSON RESOURCES LIMITED. All
other companies please complete an International Wire Transfer. The details will be included on your invoice
from Lorson Resources Limited.
7. A 5% discount shall apply for groups of five (5) participants or more from one organisation.
8. The price of the course also covers morning and afternoon snack breaks, lunch, manuals/course materials
and certificate.
9. PAYMENT AND REGISTRATION SUBSTITUTION POLICY
Substitute participants are permitted for individuals from the same company or organization. Substitution
requests must be received in writing, and validated by a supervisor, no later than 5 (five) business days
before the first day of the registered program.
10. CANCELLATION POLICY
Lorson Resources Limited reserves the right to cancel courses, programs, workshops or seminars at any
time for any reason. The decision to cancel is at the sole discretion of Lorson Resources Limited. In the
event Lorson Resources Limited cancels a program, trainees will be sent a full refund. Consequently, Lorson
Resources Limited assumes no responsibility or liability for any transportation, travel, or penalty costs
incurred by customers in making their travel arrangements.
Neither Lorson Resources Limited nor any of its affiliates shall be liable for any direct, indirect, special,
consequential, incidental or punitive damages (including, without limitation, lost profits or revenues, costs of
replacement goods, business interruption and loss or damage arising out of registration for any of Lorson
Resources Limited's courses, programs, workshops or seminars.
ALL CANCELLATION REQUESTS MUST BE MADE IN WRITING AND MAILED/EMAILED TO:
Lorson Resources Limited
PO Box 2235, 40 Northey Lane, Longdenville, Chaguanas, Trinidad, W.I.
Registrants who cancel their registration at least 15 days prior to the first day of courses will receive a
refund less a cancellation fee of 50% of course cost. ALL COURSES, PROGRAMS, WORKSHOPS, OR
SEMINARS ARE NON-REFUNDABLE WITHIN 15-DAYS OF THE FIRST TRAINING DAY.
All cancellations received less than 15 (fifteen) days prior to the first day of courses are non-refundable.
PLEASE MAIL OR FAX THE ABOVE REGISTRATION INFORMATION TO:
Lorson Resources Limited, PO Box 2235, 40 Northey Lane,
Longdenville, Chaguanas
Trinidad, West Indies
TEL: 868-671-8173 or 868-672-7002 FAX: 868-672-7005
Email: info@lorsonresources.com
8. P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002
Longdenville, Chaguanas Fax: 868-672-7005
TRINIDAD, W.I. Email: info@lorsonresources.com 7
Course Title: ESTABLISHING & MANAGING SUCCESSFUL
RECORDS MANAGEMENT PROGRAMS
Course Instructor: Dr. Ervin Mark Langemo, North Dakota, USA
For more information on this and any other workshop or training, please contact
Lorson Resources Limited (LRL)
P. O. Box 2235
40 Northey Lane
Chaguanas
Republic of Trinidad and Tobago, W.I.
Telephone: 868-671-8173
868-672-7002
Facsimile: 868-672-7005
Email: info@lorsonresources.com