“Rocket Science for Records Managers: Determining Retention Periods”
The Puget Sound Chapter of ARMA has asked us to pass along this information about their upcoming October 12 meeting in Tacoma:
Program: Records management is not exactly rocket science, but sometimes you feel like it is. Developing those retention periods can often feel like it involves complex mathematical calculations, but it really is based on simple practices. This presentation will take a more advanced look at the analysis involved in determining retention periods including where to look for requirements and how to identify the value of a record. In addition, Jennifer Winkler will also cover the approval process and tips and techniques she has used at the City of Seattle for implementing the schedules.
Speaker: Jennifer Winkler is the City Records Manager for the City of Seattle. Hired in September 2001, Jennifer is responsible for the development and implementation of a City-wide Records Management Program for the City of Seattle and its 35 departments. Included in this is: developing retention schedules for each department, establishing city-wide policies and procedures for best records management practices, developing a vital records program, offering files management assistance, consultation on records management issues as necessary and developing a compliance audit component. Every day brings new and interesting challenges. Jennifer holds a BA in History and Masters in History with a Certificate in Archives and Records Management, both from Western Washington University. She is a member of the Bellevue Eastside Chapter of ARMA and is also active in the Association of Local Agency Records Managers (ALARM), National Association of Government Archivists and Records Administrators (NAGARA), Seattle Area Archivists, and Northwest Archivists. She has spoken locally and nationally on a variety of records management issues.
(NOTE: Jenny is also co-chair for the Great Northwest Region Conference, hosted by our Seattle chapter, to be held at the Best Western Executive Inn in Seattle - near the Space Needle - March 13-15, 2006.)
DETAILS:
October 2005 Chapter Meeting
Puget Sound Chapter of ARMA International
Wednesday, October 12, 2005
La Quinta Inn, Tacoma, Washington
Registration: 6:00—6:30 pm
Dinner: 6:30 – 7:15 pm
Business Meeting: 7:15 - 7:30 pm
Region Manager Visit: 7:30—7:40 pm
Program: 7:40 - 8:40 pm
Dinner $16.50 (reservation received by 10/07/05)
Or $18.00 (reservation received after 10/07/05)
Communications by and for the members of the Greater Seattle Chapter of the Association of Records Managers and Administrators (ARMA), International. The chapter's Web site is at http://www.armaseattle.org. Earliest messages are at the bottom; later ones were added above them. Read from the bottom up.
Thursday, September 29, 2005
Wednesday, September 28, 2005
Looking to the Future
A Message from Fran Blaylock, Great Northwest Region Coordinator
Greetings! I would like to take this opportunity to express my excitement as your new region coordinator. I have great respect for the dedication and commitment of our Region Manager, Sue Lord and Dean Koga, past Region Coordinator. One hallmark of an outstanding profession is the willingness of its members to help each other, thereby improving on that profession. Sue Lord and I hope to support you, your local chapter and the region to promote your career as a RIM professional and to keep our Great Northwest Region healthy and vibrant today and in the future. I am here as your resource and connection to ARMA International and our local chapters. Please don’t hesitate to contact either Sue Lord or me with any questions or concerns. Good communication at all levels is the key to our success.
I just returned from the ARMA International 50th year celebration and annual conference in Chicago. This is the first year I have had the opportunity to attend Leadership meetings during the conference. I would like to share one of the projects sponsored by ARMA International that was presented on their ‘radar screen’ of strategic issues. This ‘radar screen’ identifies key issues likely to have a significant impact on the profession. One major issue presented was the absence of clearly articulated competencies and lack of formal standardized education curricula, which limits the credibility of our RIM profession.
To address this need, ARMA International undertook a groundbreaking project to develop core RIM competencies. To accomplish this, ARMA has contracted with an outside firm, Castle Worldwide, which specializes in the development of competencies. Similar efforts have been made in the past; however, the scope and depth of this project will bring it to the forefront. With the help of volunteers from varying sectors including ARMA, vendors, education, and Castle Worldwide, the core competencies should be completed by December, 2006. Once the competencies are defined, a career map will be developed along with a self-assessment tool at the end of the study. This will be accomplished by analyzing the core competencies against a curriculum map and identification of the educational gaps. Watch for opportunities to participate in this exciting project. Look at “MY ARMA” section of the www.arma.org website for the timeline to participate.
In addition to this project, ARMA has been active on the international scene by leaders attending meetings with representatives of the international chapters and on the federal level with several visits to Washington DC last year. As a result of these visits, ARMA was asked to write language for a new proposed act, which has recently been submitted. In addition the International President of ICA Archivist attended the Chicago conference, which demonstrates the need to join hands with other organizations that have shared interests and needs.
Over all, the conference was very well attended and focused on building partnerships and developing skills to increase our level of professionalism and competencies in RIM. If you attended, I hope it provided an opportunity both to network and take back this knowledge to share with your companies. I want to thank the Region members who attended the luncheon, as it was a great time to catch up and share our experiences. It was very well attended by around 50 members and I hope you all enjoyed the event!
If you have any questions about ARMA, the competency project, your chapter, and/or membership, please feel free to contact either Sue, slord@vjglaw.com or me, FBlaylock@icos.com.
Have a terrific ARMA year!
Fran
Greetings! I would like to take this opportunity to express my excitement as your new region coordinator. I have great respect for the dedication and commitment of our Region Manager, Sue Lord and Dean Koga, past Region Coordinator. One hallmark of an outstanding profession is the willingness of its members to help each other, thereby improving on that profession. Sue Lord and I hope to support you, your local chapter and the region to promote your career as a RIM professional and to keep our Great Northwest Region healthy and vibrant today and in the future. I am here as your resource and connection to ARMA International and our local chapters. Please don’t hesitate to contact either Sue Lord or me with any questions or concerns. Good communication at all levels is the key to our success.
I just returned from the ARMA International 50th year celebration and annual conference in Chicago. This is the first year I have had the opportunity to attend Leadership meetings during the conference. I would like to share one of the projects sponsored by ARMA International that was presented on their ‘radar screen’ of strategic issues. This ‘radar screen’ identifies key issues likely to have a significant impact on the profession. One major issue presented was the absence of clearly articulated competencies and lack of formal standardized education curricula, which limits the credibility of our RIM profession.
To address this need, ARMA International undertook a groundbreaking project to develop core RIM competencies. To accomplish this, ARMA has contracted with an outside firm, Castle Worldwide, which specializes in the development of competencies. Similar efforts have been made in the past; however, the scope and depth of this project will bring it to the forefront. With the help of volunteers from varying sectors including ARMA, vendors, education, and Castle Worldwide, the core competencies should be completed by December, 2006. Once the competencies are defined, a career map will be developed along with a self-assessment tool at the end of the study. This will be accomplished by analyzing the core competencies against a curriculum map and identification of the educational gaps. Watch for opportunities to participate in this exciting project. Look at “MY ARMA” section of the www.arma.org website for the timeline to participate.
In addition to this project, ARMA has been active on the international scene by leaders attending meetings with representatives of the international chapters and on the federal level with several visits to Washington DC last year. As a result of these visits, ARMA was asked to write language for a new proposed act, which has recently been submitted. In addition the International President of ICA Archivist attended the Chicago conference, which demonstrates the need to join hands with other organizations that have shared interests and needs.
Over all, the conference was very well attended and focused on building partnerships and developing skills to increase our level of professionalism and competencies in RIM. If you attended, I hope it provided an opportunity both to network and take back this knowledge to share with your companies. I want to thank the Region members who attended the luncheon, as it was a great time to catch up and share our experiences. It was very well attended by around 50 members and I hope you all enjoyed the event!
If you have any questions about ARMA, the competency project, your chapter, and/or membership, please feel free to contact either Sue, slord@vjglaw.com or me, FBlaylock@icos.com.
Have a terrific ARMA year!
Fran
Joint Meeting October 6
Joint meeting, Greater Seattle Chapter and Bellevue Eastside (BEC) on Thursday, October 6, 2005. Our chapters have come up with an exciting meeting for all of those ARMA members unable to attend the ARMA, International meeting in Chicago and will be of great interest to new ARMA members. Several people that attended ARMA International will share their professional and personal experiences at the chapter meeting. We will also reveal information on utilizing ARMA International resources such as Information Specific Group (ISG), ARMA website, and much much more!
To register for the meeting please go to the Greater Seattle ARMA website by 5 p.m. on Monday October 3rd. If the Greater Seattle website is inaccessible or you are having issues please email Sue Gunderson directly with your reservation.
Our program details:
Date: October 6, 2005
Location:
Best Western Executive Inn
200 Taylor Ave.
Seattle, WA 98109
Directions to the Best Western
Time:
5:30 -6:00 Registration
6:00- 7:00 Dinner
7:00- 8:00 Program
Program:
ARMA, International and Beyond! Discussion of ARMA International conference lesson learned and experiences at ARMA, International Chicago 2005. Also how to access ARMA International resources: Information Specific Group (ISG), ARMA website, etc.
To register for the meeting please go to the Greater Seattle ARMA website by 5 p.m. on Monday October 3rd. If the Greater Seattle website is inaccessible or you are having issues please email Sue Gunderson directly with your reservation.
Our program details:
Date: October 6, 2005
Location:
Best Western Executive Inn
200 Taylor Ave.
Seattle, WA 98109
Directions to the Best Western
Time:
5:30 -6:00 Registration
6:00- 7:00 Dinner
7:00- 8:00 Program
Program:
ARMA, International and Beyond! Discussion of ARMA International conference lesson learned and experiences at ARMA, International Chicago 2005. Also how to access ARMA International resources: Information Specific Group (ISG), ARMA website, etc.
Speakers:
Fran Blaylock, Andrea Bettger, Bonnie Nadler, Joe Ramsdell, Susan Priebe and many many more!
Dinner Menu:
Caesar Salad
Chicken Florentine with Wilted Spinach leave, Asparagus, smoked Gouda and Classic Mornay Sauce
or
Vegetarian Stir Fry with Pan Seared Vegetable with Asian Style Yaki Soba Noodles in Red Pepper Soy sauce
Dessert: Peach Cobbler
Focaccia Bread/ Butter, Freshly Brewed Coffee, Decaffeinated Coffee or Tea
Parking:
Park in the Best Western parking lot located behind and underneath the hotel. Driving to the gate and ask to be let into the parking lot through intercom (buzzer) or simply drive in. To pick up free parking pass please come to meeting registration desk.
Cost:
With dinner
-Member $25.00
-Non-member $30.00
Presentation only
-Member $10.00
-Non-member $13.00
Greater Seattle and Bellevue Eastside Chapter hopes to see you there!
Tuesday, September 27, 2005
Our Blog Is Featured in Chicago Presentation
Susan Priebe has passed along this bit of news from the 2005 ARMA International Conference in Chicago:
Many thanks to Jesse Wilkins for mentioning in his excellent presentation given at the 50th ARMA, International Conference in Chicago last week, our chapter's BLOG. He had a screen shot of our page and encouraged other chapters to consider using this easy-to-set-up and dirt-cheap way (ours is free of cost, using "Blogger.com") to enhance communications within the chapter and also to help other random searchers/surfers discover the world of records management, etc.
I would highly recommend checking out the session notes from Jesse's program on ARMA, International's Web site, once they are available there. He gave us a very interesting and lively presentation of what the future of the future might look like for us, "past the bleeding edge," in technology. Believe me, it seems we'll be busy, busy, busy!
Susan Priebe Records Analyst Shared Services PEMCO Insurance www.pemco.com
206-628-7292 or 1-800-GO-PEMCO REWARDING RESPONSIBILITY
Wednesday, September 07, 2005
Workshop Announced
Bernard Chester, a member of the Greater Seattle Chapter of ARMA International, asked that we post the following workshop announcement on the Chapter's Blog. We are glad to pass this along on his request. This is not a project being undertaken by the Chapter. We are not able to endorse or make any recommendation about it.
Electronic Records Management: -- A Practical Toolkit
1-Day Workshop
September 28, 2005
BEC Factoria
12400 SE 38th St
Bellevue, WA
Syllabus
Electronic Records Principles
Inventorying Electronic Records
Classifying and Accessing Electronic Records
Records Storage Technologies
Retention and Disposition
Auditing the Program
RM and IT
Best Practices and Next Steps
Learn to:
Conduct an electronic records inventory, including centralized and decentralized storage and electronic records applications
Classify and categorize electronic records, including manual and automated approaches
Store and preserve electronic records for 1-100+ years
Incorporate records management practices into IT systems and processes
Cost of the class: $495
Cost includes training manual, resource CD with additional materials, and catered lunch. Course fee is due by first day of class.
AIIM/ARMA members: save an additional $50!
Instructor: Jesse Wilkins, CDIA+, MIT, LIT, ICP, EDP
· Frequent speaker at AIIM, ARMA, TAWPI, Xplor
· Extensive standards work on electronic records, email, and digital preservation
For more information or to sign up for the course, contact Jesse Wilkins:
(303) 574-1455 office
(303) 484-4142 fax
jesse.wilkins@imergeconsult.com
Electronic Records Management: -- A Practical Toolkit
1-Day Workshop
September 28, 2005
BEC Factoria
12400 SE 38th St
Bellevue, WA
Syllabus
Electronic Records Principles
Inventorying Electronic Records
Classifying and Accessing Electronic Records
Records Storage Technologies
Retention and Disposition
Auditing the Program
RM and IT
Best Practices and Next Steps
Learn to:
Conduct an electronic records inventory, including centralized and decentralized storage and electronic records applications
Classify and categorize electronic records, including manual and automated approaches
Store and preserve electronic records for 1-100+ years
Incorporate records management practices into IT systems and processes
Cost of the class: $495
Cost includes training manual, resource CD with additional materials, and catered lunch. Course fee is due by first day of class.
AIIM/ARMA members: save an additional $50!
Instructor: Jesse Wilkins, CDIA+, MIT, LIT, ICP, EDP
· Frequent speaker at AIIM, ARMA, TAWPI, Xplor
· Extensive standards work on electronic records, email, and digital preservation
For more information or to sign up for the course, contact Jesse Wilkins:
(303) 574-1455 office
(303) 484-4142 fax
jesse.wilkins@imergeconsult.com
Friday, September 02, 2005
Going to Chicago? Invitation to Region Activities--
Region Manager Sue Lord Invites You to Region Meetings
If you are attending the 50th Annual ARMA International Conference in Chicago this month, consider joining with other Great Northwest Region people at any of the following events:
Saturday, Sept 17, 12:30-1:00 - GNW REGION MEETING in the Hyatt Hotel - 3rd floor. A short time to meet in person and catch up on a few Region things - but mostly to get to know one another...
Following this Region Meeting will be "Chapter Leadership Day," which will take up pretty much the entire afternoon. It should have great information for Board members and other chapter leaders. The schedule includes break-out workshops, information on marketing your chapter and member recruitment, as well as many other presentations.
This is the event that we are asked to provide "door prizes" for fun giveaways throughout the afternoon. You may receive a chapter pin, hat, t-shirt, something representative of one of the Region's localities, vendor trinkets, etc., donated to the event by other chapters.
Monday, Sept 19 no-host REGION LUNCHEON - Right now, it looks like Monday, September 19th from Noon until 1:30 pm may work for us. Sue Lord will get to Chicago early, and will locate a restaurant at Navy Pier - there are several to choose from - that can accomodate our group. She will do her best to choose one with a somewhat varied menu and affordable pricing. If attending the Conference, look for a posting and sign-up sheet near the Registration area with pertinent information about the Great Northwest Region Luncheon.
Last year, we had a terrific, fun, crowd in Long Beach. Sue hopes to meet many of our Region's attendees again this year in Chicago!
NOTE: Among our chapter's members who are going to Chicago are Susan Priebe (Vice President), Andrea Bettger (Secretary), and Dean Koga (Past President). If you are also attending, contact any one of these three -- they will be glad to keep you informed about Region sponsored activities.
If you are attending the 50th Annual ARMA International Conference in Chicago this month, consider joining with other Great Northwest Region people at any of the following events:
Saturday, Sept 17, 12:30-1:00 - GNW REGION MEETING in the Hyatt Hotel - 3rd floor. A short time to meet in person and catch up on a few Region things - but mostly to get to know one another...
Following this Region Meeting will be "Chapter Leadership Day," which will take up pretty much the entire afternoon. It should have great information for Board members and other chapter leaders. The schedule includes break-out workshops, information on marketing your chapter and member recruitment, as well as many other presentations.
This is the event that we are asked to provide "door prizes" for fun giveaways throughout the afternoon. You may receive a chapter pin, hat, t-shirt, something representative of one of the Region's localities, vendor trinkets, etc., donated to the event by other chapters.
Monday, Sept 19 no-host REGION LUNCHEON - Right now, it looks like Monday, September 19th from Noon until 1:30 pm may work for us. Sue Lord will get to Chicago early, and will locate a restaurant at Navy Pier - there are several to choose from - that can accomodate our group. She will do her best to choose one with a somewhat varied menu and affordable pricing. If attending the Conference, look for a posting and sign-up sheet near the Registration area with pertinent information about the Great Northwest Region Luncheon.
Last year, we had a terrific, fun, crowd in Long Beach. Sue hopes to meet many of our Region's attendees again this year in Chicago!
NOTE: Among our chapter's members who are going to Chicago are Susan Priebe (Vice President), Andrea Bettger (Secretary), and Dean Koga (Past President). If you are also attending, contact any one of these three -- they will be glad to keep you informed about Region sponsored activities.
Volunteer Web Master Needed for Region Site
Region Manager Sue Lord Calls for Volunteer
Sue Lord, Region Manager, wrote to the chapter leaders today, saying:
"I learned recently that Toby Allen is unable to continue performing the duties of Great Northwest Region Web master. I am asking you to ...help me find a new Web master. Our Web site needs to be re-designed -'energized,' if you will - and I hope you might recommend a talented person who will be willing to design and maintain our Region Web site for the next couple of years. Think about it.... I bet there is a quiet person in your chapter who is wanting to volunteer, but just isn't a 'people' person. Perhaps being a 'chapter meeting greeter' or 'telephone volunteer' just scares them to death! Maybe there are members who cannot make it to meetings, but would be willing to volunteer computer time to our organization.
"Please contact me as soon as possible with any candidates you may have, so I may get in touch with the candidate(s) and begin work on this project. Thank you, in advance, for your help in this matter."
NOTE: Can you answer the call and help with the Region Web Site? Please let ME know if you're able and I'll pass your name along to Sue Lord.
Sue Lord, Region Manager, wrote to the chapter leaders today, saying:
"I learned recently that Toby Allen is unable to continue performing the duties of Great Northwest Region Web master. I am asking you to ...help me find a new Web master. Our Web site needs to be re-designed -'energized,' if you will - and I hope you might recommend a talented person who will be willing to design and maintain our Region Web site for the next couple of years. Think about it.... I bet there is a quiet person in your chapter who is wanting to volunteer, but just isn't a 'people' person. Perhaps being a 'chapter meeting greeter' or 'telephone volunteer' just scares them to death! Maybe there are members who cannot make it to meetings, but would be willing to volunteer computer time to our organization.
"Please contact me as soon as possible with any candidates you may have, so I may get in touch with the candidate(s) and begin work on this project. Thank you, in advance, for your help in this matter."
NOTE: Can you answer the call and help with the Region Web Site? Please let ME know if you're able and I'll pass your name along to Sue Lord.
New Treasurer Named for Great Northwest Region
Sue Lord, Region Manager, Reports:
"I am sorry to inform you that Kevin Hofeld is unable to continue in his position as the Great NW Region of ARMA Treasurer. With approval of our Region's Coordinator, Fran Blaylock, I have appointed Marc Simpson of the Puget Sound Chapter to be the Great NW Region of ARMA Treasurer. Welcome, Marc!
"Fran and I look forward to welcoming Marc to the Region team. Both of us have known Marc for about eight years and I know many of you know him, as well. Marc has served the Puget Sound Chapter in many ways for approximately the past 10 years. Among the many chapter positions he has held are: Vice-President (membership chair); 3 years as President,and 2 years as Chairman of the Board. He has served on many chapter committees including: 2000 Region Conference committee, chapter seminar committees, chapter communications committee, Chapter ByLaws committee; Hospitality committee and many, many others over the past years. Marc served as co-editor of Puget Sound's newsletter, Soundings, last year, and is currently the Web master for the chapter. As you can see, he will be quite an asset to our Region!"
NOTE: Marc has been a most energetic leader in the Puget Sound Chapter. I'm delighted to hear he's taken on this important work for the Region. Please join me in wishing him the best in this role! Marc, may you always be well balanced! -- Roger Winters, Chapter President
"I am sorry to inform you that Kevin Hofeld is unable to continue in his position as the Great NW Region of ARMA Treasurer. With approval of our Region's Coordinator, Fran Blaylock, I have appointed Marc Simpson of the Puget Sound Chapter to be the Great NW Region of ARMA Treasurer. Welcome, Marc!
"Fran and I look forward to welcoming Marc to the Region team. Both of us have known Marc for about eight years and I know many of you know him, as well. Marc has served the Puget Sound Chapter in many ways for approximately the past 10 years. Among the many chapter positions he has held are: Vice-President (membership chair); 3 years as President,and 2 years as Chairman of the Board. He has served on many chapter committees including: 2000 Region Conference committee, chapter seminar committees, chapter communications committee, Chapter ByLaws committee; Hospitality committee and many, many others over the past years. Marc served as co-editor of Puget Sound's newsletter, Soundings, last year, and is currently the Web master for the chapter. As you can see, he will be quite an asset to our Region!"
NOTE: Marc has been a most energetic leader in the Puget Sound Chapter. I'm delighted to hear he's taken on this important work for the Region. Please join me in wishing him the best in this role! Marc, may you always be well balanced! -- Roger Winters, Chapter President
Thursday, September 01, 2005
Web Site Being Moved
Best Western Executive Inn (and Neighboring Space Needle)
Blog Admin = Roger
You Can Still Register for Our Meeting Thursday, September 8th!
Hello, Seattle ARMA Members,
As you might have noticed, our chapter's Web site is DOWN! If you recently went to http://www.armaseattle.org/ to register for next week's meeting (Thursday, at our new location, the Best Western Executive Inn, close to the Space Needle), you would have been frustrated by finding our site isn't there!
Not to worry! Our Web site is being moved from one hosting service to a new one. We think the new one will provide us with some added functionality that we can use to create an even more valuable asset for our chapter. The transfer should be complete within a few days.
In the meantime, you can still register for Thursday's meeting: send an email to Sue Gunderson at sgunderson@datasitenw.com indicating how many people you're registering for and whether anyone wants the vegetarian dinner option. If you just want to attend the program, you need to let Sue know that, too.
We'll also have information on the Chapter's Web Log ("Blog") at http://seattlearma.blogspot.com/, so if you ever find the main Web site is down again, look there for the information you need!
We all hope to see you on Thursday, not just because Patty Holmquist's presentation on how to become a Certified Records Manager (CRM) is fabulous, but because we want the opportunity to visit, catch up, and network with you!
Best wishes for a great Labor Day weekend!
Your obedient servant,
Roger
Roger Winters, Chapter President
roger.winters@metrokc.gov
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