Friday, March 23, 2012

Region Message - April 2012

Greetings Great Northwest Region


For those fortunate enough to attend the Great Northwest Region Conference in Boise – Wow is all I can say. There were five FAI’s teaching at the conference. The quality of the speakers was phenomenal. This conference was the premiere event in the Region.

There were 17 people signed up for the new iCRM Training post conference, certainly the ‘icing on the cake’ to a terrific conference. This reminds me to remind all of you of our new GNW Region Mentorship Program. If you are interested in being a mentor or would like to partner up with a mentor, please let me know. The Columbia Basin Chapter has a member who is putting together a CRM study group for the chapter to be held before each chapter meeting. They currently have three people studying to be CRM’s. I have seen notes about CRM training in the newsletters of several other chapters. This is a hot topic with people trying to retain their jobs or prepare for advancement.

Arg!! Calling all pirates. Once again, the Oregon Chapter and the Region are teaming up to march our GNW Region Pirate Ship in the Portland Rose Festival Starlight Parade on June 2nd. We need all the pirates we can get to walk in this parade with our friends from Iron Mountain. Please contact Tyrene Bada, President Oregon Chapter if you are interested in participating. We had a blast last year with Trevor Mitchell and Komal Gulich. They made great Pirates!

The Great Northwest Region Leadership Conference is scheduled for June 8 & 9 in Richland Washington. The registration fee is $50/person to attend. The conference will be held at the Hampton Inn on the River. Everyone is invited to participate. This is a great opportunity to network with the Region Team, other Chapter leaders, Headquarter staff and the ARMA International Board of Directors. The training on each leadership position and the role you play is beneficial to all chapters. The agenda and further details will be published and distributed shortly.

The focus of the Keynote address from Galina Datskovsky, Ph.D., CRM, at the Great Northwest Region Conference was on both President Obama’s direction to agencies to improve records management policies. He stated agencies must deliver plans for modernizing their records management policies by late March. And perhaps most importantly, David Ferriero, 10th Archivist of the United States, has said, "I strongly support this Presidential initiative, which sends a very clear message to Federal agencies about the importance of managing electronic records. Records management must keep up with the technologies used to create records in the Federal government, and the President’s Memorandum underlines the critical nature of this responsibility." You can read more from the Archivist on his blog.


[http://www.arma.org/news/index.cfm?NewsID=971&Type=Industry] It was a powerful keynote conclusion to the conference!

Peggy Simpson
Director of Marketing and Membership
Chair Great NW Region Mentorship Program
Great Northwest Region
ARMA international

Announcement from the GNW Region

Hello Everyone!



As you all know, this is my last year as Region Manager of the Great Northwest Region. It is with some sadness that I will be leaving this role on July 1st , 2012. I have grown to love our region and the many wonderful colleagues and friends I have made within it. But life moves on. Beginning July 1st, the GNW Region will need a new manager.

I am very pleased to announce that Jennifer Winkler has been appointed by ARMA International to be your new Region Manager of the Great Northwest Region for the term beginning July 1, 2012 through June 30, 2014.

Jennifer will bring a great deal of experience and talent to her new role. She has been a member of ARMA and the Bellevue/Eastside Chapter for 15 years. Jenny has done just about everything there is to do on the Chapter level. In 2006, she Co-Chaired the GNW Region Conference. On the Association level, Jennifer has served on the Vital Records Guidelines Task Force and the Branding Task Force.

Jennifer has been BEC's Chapter member of the Year three times having been honored by her chapter in 2002, 2006, and 2008.

She holds a Masters Degree from Western Washington University (History with certification in Archival Administration and Records Management).

Jennifer is also active as the Chair of the Association of Local Agency Records Managers (local government agencies in Washington State), a role that she has served in since 1997. She is also a member of the Seattle Area Archivists (member since 1995) and the Northwest Archivists (member since 1996).

In 2009, Jenny joined the Region Team as Region Coordinator. Among her duties, she Chaired the Region Conference in 2010. She has gained the respect of ARMA’s Board of Directors, HQ and the other Region Managers and Coordinators. This past year, we all watched as she courageously battled and triumphed over breast cancer with grace and dignity, still upholding her duties to the Region as best she could. On a personal note, she is an invaluable right hand to me and a friend. So although it will not easy for me to leave this role in July, I am very thrilled to leave it in such capable hands.

Please join me in congratulating Jenny!

Marc

Marc J. Simpson, Region Manager
Great Northwest Region
ARMA International

Friday, January 27, 2012

Region Message - February 2012

It’s Region Conference time! Or very close to it. By now the brochure for the region conference should have worked its way to your inbox or mailbox. I hope you will be able to join us in Boise, Idaho for this fantastic educational opportunity. This is also a great opportunity for networking with fellow RIM professionals. Mingle with peers at the Welcome Party, talk cloud storage at dinner on Monday night or commiserate on your SharePoint implementation during the breaks! For more information please see the Great Northwest Region website at: http://www.armagreatnorthwest.org/. And if the conference isn’t enough reason to travel to Boise, visit http://www.boise.org/visitors/ and learn about some of the cool things to see and do in Boise (I adore zoos and aquariums so I think you’ll know where to find me during our off-time!).


ARMA has a lot going on right now; there are several webinars available at the webpage as well as whitepapers on Information Governance. If one of your New Year’s resolutions was to learn more about a specific RIM topic for use at your workplace, ARMA is a great place to start researching. One of our work plan items for the City Records Management Program is to review GARP and how our program stacks up to the principles. I’m hoping it will help show us where we should concentrate on improving services to City employees and educational opportunities for staff.

This February marks one year since I was diagnosed with breast cancer and started a fight I never thought I would be in. I’m happy to say that all recent blood work came back clear and all seems to be fine, so I’ll be around in ARMA for while more! My ARMA family was a big help and support to me and my family during the past year of chemo and radiation. From notes of support, to your donations to the Overlake Cancer Center, to the three wonderful gentlemen (Marc, Bruce and Dave) who offered up their heads to be shaved as a fundraiser, it truly meant a lot to me. I’m so glad to be a part of ARMA and a part of the greatest region: Great Northwest!

Hope to see all of you in Boise in March!

Sincerely,

Jennifer Winkler

Region Coordinator

Tuesday, January 10, 2012

Our Sister Chapter BEC (Bellevue Eastside) Presentation on January 12th!

January Meeting Reminder!

Hello RMA members and friends:

The BEC Meeting this month will be on Thursday, January 12th at Symetra from 5:00-7:00 pm. It is a Technology Spotlight on both Records Management and Sharepoint 2010, presented by Julian Soh from Microsoft.

Please see the attached poster for more program details!

Registration Fee: $15 (includes sandwiches and beverages from Jimmy Johns). Please contact me at Fran.Blaylock@bms.com to reserve your spot!

I hope you will be able to join us for this great meeting. I look forward to seeing you there,

Fran Blaylock, BEC Past President

Thanks!

ARMA Bellevue Eastside Chapter

Andrew J. SanAgustin
Greater Seattle Chapter President

ARMA Greater Seattle Chapter

Thursday, January 05, 2012

ARMA North Program: Records Retention Schedules and Their Many Uses: Such as: Cleaning up Your File Room or Electronic Shared Drives, January 18 two sessions

Greater Seattle Chapter of

ARMA, International

 

Date:               Wednesday, January 18, 2012

Cost:              FREE ARMA Members, Non-members, and Students

Session 1:      Western Washington University-Northwest Regional Archives Branch, Corner of 25th St. and Bill McDonald Parkway, noon to 1 p.m.

 

Session 2:      Snohomish County Main Campus, 3000 Rockefeller Ave. Everett WA 98201- New Administration Building AdminE, room 6A04, 3:00-4:00 p.m.   

 

 

Program:         Records Retention Schedules and Their Many Uses: Such as: Cleaning up Your File Room or Electronic Shared Drives

Program Description: This program will present the many uses of records retention schedules, such as assisting the process to clean up a file room or an electronic shared drive.  The tools presented in this course can be used in your organization to better manage records and information.

 

Speaker: Andrea Bettger, City of Seattle

 

Andrea Bettger has been in Records and Information Management for over twelve years. She began her career at Lummi Indian Business Council in Bellingham, Washington where she received her Master through Western Washington University.  Bettger has experience in archival records at Oregon Historical Society and City of Portland. She is a very active member of the ARMA, International and has served at many levels in the local chapter and the region level and serves as the president of the Seattle Opera’s BRAVO! Club.    

 

 

Register: This program is open to all Greater Seattle members and their guests. Please register online at http://www.armaseattle.org/events.htm#Registration_Form_  or email register@armaseattle.org by Monday, January 16. Include your name, organization, phone number and number of guests. 


 

Directions

 

Session 1: Northwest Regional Archives

  • From I-5 southbound , take exit 252 (Samish Way), turn right at the stoplight, then left (almost immediately) at the next stoplight (this is an intersection with a Burger King and a Shell Station on the corners) onto Bill McDonald Parkway.
  • From I-5 northbound, take exit 252 (Samish Way), turn left at the stop sign, turn left at the next light, cross over the freeway, turn left at the second light (this is an intersection with a Burger King and a Shell Station on the corners) onto Bill McDonald Parkway.
  • Follow Bill McDonald Parkway up the hill and past the high school (on your left), turn left on first street past the school (25th Street), then immediately turn left into Lot 33G to park.  The Archives is across the street from the parking lot, located on the corner of 25th and Bill McDonald Parkway.

·         More directions at: http://www.sos.wa.gov/archives/archives_northwest.aspx

Session 2: Snohomish County Main Campus

·         From I-5 northbound take exit 192 (Broadway/41st St), merge onto Broadway Ave, turn left onto Pacific Ave and right onto Oakes Ave. The Underground parking garage will be on your left. Free 90 minute street parking is located all around this neighborhood.

·         From I-5 southbound take exit 194 (Everett Ave), turn right onto Everett Ave, turn left onto Broadway, take right on Pacific Ave and right Oakes St. The Underground parking garage will be on your left.  Free 90 minute street parking is located all around this neighborhood.

·         More directions: http://www1.co.snohomish.wa.us/County_Information/countycampusmap.htm

 

 

 

Monday, December 19, 2011

GSC ARMA January 5, 2012 Presentation

Greater Seattle Chapter of ARMA


DATE:
Thursday, January 5th, 2012

TIME:
12noon to 1:00pm (Lunch provided)

COST:
$10

LOCATION:
Casey Family Programs
2001 8th Avenue, Suite 2700
Seattle, WA 98121

PROGRAM:
Data Privacy in Alaska Airlines Records Management Program

DESCRIPTION:
Aileen Cronin from Alaska Airlines will discuss with us the intersections and opportunities that arise from managing both Records Management & Data Privacy for Alaska Airlines and Horizon Air.

SPEAKER:
Aileen Cronin, currently is Associate General Counsel and Managing Director overseeing Data Privacy, Corporate Security, Records Management & Environmental Affairs for Alaska Airlines and Horizon Air ("Airgroup"). She joined the Airgroup in 1998 as in-house counsel in Labor & Employment law group, subsequently moved to the Commercial & Regulatory law group. Four years ago she was promoted to her current position. Prior to Airgroup, Aileen was served as an Assistant Attorney General for WA State and prior to that position she worked for a Nurses' Union. Aileen has a JD from Gonzaga University and a BA from the University of California at San Diego. She lives in South Seattle with her husband and three children.

REGISTER:
The program is open to all professionals interested in learning about records management.
Please register NO LATER THAN January 3rd.
Register online at http://www.armaseattle.org/events.htm#Registration_Form_
Register via email to registration@armaseattle.org (include your name, organization, phone #, and # of guests if any)


DIRECTIONS:
Casey Family Programs is in the West Eighth building, located at 2001 8th Avenue, Suite 2700. Located at the corners of Westlake Avenue and 8th and Virginia streets, on the northern edge of Seattle’s central business district. Several Metro bus routes run along nearby Stewart Street and the Link Light Rail service stop is a short walk away at Westlake Transit Center. The South Lake Union Streetcar stops a block away at Westlake and 7th.


ARE YOU CONNECTED to GSC?:


Twitter - http://twitter.com/#!/armaseattle

Blog - http://seattlearma.blogspot.com/

Facebook - http://www.facebook.com/home.php#!/ARMASeattle


LinkedIn - http://www.linkedin.com/pub/arma-greater-seattle-chapter/23/62b/196

A Message from the Region Manager of the Great Northwest Region of ARMA


A new year has arrived. While it is a nice time to reflect back on last year, this year I am looking forward in anticipation of things to come. One thing is certain, 2012 will bring changes. I used to hate change, but as I’ve grown older, I’ve learned to embrace it. For many years I was a pilot and a flight instructor. I owned an airplane, flew aerobatics and even did an airshow or two. I was also a professional printer for over twenty years. And once upon a time I was a big collector of baseball cards. But life changed and one by one all of those phases of my life came to an end. Sometimes leaving things behind is difficult. Over time, I have come to realize that had they not, I may never have discovered my passion for genealogy and history. I also would not have become a records manager, discovered ARMA, and made so many wonderful friends. Change is good.

January signals future changes in ARMA. It is time to elect the officers and directors of the Board for 2012-2113. On or about January 9th, notification of e-voting will be sent to all members in good standing. Please take the time to read the candidate’s bios and positions on the questions put forth by the Elections Management Task Force. You might also want to watch the video of the Candidate’s Forum that was held at the Conference in Washington D.C. back in October. The link to that is http://www.arma.org/myarma/governance/election.cfm .

I learned this year that the process just to become a candidate on the ballot is not an easy one. It requires a great deal of thought and not a small effort. Only serious candidates would run that gauntlet. One of my friends and I agreed that sitting on that stage in the Candidate’s Forum felt a bit like sitting before a firing squad. I can assure you the candidates this year are all seriously dedicated to our association and would greatly appreciate you taking the time to vote. So let your voice be heard! Vote!

The deadline for returned ballots is January 27th.

We can’t remind you all of this enough. If you haven’t already, write this on your calendar! The 2012 Conference of the Great Northwest Region will be March 12-13 in The City of Trees, Boise, Idaho. I have attended many region conferences in my years in ARMA, and I have to say this one will be our best ever. For more details, visit our website at www.armagreatnorthwest.org .

I’m getting excited for the 2012 Leadership Conference! This year the Columbia Basin Chapter will be our hosts. The venue has been chosen and it is spectacular. Can you say river view? Start making plans to join us in Richland June 8-9th now!

Calling all Ye Pirates! Avast Ye Mateys! We are once again applying for entry into the Portland Rose Festival’s Starlight Parade scheduled for June 2, 2012 in Portland. Sponsored in 2011 by the Oregon Chapter, our participation was not only a great promotion for ARMA, but it also earned Project of the Year honors for the Oregon Chapter in Washington D.C. This year our merry band of scallywags (which last year included pirates from ARMA’s Board and HQ, the GNW Region, the Oregon, Bellevue/Eastside and Columbia Basin Chapters, and Iron Mountain) is looking to grow! So keep yer ears open for the scuttlebutt.

Another change that is coming to the Great Northwest Region is a change in the Region Leadership. This is my last year as Region Manager. This is not an elected position, but one that is appointed. For more information on the required qualifications, duties, and application process go to http://www.arma.org/myarma/forms/committees/applicationRegion.cfm?ID=Reg .

2012 will certainly bring change and, personally, I am excited to see all of the good things to come. I hope that the new year will bring each of you all the best.



Marc J. Simpson, Manager

Great Northwest Region

ARMA International





Thursday, November 17, 2011

Russell Investments-A Records Team Methodology and Strategy for Moving Offices to Seattle

 

                                                                                                             

December Meeting Announcement

Date: Thursday, December 1, 2011

 

Time: 8:00-8:50 a.m. Breakfast; 9:00-10:00 a.m. Program

 

Cost: $5

 

Location: Davis Wright Tremaine, 1201 3rd Ave, Floor 22, Seattle

Program Title:  Russell Investments-A Records Team Methodology and Strategy for Moving Offices to Seattle

 

Description:  Hear how Russell Investments leveraged their office move to decrease the volume of paper records and improve associate’s understanding of records retention  

    

Speaker Profile:

 

Kathy Brown is a Records Management Consultant with Russell Investments. She provides records management expertise to Russell’s global enterprise to ensure adherence to legal and regulatory compliance and best practices. Kathy consults to improve the effectiveness and efficiency of records systems by creating, advising and training on record policies and procedures. She develops and delivers training programs to assure that all company personnel with records management responsibility are provided with the appropriate information and guidance to aid in their compliance to record keeping regulations. She contributes to the strategic direction of the Corporate Records program

 

 

Register The program is open to all professionals interested in learning about moving records. Please register NO LATER THAN  November 29 to http://www.armaseattle.org/events.htm#Registration_Form_

Or, email registration@armaseattle.org

 

 

 

Directions to Davis Wright Tremaine:

The entrance to the building's garage is located between Second and Third Avenues off of Seneca Street. Visitor parking is available at your own expense on levels A-F.

 

Northbound on I-5: As you near downtown Seattle northbound on I-5, get into the far left lane to take the Seneca Street exit (exit 165). Turn left onto on-ramp and pass through the first light after the on-ramp; you are now on Seneca Street. Get into the right lane of Seneca Street; 1201 Third Avenue should be visible in the distance to the right. The entrance to the parking garage is on your right after the 3rd and Seneca intersection

Southbound on I-5 (also applicable for those connecting to I-5 via Hwy 520)* As you near downtown Seattle, get into the far right lane on I-5. Take the off-ramp onto Union Street (exit 165B), located underneath Freeway Park. Stay in the left lane of Union Street until you reach 3rd Avenue .Turn left onto 3rd Avenue—at this point you should be able to see 1201 Third Avenue on the right. Go past 1201 Third Avenue and turn right onto Seneca Street. The entrance to the parking garage is on your right. Visitor parking is available at your own expense on levels A-F; on street or lot parking also available.

 

 

GARP Assessment Coming!

Introducing the Official GARP® Assessment!

Finally, there’s an answer for how to comprehensively assess your organization’s information governance. This groundbreaking tool is sure to become the most valuable weapon in your arsenal, allowing you to take the pulse of a single department, a division, or your entire organization and providing you results that will help you move your information governance program forward. All from the most respected name in information governance, worldwide – ARMA International.

The GARP® Assessment is an evaluation of more than 100 attributes of information governance you can deploy across your organization to determine how you measure up against the GARP® principles. The Assessment is organized by GARP® principle to help determine your individual principle scores, leading to an overall GARP® score,

The GARP Assessment will be available for sale in January 2012. More information at www.arma.org/garp.

 

2012 Conference Education Call for Proposals Extended to November 18!

2012 Conference Education Call for Proposals

Be Heard! - 2012 Conference Education Call for Proposals

EXTENDED DEADLINE

ARMA International's 57th Conference & Expo
Chicago, Illinois September 23-25, 2012
Pre-Conference Seminars: September 21 - 22, 2012

Are you interested in speaking at the premiere conference for information governance professionals? If so, submit your great ideas by Friday, November 18, 2011.

Your work is important and worth sharing with your colleagues. Contribute your best, most creative session ideas to help attendees reach their full potential.

To keep the conference fresh, exciting, and appealing, we are making some changes for the 2012 Annual Conference and Expo. The goal is to offer high-level content in an energetic and engaging environment. No longer should you feel you have only 60 minutes to deliver your topic. Perhaps you have a half-day session in mind or just a 20 minute snapshot to provide some teaser information. Whatever your idea, we want to hear it! It's time to break the mold in 2012 with new education for the multi-faceted information professional of the 21st century.

Some session topics might include

  • Managing mobile devices
  • GARP® case studies
  • Getting started in records management
  • Electronic health records
  • Security and privacy
  • Compliance and risk management
  • Disaster recovery
  • Information governance strategy
  • And all other topics related to managing information in the 21st century!

Submit your proposal regardless of session type, length, or room set. We’re looking for cutting- edge topics, the latest trends in information governance, specific solutions for both small and large organizations (and everyone in between), open discussion-based sessions, and any format you can think of… there’s no such thing as a crazy idea!

For questions about the Call for Proposals or other Education programs, contact Jacki Conn, Sr. Manager, Education.

The 2012 ARMA International Conference & Expo provides a wide variety of promotional opportunities outside of the Conference Education Program. To learn more about exhibiting or other sponsorship programs, please contact Elizabeth Zlitni or call 888.279.7378.

 

 

Monday, November 14, 2011

Great Northwest Region of ARMA - December Message!

2011 December Great Northwest Region Message


Submitted by Peggy Striefel, Membership Director

Hello All

The Greatest Northwest Region has a valuable group of seasoned Records Management professionals with great hands on experience, college degrees, and/or CRM accreditation. Many have mentored the new recruits in their work place and their chapters, officially and unofficially. We would like to partner up our seasoned veterans with those that have questions or need direction on a specific project they do not have experience with.

If you are interested in being a mentor or need a mentor please go to the Region website and click on the link “Mentor Survey”. This will launch an email with some questions to get us started.

I remember how excited I was when I first started in Records Management. I had enthusiasm and wanted to meet everyone and learn everything. I still have that enthusiasm and drive, but the excitement is more focused now. I am presented with new projects and have new questions all the time. Sometimes the first person I ask a question of points me to another person and so on.

Someone recently expressed to a Region Leader that they didn’t want someone in their own chapter to know how much they didn’t know. To be sensitive to this, the mentor partners will be kept confidential and not advertised without permission from the participants.

I know this program can be a real success. Teachers always learn more than their students. This is an opportunity for everyone to increase their knowledge and skills.

I want to encourage everyone to save the date of the Region Conference being held in Boise, ID, March 12-13 with an ICRM workshop March 14, and the Region Leadership Conference being held in Richland, WA, June 8 & 9.

A Big Congratulations to all the chapter members for the many awards the Greatest Northwest Region won at the ARMA Annual Conference in Washington, DC, October 16th. It takes many volunteers to be successful. Way to go!

I hope you all have an enjoyable holiday spending time with friends and family. Time is the greatest gift!

Peggy Striefel


ARMA Great Northwest Region Site

Wednesday, October 12, 2011

November 2011 Great Northwest Region Message

2011 November Great Northwest Region Message
By Tim Hunt, CRM, GNW Region Treasurer

Our Region Manager, Marc Simpson – ever the adventurer – is shaking things up a bit by asking (begging?) other region team members to deliver the monthly GNW Region Message to our chapters. This month that honor falls upon yours truly, your humble Region Treasurer. Given my role, I have chosen to devote part of this message to a discussion of finances.

You all probably know that each chapter has a treasury that is funded primarily by a portion of ARMA dues and by proceeds from chapter meetings and seminars. These funds are often used to continue to offer educational events for chapter members, to provide scholarships that allow chapter members to attend the ARMA International Conference, to make donations to the ARMA International Educational Foundation or other charitable organizations or to fund other local projects that benefit the chapter’s community.

But many of you may not have been exposed to the makeup and purpose of the region treasury. The region treasury exists to support activities and undertakings that benefit the seven chapters in the region as a whole.

At the top of the list is financial responsibility for the biennial Great Northwest Region Conference (being held in Boise next spring March 12-13, 2012 – more on that later). By assuming that fiscal role, the Region alleviates that responsibility from the host chapter so that they can concentrate on providing the best educational content and the most engaging presenters available. Proceeds from the Region Conference are distributed between the region and the chapters.

The region also has responsibility for the annual Chapter Leadership Conference. The Leadership Conference is open to all chapter members, although is primarily attended by chapter board members. GNW Chapter Presidents receive a complimentary registration to the Leadership Conference. We do this to ensure that all chapters are represented. The conference provides professional training to help chapter leaders acquire and develop the skills necessary to run a successful chapter.

The treasury also covers the administrative expenses of the region. These expenses include hosting the region website, supporting region team members in attending the Region Conference, and – this year – to explore the development of a “virtual meeting space” that will be available for use free of charge by the chapters.

As with each chapter’s treasury, the goal of the region treasury is not to amass a fortune, but rather to be fiscally responsible, to remain solvent and be able to provide educational content and support to our GNW Region members.

Speaking of educational opportunities, please plan to attend the Great Northwest Region Conference, which will be hosted by the Boise Valley Chapter, in Boise, Idaho on March 12-13, 2012. Boise is a beautiful city of mountains and rivers with plenty to do both inside and out. The conference will provide the same high caliber content and presenters that one sees at the ARMA International Conference, but at a fraction of the cost. Early registration will be $299 for ARMA members (late registration will be $349). An ICRM workshop will also be presented on March 14th for a cost of $150 (for workshop only) or an additional $100 on the registration fee if you are attending the full conference. Some additional activities are also being planned. Look for more information in your e/mailbox soon!

Thanks for being a part of ARMA and on behalf of the GNW Region Team have a wonderful Thanksgiving!

Timothy B. Hunt, CRM, Region Treasurer
Great Northwest Region
ARMA International

Tuesday, October 11, 2011

How to Create Inventories and File Plans, October 18, 20, or 25, 9:30 Multiple Locations

How to Create Inventories and File Plans to Manage Your Records



October 18, 20, or 25, 2011

9:30 a.m. – 11:30 a.m.

The first step in gaining control of the records in your office or organization, a Records Inventory allows you to create file plans, find unscheduled records, identify records eligible for disposition, and quantify and explain the resources used to store records.

Speaker: Danelle Court, City of Bellevue



An invaluable tool for managing records at the local level, a File Plan specifies how records are organized once they have been created or received, provides a finding and action guide to the records, and documents procedures for retention and disposition of the records.




Speaker: Bill Greathouse, National Archives and Records Administration





University of Washington – October 18






9:30 am to 11:30 am











UW Tower Auditorium







Directions and address at:http://www.washington.edu/facilities/uwtower/getting-here













Seattle, Washington – October 20






9:30 am to 11:30 am






City of Seattle City Hall: Bertha Knight Landes Room






Directions and address at: http://www.seattle.gov/html/citymap.htm

















Bellevue, Washington – October 25






9:30 am to 11:30 am






City Hall: Council Chambers






Directions and address at: http://www.bellevuewa.gov/parking-directions.htm

















To Register:






Jennifer Winkler






Telephone: (206) 684-8154






Email: LEG_CRMP@seattle.gov













PLEASE REGISTER BY: October 14, 2011

Tuesday, September 27, 2011

Great NW Region Message

GNW Region Message


Happy Autumn GNW Region Members!

I don’t know about you, but September felt more like summer than summer did! The only way to tell it wasn’t summer was the startup of college football. Now we are entering October and it really is starting to feel like fall. Not only are there pumpkins in the stores (and my garden!) there is the ARMA Conference coming up soon.

I hope some of you will be able to make it to ARMA International’s 56th Conference & Expo being held October 17-19, 2011, at the Gaylord National in National Harbor, Maryland, just minutes outside of Washington, D.C. If you are planning on attending please don’t forget the Welcome Reception on Sunday October 16th from 5 to 7. It’s a great way to see who is there from our region. Marc will be in attendance and will be scouting out possible locations for a no host lunch one day during the conference. Keep an eye out on the bulletin board for information. And be sure to attend the candidates forum on Tuesday, it’s a great way to get informed on ARMA elections. I’ve gone to them the past few years and it really does help to put a face to the name when casting your ballot! Safe travels to everyone flying to DC.

But if DC isn’t in your travel plans next month, we have another conference opportunity coming in March. As you know every other year the Great Northwest Region holds an
educational conference. In 2012 our conference will be in Boise, Idaho! The Boise Valley Chapter is lining up some fantastic speakers and there are sessions being planned for all ranges (basic, intermediate and advanced RIM). Since many of your members need to start getting budget requests in, we want to provide you with some preliminary costs for the conference. The dates will be March 12-13, 2012. Early registration will be $299 for ARMA members (late registration will be $349). An ICRM workshop will also be presented on March 14th for a cost of $150 (for workshop only) or an additional $100 on the registration fee if you are attending the full conference. Some additional activities are also being planned. Look for more information in your e/mailbox soon!

One last thing, in Marc’s September message he mentioned the ARMA Ball of Goodness. Throughout the year we’re asking you to send in “Who Done It?”, let us know what accomplishment you had for the month, meeting, etc. Each month we will award the ARMA Ball of Goodness to one chapter. For September the ARMA Ball of Goodness goes to………Puget Sound! Congrats to Puget Sound for their 35th anniversary! The Chapter invited as many Past presidents as possible to their kick off meeting in September. Eight past presidents were in attendance and the chapter treated them to dinner in appreciation of all they have done. Be sure to send Marc or me your chapters “Who Done It?” for October.

And one last note, last year in one of my Region messages I wrote about the deer that had been in our neighborhood and the changes we had seen in it throughout the summer. We haven’t seen that particular deer in a while (I think he headed for the hills once school started up), but we did have another deer visit us this year and the kids were once again very excited to see it. They didn’t want to pick the vegetables from the garden so they could have the deer come by and eat them (that way they could see her more often or perhaps it was a clever way to get out of eating their vegies). Nice to see that even in today’s rapidly changing world, the simplest things are still appreciated.

Jennifer Winkler
Region Coordinator

Friday, September 23, 2011

October is Archives Month!


October is Archives Month across the country and here in the Puget Sound, there are celebrations being offered for free, such as educational workshops and informational fairs to let the public know who archivists are, what they do, and what types of materials and repositories there are in the area.


The theme of Washington State Archives Month is “Fairs and Festivals,” and what better way to celebrate than by hosting a fair of our own, or even better, two fairs.


To find out more details go to: ARCHIVES FAIR, WORKSHOPS, & EVENTS INFORMATION


For quick reference:


October 5, Puget Sound Archives Fair, at the Seattle Public Library (1000 4th Ave., 10th floor) from 10:00 a.m. -3:00 p.m. Admission is FREE.


October 5, Lecture “Burying the Treasure: Collection Materials for Future Fairs and Festivals” at the Seattle Public Library (1000 4th Ave., 10th floor) at noon. Admission is FREE.




October 29, Basics of Historical Research Workshop-- A Practical, One-Day Workshop for Students, Teachers, Local Heritage Volunteers and Family Researchers who are not Trained Historians or Genealogists, at Washington State Archives – Puget Sound Regional Branch, Pritchard-Fleming Building, 3000 Landerholm Circle SE, Rm N-201, Bellevue, WA 98007-6484. Time: 9:00- noon. Admission: Free, but please register by October 10, mvessey@wshs.wa.gov (360-586-0219)





2011-2012 Greater Seattle Educational Programs Announced!

Make sure to check out all the great upcoming program for this year, 2011-2012. We have not posted our Greater Seattle ARMA Chapter brochure online. Please take a look at it and plan the educational events you would like to attend. We have something for everyone- new members or returning members.

Our programs are hosted in downtown Seattle, Everett and Mt. Vernon.

If you would like a brochure mailed to you, please contact me at
Andrea Bettger with your name and mail address. You can use this brochure to request time away from the office to your supervisor or manager.

I hope to see you at our next educational event, October 6, noon - 1 p.m.

Andrea Bettger
Past President

Tuesday, September 20, 2011

eDiscovery Certificate Program

Still time to sign up for the University of Washington - Professional and Continuing Education Certificate Program, eDiscovery! This could be a great opportunity for you to expand your knowledge and learn a competitive skill in your current position or your next job! Take a look or pass this along to anyone you feel may be interested.

Thank you.

Friday, September 16, 2011

Greater Seattle Chapter Kick's off another year of great programs!

Date: Tuesday September 20, 2011

 

Time: 4:30-6:30 pm; wine and appetizers

 

Cost: $10

 

Location: Foster Pepper 1111 Third Ave, Floor 30

 

Program Title: 2011-2012 Kickoff and How to Train your Non-Records Management Staff

 

Description: Join us in for our 2011-2012 kickoff program; an opportunity for us to meet and greet another at the start of another great year. Current Greater Seattle Chapter President, Andrew SanAgustin and Past President, Andrea Bettger will discuss training non-records management staff and provide tips and insight into how you can make these trainings successful.

 

Speakers Profile:

In 2002, Andrea Bettger began working for City of Seattle as the Records Analyst. She has over eleven years experience working with archives and records management in several different types institutions: Oregon Historical Society, Lummi Indian Business Council, and City of Portland. Ms. Bettger is a very active member of the ARMA, International, she is currently serving as the past president and Webmaster of the Greater Seattle Chapter. For the 2006 and 2010 Great Northwest Region Conferences, she served as the local arrangements chair. She has presented at several regional events such as 1999 Northwest Archivist Conference, 2005 and 2009 to the Puget Sound Chapter, and 2008 Great Northwest Region Conference. Ms. Bettger has been involved with the Northwest Archivists and Society of American Archivists in the past. She also serves as the president of the Seattle Opera’s BRAVO! Club. Ms. Bettger has a Bachelor of Arts in history from Portland State University, and Masters in history with emphasis in Archives and Records Management from Western Washington University.

Andrew SanAgustin has been a RIM professional for 20 years. He began his career in Washington DC, where he attended the University of Maryland. His experience spans various industries with a specialty in law firm Records/Conflicts Management. He is the president of the Greater Seattle Chapter of ARMA, is an instructor at the UW Continued Education Program, and spearheads the Seattle LISG group. Andrew has written several published articles and regularly speaks on the topic of Records and Conflicts Management.

 

Register. Please register NO LATER THAN September 19th http://www.armaseattle.org/events.htm#Registration_Form_

 

Directions: Foster Pepper is located in the main business core of downtown Seattle. Located on Third Ave. between Spring and Seneca. Parking is available in the basement of the building for cost.

 

Thursday, September 01, 2011

2011 MER Conference Sessions Now Available Online!

2011 MER Conference Sessions Now Available Online!

Thanks to our special partnership with The National Conference on Managing Electronic Records (MER), ARMA International, in association with RIM On Demand, is able to bring relevant, focused MER content to you – all from the convenience of ARMA International’s website. If you were unable to attend the MER Conference in person, this is a great opportunity to create your own personal conference!

Video and slides for all 26 sessions from the MER 2011 Conference, which were focused on the legal, technical, and operational issues associated with the life cycle management of electronic records, are available now at www.arma.org/RIMonDemand.

You should check out these offerings to ARMA members!

Andrea Bettger

Past President-Greater Seattle Chapter

 

 

Wednesday, August 17, 2011

GNW Region Message for September

Hello Great Northwest Region Members! Welcome to another ARMA year!
Last June the GNW Region and Chapter leaders met in Portland for the annual GNW Leadership Conference. Based on the ideas, sharing and planning from that meeting, I’d have to say this year is sure to be one of our best.
The first great idea that came up was a region-wide mentorship program. A number of members have voiced a desire for such a program. It’s making the connection to the right mentor that can be difficult. Sometimes the right mentor for you may be a member of a different chapter. So a region wide program makes sense. With the plates of the members of the Region Team already overflowing, the question was who would oversee the program. Then Jenny and I remembered that the position of Director of Marketing and Membership was still vacant. What a perfect place for this program. After a last call for interested parties and a consultation with the Region Team, we found the right person for the job.
Members of the Great Northwest Region, it is with pleasure that I announce to you that Peggy Striefel of the Columbia Basin Chapter has been appointed as Director of Marketing and Membership for the Great Northwest Region of ARMA. Peggy has been a member of ARMA for eight years. She has served in the Columbia Basin Chapter in several capacities including Director of the Board, Vice-President, and President. She is currently the Immediate Past President of the chapter. During her service, Peggy was honored by Columbia Basin members as their 2010 Leader of the Year. She has already hit the ground running in her new region duties and is certain to be as successful on the region level as she has been in her chapter. Welcome to the Region Team Peggy!
The second great idea that came out of Leadership was something called “The ARMA Ball of Goodness”. A concept of Oregon Chapter President Tyrene Bada, the Ball of Goodness refers to the feeling of respect, camaraderie, and cohesiveness of the leadership of the region. Truthfully, it is a feeling I have found among all of our members in visiting every one of our chapters. ARMA is a family and nowhere is that exemplified more than here in the GNW Region. The name, “the ARMA Ball of Goodness” just sounded too good not to use. So after a discussion with members of the Region Team, we came up with the following:
This year, the region would like to highlight some of the outstanding accomplishments of our chapters. The GNW ARMA Ball of Goodness will be a monthly award to one chapter. The chapter may have had an exceptional turnout to a monthly meeting, had a member or members receive their CRM designation, completed a special project, received a speaker grant, etc. All chapters need to do is submit their entries to me no later than the first of each month. The Region Team will announce the monthly winner in our region messages each month and a prize, i.e. a GNW Region Ball of Goodness will be sent to the winning chapter.
In thinking through the Ball of Goodness idea, we found our theme for the year. “Who Done It?” We want to know. There will be more on that in coming months. So send your entries in and a Ball of Goodness may be coming your way.
Mark a couple of special events on your calendars now! The 56th ARMA International Conference and Expo will be in Washington DC October 17-19. Check out the Conference details at www.arma.org .
And save this date for sure! The GNW Region Conference will be March 12-13, 2012 in Boise, Idaho. Plans are well underway to make this a tremendous educational event. Some of the best speakers in our profession are scheduled to be there. Following the conference, there will be a one day seminar for those who are working towards their CRM designation taught by Deb Gearhart, current President of the ICRM and Juanita Skillman! It just doesn’t get any better than that. And pre-con, there is talk of a skiing adventure. So mark you calendars and watch the Region website and your newsletters, webs and blogs for coming details.
There was another great highlight that followed the Leadership Conference. The Oregon Chapter organized and entered the Portland Rose Festival’s Starlight Parade. Members from the Oregon Chapter teamed with members from the ARMA International Board of Directors, ARMA HQ, the GNW Region, the Bellevue/Eastside and Columbia Basin Chapters, Iron Mountain, and the NW Archivists, We were pirates and records protectors to bring awareness to everyone to protect their personal information from pirates. It was a great promotion for ARMA and one of our great, supportive vendors. We had a ball! Want to see a short clip? Go to You Tube and search for arma 2011 Starlight Parade to see us. Hopefully, we will do it again next year!
Lastly, I want to thank everyone for your generous support of our fundraiser for Breast Cancer in support of one of own. Puget Sound won the bragging rights for the most money raised. Having my head shaved was a new experience for me, but well worth it. We raised over $1300. Thanks also to Dave McDermott, Bruce Walters, and Matt Rice for joining in. You’re great sports. But the next time you guys say barbershop quartet, we’d better be singing!
Here’s to a great year everyone!
Marc

Marc J. Simpson, Manager
Great Northwest Region
ARMA International

Thursday, June 23, 2011

Educational Opportunity (University of Washington)

University of Washington Professional & Continuing Education Certificate Program "eDiscovery" - Our own Jennifer Winkler and Andrew J. SanAgustin will be instructors. Take a look at this opportunity and share with your friends and co-workers.

Thursday, May 26, 2011

ARMA Great Northwest Region Fund Raiser Request/Announcement (Shameless Begging)

Subject: ARMA Great Northwest Region Fund Raiser Request/Announcement (Shameless Begging!!)

Hello Friends,

A number of our GNW region members are fighting cancer or are cancer survivors. As a way to support them, the Region is planning a fundraising event for Leadership.

Here is the deal. A few choice heads have been offered up to the highest bidder. Our Region Manager, Marc Simpson, is head #1. It is our understanding that head #2 is none other than the most recent Company of Fellows guy, Dave McDermott, a cancer survivor himself, who lost his hair during chemo. If it really gets that far (and if McD has anything to say about it, we’re sure it will), head #3 may be that of Bruce Walters from Boise. Funny, but we haven't heard of any women volunteering for this! The plan is to ask each chapter to solicit donations from its members (and friends). The Chapter that donates the most money to the charity gets first dibs at shaving Marc’s head. Chapter number 2 will get to shave McD’s head. And so on through all volunteered heads. Have a feeling there will be a photo op in Portland and that the September newsletters will be in hot demand.

3 choices for donations:

1) The GNW Region leadership team has asked that donations be made to the Overlake Hospital Foundation. In the memo note put "Cancer Care Center: Breast Health Center" or you can enclose a note specifying that the donation is for the CCC: Breast Health Center.
2) The hospital was asked about a specific fund for the wonderful individuals who knit hats, make quilts, etc. They indicated there isn’t such a fund for that, but if someone wants to be as specific to mention they would like the $$ to go to that cause, then they could make it happen.
3) Send us a donation made out to the American Cancer Society.

If you wish to contribute to the cause, please make your checks out to either the "Overlake Hospital Foundation" or the "American Cancer Society." Mail your checks to your Chapter President or whoever is planning to attend the GNW Leadership Conference next week.

Someone can hand carry the checks to Portland. To ensure the checks make it on time, please have checks in the mail in time for someone to depart around June 2nd. Our out of town friends and members will need to mail them sooner. Thank you for considering this request.

Additionally, Pat Vice, CRM, FAI, has agreed to contribute a 5-day, 4-night condo in Newport, Oregon that is to be silent auctioned at the Leadership Conference. The bidding will begin at $350. Bring your checkbooks! The person who wins the auction will get to credit the amount paid to his/her Chapter’s donation pool.

A huge thank you to Bruce Walters and Dave McDermott from the Boise Valley Chapter for this fantastic idea! And a really huge thank you to Pat Vice for her wonderful donation!

Stay well,

Your GNW Region Team


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Friday, May 20, 2011

Region Message for June

Ah, it is June. Once again we come to the close of another ARMA year. It’s time again to reflect back on the accomplishments of the past year.
One of my duties as Region Manager is to file a report to the Board of Directors twice a year. Essentially, this is a “state of the region and our chapters” report. Region Managers are asked to report on both the difficulties being faced by the chapters as well as any successes. In my recent report, I chose to skip reporting on the challenges. We all know what they are. They’re nothing really new. Instead I reported on the great successes in our region. This year, instead of just talking about things, we took action.

First, I reported that the Great Northwest Region is financially stable and doing well.

Next, I reported on our first region-wide webcast program held in February in which members from every one of our chapters logged in hear the presentation. To my knowledge, we are the first do this as a region. I reported that now we are exploring the possibility of a virtual event center. Again, we are blazing the trail.

I also got to brag once more about the awards won by our chapters at the Awards Luncheon in San Francisco last fall: Medium Chapter Newsletter-of-the-Year (Boise Valley Chapter), Large Chapter Newsletter-of-the-Year (Oregon), Chapter Recruitment Awards (Columbia Basin Chapter and Greater Anchorage Chapter), Chapter Participation Award (Greater Seattle Chapter), Special Merit Award – Silver Merit Award (Greater Anchorage Chapter). Plus one of our region’s favorite sons, Dave McDermott, CRM was accepted into the Company of Fellows of ARMA.

Following some of the other accomplishments of your chapters, I included some comments that I received from a couple of our Chapter Presidents. I think these speak volumes and are just a sampling of what Jenny and I hear from all corners of the region:

“The Greater Anchorage Chapter is growing in numbers, and has the most fantastic Board of any chapter in ARMA. We have had a great year with monthly meetings and speakers. The sessions have been informative and generated much discussion. We are in the process of updating our webpage, and a number of our members participated in the Regional Video Conference session. … we have managed to keep the program moving in a positive direction.”

And from Columbia Basin came “The people that come out to our chapter meetings really do make a difference. People are interested and learning and growing. When they bring their energy to the chapter meetings, it starts to inspire others. We appreciate new people that are excited about learning.”

It was fun writing that report. Despite the many challenges, we have enjoyed a great year. How could I be anything less than extremely proud of the members of the Great Northwest Region? It is my honor and privilege to represent and serve you. Thank you all for all that you do for your chapters, for the region, for ARMA and for our profession!

Marc

Marc J. Simpson, Manager
Great Northwest Region
ARMA International, Inc.

Monday, May 09, 2011

Greater Seattle-North- Email Management: A Case Study, May 19, Everett Community College

 

Date:               Thursday, May 19, 2011

Time            3:00-3:15 Registration; 3:15-4:15 p.m. Program

Cost:              $10 ARMA Members and Students; $15 Non-ARMA Members

Location:        Everett Community College, 2000 Tower St., Everett, WA Whitehorse Hall,        Room 105 

Program:        Email Management: A Case Study

Program Description: Email, email, email… it causes users headaches, it cause IT professional headaches, and it causes records managers headaches.  E-mail in the Foster Pepper firm was completely out of control. They needed a solution – the right solution – and they needed it fast. This presentation will demonstrate the process from theory to practical execution and compliance. You will learn about the pitfalls and what worked, what didn’t, and of course, contingency plans. You will develop a successful e-mail management transition plan and review a checklist of key features and discuss the benefits of each. You will take away e-mail management solutions and ideas that can put into place immediately.

In this session, you will learn:

·         How to plan an e-mail management solution

·         The key components for buy-in on the plan

·         Critical steps of implementation and testing the plan

·         Steps to rolling out the new solution

 

Speaker: Andrew SanAgustin has been a RIM professional for 20 years. He began his career in Washington DC, where he attended the University of Maryland. His experience spans various industries with a specialty in law firm Records/Conflicts Management. He is the president of the Greater Seattle Chapter of ARMA, is an instructor at the UW Continued Education Program, and spearheads the Seattle LISG group. Andrew has written several published articles and regularly speaks on the topic of Records and Conflicts Management.

 

Register: This program is open to all Greater Seattle members and their guests. Please register online at http://www.armaseattle.org/events.htm#Registration_Form_  or email register@armaseattle.org by Tuesday, May 17. Include your name, organization, phone number and number of guests.  Acceptable forms of payment are cash and check only.  Invoices are available upon request.

Directions and Parking:  For more details on how to get to Everett Community College, please go to: http://www.everettcc.edu/visitors/maps/  you will be provided with a parking permit prior to arrival.

To reach us from I-5 Southbound: Take Exit 198 and follow the highway south into Everett to Tower Street and turn right.  Follow Tower Street two blocks and continue left to the main college entrance and campus parking to your right.

To reach us from I-5 Northbound Take Exit 195 and turn left onto E. Marine View Drive.  Go one half mile to 16th Street and turn left.  Follow 16th Street to Broadway.  Turn right onto Broadway and continue to Tower Street and turn left.  Follow Tower Street two blocks and continue left to the main college entrance and campus parking to your right.

 

 

Friday, April 22, 2011

A Challenge Thar Be!

Tis long been known in the Great Northwest, that the crews of ARMA love a good challenge.

Tis also known from far and wide that the folk of the Great Northwest are a charitable folk.

And it is also too sadly known that the menace known as cancer be striking way too many folk in the Great Northwest.

It be time to make Caner walk the plant! Therefore, the challenge be made!

WHO can raise the most doubloons to fight cancer? Be it ye Boise fold? Or maybe it be ye in Alaska? Or maybe it be ye thar in Oregon? Start filling your treasure chest now! Send it with your Captain to the 2011 Leadership Conference. The winning crew will have all the rights to brag. Plus the Captain of the winning crew will get to be the first to help Admiral Grey Beard (aka the Region Manager) prepare for warmer days. Raise enough and he'll be needing that bandana if ye get me drift! And there will be pictures to prove it!

There may be a nice treasure in there for your crew as well!

Treasure collected will go to the American Cancer Society and local cancer clinics.

ARRGH!!!