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Information Management - Information Matters

Outputs from Stage 1: IM Planning

The five key outputs from this stage include your:

This stage is the most important precursor to all other Stages of the Records and Information Life Cycle. The IM planning stage is complemented by Stage 7: Evaluation, which will monitor the effectiveness of plans and provide feedback to future planning stages in the interest of continuous improvement.

Information Strategy
Your information strategy is the highest-order guiding document that addresses a variety of issues related to IM including:

  • security of information
  • access and privacy
  • disaster recovery and essential records plans
  • information interdependencies and MOUs (Memoranda of Understanding) with other organizations
  • documentation standards
  • migration plans for moving paper or other forms of records to electronic versions for easy access, use and dissemination
  • information technology infrastructure requirements
  • staff competencies and training plans in support of IM

If you have never created an information strategy of this magnitude before, Library and Archives Canada can provide input and guidance to assist your efforts. Contact us for more information or check our IM planning resources to help guide this aspect of your work.



IM planning resources to help guide this aspect of your IM planning.

Contact us to find out more about BASCS.



Retention and Disposition Plans
Record retention periods are set by each department according to their unique business, classification system, and information models. Retention periods prescribe the length of time for which records must be kept before they are allowed to be disposed of, and should be articulated through a published Records Retention Plan. In this way, all employees can obtain guidance on retention periods for their documents.

Records also cannot be destroyed without the prior approval of Library and Archives Canada. Permission is granted after you submit a Records Disposition Submission to Library and Archives Canada, outlining the types of records your department keeps and your recommended retention periods for each type of record. The submission is reviewed and negotiated between you and Library and Archives, after which Library and Archives issues a Records Disposition Authority with a set of terms and conditions that guide the disposition of your records.

If you have never created a Records Retention Plan before, or have difficulty locating or understanding your department's Records Disposition Authority, contact us for more information, or check our IM planning resources to help guide this aspect of your work.



Staff Competencies Map and Training Initiatives
To support effective Records and Information Life Cycle Management, your staff will need to have some training on basic or advanced IM concepts and practices. It is important to map out your department's current staff competencies related to IM, and to map out a training plan that enables staff to effectively carry out their roles within the IM framework.

If you need help to create a staff competency map, contact us for more information, or check our IM planning resources to help guide this aspect of your work.

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