Government

Getting Started Checklist

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1

Information Management Capacity Check (IMCC)

Library and Archives Canada
IMCC - LAC What We Do and
Getting Started Checklist

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Library and Archives Canada

IMCC - what we do

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IMCC - What We Do

• Attend meetings and briefings
• Provide briefings and information sessions to all levels
• Make presentations & give information sessions e.g. ARMA, RMI, provincial governments
• Update IMCC tool and methodology
• Assist organizations considering or undertakingan assessment
• Provide documents/templates

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Sample Templates

• Action plan
• Project plan
• Statements of work
• Contract text
• Communiqués, emails
• Text for introductory presentations
• Interview and workshop guides
• Data collection forms

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What We Do For Specific Assessments

• Advise on facilitation options
• Provide advice and guidance to the project team during all phases
• Provide contact names
• Provide resource person to attend consolidation and validation sessions
• Provide documents/templates
• Note: we do not provide facilitators for the assessments

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Planned Continuous Improvement on IMCC Tool and Methodology

• Harvest lessons learned
• Share expertise between organizations
• Continuously monitor standards and bestpractices (national/international)
• Conduct focus groups
• Share IMCC tool, methodology and lessons learned with other jurisdictions

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IMCC Tool and Methodology

Getting started - A checklist

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Getting Started Checklist: Project Management

• Participants
• Training
• Budget
• Tools and support resources
• Meetings, presentations, briefings
• Communications
• Scheduling
• Facilities
• Approval processes
• Documentation requirements

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Getting Started Checklist: Participants

• Project champion(s)
• Project authority / manager
• Steering group
• Facilitator(s) and scribes
• Assessment team members
• Interviewees
• Workshop participants

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Getting Started Checklist: Facilitator(s)

• Options
• Trained with appropriate skill sets
• IM knowledge (fundamentals, GC IM environment, etc.)
• Availability
• Motivation
• Objectivity
• Commitment
• Scribe or direct scribe(s)

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Getting Started: Facilitation Options

• External consultant
• Internal audit resource
• IM specialist - trained
• Sharing expertise between departments
• Train the trainers

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Getting Started Checklist: Budget

• Salary dollars (participants/support)
• Facilities
• Technology and software
• Training
• Printing and translation
• Consultants/facilitators
• Travel expenses
• Project codes
• Resource expenditure tracking

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Getting Started Checklist: Technology

• IT support
• Data processing tools
• Software (incl. Presentations)
• Laptops, projectors, etc.
• Project mgmt. And scheduling toolset
• Electronic templates
• Electronic voting
• Electronic surveys
• Electronic document management
• Video conferencing
• Participant training (as required)

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Getting Started Checklist: Facilities

• Meeting rooms (various sizes)
• Conference rooms for workshops
• Equipped boardrooms for consolidation and validation sessions
• Resource materials (copies, pencils,etc)
• Projectors, screens
• Whiteboards and flipcharts
• Video conferencing equipment

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Getting Started Checklist: Communications

• Support from corporate communications
• Presentations, briefings, awareness, training
• Communication within steering group andassessment project team
• Letters/questions for interviews and workshops
• Announcements (e.g. Web-based)
• Project status reports for staff and management