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Getting Started Checklist


1 slide 1

Information Management Capacity Check (IMCC)

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

2 slide 2

Library and Archives Canada

IMCC - what we do

3 slide 3

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

4 slide 4

Sample Templates

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

5 slide 5

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

6 slide 6

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

7 slide 7

IMCC Tool and Methodology

Getting started - A checklist

8 slide 8

Getting Started Checklist: Project Management

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

9 slide 9

Getting Started Checklist: Participants

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

10 slide 10

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)

11 slide 11

Getting Started: Facilitation Options

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

12 slide 12

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

13 slide 13

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)

14 slide 14

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

15 slide 15

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