Getting Started Checklist

1 	Information Management Capacity Check (IMCC)
Library and Archives Canada
IMCC – LAC What We Do and
Getting Started Checklist	
2 	Library and Archives Canada
IMCC – what we do	
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 undertaking an assessment
•	Provide documents/templates	
4 	Sample Templates
•	Action plan
•	Project plan
•	Statements of work
•	Contract text
•	Communiqués, e-mails
•	Text for introductory presentations
•	Interview and workshop guides
•	Data collection forms	
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 	Planned Continuous Improvement on IMCC Tool and Methodology
•	Harvest lessons learned
•	Share expertise between organizations
•	Continuously monitor standards and best practices (national/international)
•	Conduct focus groups
•	Share IMCC tool, methodology and lessons learned with other jurisdictions	
7 	IMCC Tool and Methodology
Getting started – A checklist	
8 	Getting Started Checklist: Project Management
•	Participants
•	Training
•	Budget
•	Tools and support resources
•	Meetings, presentations, briefings
•	Communications
•	Scheduling
•	Facilities
•	Approval processes
•	Documentation requirements	
9 	Getting Started Checklist: Participants
•	Project champion(s)
•	Project authority / manager
•	Steering group
•	Facilitator(s) and scribes
•	Assessment team members
•	Interviewees
•	Workshop participants	
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 	Getting Started: Facilitation Options
•	External consultant
•	Internal audit resource
•	IM specialist – trained
•	Sharing expertise between departments
•	Train the trainers	
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 	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 	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 	Getting Started Checklist: Communications
•	Support from corporate communications
•	Presentations, briefings, awareness, training
•	Communication within steering group and assessment project team
•	Letters/questions for interviews and workshops
•	Announcements (e.g. Web-based)
•	Project status reports for staff and management