Meeting/Event Information

Chapter Workshop

March 15, 2017
9:00 AM PDT - 3:30 PM PDT
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Grove Community Church
19900 Grove Community Drive
Riverside, CA 92508
Venue website

How to Develop an Information Governance Policy and Retention Schedule

Session #1 – Building an Information Governance Policy You Can Enforce

This session focuses on how to write an Information Governance policy that provides the best practices for managing the organization’s information assets. But Wait! Having a policy isn’t enough, what other documents will you need to enable employees to comply and understand what they are expected to do. This session will address the policy components as well as the other documents and activities needed to launch or enact the new policy and allow employees to comply.

Session #2 – Retention Schedule or Classification Plan – Why Not Both?

How have you been using your Retention Schedule? Does your Retention Schedule only apply to paper, can you make it apply to electronic information? The second session will be focused on detailing the structure and information so that the Retention Schedule / Classification Plan can continue to be applied to paper documents by the document owner, but also used by IT groups to apply the requirements through appropriate processes and approvals to electronic information.

Learning Objectives

  1. Attendees will learn the difference in a policy and retention schedule and will be able to know what information needs to go into each document.
  2. Attendees will discuss and participate in building a retention schedule or classification plan that can be used to apply the rules to both paper and electronic information.
  3. Attendees will be invited to work on their own policy – develop or improve, by learning what principles belong in a policy and identify what other documents are needed to enact the policy.
  4. Attendees will learn about what IT is needing to automate the retention requirements and how their needs are to be reflected in a classification plan.

Helen Streck / President and CEO

2017 Helen Streck1

Ms. Streck has 30 years of experience in Records and Information Management program strategy, design, and implementation for both private corporations and public entities. Streck has also been deposed four times and interviewed by the U.S. Attorney’s office for describing and defending her RIM Program designs and practices. She has served as director of corporate records and information management for pharmaceutical companies, and Records Manager and consultant for municipal government agencies and law firms. She has crafted information management program strategies for diverse organizations and built concrete, actionable steps for implementation across a broad spectrum of domestic and international clients. Streck is active in ARMA International where she is a presenter for ARMA at international conferences. In addition, she has published articles in various professional newsletters, and a past contributor to the monthly columnist for the AIIM Infonomics magazine for the Association for Information and Image Management (AIIM), and the ERM Community of AIIM.

Breakfast and lunch provided.


$80.00 SCIE ARMA Member Price

$100.00 Guest/Other Price