Information Management Capacity Check (IMCC) Library and Archives Canada IMCC - LAC What We Do and Getting Started Checklist

Library and Archives Canada IMCC – what we do

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

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

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

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

IMCC Tool and Methodology Getting started – A checklist

Getting Started Checklist: Project Management Participants Training Budget Tools and support resources Meetings, presentations, briefings Communications Scheduling Facilities Approval processes Documentation requirements Other : Ontario, Alberta, California

Getting Started Checklist: Participants Project champion(s) Project authority / manager Steering group Facilitator(s) and scribes Assessment team members Interviewees Workshop participants Other : Ontario, Alberta, California

Getting Started Checklist: Facilitator(s) Options Trained with appropriate skill sets IM knowledge (fundamentals, GoC IM environment, etc.) Availability Motivation Objectivity Commitment Scribe or direct scribe(s) Other : Ontario, Alberta, California

Getting Started: Facilitation Options External consultant Internal audit resource IM specialist – trained Sharing expertise between departments Train the trainers

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 Other : Ontario, Alberta, California

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) Other : Ontario, Alberta, California

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 Other : Ontario, Alberta, California

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 Other : Ontario, Alberta, California