Asking and Answering the Right Questions

Workshop A: Drive tangible business benefits to your organisation by improving the management of your records Facilitated by: James Price, Owner, Experience Matters Dr Nina Evans, University of South Australia Tim Price, Chief Information Officer, Australian Government Indigenous Land Corporation

Workshop B:A new direction for your EDRM FrameworkFacilitated by: Sheryl Mapp, RIM Manager, Information Governance and Information Management Specialist

www.arkgroupaustralia.com.au @arkgroup

2 0 1 7E D R M A u s t r a l i a

This forum puts forward the most relevant and mid-level to advanced current case studies and perspectives, elaborating on the critical demands during change, how best to maintain effective stakeholder engagement, things that you may not expect to go wrong during an implementation, building a business case, risk management, security controls and of course, addressing the challenges of the next generation records manager.

One-day case study led forum and two-post forum workshops

VENDOR NEUTRAL- NO SALES PRESENTATIONS

Sharing insights and learnings through case study

presentations are:Transport Accident Commission

KPMGUniversity of Sydney

Optus Business CSIRO

Royal Australasian College of SurgeonsAustralian Government Indigenous

Land Corporation

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q Resilienceq Transformationq Information Governanceq Best Practiceq Cultureq The Next Levelq Regulatory complianceq Standards & legislationq Change

#edrmaus

Attend Both Days for: $1595 plus gst= $1754.50

Forum Partners Media Partner

8:30 Registration and refreshments

9:00 Chairperson’s opening remarks Ken Mould, EDRMS Lead, Transport Accident Commission

9:15 Providing resilience to electronic records: A case study presentation for Senior Managers Strong records management functionality to support collaborative work systems ó

Streamline work practices and business processes ó

Reduce risk and improve governance ó

Long-term retention of digital records ó

Ken Mould, EDRMS Lead, Transport Accident Commission @TACVictoria Prior to TAC and Deakin University, Ken spent 20+ years in the Air Force in a variety of project and other roles. Throughout his working life he has been involved in the development and implementation of information processes and related technology.

10:00 Transformation projects: A KPMG case study presentation Change management, value management ó

Managing your records team during change ó

Richard Freitag, Document & Information Systems Manager, KPMG Australia @r_freitag

10:45 Morning refreshments and networking tweet #edrmaus

11:00 Identifying the Indigenous Land Corporation’s valuable information: A case study presentation Developing an inventory of the organisation's information assets ó

Building information management and systems capability to maximise the value of the ILC's ócorporate knowledge to Indigenous stakeholdersDriving improved information management ó

TimPrice,ChiefInformationOfficer,AustralianGovernmentIndigenousLandCorporation

11:45 Standards and EDRMApplying them in environments of rapid technological change ó

Improve the management of your information assets, and get your team on board too! ó

Solutions for brilliant records management ó

Jarrod Harvey, Records Analyst, Archives & Records Management, Royal Australasian College of Surgeons @jharvey_records Jarrod loves - and is very good at - solving the information management problems of today's corporate world, and as he puts it, “restores order to records anarchy”. While his expertise and drive makes him strong on results, Jarrod is soft on people. Referred to by managers as 'a lovely person who gets along with everybody' who does 'an exceptional job' liaising with stakeholders, he has also been described as 'kind' by a peer in Information and Knowledge Management. Jarrod strives for harmony in the often controversial area of helping people improve their management of a company's information assets.

12:30 Networking lunch (Let us know if you have any special dietary requirements 2 weeks prior to forum)

One day connected forum – Wednesday, 26 April 2017

One day connected forum – Wednesday, 26 April 2017

1:30 Taking your EDRMS to the next level - EDRM as a platform for transformational business process management: Case study-led interactive module

The University of Sydney has had the same EDRMS for many years. Recently, they have achieved asignificanttransformationtomovefromatraditionalEDRMS(files,checkingdocumentsinanout) to deliver an enhanced front end to manage critical business processes/ Fresh from winning the Vice Chancellor’s Award, we will share how the transformation was achieved with a break down in to a number of case studies. Along the way we will also share transformation stories from other organisations.

What is your story? ó

Share some fresh and innovative thinking ó

Nicola Sanderson, Principal Consultant, Optus Business @Sanderson_NJ Nicola Sanderson has been involved in the information management industry for over 20 years. She recently returned from a 4-year stint in Hong Kong where she helped build and deliver a global information governance program for HSBC, one of the world’s largest banks.

May Robertson, Records Manager, University of Sydney @Mayrecordkeeper An Archivist by background, May is extremely passionate about Records Management and Recordkeeping, which can be illustrated by her 20 years plus experience in the field.

3:00 Afternoon refreshments and networking #edrmaus

3:15 Innovate and excel in your records management - A case study presentation Implementing a strategy and framework for document and records management ó

Providinganewdirectionandraisedprofile ó

Fromefficientrecordsmanagementtoresourcefulinformationgovernance ó

Sheryl Mapp, RIM Manager, Information Governance and Information Management Specialist @sherylmapp

Sheryl is the Former Associate Director, Records & Information Management at Macquarie Group, and leader of the award-winning REX Program recognised in 2010 with the awarding of the J Eddis Linton Award for excellence and innovation in recordkeeping.

4:00 Managing the next generation of Records Services Future challenges and up skilling your staff ó

Support your team through structural change of the Records Services function ó

Creating an effective records and information management culture ó

Kathryn Chambers, Business Partner Team Leader, Records Services, CSIRO Kathryn's various records and information management roles have included the development of recordkeeping policies and procedures; information architecture and governance for sharepoint sites and intranets, development, implementation and training of new EDRMs; research, design and implementation of business classification schemes; developing retention and disposal schedules, along with day to day records management functions.

Kathryn has also coordinated many multi-media entertainment events fusing art, music and technology. She has travelled widely throughout Australia and Asia; and has lived in England and Ireland.

4:45 Closing remarks and end of forum

Comments from last year: Thank you, I walked away today with my desired toolkit!

(Department of Transport & Main Roads) Inspired me to get into it and raised me confidence

(Tweed Shire Council) Variety! Lots of applications and practical applications,

useful in many different ways (Intern at DELWP) Practical Tips! (Tweed Shire Council) Learnt something new from every session! (DET) Case studies useful, how to, and lessons learnt. It was

more than social media 101! (Natural Resources Adelaide & Mt Lofty Ranges)

Very relevant thank you (Parliament of Victoria)

POst- FORUM WORkshOPs thursday, 27 April 2017

About the workshop leaders:

James Price is a business manager with 30 years' experience in the information industry. He is the founder and Managing Director of Experience Matters, a firm of business advisers in the management of Information Assets. Experience Matters

has since worked for, and delivered measurable benefits to, national and multinational corporations and all levels of government. James is internationally recognised as an author of peer-reviewed papers and a presenter to business and academic conferences.

Dr Nina Evans has worked in various Higher Education Institutions as Lecturer, Industry Liaison Manager, Associate Head of School, Head of Department and Vice Dean. Her major fields of interest are the promotion of fusion on the business-ICT interface i.e. to bridge the gap between the person with a

business need and the technology expert with the solution to the problem. Dr Evans is currently employed as the Associate Head of the School of Information Technology and Mathematical Science (ITMS) and also teaches postgraduate courses (Masters level) in IT Stakeholder Engagement and Knowledge Management as wellas ICT Leadership (doctoral level).

Registration 8.30 amWorkshop starts: 9.00 amMorning tea: 10.30 am – 10.45amWorkshop ends: 12.00 pm

Facilitated by: Nina Evans, Associate Head of School of IT and Mathematical Science, University of South Australia James Price, Owner, Experience Matters @rethinkinfo Tim Price, Chief Information Officer, Australian Government Indigenous Land Corporation

A How addressing the barriers to effective information management will maximise the success of your EDRM initiative

About the workshop:The most successful organisations are those that deliver the greatest value to their clients whilst expending the fewest of their valuable resources. Organisations have only four sets of resources, one of which is information. Information is a vital business asset without which no business process, no business activity and no business decision can be conducted or made; without information no organisation can function. Yet whilst data, records, documents, published content and knowledge are recognised as comprising a vital business resource, in most organisations the management of information assets is done badly and at material cost. The barriers to the effective management of an organisation’s information assets are significant and unstructured information is particularly vulnerable. This has serious implications for EDRM initiatives.

This workshop will draw on the findings of a research project that the University of South Australia and Experience Matters are conducting into “The Barriers to and Benefits of Effective Information Management”

of which unstructured information is a substantial consideration and component. The project is being run in Australia, South Africa and the United States. Gartner has described our work as “tremendous” and the project and its findings as “ground-breaking”. Mike Orzen,

This hands-on, interactive workshop will help attendees understand in the context of their own environments:• Whatinformationassetstheyhaveintheir organisations• Whythoseinformationassetsareimportant• HowtomaximisethesuccessoftheirEDRM initiative

Delegates will take away with them:• Howtopresenttotheirexecutivetheargumentof why managing information is vital to their organisation’s performance• Achecklistofthebarrierstoeffectiveinformation management. Addressing these barriers will significantly improve the probability of success of their EDRM initiative

POst- FORUM WORkshOPs thursday, 27 April 2017

About the workshop:This workshop will introduce the importance of a strong change management approach as part of implementing your EDRM systems and an Information Management Framework. Change management includes strategies for individual users as well as business groups. Commencing with an introduction to the fundamentals of an Information Management Framework, the workshop will focus on the key elements of the change approach when implementing an EDRM and Information Management Framework. Specifically, it will include:

• Thesecretstosuccessfulchangemanagementcovering:changestrategyandplanning; communication; education, training and knowledge; stakeholder management• Thesecretstosuccessfulchangemanagementcovering:changestrategyandplanning; communication; education, training and knowledge; stakeholder management• Strategiesandapproachedtogetstakeholderbuy-inatalllevelsrangingfromexecutivestoyour user base

Workshop starts: 1.00 pmAfternoon tea: 2.30 pm – 2.45pmWorkshop ends: 4.00 pm

Facilitated by: Sheryl Mapp, Information Governance and Information Management Specialist @sherylmapp

B A NEW DIRECTION FOR YOUR EDRM FRAMEWORK

About the workshop leader:Sheryl Mapp is a senior Information Governance specialist who has worked across the government and private sector. Sheryl has introduced award-winning programs at organisations as diverse as EnergyAustralia, the Reserve Bank of Australia, and Macquarie Group. In addition, Sheryl has lectured in records and archives management at RMIT University. Sheryl recently completed An MBA with her thesis subject being the journey for organisations from records management to information governance.

Sheryl is a professional member of the Records & Information Management Professional's Association (RIMPA) and is also part of the NSW Branch council for RIMPA. Sheryl is a regular conference presenter and workshop leader. She is currently working with the NSW Government and introducing information governance programs.

Early Bird offer Book before 13 Apri l 2012

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EDRM Austral ia 2017

SO_web

Visa

Pricing - circle choice

Whole Event q

Forum and One Workshop

q A or q BForum only

qWorkshops

q A or q B

Standard Pricing q $2685 + GST =$2953.50

q $1990 + GST = $2189 q $1295 + GST = $1424.50

q $695 + GST = $764.50

Early bird (exp:27/03/2017)Not valid with any other offer

qsave $1100$1595 + GST = $1754.50

qsave $500$1490 + GST = $1639.00

qsave $200$1095 + GST = $1204.50

qsave $100$595 + GST = $654.50

Event venue and accommodation

Best available rates are available at

Mantra on Russell

222 Russell Street,

Melbourne, VIC 3000

03-9668-2533

www.mantraonrussell.com.au

Bookings can be submitted at any stage prior to the 1. event, subject to availability. A limited allocation is being held and booking early is therefore recommended. In the event of the booking not being accepted by Ark Group Australia the total amount will be refunded.Payment must be received in full prior to the course.2. All speakers are correct at the time of printing, but are 3. subject to variation without notice.If the delegate cancels after the booking has been 4. accepted, the delegate will be liable to the following cancellation charges:

Cancellations notified over 45 days prior to the event �will not incur a cancellation fee. In the event of a cancellation being between 45 and �30 days prior to the event, a 20% cancellation fee will be charged.

For cancellations received less than 30 days prior to �the event, the full delegate rate must be paid and no refunds will be available.

All bookings submitted by e-mail, fax, or over the 5. telephone are subject to these booking conditions.All cancellations must be received in writing.6. Ark Group Australia will not be held liable for 7. circumstances beyond their control which lead to the cancellation or variation of the programme.All bookings, whether Australian or overseas will be 8. charged Australian GST at the prevailing rate at the time of booking.Delegates are responsible for their own travel, 9. accommodation and visa requirements.

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26-27 April 2017, Mantra on Russell, Melbourne

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