Date   

Re: ISO checklist (ISO 9001, ISO 15489, ISO 30300-30301) related to documents management #standards #content-management

Stephen Bounds
 

PS. I meant ISO 15489 compliance and not ISO 9001 for the first link below. You probably figured that out though :)

====================================
Stephen Bounds
Executive, Information Management
Cordelta
E: stephen.bounds@...
M: 0401 829 096
====================================
On 30/01/2020 9:34 am, Miguel Jordan wrote:

Dear Stephen:
thanks very much for your answer and proposed links. I will revise all these now.
Best regards,
Miguel Jordan

El mié., 29 ene. 2020 a las 20:17, Stephen Bounds (<km@...>) escribió:

Hi Miguel,

The National Archives of Australia (NAA) is actually pretty good at releasing implementation support information for records compliance. While obviously focusing on Australian legislative requirements, my evaluation is that following these guidelines should get you pretty close to a ISO 9001 compliant state:

The BSAF framework, also from the National Archives of Australia, is a pretty readable way of assessing compliance against ISO 16175, the standard which is generally applied to technology systems that include a recordkeeping compliance component (it's been described to me as "ISO 15489 for techies"):

While I'm not aware of any guides that specifically support the implementation of ISO 30300, it is one of the Annex SL quality systems which always have a standard set of minimum governance requirements and very similar boilerplate text.

Last year I put together an implementation guide for the KM standard (ISO 30401) which I expect could be adapted to reflect ISO 30300 pretty easily.

Good luck!

Cheers,
Stephen.

====================================
Stephen Bounds
Executive, Information Management
Cordelta
E: stephen.bounds@...
M: 0401 829 096
====================================
On 30/01/2020 7:44 am, Miguel Jordan wrote:
Dear Colleagues:

is there any ISO checklist (ISO 9001, ISO 15489, ISO 30300-30301) related to documents management (and records management) in order to verify if a new document management proposition is in compliance to the mentioned ISO standards?

Thanks very much for your comprehension.
Best regards,
Miguel Jordan


--
Atte.
Miguel A.Jordán


Re: ISO checklist (ISO 9001, ISO 15489, ISO 30300-30301) related to documents management #standards #content-management

Miguel Jordan
 

Dear Stephen:
thanks very much for your answer and proposed links. I will revise all these now.
Best regards,
Miguel Jordan


El mié., 29 ene. 2020 a las 20:17, Stephen Bounds (<km@...>) escribió:

Hi Miguel,

The National Archives of Australia (NAA) is actually pretty good at releasing implementation support information for records compliance. While obviously focusing on Australian legislative requirements, my evaluation is that following these guidelines should get you pretty close to a ISO 9001 compliant state:

The BSAF framework, also from the National Archives of Australia, is a pretty readable way of assessing compliance against ISO 16175, the standard which is generally applied to technology systems that include a recordkeeping compliance component (it's been described to me as "ISO 15489 for techies"):

While I'm not aware of any guides that specifically support the implementation of ISO 30300, it is one of the Annex SL quality systems which always have a standard set of minimum governance requirements and very similar boilerplate text.

Last year I put together an implementation guide for the KM standard (ISO 30401) which I expect could be adapted to reflect ISO 30300 pretty easily.

Good luck!

Cheers,
Stephen.

====================================
Stephen Bounds
Executive, Information Management
Cordelta
E: stephen.bounds@...
M: 0401 829 096
====================================
On 30/01/2020 7:44 am, Miguel Jordan wrote:
Dear Colleagues:

is there any ISO checklist (ISO 9001, ISO 15489, ISO 30300-30301) related to documents management (and records management) in order to verify if a new document management proposition is in compliance to the mentioned ISO standards?

Thanks very much for your comprehension.
Best regards,
Miguel Jordan



--
Atte.
Miguel A.Jordán


Re: KM Gap Assessment | KM Health check | KM Maturity Assessment #maturity #assessment

Minu Mittal
 

Thank you Karen and Stan. This is great input. Highly Appreciate. 


Re: ISO checklist (ISO 9001, ISO 15489, ISO 30300-30301) related to documents management #standards #content-management

Stephen Bounds
 

Hi Miguel,

The National Archives of Australia (NAA) is actually pretty good at releasing implementation support information for records compliance. While obviously focusing on Australian legislative requirements, my evaluation is that following these guidelines should get you pretty close to a ISO 9001 compliant state:

The BSAF framework, also from the National Archives of Australia, is a pretty readable way of assessing compliance against ISO 16175, the standard which is generally applied to technology systems that include a recordkeeping compliance component (it's been described to me as "ISO 15489 for techies"):

While I'm not aware of any guides that specifically support the implementation of ISO 30300, it is one of the Annex SL quality systems which always have a standard set of minimum governance requirements and very similar boilerplate text.

Last year I put together an implementation guide for the KM standard (ISO 30401) which I expect could be adapted to reflect ISO 30300 pretty easily.

Good luck!

Cheers,
Stephen.

====================================
Stephen Bounds
Executive, Information Management
Cordelta
E: stephen.bounds@...
M: 0401 829 096
====================================
On 30/01/2020 7:44 am, Miguel Jordan wrote:

Dear Colleagues:

is there any ISO checklist (ISO 9001, ISO 15489, ISO 30300-30301) related to documents management (and records management) in order to verify if a new document management proposition is in compliance to the mentioned ISO standards?

Thanks very much for your comprehension.
Best regards,
Miguel Jordan


Re: ISO checklist (ISO 9001, ISO 15489, ISO 30300-30301) related to documents management #standards #content-management

Miguel Jordan
 

Thanks again Daan!
I will revise that document again. I used it for related purposes.
best regards,
Miguel


El mié., 29 ene. 2020 a las 20:01, Daan Boom (<daanboom@...>) escribió:
It’s not addressing your question but you may find the ARMA maturitymodel useful. It has no reference to any of the ISO. 


On Jan 30, 2020, at 06:55, Miguel Jordan <ingenierojordan@...> wrote:

Thanks Daan very much!

El mié., 29 ene. 2020 a las 19:39, Daan Boom (<daanboom@...>) escribió:
I am not aware of such an ISO checklist but perhaps the royal route to address this question is through the AIIM (Association of Intelligent Information Management) and ARMA (Association of Records Managers) as they will be dealing with these kind of questions as core business.

Daan

On Jan 30, 2020, at 05:44, Miguel Jordan <ingenierojordan@...> wrote:

Dear Colleagues:

is there any ISO checklist (ISO 9001, ISO 15489, ISO 30300-30301) related to documents management (and records management) in order to verify if a new document management proposition is in compliance to the mentioned ISO standards?

Thanks very much for your comprehension.
Best regards,
Miguel Jordan





-- 
Atte.
Miguel A.Jordán



--
Atte.
Miguel A.Jordán


Re: ISO checklist (ISO 9001, ISO 15489, ISO 30300-30301) related to documents management #standards #content-management

Daan Boom
 

It’s not addressing your question but you may find the ARMA maturitymodel useful. It has no reference to any of the ISO. 

On Jan 30, 2020, at 06:55, Miguel Jordan <ingenierojordan@...> wrote:

Thanks Daan very much!

El mié., 29 ene. 2020 a las 19:39, Daan Boom (<daanboom@...>) escribió:
I am not aware of such an ISO checklist but perhaps the royal route to address this question is through the AIIM (Association of Intelligent Information Management) and ARMA (Association of Records Managers) as they will be dealing with these kind of questions as core business.

Daan

On Jan 30, 2020, at 05:44, Miguel Jordan <ingenierojordan@...> wrote:

Dear Colleagues:

is there any ISO checklist (ISO 9001, ISO 15489, ISO 30300-30301) related to documents management (and records management) in order to verify if a new document management proposition is in compliance to the mentioned ISO standards?

Thanks very much for your comprehension.
Best regards,
Miguel Jordan





-- 
Atte.
Miguel A.Jordán


Re: ISO checklist (ISO 9001, ISO 15489, ISO 30300-30301) related to documents management #standards #content-management

Miguel Jordan
 

Thanks Daan very much!

El mié., 29 ene. 2020 a las 19:39, Daan Boom (<daanboom@...>) escribió:
I am not aware of such an ISO checklist but perhaps the royal route to address this question is through the AIIM (Association of Intelligent Information Management) and ARMA (Association of Records Managers) as they will be dealing with these kind of questions as core business.

Daan

On Jan 30, 2020, at 05:44, Miguel Jordan <ingenierojordan@...> wrote:

Dear Colleagues:

is there any ISO checklist (ISO 9001, ISO 15489, ISO 30300-30301) related to documents management (and records management) in order to verify if a new document management proposition is in compliance to the mentioned ISO standards?

Thanks very much for your comprehension.
Best regards,
Miguel Jordan



--
Atte.
Miguel A.Jordán


Re: ISO checklist (ISO 9001, ISO 15489, ISO 30300-30301) related to documents management #standards #content-management

Daan Boom
 

I am not aware of such an ISO checklist but perhaps the royal route to address this question is through the AIIM (Association of Intelligent Information Management) and ARMA (Association of Records Managers) as they will be dealing with these kind of questions as core business.

Daan

On Jan 30, 2020, at 05:44, Miguel Jordan <ingenierojordan@...> wrote:

Dear Colleagues:

is there any ISO checklist (ISO 9001, ISO 15489, ISO 30300-30301) related to documents management (and records management) in order to verify if a new document management proposition is in compliance to the mentioned ISO standards?

Thanks very much for your comprehension.
Best regards,
Miguel Jordan


ISO checklist (ISO 9001, ISO 15489, ISO 30300-30301) related to documents management #standards #content-management

Miguel Jordan
 

Dear Colleagues:

is there any ISO checklist (ISO 9001, ISO 15489, ISO 30300-30301) related to documents management (and records management) in order to verify if a new document management proposition is in compliance to the mentioned ISO standards?

Thanks very much for your comprehension.
Best regards,
Miguel Jordan


Re: Learner Code of Conduct for Portal Use --Training and Content Access and Community Interactions #learning

Jonathan Norman
 

Dear Bill

 

I am not sure whether this is useful but it does at least give you a starter for 10. Here are the terms and conditions we use for the Major Projects Knowledge Hub https://www.majorprojectsknowledgehub.net/terms-conditions/

 

Best regards

 

 

Jonathan

Jonathan Norman

Knowledge Manager

Major Projects Knowledge Hub

07387 268596

www.majorprojectsknowledgehub.net

www.majorprojects.org

If you no longer wish to receive emails from us please reply to this email address. View our updated privacy policy by following this link.

Logo

 

Major Projects Association is a Company Limited by Guarantee

Registered Company Number: 2157656 (England & Wales)

Registered Address: 1 Abbey Park Lodge, Abbey Street, Eynsham, Oxfordshire, OX29 4FN

 

 

 


Re: Learner Code of Conduct for Portal Use --Training and Content Access and Community Interactions #learning

Stan Garfield
 

Bill's query never received a reply. Can anyone respond? Thanks.


Re: Holograms + training? anyone? #learning

Stan Garfield
 

Can anyone respond to Barbara's query? If so, thanks for doing so.


Re: KM Gap Assessment | KM Health check | KM Maturity Assessment #maturity #assessment

Stan Garfield
 

Minu, thanks for posting your query here. The following may be helpful.

1. Maturity Models

 

2. Surveys

 


3. Self-Assessments

 

4. Knowledge Audits

5. Recent post by Johannes Schunter in the KM4Dev Community:

"From my experience, a KM Audit or Needs Assessment might include some or all of the following:

  1. Conduct a network mapping to identify existing networks, partners, focal points, along with their role, mandate and day-to-day practice interactions
  2. Conduct mapping of the organization's past and planned knowledge products and services, including purpose, target audience, format, and dissemination channels
  3. Conduct focus group interviews and online survey with staff with regards to knowledge needs of around specific key areas of work
  4. Conduct online survey with a selection of partners with regards to knowledge needs of partners and clients
  5. Conduct brief assessment of knowledge related processes within the organization
  6. Conduct brief assessment of key IT infrastructure for knowledge management, including needs/gaps analysis with regards to IT systems for document storage, online content management, internal communication and knowledge networking.
  7. Analyze interview and survey results"


Re: KM Gap Assessment | KM Health check | KM Maturity Assessment #maturity #assessment

Karen Budelier Brown
 

APQC has a KM Maturity assessment tool that helps with identifying gaps:

On Tue, Jan 28, 2020 at 1:41 PM Minu Mittal <minu.mittal@...> wrote:

Questionnaire- What are some of the questions you would ask the Leadership, to assess gap in the Knowledge Flow. Do you have sample questionnaire of a KM Gap Assessment. any sample, template, or collateral you can share.

I am working on creating a best practice for constant feedback and one on one interview with the leadership. I will be happy to share it back with all the contributors. Happy to answer any questions.

--
Karen Budelier Brown


Re: Publishing internal practice and policy externally #knowledge-sharing

Lisa Poeckert
 

Thank you so much, Stephen! This is really great feedback. I had thought about ROI and different measures to assess the options. I hadn't thought about measuring FOI request, which is something my organization deals with on a regular basis. Also thanks for the link to your presentation. I will incorporate your suggestions in my policy brief. Now, Im off to google Monte Carlo simulation! 🙂

I've only been a member of this group for a few days and it is already proving to be very valuable.

Lisa


From: SIKM@groups.io <SIKM@groups.io> on behalf of Stephen Bounds <km@...>
Sent: January 28, 2020 4:01 PM
To: SIKM@groups.io <SIKM@groups.io>
Subject: Re: [SIKM] Publishing internal practice and policy externally
 

Hi Lisa,

I don't know how much your organisation would be receptive to a quantitative analysis to support this evaluation, but it is a good example of how you can model outcomes using RROI (relative return on investment) to guide the decision-making process.

In this instance, an RROI analysis process would go something like this:

  1. Establish the key contingent events relating to the policy document. For example: number of service calls logged, number of challenges lodged, number of FOI requests made.

  2. Assign a cost (or benefit) per event that considers staff time, processing costs, legal fees etc.

  3. For each change scenario, estimate the cost of making the change and the expected change in volume of each type of event as a result.

  4. Use this to calculate the RROI of each scenario and rank outcomes.

Depending on the level of consensus for change numbers, you may also want to do a sensitivity analysis. This means modelling several scenarios for each change option using low and high estimates of numbers to see if and how much the ranking changes.

For bonus points, you can also use a Monte Carlo simulation to better reflect the uncertainty of real-world outcomes.

There is a bit more detail available in a presentation I did back in 2018. Happy to discuss here or offline if you'd be interested to learn more.

Cheers,
Stephen.

====================================
Stephen Bounds
Executive, Information Management
Cordelta
E: stephen.bounds@...
M: 0401 829 096
====================================
On 29/01/2020 5:55 am, Lisa Peckert wrote:
Hello everyone!

I am new to this group so I hope this post is appropriate.

I am working on a policy brief regarding whether the Land Title and Survey Authority of BC’s (LTSA) internal land title policy and practice material should be made available to external customers. This material is used by staff to make examination decision on the registrability of customer land title applications. A suggestion was made to publish the internal policy and practice materials externally. 

The LTSA is divided on the issue. Those in favour of publishing the materials argue it will create transparency, better customer service and reduce staff workload. Those against publishing the materials argue the materials are written for staff and not suitable or useful for customers and, the major issue, the materials have wording around the use of discretion in decision-making, which could lead to customer challenging staff decisions where discretion is permitted. 

I am having trouble finding an literature (studies, journal articles, books) that discuss this issue. I am wondering if anyone has had any experience on this issue, and/or publications that may be helpful.

Thanks in advance! Again, my apologies if this is not an appropriate post for this group
Lisa


Re: Publishing internal practice and policy externally #knowledge-sharing

Lisa Poeckert
 

Thank you for your response, Daan! This is a great argument in favour of publishing externally. I will tie this in with the options I present to the Executive team.


From: SIKM@groups.io <SIKM@groups.io> on behalf of Daan Boom <daanboom@...>
Sent: January 28, 2020 2:31 PM
To: SIKM@groups.io <SIKM@groups.io>
Subject: Re: [SIKM] Publishing internal practice and policy externally
 
Dear Lisa:

I’m some kind of transparency guy and worked in government access to information functions. I’m of the opinion that it should not matter of the material is written or not written for an external audience. The questions should be: (i) is the material confidential? confidential and if not, (ii) is the public served with making it available, promotes the institute exposure as transparent and accountable, and minimizes the workload. I guess your organization is ready for an ‘access to information’ policy.

Daan 

On Jan 29, 2020, at 03:55, Lisa Peckert <Lisa.poeckert@...> wrote:

Hello everyone!

I am new to this group so I hope this post is appropriate.

I am working on a policy brief regarding whether the Land Title and Survey Authority of BC’s (LTSA) internal land title policy and practice material should be made available to external customers. This material is used by staff to make examination decision on the registrability of customer land title applications. A suggestion was made to publish the internal policy and practice materials externally. 

The LTSA is divided on the issue. Those in favour of publishing the materials argue it will create transparency, better customer service and reduce staff workload. Those against publishing the materials argue the materials are written for staff and not suitable or useful for customers and, the major issue, the materials have wording around the use of discretion in decision-making, which could lead to customer challenging staff decisions where discretion is permitted. 

I am having trouble finding an literature (studies, journal articles, books) that discuss this issue. I am wondering if anyone has had any experience on this issue, and/or publications that may be helpful.

Thanks in advance! Again, my apologies if this is not an appropriate post for this group
Lisa


Re: Publishing internal practice and policy externally #knowledge-sharing

Stephen Bounds
 

Hi Lisa,

I don't know how much your organisation would be receptive to a quantitative analysis to support this evaluation, but it is a good example of how you can model outcomes using RROI (relative return on investment) to guide the decision-making process.

In this instance, an RROI analysis process would go something like this:

  1. Establish the key contingent events relating to the policy document. For example: number of service calls logged, number of challenges lodged, number of FOI requests made.

  2. Assign a cost (or benefit) per event that considers staff time, processing costs, legal fees etc.

  3. For each change scenario, estimate the cost of making the change and the expected change in volume of each type of event as a result.

  4. Use this to calculate the RROI of each scenario and rank outcomes.

Depending on the level of consensus for change numbers, you may also want to do a sensitivity analysis. This means modelling several scenarios for each change option using low and high estimates of numbers to see if and how much the ranking changes.

For bonus points, you can also use a Monte Carlo simulation to better reflect the uncertainty of real-world outcomes.

There is a bit more detail available in a presentation I did back in 2018. Happy to discuss here or offline if you'd be interested to learn more.

Cheers,
Stephen.

====================================
Stephen Bounds
Executive, Information Management
Cordelta
E: stephen.bounds@...
M: 0401 829 096
====================================
On 29/01/2020 5:55 am, Lisa Peckert wrote:

Hello everyone!

I am new to this group so I hope this post is appropriate.

I am working on a policy brief regarding whether the Land Title and Survey Authority of BC’s (LTSA) internal land title policy and practice material should be made available to external customers. This material is used by staff to make examination decision on the registrability of customer land title applications. A suggestion was made to publish the internal policy and practice materials externally. 

The LTSA is divided on the issue. Those in favour of publishing the materials argue it will create transparency, better customer service and reduce staff workload. Those against publishing the materials argue the materials are written for staff and not suitable or useful for customers and, the major issue, the materials have wording around the use of discretion in decision-making, which could lead to customer challenging staff decisions where discretion is permitted. 

I am having trouble finding an literature (studies, journal articles, books) that discuss this issue. I am wondering if anyone has had any experience on this issue, and/or publications that may be helpful.

Thanks in advance! Again, my apologies if this is not an appropriate post for this group
Lisa


Jane Dysart
 

Hi Group!

KMWorld has a newly designed website which I urge you to check out. 

https://www.kmworld.com/Conference/2020

Many of you have been speakers at our event in the past & I’d love for any or all of you to send along proposals to speak at our 2020 event, Nov 16-19 in DC!  Thanks for doing all you do in the world of knowledge sharing, and for networking and sharing experiences and thoughts with colleagues!

https://www.kmworld.com/Conference/2020/CallForSpeakers.aspx

A number of you have also written pieces for the KMWorld magazine.  If any of you would like to contribute to the magazine and need an intro to the editor, please let me know & I’ll connect you.

Take care & hope to see you in DC in Nov!

Jane

p.s. if you have suggestions of speakers or topics please feel free to send along to me at the email address below.  Thx again.

 

Jane Dysart, Program Director, KMWorld 2020

http://www.kmworld.com/Conference/2020/

 

Curator of Curiosity & Partner

Dysart & Jones Associates

jane@...

Twitter & Skype  jdysart

 

 


Re: Publishing internal practice and policy externally #knowledge-sharing

Daan Boom
 

Dear Lisa:

I’m some kind of transparency guy and worked in government access to information functions. I’m of the opinion that it should not matter of the material is written or not written for an external audience. The questions should be: (i) is the material confidential? confidential and if not, (ii) is the public served with making it available, promotes the institute exposure as transparent and accountable, and minimizes the workload. I guess your organization is ready for an ‘access to information’ policy.

Daan 

On Jan 29, 2020, at 03:55, Lisa Peckert <Lisa.poeckert@...> wrote:

Hello everyone!

I am new to this group so I hope this post is appropriate.

I am working on a policy brief regarding whether the Land Title and Survey Authority of BC’s (LTSA) internal land title policy and practice material should be made available to external customers. This material is used by staff to make examination decision on the registrability of customer land title applications. A suggestion was made to publish the internal policy and practice materials externally. 

The LTSA is divided on the issue. Those in favour of publishing the materials argue it will create transparency, better customer service and reduce staff workload. Those against publishing the materials argue the materials are written for staff and not suitable or useful for customers and, the major issue, the materials have wording around the use of discretion in decision-making, which could lead to customer challenging staff decisions where discretion is permitted. 

I am having trouble finding an literature (studies, journal articles, books) that discuss this issue. I am wondering if anyone has had any experience on this issue, and/or publications that may be helpful.

Thanks in advance! Again, my apologies if this is not an appropriate post for this group
Lisa


Publishing internal practice and policy externally #knowledge-sharing

Lisa Poeckert
 

Hello everyone!

I am new to this group so I hope this post is appropriate.

I am working on a policy brief regarding whether the Land Title and Survey Authority of BC’s (LTSA) internal land title policy and practice material should be made available to external customers. This material is used by staff to make examination decision on the registrability of customer land title applications. A suggestion was made to publish the internal policy and practice materials externally. 

The LTSA is divided on the issue. Those in favour of publishing the materials argue it will create transparency, better customer service and reduce staff workload. Those against publishing the materials argue the materials are written for staff and not suitable or useful for customers and, the major issue, the materials have wording around the use of discretion in decision-making, which could lead to customer challenging staff decisions where discretion is permitted. 

I am having trouble finding an literature (studies, journal articles, books) that discuss this issue. I am wondering if anyone has had any experience on this issue, and/or publications that may be helpful.

Thanks in advance! Again, my apologies if this is not an appropriate post for this group
Lisa

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