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Records and Information Management Consulting Services

I help clients identify tools and

training to support their goals.

Services Offered 

Dynamic Leadership helps clients establish information governance by providing tools and training in records and information management. I provide affordable, customized solutions tailored to the needs and budget of my clients. I create customized, affordable solutions tailored to the needs of your school, municipality, business or organization.

      • Needs Assessment
      • Strategic and Project Planning
      • Retention Schedule Development
      • Shared Drive Planning and Reorganization
      • Policy and Procedure Development
      • Report Writing and Editing
      • Functional Classification and Taxonomy Development
      • Indexing
  • Tools to Support Implementation
  • Privacy Impact Assessments
  • Project Management
  • Freedom of Information and Protection of Privacy (FOIP)
  • Training
  • Communications
  • Change Management
  • Support for Scanning/Digitization Projects

Phases for Implementing a Records Management Program

Getting Started With Information Management

  • Analysis of current state
  • Identify existing information management practices
  • Business case development
  • Customized, prioritized action plan(s) through site visits and records surveys

Designing Your Information Management Program

  • Establish information governance
  • Develop structures for organizing information
  • Create tools to manage information storage, retention, security, and disposition

Plan for Information Management Technology

      • Business case for electronic content management, email management
      • Plan for business process improvements and change management
      • Benchmark your information management program
      • Prepare a gap analysis
      • Conduct a risk assessment
      • Develop an action plan
      • Create standards for ongoing performance measurement 

Implement Changes to Information Management Practices

  • Develop and deliver employee training
  • Assist in creating job descriptions and role clarity
  • Provide project management services
  • Implement change management and improved communication 

Develop Information Management
Training and Education

  • Deliver customized courses and presentations
  • Speaker for event/webinar
  • Design and develop professional development training
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