2plus2 Consulting Inc. designs, implements and manages cost effective Records and Information Management programs and records retentions schedules to meet the needs of your organization.
2plus2 Consulting Inc. was formed in 2012 to provide library, records and information management consulting services that include: business and process analysis, retention research and scheduling, policy and procedures development, RIM reviews and audits, RIM training, project management, business and records classification scheme design and development.
A well designed Records and Information
Management (RIM) program can:
Management (RIM) program can:
Our Services
Core Elements included in packages
Records Needs Assessment (SRNA) to analyze current state processes and procedures and recommend changes to close the gaps between the current state and a best practices desired state; assess and consult on records policies and procedures, file plans, disaster recovery plans, vital records programs, auditing as well as employee training and document destruction. The SRNA can be tailored from simplified (fast-tracked) assessments to fully customizable depending upon the size and needs of the organization.
designed to quickly analyze an existing records program and as well as providing recommendations for closing the gaps between current states and desired future states.
Draft, based on established templates, your organizations simplified record retention policy.
Design and implement a function-based business and records classification scheme using industry standard methodologies.
Create and manage a records retention schedule; inventory current records and provide recommendations; collect and dispose of records as required and securely destroy documents that are at the end of their life cycle.
Establish guidance, requirements or assist with implementation of ERM/ECM solutions with preferred vendor.
Establish guidance for the secure storage of paper and procedures for concise circulation control, storage, retrieval and archiving. Provide recommendations to off-site providers.
Provide recommendations for on-site and off-site paper-to-digital conversion services and technology, including expertise in scanning/coding/OCR and document discovery.
Sample Service Plans
Option One The Basics
Consultation to determine needs and objectives
designed to quickly analyze an existing records program and as well as providing recommendations for closing the gaps between current states and desired future states.
1 day
Policy developed using an industry standard Records Retention Policy template. Assess and revise current RM policy(s).
Industry Standard Retention Schedule for core functions – no customization.
Basic folder structures for share drives and recommendations for paper file organization.
Initial review with removal of non-records.
Identification of records for disposition.
N/A
Annual update.
Annual visit to coordinate review of records for disposition.
Consultation to determine what records management metadata can be utilized to assist with records deposition within existing system.
Testing to determine compliance to: ARMA Generally Accepted Recordkeeping Principles®; Information and documentation — Records management ISO 15489 family of International Standards.
Not Included
Post-implementation survey and analysis via questionnaire.
Request Quote
Option Two Partial Customization
Consultation to determine needs and objectives
Designed to quickly analyze an existing records program and as well as providing recommendations for closing the gaps between current states and desired future states.
1 to 3 days depending upon the size of the organization
Assess and revise current RM policy(s) Develop an all-encompassing Records Retention Policy supporting one retention period for all records with Addenda for exceptions.
Industry Standard Retention Schedule with simplified records inventory to identify unique operational needs and minor customization.
Additional folder structure levels to match customization to records retention schedule.
Clean-up of non-records and applying records retention classification to electronic records (into records file folder structure)
Reorganization of paper records for easy of future disposition; identification of records for current disposition.
Provide basic contract consultation with off-site storage and disposition vendors.
Semi-annual update.
Semi-annual visit to coordinate review of records disposition.
Consultation to determine what records management metadata can be utilized to assist with records deposition within existing system.
Testing to determine compliance to: ARMA Generally Accepted Recordkeeping Principles®; Information and documentation — Records management ISO 15489 family of International Standards; Quality management systems – the ISO 9000 family of International Standards.
Not Included
Post-implementation survey and analysis via questionnaire. Post-implementation site data sampling audit.
Request Quote
Option Three Full Customization
Consultation to determine needs and objectives
Records Needs Assessment (RNA) designed to quickly analyze an existing records program and as well as providing recommendations for closing the gaps between current states and desired future states.
3 to 5 days depending upon the size and complexity of the organization
3 to 5 days depending upon the size and complexity of the organization
Fully customized Records Management Policy set and appropriate addenda.
Detailed records inventory to fully customize Industry Standard Records Retention Schedule and identify unique operational needs.
Fully customized shared drive folder file plans and paper file coding, classification schemes, taxonomy, metadata, etc.
Full implementation and classification of all electronic documents, folders, systems for organization of records and removal of non-records.
Full inventory of all paper records, indexing, tagging for disposition, relabelling files/folders/boxes. Issuing destruction certificates.
Negotiate contract with off-site storage vendor – box rate, Service Level Agreements (SLA) including delivery schedule and destruction charges.
Updates as required.
Quarterly visit to coordinate review of records disposition.
Consultation to develop RM requirements and metadata schema to support the implementation of an ERM system.
Testing to determine compliance to: ARMA Generally Accepted Recordkeeping Principles®; Information and documentation — Records management ISO 15489 family of International Standards; Quality management systems – the ISO 9000 family of International Standards; Environmental management – The ISO 14000 family of International Standards.
Testing to determine compliance to other standards such as: Information technology — Security techniques — Information security management systems ISO/IEC 27000 family of International Standards.
Post-implementation survey and analysis via questionnaire. Post-implementation site data sampling audit. Post-implementation Generally Accepted Recordkeeping Principles maturity model level evaluation and survey.
Request Quote
Additional Services
Vendor Support Services
2plus2 can work with your preferred vendor to help establish, configure and maintain the recordkeeping requirements of your organization.
Options:
Client Support Services
2plus2 can work directly with the Client to establish, configure and maintain the recordkeeping requirements of your organization.
Options:
Ms. Gelyk has more than 15 years of records and information management (RIM) experience. Prior to becoming a consultant, she developed, implemented and managed enterprise-wide records and information management programs at PricewaterhouseCoopers, Fasken Martineau DuMoulin LLP, and Research In Motion Limited (BlackBerry).
Irene is an active member of ARMA International, the ICRM, AIIM, IRMS and RIMPA. She is a past President of the ARMA Toronto Chapter, a former Trustee on the ARMA International Educational Foundation (AIEF) board, served as a member of the ARMA Glossary of Records and Information Management Terms, 4th Ed. (ARMA TR 22-12012) publication committee. Irene also mentors candidates studying to achieve their CRM designation.
Ms. Gelyk attained her Certified Records Manager (CRM) designation in 2008. She also hold certificates from ARMA International — ARMA International’s SharePoint® Records Management Certificate, AIIM – Certified Information Professional, BSi Group (British Standards Institute) — ISO/IEC 27001:2005 Internal Auditor (TPECS), ISACA (previously known as the Information Systems Audit and Control Association) — CobiT Foundations, CXOWARE and Risk Management Insight (RMI) — Certified FAIR Risk Analyst, AIIM — Electronic Records Management Master (ermM), and The APM Group Limited — Prince2™ Registered Practitioner – (Projects in Control Environments)
Irene has also completed various courses including, but not limited to: Introduction to CMMi; PDCA; Facilitative Leadership; Introduction to Project Management; Crystal Reports XI; Covey’s Seven Habits; Writing Effective Process Documents; Influence & Persuasion; Live link Super User Training; MS Project 2003 Level 1; How to Gather Document User Requirements (BA20): Covey’s Time Management; and Introduction to Six Sigma.
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