Meeting/Event Information

Chapter Events

The GLA Chapter hosts a variety of events, including monthly meetings, industry-specific round tables, and an annual seminar or conference. Events are hosted in various locations around the Greater Los Angeles area.  Be sure to check out our calendar of events page!

If you have an idea for a topic or location, please contact our Programs Director!

Drafting Effective IM Policies Workshop

July 28, 2020 9:00 AM to July 30, 2020 11:30 AM
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Live Online Webinar
Event registrants will receive instructions on how to join the Zoom meeting 24 hours prior to the event.

 Directions

Members of ARMA International and Chapters, AIIM-GLA, and ALA-GLA are eligible to register at the ARMA-GLA member rate - email [email protected] for discount code!

This hands-on, interactive workshop leads policy writers through the five foundational steps required to organize policies, directives, rules and guidance. Using practical exercises, we will cover what policy writers need to know to be able to draft policy instruments quickly, easily, and raising fewer objections. The result will be rules that are clear, succinct, and respectful, inviting compliance rather than impeding it. 

Topics Include:

  • Establishing a policy framework and policy document types
  • Selecting appropriate content
  • Removing overly aggressive language
  • Determining standard elements
  • Identifying common policy writing errors.

 

Participants leave this workshop knowing:

  • How to determine what belongs in an IM policy instrument and what doesn’t
  • The best way to organize IM policies, directives, standards, and guidelines
  • How to word IM rules in a way that’s respectful to the people affected
  • How to approach a policy renewal exercise.

 

Registration includes:

  • An electronic copy of the book How to Write Rules That People Want to Follow
  • A Documentation Framework and other working documents to use for policy development
  • A Policy Suite Health Diagnostic checklist
  • A sample policy template
  • A sample Editorial Guide
  • A work plan of policy implementation activities to be completed

 

This six-hour live online skills training workshop is delivered in three sessions of 2.5 hours each:
Tuesday, July 28, 2020 at 9:00 AM PDT (Noon EDT)
Wednesday, July 29, 2020 at 9:00 AM PDT (Noon EDT)
Thursday, July 30, 2020 at 9:00 AM PDT (Noon EDT)

The size of the workshop will be capped at 20 registrants, to ensure plenty of opportunity for individual participation.

Members of ARMA International and Chapters, AIIM-GLA, and ALA-GLA are eligible to register at the ARMA-GLA member rate - email [email protected] for discount code!

REGISTER NOW!

Attendees of Lewis Eisen's workshops say:

“Using Lewis Eisen’s approach, we have been able to promote a culture change in our department...[and] ensure that our policies and directives reflect our commitment to maintaining a respectful workplace.”
Jeff Ball, Director, Information Management Branch, Royal Canadian Mounted Police

Amazing...definitely made an impact on what I’ll be doing going forward.”
Joanna Hammerschmidt, RIM Coordinator WaterOne, Lenexa, KS

“Thanks for helping the US Government learn how to write better policy.”
David Simmonds, Senior Records Officer and Knowledge Management Specialist , US GSA

“The first policy we wrote using the concepts we learned in Lewis's workshop sped through the approval process in one-quarter the length of time it normally takes.”
Diane Spencer, Manager Social Sciences and Humanities Research Council of Canada

About the Presenter

Lewis EisenLewis S Eisen

Lewis S Eisen, B.A., J.D., C.I.P. is the author of the international bestseller How to Write Rules that People Want to Follow: A Guide to Writing Respectful Policies and Directives. He has practised law, been a technology consultant, and worked in Information Management in the Government of Canada for 15 years. His approach to drafting rules that don’t sound bossy has been adopted by groups at organizations across the US, Canada, and the UK.  

https://lewiseisen.com  |  https://www.linkedin.com/in/lewiseisen/

 

Workshop Outline

Introduction
‣ Goals of administrative policies
‣ Characteristics of good policy instruments

Policy Frameworks
‣ Foundational documents
‣ Distinguishing Authorities from Guidance
‣ Distinguishing policies from directives, guidelines, standards and procedures

Policy Statements
‣ Choosing the right content
‣ Choosing the right language
‣ Words and phrases to avoid

Policy Components
‣ Standard elements
‣ Terminology and style guides
‣ Cross-referencing other documents
‣ Best practices

Moving Forward
‣ Fixing bad policy documents
‣ Developing an action plan for policy refresh

Tickets

$325.00 Drafting Effective IM Policies workshop - Member registration

$500.00 Drafting Effective IM Policies workshop - Non-member registration

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