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DISASTER PREPAREDNESS
& VITAL RECORDS PROTECTION A RECORDS &
Corporate Records Management INFORMATION MANAGEMENT
RISK ASSESSMENT & BUSINESS March 6-7, 2008
CONTINUITY 2-DAY TRAINING COURSE
For Government and Private Enterprise
R Enroll for this 2-day
program and learn formal
industry best practice
processes to develop and
implement DISASTER
PREPAREDNESS & VITAL
RECORDS PROTECTION PLANS
Who Should Attend:
FOR CORPORATE RECORDS &
Information Management Professionals
INFORMATION MANAGEMENT
Chief Information Officers
Legal Staff, Regulatory Staff SYSTEMS
IT/Technical Staff
Records Managers Program objectives include:
Business Managers
Consultants, Service Providers
+ Understand the concepts of Business + Understand how to put together a
Implementation Teams Continuity and Disaster Disaster Recovery Plan
Information Architects, Archivists Preparedness in Records &
Administrative Staff Information Management + Understand Digital Preservation
and the Practices Needed to
+ Understand the Standards and Best Support It
Practices for Business Continuity
+ Understand Recovery Methods
Planning
Available in the Case of a Disaster
+ Identify Vital Records within an + Auditing and Testing a Business
Organization and how to manage Continuity Plan
them accordingly
Complement Your Professional Development with –
LRL’s "End-To-End" Records & Information Management Solutions & Services
Consulting Records & Information Management Consulting Services
R
Software Content Management
R
Course Instructor R EDRM (Electronic Document & Records Management) Software Solutions
R Correspondence Management
Pricilla Emery R Management and Tracking of records in the Record Centre
President & Senior Consultant
Services R Document Conversion - Scanning/Imaging Solutions &
ECM Scope
R Solution Implementation
Orlando, Florida, USA Services
Products R Office Filing Systems for traditional hard copy records:
Boxes/Folders/Document Clips/shelving
For Registration Details Contact Lorson Resources Limited:
Telephone: 1-868-671-8173 / 1-868-672-7002 • Fax: 1-868-672-7005
Email: info@lorsonresources.com • Website: www.lorsonresources.com

2. Disaster Preparedness & Vital Records Protection
COURSE DESCRIPTION
Course Title: Disaster Preparedness & Vital Records Protection
Course Priscilla Emery
Instructor: EMC Scope, Longwood, Florida, USA
Introduction
Identifying what documents need to be retained as records is considered a huge step in the RIM
process. But what happens when that information needs to be preserved for the long term? What
happens when a disaster strikes? What happens when the business experiences a significant loss
of power over several days? According to the U.S. Federal Emergency Management Agency
(FEMA), of all the businesses damaged by Hurricane Andrew in 1992 (a category 4 storm), 80% of
those lacking some form of business continuity plan failed within two years of the storm. Yet, even
with all the warnings and advice many businesses and organizations, both large and small, fail to
take effective measures to protect their documents. Many businesses go out and buy generators
to keep the lights on and may even have back-up facilities for their computers but if they have lots
of paper-based records around to support their clients and run their businesses they may not find
them to be readable when they come back. And if they do have a local electronic imaging system
that isn’t backed up or available via remote access, it will be useless if employees are scattered to
the winds because of mandatory evacuations making it impossible for them to work remotely.
Allowing staff members to get out of harm’s way during any disaster should be a company’s first
priority. But if you have an effective plan for managing and preserving your working and archival
documents, once the dust settles and the clouds and winds have died down, you are less likely to
be one of 80% of businesses that never recover from catastrophe. This workshop will cover
business continuity planning, how to develop a vital records program to be prepared to recover
business-critical records and the digital preservation process that should be in place to manage
information long after the media it’s on has become obsolete.
1

3. Disaster Preparedness & Vital Records Protection
Course Objectives
1. Understand the concepts of Business Continuity and Disaster Preparedness.
2. Understand the Standards and Best Practices for Business Continuity Planning
3. Identify Vital Records within their Organization and manage them accordingly.
4. Understand how to put together a Disaster Recovery Plan
5. Understand Digital Preservation and the Practices Needed to Support It.
6. Understand Recovery Methods Available in the Case of a Disaster.
Course Format
This course will include a combination of presentations and interactive exercises and case
studies so that you will thoroughly understand the Business Continuity Disaster
Preparedness & Vital Records Protection process and how your Records and Information
Practices must be prepared to support them.
Course Topics
Topics shall include:
 Introduction to Business Continuity Planning
o What are the different components of a Business Continuity Plan
o Why a well managed Records Management Program should be linked to the Business
Continuity Planning Process
 The Business Imperative – The Costs of Not Implementing a Business Continuity Plan
 Emergency and Disaster Planning
o Assessing Risk and Protecting Investment
o Putting Together the Disaster Recovery Plan
 Activating the Disaster Plan
o Checklists
o Emergency Response Team
 Planning the Recovery
o Assessing Damage
o Implementing Loss Prevention Techniques
2

4. Disaster Preparedness & Vital Records Protection
 Records Protection
o Identifying Vital Records
o How to Protect Vital Records
 Incorporating Vital Records Management into the Business Continuity Plan
 Recovering Analog and Digital Records
 Digital Preservation
o Who is Responsible For Managing Digital Preservation in the Organization?
o When Do We Need To Worry About Digital Preservation?
o How Can Digital Preservation Be Accomplished?
 Auditing and Testing Your Business Continuity Plan and Components
 Best Practices and Case Studies in Business Continuity Planning
Audience
 Information Management Professionals
 Chief Information Officers
 Legal Staff, Regulatory Staff
 IT/Technical Staff
 Records Managers
 Business Managers
 IT Service Providers
 Consultants & Legal Advisors
 Information Lawyers
 Corporate Legal Secretaries
 Data Protection Officers
 Implementation Teams
 Information Architects, Archivists
 Administrative Staff
 Library Staff
 Document Control Staff
3

5.
PRISCILLA EMERY
356 Winchester Court
Longwood, Florida 32779
Telephone: 407-391-8966
Mobile: 703-220-3955
E-mail: pemery@e-Nterpriseadvisors.com or pemery@ecmscope.com
Exceptional Records and Information Management expertise on both the strategic and tactical level
supporting both analog and digital records, along with a deep knowledge of the technologies needed
to manage this information. Has demonstrated leadership in a variety of organizational settings and
has a reputation for fairness, integrity and the ability to get projects accomplished on time and within
budget.
Professional History includes:
E-NTERPRISE ADVISORS, LONGWOOD, FL
President and Founder, July 2000 to Present
Provide compliance- and discovery-oriented consulting and advisory services focused on knowledge, content, records, e-
mail and document management. Clients and projects have included:
EMC/DOCUMENTUM/TRUEARC (FORMERLY PROVENANCE SOFTWARE), Arlington, VA: Provided this records
management software vendor with an in-depth market assessment of its competitive situation as well as provided the
company with an assessment of its strategic plans.
FORD FOUNDATION, New York City: Provided an onsite “quickstart” session educating key organizational stakeholders
on Knowledge, Records, Document and Content management issues and technologies. This involves facilitation of
different departments within the company to identify process requirements, technology architectures and cultural changes
needed to effectively implement content management/document management strategies. Follow-up report with
recommendations generated and delivered to client.
BP GLOBAL AND NORTH AMERICA: Provided the Global Trading Sector of this company with guidance and direction to
improve and standardize its records management procedures, particularly as they relate to physical records. Created
procedures and processes for managing all paper records within this division. Also advised on the appropriate procedures
for managing e-mail as records and helped to develop consistent document hold procedures for the division.
AIIM INTERNATIONAL, Silver Spring, MD.
Senior Vice President, Information Products and Services
Moved up to this position from Vice President, Market Research and Development, and was responsible for developing,
maintaining and effectively distributing the intellectual assets of this International Association.
GARTNER, Stamford, CT
Vice President and Research Center Director,
Electronic Workplace Technologies
Managed the operations of this market research and consulting service. The company focused on providing both vendor
and user organizations with management strategies and technical information on applications that support the document
management process. Imaging, multimedia, e-mail, workflow processing, text retrieval, forms processing and business
process redesign.
P.O. Box 2235, 40 Northey Lane Tel.: 1-868-672-7002 or 1-868-671-8173
Longdenville, Chaguanas Fax: 1-868-672-7005
Republic of Trinidad & Tobago Email: info@lorsonresources.com
Website: www.lorsonresources.com

6.
Associations and Honors:
 AIIM International Member since 1988 and named AIIM Fellow in 2004.
 Vice Chairperson of the Emerging Technologies Advisory Group of AIIM International 1994.
 Member of National Capitol Chapter of AIIM, Program Chair 2001-2002 Calendar Year.
 Member and Central Florida Liaison for Florida Chapter of AIIM 2002 to present.
 Member of 2001, 2002 and 2003 AIIM Conference Committees. Chair of 2004 AIIM Conference Committee.
 Received Master of Information Technology (MIT) designation from AIIM in 1998 and Laureate of Information
Technology (LIT) in Electronic Imaging from AIIM in 1999.
 Member of ARMA International.
 Delivered presentations focused on e-mail management of records to Greater Houston, Long Island, Gulf Coast
Florida, Central Florida, Washington DC Chapters of ARMA and records management architecture presentations
at ARMA International Conference.
 Received Central Florida Chapter Member of the Year award in 2009
 Member of Xplor International since 1988 and Advisory member of the Electronic Document Systems Foundation
since 1997.
 Association for Systems Management: Connecticut Chapter, Communications Chairperson - 1989-90; Vice-
President - 1990-91; President-elect - 1991-92; President - 1992-93.
 Four-Phase User’s Association: Northeast Region, President - 1983-84; VP - 1984-85.
 Wrote and edited Knowledge Management: The Essentials published in 1999. Also contributed chapters to
Excellence In Practice Volumes III and IV. Also published E-mail Management Tools: Sorting Through the
Options in 2001 with second edition published 2003. Wrote Records Management Market Report for CMSWatch
in 2005 and 2006.
 Named as number 10 of the 50 most influential people in the document management industry by ImagingWorld
magazine (now KMWorld magazine) in 1995.
 Named by CMSWatch as One of Twenty Leaders to See in 2003.
 Published articles have appeared in Beyond Computing, e-doc (now Infonomics), Imaging World (now KMWorld),
SQ Magazine, e-Business Advisor, Imaging and Document Solutions (now Transform), DB2 Magazine and
Business Solutions. Have been quoted in all the prior publications in addition to the Wall Street Journal, the
Washington Post, InformationWeek, PCWeek, Washington Technology, Federal Computer Week,
Computerworld, CIO Magazine and Software Magazine.
P.O. Box 2235, 40 Northey Lane Tel.: 1-868-672-7002 or 1-868-671-8173
Longdenville, Chaguanas Fax: 1-868-672-7005
Republic of Trinidad & Tobago Email: info@lorsonresources.com
Website: www.lorsonresources.com

7. REGISTRATION FORM
Course title:
Location & Date of course:
Name of participant:
Position/responsibilities:
Organisation:
Telephone: Mobile: Fax:
E-mail:
Postal address:
What kind of background in records work do you have?:
How did you find out about the course?:
I have read and agreed to the conditions for training course registration outlined above.
Signature: Date:
Authorising officer:
Name: Position:
Telephone: Fax:
E-mail:
Signature: Date:
P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002
Longdenville, Chaguanas Fax: 868-672-7005
TRINIDAD, W.I. Email: info@lorsonresources.com 7

8. REGISTRATION AND PAYMENT TERMS & INSTRUCTIONS:
1. Please ensure registration forms are properly filled out and more importantly authorization/approval for
registration indicated on the form before forwarding to Lorson.
2. All costs quoted are in US$.
3. Where applicable, the TT$-US$ rate of exchange shall be calculated at the prevailing bank rate.
4. Payments must be made IN ADVANCE.
5. Late payments -- 15 days and more from the date of invoice) shall incur a 15% late fee charge.
6. Companies based in Trinidad & Tobago can issue cheques payable to LORSON RESOURCES LIMITED. All
other companies please complete an International Wire Transfer. The details will be included on your invoice
from Lorson Resources Limited.
7. A 5% discount shall apply for groups of five (5) participants or more from one organisation.
8. The price of the course also covers morning and afternoon snack breaks, lunch, manuals/course materials
and certificate.
9. PAYMENT AND REGISTRATION SUBSTITUTION POLICY
Substitute participants are permitted for individuals from the same company or organization. Substitution
requests must be received in writing, and validated by a supervisor, no later than 5 (five) business days
before the first day of the registered program.
10. CANCELLATION POLICY
Lorson Resources Limited reserves the right to cancel courses, programs, workshops or seminars at any
time for any reason. The decision to cancel is at the sole discretion of Lorson Resources Limited. In the
event Lorson Resources Limited cancels a program, trainees will be sent a full refund. Consequently, Lorson
Resources Limited assumes no responsibility or liability for any transportation, travel, or penalty costs
incurred by customers in making their travel arrangements.
Neither Lorson Resources Limited nor any of its affiliates shall be liable for any direct, indirect, special,
consequential, incidental or punitive damages (including, without limitation, lost profits or revenues, costs of
replacement goods, business interruption and loss or damage arising out of registration for any of Lorson
Resources Limited's courses, programs, workshops or seminars.
ALL CANCELLATION REQUESTS MUST BE MADE IN WRITING AND MAILED/EMAILED TO:
Lorson Resources Limited
PO Box 2235, 40 Northey Lane, Longdenville, Chaguanas, Trinidad, W.I.
Registrants who cancel their registration at least 15 days prior to the first day of courses will receive a
refund less a cancellation fee of 50% of course cost. ALL COURSES, PROGRAMS, WORKSHOPS, OR
SEMINARS ARE NON-REFUNDABLE WITHIN 15-DAYS OF THE FIRST TRAINING DAY.
All cancellations received less than 15 (fifteen) days prior to the first day of courses are non-refundable.
PLEASE MAIL OR FAX THE ABOVE REGISTRATION INFORMATION TO:
Lorson Resources Limited, PO Box 2235, 40 Northey Lane,
Longdenville, Chaguanas
Trinidad, West Indies
TEL: 868-671-8173 or 868-672-7002 FAX: 868-672-7005
Email: info@lorsonresources.com
P.O. Box 2235, 40 Northey Lane Telephone: 868-671-8173/672-7002
Longdenville, Chaguanas Fax: 868-672-7005
TRINIDAD, W.I. Email: info@lorsonresources.com 8