Building and Sustaining Your RIM Program
with a RIM Playbook Workshop

If your entire RIM team won the Powerball tomorrow and retired, would their successors be ready to keep the program going? If you have a playbook, the answer is yes!

This workshop introduces the concept of the records and information management (RIM) playbook – the list of “plays” that keep the RIM program running. In Session 1, we briefly review the purpose and value of having a playbook (and not just for RIM!) and the specific benefits building one offers to the organization. We then cover the structure of the playbook, the information to gather to scope and build the playbook, the roles involved in the process, and what that process actually looks like. 

In Session 2, we briefly review the structure of a play. We spend most of the rest of the session building individual plays using the provided templates and worksheets. We deliver an assessment at the end of Session 2, and attendees will leave with their playbooks started and ready to be built out moving forward. 

This course is offered as a Live Online course covering two 3-hour sessions for a total of 6 contact hours. Attendees will receive the training materials in advance to review and prepare for the instructor-led virtual sessions.

What Else is Included
Attendees will also receive:
– A certificate and digital badge
– Access to retake the online course at no additional cost
– Access to a learning cohort on Slack
– Access to monthly office hours sessions where they can ask questions of the instructor or other call attendees

Workshop Outline

Session 1:
– The Structure of the Playbook
– Gathering Information for the Playbook
– Scoping the Playbook
– Building the Playbook

Session 2: 
– The Structure of a Play
– Building the Plays
– Assessment and Next Steps