SELF STUDY MATERIALS
Eligible For Annual CPA PD Credit
WHY CONSIDER THIS?
SMF Learning Objectives Center On
Getting SMF Up & Running On A Web Server
& Organizing A Forum Appropriately
CMS Principles Apply To Other Collaborative Environments such as Slack, Ryver, MSTeams, Flock etc
Simple Machines Is Recommended
For Private Forums As Are Self Administered Hosting Services With Cpanel
LEARNING OBJECTIVES
Gain An Understanding Of The Approaches And Development Of Knowledge Management, Communities of Practice, And Simple Machines
This Will Help You As A CMS Candidate In Seminars And Inside The Strategic Archives Member and Student Community of Practice. Even If You Are Not Interested In Becoming a CMS, This Course Is A Useful Primer To Both KM AND Simple Machines
For CPAs, Think Of Simple Machines as Accounting Software Except It Maintains Memories.
So Just like you need to know the basics of Accounting Software installation and set up and how to tailor a chart of accounts, you need to learn To Proficiently Wield Simple Machines As Your Tool. Note Simple machines is not required To implement what you learn. You can definbitely transfer that To Other Kinds Of Collaboration Software.
The On Line Materials In This Course Are Freely Available To Everyone So It Makes Sense To Pass Free Along In A Way That Helps Us Both. Slideshare and Youtube Are The Largest Link Destinations.
You Will Also Need To Visit Amazon Because We Can't Come Close To Their Prices In Getting Two Important Books In Your Hands. They're by Etienne Wenger and there are Amazon links to both of them below. Etienne coined the term Communities of Practice and businesses around the world have begun taking notice Of the power of his ideas in organizing their collaborative activities.
Non Verifiable PD
For A CPA Unless Registered
120 Verifiable CPA PD Hours
Excludes Credit For Etienne Wengers Books.
They Should Be Part Of Everyone's NVPD
FAQ's
Theory And Basics
Self Study Materials\Base Learning Requirement
Self Study Materials, Seminars, & Guidance
Via Strategic Archives Development Forum
An understanding of KM fundamentals and approaches is required to partake meaningfully in the CMS Community of Practice at strategicarchives.ca
These Self Study Materials Will Take a Few Hours a Day Over The Next Week Or Two To Go Through.
You Could Of Course Plow Through It. Note this includes Simple Machines Learning. We advise against that because As You Learn Incrementally And Mix That With Your Day To Day Experiences, You Absord Things Better And Develop A Better Appreciation For The Power Of Memory Organization And Maintenance
World
Class Best KM SummaryKnowledge Management Theory
The Illustrated Guide To Knowledge Management
Yours As a Candidate. Start With It.
Reflect On It & Understand It. Use It
Then Keep It Keep It Handy
There Are Some Foundations In Knowledge Management That You Need Before Building That Onward To A CMS Designation
Knowledge Management And Business Management In General Has A History Through Some Important Ideas From Important People You Will Read About Through These Links
This Is Where You Are Heading. A Chartered Memory Steward Has The Skills And Capabilities To Professionally Create And Curate Communication & Collaboration Frameworks. This Means Appropriately Tailored To Client And According To Design Standards.
Backgrounders, Journey Through Approaches, Issues, Ideas
For Permission To Provide This To CMS Candidates
One Two Three Four
This presentation is an excellent overview of the subject, and a good place to set the foundations for you.
One
More foundational material
Dr Elijay Zendu
One Two
KM & Technology Overview , KPI's
One
This presentation focuses on the people component which is key to modern KM thinking, and the notion it is best incorporated into the workflow of an organization. It also introduces the use of forums as a technical solution.
One
This introduces the experience of the Canadian Armed Forces, and has an excellent overview of collaboration and how to engage a KM community. It also presents a number of aspects of KM in a very effective way.
One
Though this report suffers from being dated, it still brings out some key points.
One
A good presentation on CoP basics and issues
One
Survey report with findings from 315 participants in the manufacturing sector.
This is a sponsored White paper written by the The Economist
One
This is a paper written by two professors from the University of Salford, describing issues, contexts and benefits for the construction industry.
One
This is a paper that reviews research done in the area of knowledge sharing
One
A paper that outlines KM benefits
One
A paper that outlines KM benefits
One
A paper that outlines KM benefits
One
Example of an internal strategic plan to adopt KM
One
A review of the different kinds of solutions that manage knowledge assets
One
A review of the different kinds of open source solutions that manage knowledge assets
One
A review of Sharepoint as a knowledge management tool
One
E&Y experience in developing their Lotus Notes KM implementation
One
A good presentation on CoP basics and use
One
Combined presentation from a pioneer in communities of practice work
One-Two-Three
Stellar in its simplicity and content
Enterprise 2.0 Tool Myths
Presentation covering some KM myths
Enterprise 2.0 Tool Myths
Presentation focusing on the people component
Enterprise 2.0 Tool Myths
Presentation showing you how to get started
One Two Three Four
Presentation covering some introductory groundwork
KM Tools
Presentation covering KM tools
KM Knowledge Maps
Presentation covering knowledge maps
KM System
Presentation covering some KM systems
Compulsary Reading
Research Etienne, Google and Youtube
Etienne's books can be purchased on Amazon.
NOTE THIS IS NOT COUNTED IN THE PD CERTIFICATE HOURS BUT CAN BE CLAIMED AS UNVERIFIED
Private, Secure Collaboration & Communication Via SMF Platform
You Need To Learn The Technicals And How To Create Appropriate Taxonomies
Become A Simple
Machines Community
Member Now
Simple Machines Website
Register And Look Around The Organization
Website
Become Familiar With Community and Resources
Community Is
Your Future Source Of SMF Technical Support
About Simple Machines Forum Operations
SMF On Line Wiki
Manual
What Makes Simple
Machines Best Solution?
Private, Secured, Organized Discussions
Around Shared Purpose &
Interests
Vanilla
Installation (Without Themes or Mods) Needs Little Attention
Knowledge Base and Articles Are Good Mods.
We Recommend No Themes
Learning Objective Here
To join the Simple Machines community because it is here you will get your primary on going technical support for your own installations of SMF from now on.
To Explore The SMF Wiki. You Don't Need To Know This In Depth But You Do Need To Have A Good Overview So You Understand What Resources Are Avalailable There For You.
To Obtain An Overview Of Simple Machines Administration Role,
Forum Features & Capabilities, Become Familiar With Where Things Are And What They Do
Be Aware Of Charter Member Status
Modest Annual Fee For Worthwhile Benefits
Simple Machines Basics
AMK0001
Tutnerd
Stringbe4n
Tutnerd
How To Install Simple Machines Forum
How To Install SMG 2.X With Database
SMF Installation And Modifying
How To Set Up SMF 1.1.X
Simple Machines Is Our CMS Choice Because It Is Easy To Administer And Host And Its Free....Leaving Value Added To You.
Any Internal Client Server Set Up And Maintenance Is The Province Of IT And The SMF Script Is Widely Available. It Is Definitely Easily Set Up Via their Current Website
As A CMS You Do Not Want To Know The Technical Details Of SMF Unless You Want To Learn To Code. Besides Simple Machines Has Great Support Via Its Community.
Still It Is The Tool You Will Wield That Will Build Your Tailored Taxonomies, So Learn To Wield It Professionally
We Also Encourage All CMS Members Become SMF Charter Members For Its Tool Maintenance Benefits
KVChosting
KVChosting
KVChosting
KVChosting
KVChosting
KVChosting
KVChosting
How To Download And Install SMF
How To Manage Members In SMF
How To Modify Or Add Boards And Categories In SMF
How To Manage And Install Themes
How To Change Member Registration Settings In SMF
How To Post A New Poll In SMF
How To Configure Features And Options In SMF
The Objective Is For You Become Proficient at
Professionally Creating And Maintaining
Private and Secure Cloud Based Collaboration
Communities Designed To Capture Strategically
Important Memories of People, Discussions, Decisions, Activities and Resources
Publicly Available Materials That Are Formal Pre Requisites For CMS Designation Certification
FAQs
What is the CMS Designation?
A Chartered Memory Steward
designation demonstrates professional
competence building communities of practice around purposefully tailored
taxonomies and organizing, maintaining and contributing to the strategic
resources and memories that drive value in a business
A CMS
It Is Based On A
Specialized Body Of Knowledge
Makes Use Of Specialized Skills & Tools
And Requires Certain Standards Of
Behaviour And Practice.
CMS designation
holders will be required to complete annual continuing education (CE)
and participation (CP),
pay an annual designation licensing fee,
and adhere
to The Institute's Code of Professional Conduct on an ongoing basis.
Code of
Professional
Conduct (CPC)
A Chartered Memory Steward shall;
-at all times be a Chartered
Professional Accountant In Good Standing
-act in a client’s best interests with due diligence, integrity
and transparency
-acquire and demonstrate full key executive level understanding
of client
-apply professional level competence in all
dealings, questions asked, and work product
-respect and protect the
privacy of others and the confidentiality of client information
-act
with honesty and in accordance with the spirit and principles of the law
-act in a manner that reflects positively
upon the designation and its membership
-report any serious breaches
of this Code of Professional Conduct by members that they become aware
of
-be expelled for egregious to serious breaches of this Code of
Professional Conduct
Is This Eligible For Professional Development Per CPA Ontario
Yes. Successful completion of this self studies course and path to CMS accreditation qualifies as Verifiable Professional Development Credit,
while the never registering and going through these linked materials will qualify as eligible time spent on unverifiable activities
