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SELF STUDY MATERIALS
Eligible For Annual CPA PD Credit = Non Verifiable To All But Candidates




 
 Required Pre Requisites To Admission As a Chartered Memory Steward Candidate



WHY CONSIDER THIS?
CPA Canada Released  Foresight, Reimagining The Profession In Mid 2019 Which Charts A Way Forward Toward What It Sees As A Possible Future
A Valuable Service Opportunity Presents Itself
Introduction
     





SMF Self Study Learning Objectives
Getting SMF Up & Running On A Web Server
Organizing Appropriate Forums

Simple Machines Is Recommended
For Hosting Private Forums. A CMS Candidate Will Have Self Administered Hosting Services With Cpanel

WHERE It Is Open Source And Free


LEARNING OBJECTIVES OF THIS PAGE AND THESE LINKS 
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 As You Learn From Seminars And Inside The Strategic Archives Community of Practice. Even If You Are Not Interested In Becoming a CMS, This Course Is A Useful Primer To Knowledge Management, Communities of Practice and Simple Machines. This tripod Is Essential To Forming A Picture Of CMS Value And Potential

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 To Organize People, Discussions, Decisions, Activities and Resources.

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.

Recommended reading and additional non verifiable PD require you to  Visit Amazon Because We are not close to their ability in getting Two Important Books In Your Hands. They are by Etienne Wenger and there are Amazon links to both of them below.
PD Info
Non Verifiable PD

For A CPA Unless Registered


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
   
   
 
  Doctoral Students And Graz, Austria  Knowledge Network Presents



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.

The Illustrated Guide by University of Graz doctoral students and the graz Knowledge
Network is foundational. Start with it, do the rest of the course here, and come back to it. As a candidate study it more and as a member cherish it. Its that good.

And they made it free to the world. Click on the pdf document Logo To Get It.
World Class Best KM Summary
Graz Knowledge Network
 
The
Illustrated Guide To Knowledge Management
Free And Seriously Good  
       


There Are Some Foundations You Need In Knowledge Management Before Building On That To A Designation

Knowledge Management And Business Management In General Has A History Through Some Important Ideas

As A CMS You Will Organize People Into Web Based Purposefully Designed Collaboration Communities

You Will Monetize Organizing People, Discussions, Decisions, Activities And Resources Into Communities Of Endeavor And Minding Endeavor Numbers, Resources, Memories and Questions


Backgrounders, Journey Through Approaches

Issues , Ideas
 
    Stefan Urbanek
    One   Two   Three   Four
Knowledge Management
This presentation is an excellent overview of the subject, and a good place to set the foundations for you.
 
 
    Abbas & Hanif 
   
One
Knowledge Management Overview
More foundational material

    Dr Elijay Zendu
    One     Two
Knowledge Management & Systems Technology
KM & Technology Overview , KPI's
 
    Yagmur Buyukemri  et al
    One
Knowledge Management and Knowledge Management 3.0
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. 
 
    Albert Simard
    One
Knowledge Managability: A New KM Paradigm
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.
 
 
    KPMG
    One
Knowledge Management Research Report
Though this report suffers from being dated, it still brings out some key points.
 
    World Bank
    One
World Bank Report on CoPs
A
good presentation on CoP basics and issues
 
   Economist Intelligence Unit
    One
Knowledge Management In Manufacturing
Survey report with findings from 315 participants in the manufacturing sector.
This is a sponsored White paper written by the The Economist
 
   Mohd Zin et al
    One
Knowledge Management In Construction
This is a paper written by two professors from the University of Salford, describing issues, contexts and benefits for the construction industry.

 
 
      Sheng Wang and Raymond A Noe
    One
Knowledge Sharing- A Review And Directions For Future Research
This is a paper that reviews research done in the area of knowledge sharing
 
      Mohammed H Gholami et al
    One
The Influence of Knowledge Management on Organizational Performance
A paper that outlines KM benefits
 
      Klaus North et al
    One
The Benefits of Knowledge Management
A paper that outlines KM benefits
 
      Younes AA Megdadi et al
    One
Factors And benefits Of KM Management Practices In SMEs
A paper that outlines KM benefits
 
      Edinburgh University
    One
KM Strategic Plan
Example of an internal strategic plan to adopt KM
 
       
  Systems and Software Approaches    
     Nitin Reddy Katkam
    One
Types of Knowledge Management Systems
A review of the different kinds of solutions that manage knowledge assets
 
      Aravind & Nirmala
    One
Comparative Study of Open Source Knowledge Management Tools
A review of the different kinds of open source solutions that manage knowledge assets
 
      Willem Burger
    One
Knowledge Management And Sharepoint
A review of Sharepoint as a knowledge management tool
 
      Ernst & Young
    One
Developing a Lotus Notes Solution
E&Y experience in developing their Lotus Notes KM implementation
 
       
  Communities of Practice    
      Mark Bennet
    One

Rio Tinto Experience With CoPs
A
good presentation on CoP basics and use
 
      Etienne Wenger
   
One   
COP-The Art Of Learning Together and COP and Networks
Combined presentation from a pioneer in communities of practice work
 
      Wissen Management Forum Collection
   
One-Two-Three

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
 
      Haitan Rachman
 
   One    Two    Three    Four
KM Fundamentals
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
 
      Etienne Wenger
   
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
 
   
  Purposed Taxonomies     
     One Taxonomies and Metadata In Information Architecture  
     One Successful Content Management through Taxonomy and Metadata Design  
     One Organizing Knowledge- A Knowledge Manager's Primer To Taxonomy Development  

Private, Secure Collaboration & Communication Via Simple Machines Platform
 

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 Simple Installations On Client Web Server

Learning Objective Here
Join the Simple Machines community because it is here you may have to get some technical or other support for your own  installations of SMF from now on.

We recommend you work with your client's present IT people and Web Hosts to get the installs and support in place for the SMF installation, your primary value add is internal forum organization into a useful tailored framework

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. 

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
 
     BG Tracker Great overview of Simple Machines V2.X  
 

   4MakingASite


   AMK0001


   Tutnerd


   Stringbe4n


   Tutnerd
Set Up SMF Forums For Your Site


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
       
       
We Know There Are Other Forum Platforms Out There, And Other Open Source Forum Communities Out There Who Do Great Work.

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


   KVChosting
How to find and install packages


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

Standard Candidate Course Load  120 Hours
Self Study Portion=This Page      Start With Wissen Illustrated Guide  
Self Study , Seminars, Discussions      30 Hours  CMS Basic Competencies   
     Strategic Archives Forum Interaction      60 Hours  Discussions & Interactions & Engagement  
     
Build Your Own Purpose Driven Forum      30 Hours  Using Strategic Archives Principles Applied To Some Endeavor  
Note Exact Times Will Differ. That Difference Will Be Due To Individual Candidate Factors And Minor Differences From Above Schedule     
     
 

   
Legals. This CMS Self Study Materials Page is ©2021 CMS Canada dot org and Info L inc
These Publicly Available Materials Are Formal Pre Requisites For CMS Candidate Registration


   


FAQs What is the CMS Designation?
A Chartered Memory Steward designation demonstrates professional competence building, maintaining and contributing
to the resources, memories and questions  of organized Communities of Endeavor

A CMS Designation Is A Professional Designation Because
   It Is Based On A Specialized Body Of Knowledge
   Makes Use Of Specialized Skills & Tools

 
 It Requires Adherance To Certain Principles
   And Requires Certain Standards Of Behaviour And Practice.

What Are Its Tangible Rights?
1) A Chartered Memory Steward designation allows access to the CMS Strategic Archives Community of Practice Forum
and all shared knowledge, resources and advantages associated with membership
2) The right to hold oneself out as, and practice as, a Chartered Memory Steward
3) Be part of the growth of  an important profession into the future

 What Are The Annual Maintenance requirements?
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
-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.
Going through the above set of links will be eligible if you take study notes. Their content and quality will be verifiable evidence,
while the never registering and going through these linked materials will qualify as eligible time spent on unverifiable activities


          
Why Is The Designation Owned By A Company?
Info L inc developed all the underlying IP and currently owns the designation
but it is intended that at some point in the future, on terms on conditions,
Info L inc will transfer the designation and related IP to the CMS membership



Website, course materials and membership collateral © 2020 onwards CMS Canada dot org and Info L inc. Strategic Archives is a registered trademark owned by Info L inc.