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

 Required Pre Requisites To Admission As a Chartered Memory Steward Candidate

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

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
as part of the hosting package you pay for

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 Remembers more.

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

   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

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
Illustrated Guide To Knowledge Management
Free And Seriously Good  

There Are Some Foundations You Need In Knowledge Management Before Building On That Toward  Being Able to Professionall Organize What A CMS Can

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

Become A More Powerful Means
1) More Valuable Resource
2) More Value For Time
3) More Valuable Experience

Once a candidate achieves their designation as a Chartered Memory Steward, they are qualified and authorized to use the proprietary Strategic Archives® starter template available for adaptation to client environments, and over time there will be a growing community of practice whose experience can be shared.

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 
Knowledge Management Overview
More foundational material

    Dr Elijay Zendu
    One     Two
Knowledge Management & Systems Technology
KM & Technology Overview , KPI's
    Yagmur Buyukemri  et al
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
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.
Knowledge Management Research Report
Though this report suffers from being dated, it still brings out some key points.
    World Bank
World Bank Report on CoPs
good presentation on CoP basics and issues
   Economist Intelligence Unit
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
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
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
The Influence of Knowledge Management on Organizational Performance
A paper that outlines KM benefits
      Klaus North et al
The Benefits of Knowledge Management
A paper that outlines KM benefits
      Younes AA Megdadi et al
Factors And benefits Of KM Management Practices In SMEs
A paper that outlines KM benefits
      Edinburgh University
KM Strategic Plan
Example of an internal strategic plan to adopt KM
  Systems and Software Approaches    
     Nitin Reddy Katkam
Types of Knowledge Management Systems
A review of the different kinds of solutions that manage knowledge assets
      Aravind & Nirmala
Comparative Study of Open Source Knowledge Management Tools
A review of the different kinds of open source solutions that manage knowledge assets
      Willem Burger
Knowledge Management And Sharepoint
A review of Sharepoint as a knowledge management tool
      Ernst & Young
Developing a Lotus Notes Solution
E&Y experience in developing their Lotus Notes KM implementation
  Communities of Practice    
      Mark Bennet

Rio Tinto Experience With CoPs
good presentation on CoP basics and use
      Etienne Wenger
COP-The Art Of Learning Together and COP and Networks
Combined presentation from a pioneer in communities of practice work
      Enterprise 2.0 Collection

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.

  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  





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








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  150 Hours
Self Study Portion=This Page      Start With Wissen Illustrated Guide  
Self Study , Seminars, Discussions      40 Hours  CMS Basic Competencies   
     Strategic Archives Forum Interaction      60 Hours  Discussions & Interactions & Engagement  
Build Your Own Purpose Driven Forum      50 Hours  Customizing Strategic Archives Principles To Client\Approved Endeavor  
Note Exact Total Times Will Differ Due To Individual Candidate Factorse     

Legals. This CMS Self Study Materials Page is ©2022 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

Code of Professional Conduct (CPC)

A Chartered Memory Steward shall at all times;

-be a Chartered Professional Accountant In Good Standing And
-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

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 © 2022 CMS Canada dot org and Info L inc. Strategic Archives is a registered trademark owned by Info L inc.