Organizational Records Management
WHERE IS YOUR AGENCY?
Step 1: CREATING RECORDS MANAGEMENT AWARENESS
The beginning point which characterizes records management
as having no order to it. There are no best practices at this beginning step;
however, be sure to take a look at the practices that do characterize this
step.
STEP 2: BUILDING THE RECORDS MANAGEMENT
FOUNDATION
Making the "conventional" (paper-based) records management program efficient
and effective, with active support from management. This step is also necessary
for the introduction of electronic records management (ERM) in the later steps,
because any ERM system introduced will require as input the products of Step 2.
STEP 3: PLANNING / PILOTING ORGANIZATION-WIDE
RECORDS MANAGEMENT
Reaching the point of planning for and conducting pilot tests for electronic
records management (ERM), while continuing with paper records. Even though it
is the intent to use ERM throughout the program areas, some practical
experience must be gained and solid plans laid for introducing ERM.
STEP 4: IMPLEMENTING ORGANIZATION-WIDE RECORDS
MANAGEMENT
The point at which Organizational Records Management (ORM) is prevalent
throughout all program areas and has gained the much needed attention of top
management.
STEP 5: ENHANCING ORGANIZATION-WIDE RECORDS
MANAGEMENT
The organization has Organizational Records Management (ORM) in place, up and
running. New systems are in place and Information Technology can now
demonstrate how they will manage the records produced by these systems. The
organization has now recognized the many benefits of their investment, as
instantaneous storage and retrieval of records has made the day-to-day
operations more efficient and effective.