Oversee Records Retention: fine tune your monitoring systems to maximize visibility, limit downtime, and reduce time to resolution for systems issues.



More Uses of the Records Retention Toolkit:




• Create, process, and receive Purchase Requisitions and Purchase Orders in the PeopleSoft Financial System and file per your organization Records Retention Policy.
  
  

• Be accountable for providing Administrative Services to your organization and Records Retention.
  
  

• Confirm your planning ensures that the corporate Records Retention Policies are compliant.
  
  

• Develop and implement RIM oversight, guidance, and direct interaction with Key Stakeholders to implement and maintain your organizations Records Retention policy and schedule.
  
  

• Assure your organization coordinates the closing of Project Accounting structure and Records Retention once projects are complete.
  
  

• Ensure for each agreement that procedures are followed for the integrity of your organization Contract management database and Records Retention Policies.
  
  

• Be accountable for applying Records Retention Policies in the maintenance, destruction, or transfer or records.
  
  

• Coordinate incoming customer calls and establish records to detail technical problem descriptions and assign or route calls using Information Technology (IT) Service Management tool.
  
  

• Serve as the Records management specialization to ensure creation and preservation of official mission records throughout subordinate units.
  
  

• Assure your project serves as an electronic records archivist with primary responsibility for identifying, preserving, and providing access to archival electronic records.
  
  

• Be accountable for supporting the analysis of individual training records as part of the training needs assessment process and obtain relevant Cyber awareness training information needed to develop IT focused training plans in coordination with Cybersecurity areas.
  
  

• Head Records Retention: review and assesses Operational Efficiency, financial records and ledger accuracy, and the effectiveness of internal controls; develops, recommends and implements program enhancements, controls, Policies and Procedures.
  
  

• Confirm your organization ensures and verifies that Corrective Action is taken and maintains records of the inspections and corrective measures.
  
  

• Develop Records Retention: partner with learning to create training programs to educate employees and new hires on your organizations records and Information Management Policies and Procedures.
  
  

• Ensure your organization complies; Records management, billing and procurement processing, bookkeeping, and inventory tracking.
  
  

• Maintain vendor file, purchase price, price fluctuations and quality records on purchased items.
  
  

• Secure that your organization safeguards member information and organization vital records in a manner commensurate with the sensitivity of the information and in compliance with your organizations Information security policies, Standards and Procedures.
  
  

• Maintain testing and recovery records in a controlled repository, and control access to and distribution of the results to authorized personnel and organizations.
  
  

• Ensure electronic records are created and updated for all Customer Communications.
  
  

• Ensure your organization safeguards member information and organization vital records in a manner commensurate with the sensitivity of the information and in compliance with your organizations Information security policies, Standards and Procedures.
  
  

• Be accountable for serving as a trusted records advisor to help the client and records stakeholders navigate the daily challenges of a records Management Program.
  
  

• Warrant that your enterprise complies; processes all training completion records in the training database and analyzes training results and Performance Improvement.
  
  

• Direct Records Retention: review change records and associated implementations for completeness, accuracy and adherence to corporate standards and policy.
  
  

• Assure your organization initiates and maintains accounting records of subsidiary organizations independent of your organization system.
  
  

• Warrant that your organization records data in compliance with organization and regulatory Policies And Standards to meet quality and accuracy requirements.
  
  

• Make sure that your organization maintains complete and accurate records on clients eligibility for all assigned programs.
  
  

• Generate and manage Data Mapping, records of processing activities, and other internal activities related to privacy, security, and compliance.
  
  

• Pilot Records Retention: review change records and associated implementations for completeness, accuracy and adherence to corporate standards and policy.
  
  

• Assure your venture maintains records of compliance activities and reports compliance activities to the Compliance Office.
  
  

• Develop and maintain an engaging product that drive activation and adoption for new users while keeping retention and engagement high for existing users.
  
  

• Be accountable for establishing and maintaining effective, courteous, and professional relationships with internal and External Stakeholders, business owners, and customers at all times.
  
  




 



Save time, empower your teams and effectively upgrade your processes with access to this practical Records Retention Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Records Retention related project.



Download the Toolkit and in Three Steps you will be guided from idea to implementation results.



The Toolkit contains the following practical and powerful enablers with new and updated Records Retention specific requirements:



STEP 1: Get your bearings



Start with...




• The latest quick edition of the Records Retention Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.




Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…




• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation




Then find your goals...



STEP 2: Set concrete goals, tasks, dates and numbers you can track



Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Records Retention improvements can be made.



Examples; 10 of the 999 standard requirements:




1. Is Records Retention dependent on the successful delivery of a current project?
   
   

2. Who will be using the results of the measurement activities?
   
   

3. Will a Records Retention production readiness review be required?
   
   

4. How do you stay flexible and focused to recognize larger Records Retention results?
   
   

5. How do controls support value?
   
   

6. What can you control?
   
   

7. How and when will the baselines be defined?
   
   

8. What potential environmental factors impact the Records Retention effort?
   
   

9. Is the Records Retention documentation thorough?
   
   

10. Are the units of measure consistent?
    
    




Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:




• The workbook is the latest in-depth complete edition of the Records Retention book in PDF containing 994 requirements, which criteria correspond to the criteria in...




Your Records Retention self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:




• The Self-Assessment Excel Dashboard; with the Records Retention Self-Assessment and Scorecard you will develop a clear picture of which Records Retention areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Records Retention Self-Assessment

• Is secure: Ensures offline Data Protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:





 



STEP 3: Implement, Track, follow up and revise strategy



The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Records Retention projects with the 62 implementation resources:




• 62 step-by-step Records Retention Project Management Form Templates covering over 1500 Records Retention project requirements and success criteria:




Examples; 10 of the check box criteria:




1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?
   
   

2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?
   
   

3. Project Scope Statement: Will all Records Retention project issues be unconditionally tracked through the Issue Resolution process?
   
   

4. Closing Process Group: Did the Records Retention Project Team have enough people to execute the Records Retention Project Plan?
   
   

5. Source Selection Criteria: What are the guidelines regarding award without considerations?
   
   

6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Records Retention Project Plan (variances)?
   
   

7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?
   
   

8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?
   
   

9. Procurement Audit: Was a formal review of tenders received undertaken?
   
   

10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?




 
Step-by-step and complete Records Retention Project Management Forms and Templates including check box criteria and templates.



1.0 Initiating Process Group:




• 1.1 Records Retention project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix




2.0 Planning Process Group:




• 2.1 Records Retention Project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Records Retention project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Records Retention project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan




3.0 Executing Process Group:




• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log




4.0 Monitoring and Controlling Process Group:




• 4.1 Records Retention project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance




5.0 Closing Process Group:




• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Records Retention project or Phase Close-Out

• 5.4 Lessons Learned




 



Results



With this Three Step process you will have all the tools you need for any Records Retention project with this in-depth Records Retention Toolkit.



In using the Toolkit you will be better able to:




• Diagnose Records Retention projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based Best Practice strategies aligned with overall goals

• Integrate recent advances in Records Retention and put Process Design strategies into practice according to Best Practice guidelines




Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.



Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'



This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Records Retention investments work better.



This Records Retention All-Inclusive Toolkit enables You to be that person.



 



Includes lifetime updates



Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.