Description

Navigate the digital chaos as a Records and Information Management professional

Have any previous records and/or document management assessment been completed for your organization?

Are regular reports on records management in your organization made and submitted to management?

Who is presently responsible for records and archives management in your government or organization?

Does your hospital have any automated systems for the management of its records?

Why should the records manager have responsibility for records within your organization?

...Find the answers to these, and more, questions with this Document And Records Management Toolkit:

Get departmental buy-in for the records management project.
Assign a current location to electronic records.
Build staff awareness and compliance with web content archiving procedures.
Manage the many policies and procedures related to information and processes.
Know what information is an electronic record.
Use an approved records schedule.
Retain records with lengthy retention periods.
Keep records accessible and readable for the years to come.
Need to use the information.

HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical Document And Records Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Document And Records Management 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 Document And Records Management specific requirements:

STEP 1: Get your bearings

Start with...

The latest quick edition of the Document And Records Management 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 Document And Records Management improvements can be made.

Examples; 10 of the 999 standard requirements:

How do you guarantee that privacy rules are being applied consistently on your organization wide basis in terms of controlled access, secure record handling, proper retention, and secure destruction?
Are there documented procedures that include the responsibilities and requirements for conducting audits, ensuring the independence, recording results, and reporting to management?
Does the service provider have a records system that ensures the generation and retention of all records necessary to document and support operational requirements?
Have funding and resource levels for records management in your organization kept pace with the exponential growth in the type, number, and of electronic records?
What are the major challenges when using influential standards for document management to evaluate and develop an existing electronic records management system?
Has your organization implemented procedures for maintaining records created using personal computers in an official file or records management application?
Where in the business process will a record need to be created and what information about the record must be captured along with the records content itself?
Does the software application that will hold the scanned images meet acceptable standards for security, preservation and other record keeping requirements?
Are procedural controls in place for records management applications to protecttheintegrityofrecordsandtheirlegaladmissibilityundertherules of evidence?
Is records management guidance tailored, when appropriate, to reflect your organizations specific procedures prior to organizationwide dissemination?

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 Document And Records Management book in PDF containing 999 requirements, which criteria correspond to the criteria in...

Your Document And Records Management 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 Document And Records Management Self-Assessment and Scorecard you will develop a clear picture of which Document And Records Management 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 Document And Records Management 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 Document And Records Management projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

Quality Audit: What has changed/improved as a result of the review processes?
Probability and Impact Matrix: How will economic events and trends likely affect the Document And Records Management project?
Procurement Management Plan: Are adequate resources provided for the quality assurance function?
Scope Management Plan: Is the assigned Document And Records Management project manager a PMP (Certified Document And Records Management project manager) and experienced?
Activity Duration Estimates: Are contingency plans created to prepare for risk events to occur?
Milestone List: How late can each activity be finished and started?
Probability and Impact Matrix: Which of the risk factors can be avoided altogether?
Roles and Responsibilities: Implementation of actions: Who are the responsible units?
Procurement Audit: Could bidders learn all relevant information straight from the tender documents?
Activity Duration Estimates: What do corresponding sources say about Document And Records Management project management?

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

1.0 Initiating Process Group:

1.1 Document And Records Management project Charter
1.2 Stakeholder Register
1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

2.1 Document And Records Management project Management Plan
2.2 Scope Management Plan
2.3 Requirements Management Plan
2.4 Requirements Documentation
2.5 Requirements Traceability Matrix
2.6 Document And Records Management 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 Document And Records Management 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 Document And Records Management 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 Document And Records Management 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 Document And Records Management project with this in-depth Document And Records Management Toolkit.

In using the Toolkit you will be better able to:

Diagnose Document And Records Management 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 Document And Records Management 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 Document And Records Management investments work better.

This Document And Records Management 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.

TRUSTED BY NEARLY 200.000 PROFESSIONALS:

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Checklists:

Checklists:Document And Records Management Checklist Report on ORGANIZATION.pdf

Checklists:Document And Records Management Checklist Report on INFORMATION.pdf

Checklists:Document And Records Management Checklist Report on MANAGEMENT.pdf

Checklists:Document And Records Management Checklist Report on RECORD.pdf

Checklists:Document And Records Management Checklist Report on SYSTEM.pdf

Checklists:Document And Records Management Checklist Report on FILE.pdf

STEP 1 Get your bearings:

STEP 1 Get your bearings:Document_And_Records_Management_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 1 Get your bearings:Document And Records Management Self-Assessment Pre-Filled EXAMPLE.xlsx

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

STEP 2 Set concrete goals tasks dates and numbers you can track:Document And Records Management Self-Assessment.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:Document_And_Records_Management.pdf

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

Coaching or Consulting
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Done-for-you Services

Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

Are you ready to get started?

Are you clear on what you are struggling with, want to figure out what the problem is, diagnose it, and get a solution? The solution is something this Toolkit can provide, and we believe it can solve your problem, but you have to decide if you want to become a part of it or not.

Decision Making:

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The answer to this question is your REAL pain:

Why do you think this problem exists?
What have you tried to fix it?
How long has this been a problem?
Is this problem affecting your life in other ways, and how?

Tried:

What have you tried so far to fix this? Is there pain of frustration to solve this all on your own?

This Toolkit gives you your proven advisor, an advisor the vast majority of professionals do not use, because they do not know it exists. If you have tried Toolkits before, so have everyone else of our 200.000 clients. Once they use this Toolkit, they are shocked as to how they quickly get results.

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This toolkit will give you the exact quantifiable metrics in your situation; identifying where exactly you are in the journey to solving your problem and what that looks like.

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Why:

What is driving you to achieve that goal? How would that affect you or change your life. What would that look like.

The reason WHY you want something always comes down to either love or status - have clarity on your WHY.

Ownership:

What is stopping you from achieving this all on your own without any help? If your answer is one of these three answers, this Toolkit is right for you:

I do not know how to do it
I want to follow a proven process from someone that has already done it
I want to get there faster

Commitment:

When are you wanting to fix this? If the answer is now; how committed are you to making that happen? Will you do the work? Will you take action? Will you show leadership?

The fact is, it is never a good time, it is never a good time to start a new program, and it is never a good time to fix a major problem. And even if you think a later time is a good time, you know something will come up. Life will keep happening. If you truly want to solve this problem, would you agree you have to commit to solving it even when it is not the perfect time?

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Which would you like to do?

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Document And Records Management Toolkit