EDRMS Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the EDRMS 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 994 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which EDRMS improvements can be made.

Examples; 10 of the 994 standard requirements:

  1. Does your business plan to roll out electronic document/plan review functionality for all record types at once or phasing in record types over a specified timeframe?

  2. How user friendly is the online help service, in terms of available times, clarity of instructions provided or understanding of your own organizations requirements?

  3. Does your organization periodically review its inventory of electronic information systems to determine if electronic records have been properly scheduled?

  4. What records management training initiatives and awareness programs are in place for records professionals and for staff throughout your organization?

  5. Has your organization employed a qualified records manager or someone with formal responsibility for the management of your organizations records?

  6. How do you keep track of new items added to the EDRMS relevant to your work or projects or of interest to your job function within the EDRMS?

  7. How has one EDRMS project and information manager in particular implemented a highly successful EDRMS project engaging thousands of users?

  8. What is a Records Manager to do when users across your organization are uploading non compliant scanned images to the corporate EDRMS?

  9. Has your organization taken measures to ensure that its vital records are adequately protected, accessible, and immediately usable?

  10. Are systems compatible with other proprietary software systems as financial management systems or geographic information systems?


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 EDRMS book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Schedule Management Plan: Is the assigned EDRMS project manager a PMP (Certified EDRMS project manager) and experienced?

  2. Procurement Audit: Which are necessary components of a financial audit report under the Single Audit Act?

  3. Cost Baseline: Review your risk triggers -have your risks changed?

  4. WBS Dictionary: Are direct or indirect cost adjustments being accomplished according to accounting procedures acceptable to us?

  5. Planning Process Group: To what extent and in what ways are the EDRMS project contributing to progress towards organizational reform?

  6. Risk Audit: What are the boundaries of the auditors responsibility for policing management fidelity?

  7. Stakeholder Management Plan: Are the results of quality assurance reviews provided to affected groups & individuals?

  8. Issue Log: How do you reply to this question; you am new here and managing this major program. How do you suggest you build your network?

  9. Project Performance Report: To what degree do the relationships of the informal organization motivate taskrelevant behavior and facilitate task completion?

  10. Probability and Impact Matrix: Are staff committed for the duration of the EDRMS project?

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

1.0 Initiating Process Group:

  • 1.1 EDRMS project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose EDRMS 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 EDRMS 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 EDRMS investments work better.

This EDRMS 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.