Records Management Toolkit

(No reviews yet) Write a Review
Downloadable Resources, Instant Access

Be accountable for supporting your organization Records Management Program ensuring official organization records are annually reviewed, scheduled, organized and secured in accordance with applicable directives and regulations.

More Uses of the Records Management Toolkit:

  • Adhere to Records Management procedures regarding all reports extracted supporting payroll/timekeeping matters.

  • Be accountable for troubleshooting to identify potential problems or to recommend better processes or methods to accomplish work in the specified timelines provided by the client.

  • Lead: track and trend data and provides reports to management, ensuring there is active on going management of the records to meet timely progress.

  • Provide expertise and advice to your organization to maintain compliance and promote efficiencies through the use of the document Management Program.

  • Make sure that your project performs quality checks of scanned images and utilizes Critical Thinking and Problem Solving to make corrections and/or edits according to department guidelines and procedures.

  • Formulate: review business filings, wage data, and financial records to determine if workers meet codified exemption criteria.

  • Make sure that your venture involves relaying learned information that the receiver can readily understand in order to solve factual problems, errors, or complaints.

  • Be accountable for developing and monitoring Records Management Metrics, dashboards, audits, surveys, and reports to identify potential issues.

  • Provide expertise and advice to the Legacy Assets team to maintain compliance and promote efficiencies through the use of Document Management.

  • Compile, organize and analyze data for use in reports; develop and maintain databases and Records Management Systems.

  • Provide oversight and support of Document And Records Management in Document Control using organization procedures and regulations.

  • 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.

  • Be certain that your business provides positive leadership, working harmoniously with others in your organization and other organizations, and ensuring that the day to day activities.

  • Confirm your operation identifies physical records that have met retention requirements, work with Records Management to obtain appropriate destruction approval, and facilities destruction of records when appropriate.

  • Establish and support processes that authorize individual access to repositories by evaluating users in accordance with policies.

  • Arrange that your organization leads the development of corporate Records Management policy and contributes to the deployment of the Records Management Governance program.

  • Manage: Design Solutions based on established patterns and Best Practices around Content Management, Records Management, User Adoption, governance and Change Management.

  • Prepare and administer the annual operating budget, recommend new procedures, and modify and implement changes to existing procedures.

  • Coordinate and manage the functions and applications associated with timely reporting and reconciliation requirements.

  • Maintain ongoing communications with all departments regarding maintenance, creation, revising, reviewing, retrieval and archiving of records.

  • Confirm your operation evaluates Business Operations and processes to resolve worker misclassification issues and to ensure proper application exemption criteria.

  • Provide skill in informatics planning and Records Management of Complex Data/databases, analyzing and solving problems.

  • Lead Project Team meetings to facilitate the design of a compliance roadmap and Records Management Program.

  • Ensure your operation uses independent judgment and initiative to perform administrative, clerical and secretarial duties in support of an individual employee or group of employees.

  • Be accountable for developing, evaluating and advising on methods related to administrative or Records Management Systems directives; participating in preparing workload and productivity reports.

  • Guide: work involve performing work in several staff services functions as accounting, budgeting, purchasing, training, Records Management, and Property Management.

  • Secure that your business determines financial requirements and options for changes in, and further development of, Business Model based on input from managers.

  • Support Team leads in implementation of Records Management Processes, policies, procedures, guidelines, training and communications.

  • Arrange that your organization provides training on public records compliance and advises organization employees regarding the requirements of the Public Records Act and organization practice when maintaining and releasing records.

  • Ensure your organization has a dynamic portfolio of operating, expansion and growth projects in the copper industry.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What could happen if you do not do it?

  2. What are evaluation criteria for the output?

  3. Was a Business Case (cost/benefit) developed?

  4. How do you measure efficient delivery of Records Management services?

  5. What are the best opportunities for value improvement?

  6. What is your BATNA (best alternative to a negotiated agreement)?

  7. Are you making progress, and are you making progress as Records Management leaders?

  8. Who do you report Records Management results to?

  9. Are procedures documented for managing Records Management risks?

  10. What is the scope of the Records Management work?

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

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

  • 62 step-by-step Records Management Project Management Form Templates covering over 1500 Records Management 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 Management project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Records Management Project Team have enough people to execute the Records Management 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 Management 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 Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 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 Records Management project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose 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 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 Records Management Investments work better.

This 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.