Records management Toolkit

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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 995 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 995 standard requirements:

  1. Are payroll records, timesheets, employment notices, payroll register and other personnel/payroll records filed and maintained in accordance with the records management policies and procedures?

  2. Does your organization recognize the need to integrate digital records requirements and product solutions into existing systems or into the functional requirements for future business systems?

  3. Does your organization monitor compliance with relevant legislation, policies and procedures, or evaluate whether its records and information management programs or initiatives are successful?

  4. Have you considered records management and electronic recordkeeping requirements, risks, benefits, and performance goals with your bureau or organization records officer or manager?

  5. Can proactive insider threat detection leverage information already being collected for records management purposes, and what would be the ethical and legal fallout of approaches?

  6. Does combining data with other inputs from the AI create new legal, records management, or classification risks relating to how the information is maintained and protected?

  7. Does the head of the records and information management unit have the seniority to implement records and information policy, procedures and tools within your organization?

  8. Is an annual statistical sample of tapes used for permanent and unscheduled records read to identify any loss of data and to discover and correct the causes of data loss?

  9. Are you applying information security best practices to secure your records from hackers and prevent unauthorized access, including unauthorized access by employees?

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


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 995 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. Activity Cost Estimates: In which phase of the acquisition process cycle does source qualifications reside?

  2. Probability and Impact Assessment: Is the delay in one subRecords management project going to affect another?

  3. Project Portfolio management: Do you use specialized software to manage your portfolio of Records management projects?

  4. Closing Process Group: Did the delivered product meet the specified requirements and goals of the Records management project?

  5. Closing Process Group: Mitigate. what will you do to minimize the impact should a risk event occur?

  6. Human Resource Management Plan: How are superior performers differentiated from average performers?

  7. Activity Duration Estimates: Why is there a growing trend in outsourcing, especially in the government?

  8. Assumption and Constraint Log: If it is out of compliance, should the process be amended or should the Plan be amended?

  9. Activity Duration Estimates: Do you agree with the suggestions provided for improving Records management project communications?

  10. Activity Cost Estimates: Specific - is the objective clear in terms of what, how, when, and where the situation will be changed?

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

1.0 Initiating Process Group:

  • 1.1 Records management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 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 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 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 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

 

Results

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.