Save time, empower your teams and effectively upgrade your processes with access to this practical Records Retention Policies Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Records Retention Policies 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 Policies specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Records Retention Policies 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 990 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 Policies improvements can be made.
Examples; 10 of the 990 standard requirements:
- Has your organization reviewed and controlled changes for production or service provision, to the extent necessary to ensure continuing conformity with requirements and retained records?
- Does a documented procedure exist in order to define the controls needed for the correction, identification, storage, protection, retrieval, retention time and disposition of records?
- Has a documented procedure been established to define the controls needed for the identification, storage, protection, retrieval, retention time and disposition of quality records?
- Has a documented procedure been established to define the controls needed for the identification, storage, protection, retrieval, retention time and disposition of records?
- Has your organization controlled the unique identification of the outputs when traceability is a requirement, and retained the records necessary to enable traceability?
- Does the laboratory implement the controls needed for the identification, storage, protection, back up, archive, retrieval, retention time, and disposal of its records?
- Why were some records destroyed under the retention program, while records you are interested in, which are similar in nature, still exist in other departments?
- Are health and safety records maintained according to a documented record retention schedule that aligns with applicable regulations and organization policy?
- Are environmental records maintained according to a documented record retention schedule that aligns with applicable regulations and organization policy?
- Does it retain business and operational records sufficiently for problem resolution, forensic analysis, and to meet legal and regulatory 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 Retention Policies book in PDF containing 990 requirements, which criteria correspond to the criteria in...
Your Records Retention Policies 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 Policies Self-Assessment and Scorecard you will develop a clear picture of which Records Retention Policies 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 Policies 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 Policies projects with the 62 implementation resources:
- 62 step-by-step Records Retention Policies Project Management Form Templates covering over 1500 Records Retention Policies project requirements and success criteria:
Examples; 10 of the check box criteria:
- Activity Duration Estimates: Do you think many other organizations could apply this methodology, or does each organization need to create its own methodology?
- Initiating Process Group: How well did the chosen processes produce the expected results?
- Assumption and Constraint Log: Have all involved stakeholders and work groups committed to the Records Retention Policies project?
- Scope Management Plan: Has the scope management document been updated and distributed to help prevent scope creep?
- Probability and Impact Assessment: Is the technology to be built new to your organization?
- Stakeholder Analysis Matrix: Are they likely to influence the success or failure of your Records Retention Policies project?
- Assumption and Constraint Log: Contradictory information between different documents?
- Stakeholder Management Plan: Pareto diagrams, statistical sampling, flow charting or trend analysis used quality monitoring?
- Quality Audit: How does your organization know that its relationships with industry and employers are appropriately effective and constructive?
- Project or Phase Close-Out: If you were the Records Retention Policies project sponsor, how would you determine which Records Retention Policies project team(s) and/or individuals deserve recognition?
Step-by-step and complete Records Retention Policies Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Records Retention Policies project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Records Retention Policies 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 Policies 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 Policies 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 Policies 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 Policies 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 Policies project with this in-depth Records Retention Policies Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Records Retention Policies 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 Policies 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 Policies investments work better.
This Records Retention Policies 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.
