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
- 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 624 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 624 standard requirements:
- Have records center personnel received training on the records management aspects of the Quality Assurance program?
- Has the minimum indexing of the original records management system been maintained?
- E-Discovery and ERM: How is records management performing in the new spotlight?
- Records management: is the release compliant with records management policies?
- What issues have the greatest impact on Records Management today?
- What are the Records Management requirements?
- Why Develop a Records Management Program?
- How will you know that you have improved?
- Why is Records Management Important?
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 624 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 6000 Records management project requirements and success criteria:
Examples; 10 of the check box criteria:
- Project Charter: Fit with other Products Compliments – Cannibalizes?
- Procurement Audit: Are rules in automatic disbursement programs adequate to prevent duplicate payment of invoices?
- Project or Phase Close-Out: What can you do better next time, and what specific actions can you take to improve?
- Probability and Impact Matrix: During which risk management process is a determination to transfer a risk made?
- Planning Process Group: The Records management project Charter is created in which Records management project management process group?
- Activity Duration Estimates: Are Records management project records organized, maintained, and assessable by Records management project team members?
- Activity Cost Estimates: Who & what determines the need for contracted services?
- Risk Management Plan: Costs associated with late delivery or a defective product?
- Project Scope Statement: Who will you recommend approve the change, and when do you recommend the change reviews occur?
- Team Operating Agreement: Are leadership responsibilities shared among team members (versus a single leader)?
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
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.