Since this is my first post, I will introduce myself.  I am posting this at the request of a Shell Oil customer.  

My name is Linda Richards of Houston Texas.  I was a Shell Oil information management employee for over 20 years, most recently working as a Records Consultant for Pitney Bowes Mgt Scvs serving the Shell account.  My experience includes active filing, offsite and vital records storage, file moves, file studies, policy development, program design and lately records management training design and development.  I received my CRM in 1986 and was certified as a Training Designer/developer last year.

The Shell RM team is looking for objective, meaningful post-implementation metrics which can be tracked for compliance and monitoring purposes. 
They ask your advice on performance measures (not merely operational) that could possibly be automated and used for benchmarking.

The following is from the Shell Team:

Shell has undertaken a project to simplify, standardize and update its Records Management programs across the enterprise. 
This effort includes all of Shell businesses, operating in over 140 countries with over 112,00 employees.
Implementation will feature enterprise wide Standards and Guidelines, a single Classification and Retention Schedule, 
specified roles and responsibilities and required training.

The Shell team is currently considering Key Performance Indicators (KPI's) which may include:
- Improved record accessibility (access time)
-Improved record controls (assessments, audits)
- Improved risk mitigation (less $$$ spent, less potential risk calculated)
- Increased awareness/adherence/accountability (measure training #'s or %, scored assessments)
- Increased records activity (metrics of record # classified, moved, stored, disposed, held under preservations)

Of course, additional information can come from audits, assessments, and benchmarking, but that is labor intensive and rather subjective in nature.
We were hoping to come up with some key indicators which were more objective and more likely to be automated. 

Any input or advice would be appreciated.

Linda Richards, CRM
Services Integration Group 
Subsidiary of Pitney Bowes Management Services 
Location: One Shell Plaza 
910 Louisiana    Suite 1966 B 
Houston, Texas 77002 
Tel:  713 241 0189  Fax:   713 241 2227
Email: [log in to unmask] 

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