<<
The executive staff has asked me to head up an initiative to work with all
departments to help them eliminate their paper.
>>
Some thoughts, in no particular order:
1. Since executive management asked you to head the effort, ask them for a
corporate-wide communication from them making it clear they are driving
this initiative and compliance is mandatory.
2. Scan only active records. Have departments send inactive hardcopies to
storage.
3. Develop a presentation outlining all of the sources that make it clear
that electronic records are acceptable: rules of evidence, state e-records
laws, rules derived from laws that address electronic records. Show this
presentation to key stakeholders.
4. Pick a pilot department for cleanout and process improvement. When
others see their clean offices and streamlined processes, they will want
to be next.
5. Enlist your records storage vendor account manager for assistance in
planning cleanouts, presentations allaying staff's fears of "letting go."
6. Celebrate after each victory.
Gary Link
Pittsburgh, PA
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Gary Link, CRM
Retention Policy and Compliance
Corporate Records Management
PNC Financial Services Group
116 Allegheny Center Mall
Mail Stop: P8-YB35-02-S
Pittsburgh, PA 15212
Phone: 412-467-2583
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