I second John's recommendation. Know what you have (all formats/media)
and where it's all located (even offsite and with attorneys) first. And
it should probably take months to understand and analyze all the types
of records, how they fit together, how they flow through the firm, and
who (position/department) is responsible for each series.


Stephen Cohen, MLIS
Document Controls Manager
MARNELL CONSULTING
222 Via Marnell Way
Las Vegas, Nevada 89119
(702) 739-5751 x5765 Phone
(702) 739-5770 Fax
(203) 376-5535 Mobile
 

www.marnellcorrao.com

 

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-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On
Behalf Of John Annunziello
Sent: Thursday, July 12, 2007 10:05 AM
To: [log in to unmask]
Subject: Re: File plans for e-records?

Inventory, inventory and inventory.

You need to know what information the organization has, where it resides

(hard drives, network drives, CD"s, floppies, DVD's etc), the value it 
contains and who the owner is.

Once you have this information, you can start to build your file plan.
Use 
the paper file plan as a guide and build on it.  Do not expect this to
be 
a quick scenario (has been 5 months for me) and often difficult to get 
feedback from mid-management on file structure.  Consider a functional 
structure which crosses departmental structure.

Look at the AIIM website for guidelines...they were helpful for me.

Good luck on this, 

John Annunziello
Manager, Records and Information 
Toronto and Region Conservation Authority
[log in to unmask]

"Information is a corporate, strategic asset that needs to be managed"

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