Sandra Tucker wrote:

>I meant a Records Management Program Assessment vs. a Records Inventory. I feel it is necessary to do both, but am
>getting some pushback, so I need to clearly state the difference and why they are both important (or critical). 

Now that you've clarified this, be aware that these activities represent two different goals. Evaluating the state of your organization's Records Management Program will give you a sense of the current practices and help you identify the gaps. Those gaps represent potential risks. You should estimate the severity of those risks and recommend actions to minimize them, but your senior management is responsible for deciding what needs to be done and when. Now, if it turns out that your organization has no documented retention schedule (or if the existing one is obsolete), and Sr. Mgmt. identifies that as a risk that needs to be addressed, then you can point out that a Records Inventory is part of closing that gap.

Here are two assessment tools available on the web that might help:

1. NARA's Records Management Self-Evaluation Guide (http://www.archives.gov/records-mgmt/publications/records-management-self-evaluation-guide.html_
2. Government of South Australia's "Adequate Records Management -- Improvement Matrix and Evidence Toolkit" (http://www.archives.sa.gov.au/files/management_guidelines_ARM_improvementmatrix1.pdf?friendly=content).

Good luck!
Taina Makinen
Vital Records Specialist
Canadian Tire Corporation
***********************************************************************************************************************
This message, including any attachments, is privileged and may contain confidential information intended only for the person(s) named above.  If you are not the intended recipient or have received this message in error, please notify the sender immediately by reply email and permanently delete the original transmission from the sender, including any attachments, without making a copy.  Thank you.
 
Ce message, y compris toutes ses pièces jointes, est confidentiel et peut contenir des renseignements destinés uniquement aux personnes dont le nom est indiqué ci-dessus. Si vous n'êtes pas le destinataire prévu ou si vous avez reçu ce message par erreur, veuillez en aviser l'expéditeur immédiatement, en lui répondant par courriel. Veuillez aussi supprimer définitivement le message original de l'expéditeur, y compris toute pièce jointe, sans faire de copie. Merci.

List archives at http://lists.ufl.edu/archives/recmgmt-l.html
Contact [log in to unmask] for assistance
To unsubscribe from this list, click the below link. If not already present, place UNSUBSCRIBE RECMGMT-L or UNSUB RECMGMT-L in the body of the message.
mailto:[log in to unmask]