I am getting ready to write our company's first-ever records  
management policy and am struggling with how much to put in it. I  
would prefer a concise to the point policy that people will actually  
read rather than a document several pages long. My first decision is  
-- do I have separate policies for electronic communications,  
information security, etc? That would help keep it short, but since  
these are all inter-related, employees would have to go to who-knows- 
how-many documents to fully understand their responsibilities  
surrounding records and information.

In your opinion, what should be included in a records management  
policy? What are the absolute must haves and what can optionally be  
added?

I'll start with a basic framework:

1. Purpose
2. Scope
3. Policy Statement
4. Company's regulatory environment and obligations
5. Recordkeeping principles & systems (I think this is the area that  
can get bogged down)
6. Responsibilities
7. Monitoring & Consequences of not following policy
8. Definitions
9. References



Nolene Sherman
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Orange County, CA

Tracking where records are kept is what Tiggers and Records Managers  
do best!

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