I think the time frame depends totally on (1) size of organization, (2) amount of resources (people, technology, budget) devoted to the project, (3) level of detail that is going into the work, and (4) the project approach. For an international organization of 1,000 employees, I've been working on this type of project for over 5 years. However, that's because the approach we've taken is to roll out an information governance framework -- including policies, procedures, taxonomy, inventories, electronic record file plans, and retention rules -- to each business unit individually, with priority given to those business units that have been identified as high risk areas. We have 40+ discrete business units across 16 geographical jurisdictions. I've taken some of these units all the way through a 17-phase information governance rollout project, and some I haven't worked with at all. Others are somewhere in the middle of the project. I think 10-14 months is doable for a quick and dirty retention schedule updating project, but you could do it quicker if you outsource the legal research updating. Developing an organizational taxonomy/file plan might take longer.
--Lee
Lee R. Nemchek, MLS, CRM, IGP
Vice President, Enterprise Records Governance
Oaktree Capital Management, L.P.
333 South Grand Avenue, 28th Floor
Los Angeles, CA 90071
p +1 213 830-6252 f +1 213 830-8504
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www.oaktreecapital.com
-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf Of Nicholas Brookes
Sent: Wednesday, July 09, 2014 1:31 PM
To: [log in to unmask]
Subject: Re: File plan & retention schedules
If you have a champion (Like the head administrator) as we had, we were able to do it in 6 months, 1300 employees, 11 administrative units and 280 record classifications
----- Original Message -----
From: "Colin Martin" <[log in to unmask]>
To: [log in to unmask]
Sent: Wednesday, July 9, 2014 12:06:28 PM
Subject: File plan & retention schedules
Has anyone had any experience updating retention schedules and/or building a fileplan for an organization? We currently are managing quite a few retention schedules for the various areas. I'm looking to find the estimated timeframe, I'm thinking 10-14 months but am looking to see if that's the norm or if anyone has done it in a shorter timeframe?
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