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Subject:
From:
Tod Chernikoff <[log in to unmask]>
Reply To:
Records Management Program <[log in to unmask]>
Date:
Thu, 17 Feb 2011 10:12:04 -0500
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Christina:

II think rather than a "written implementation policy" what you are looking 
to create is an implementation roadmap that outlines the various activities 
or initiatives that will need to be undertaken to get the program up and 
running.  You have outlines some of the below (surveys, assessments, 
inventories, training, schedules, etc.).

A summary might look like a timeline with each initiative on a separate 
line, and each initiative might have a page that includes a high level 
overview with a description, objectives, deliverables, and timing; the key 
benefits to the organization, a high level approach to the initiative, 
risks, and perhaps a rating of how the initiative will impact various parts 
of the organizations.

As a consultant, this is how we present such an approach to our clients so 
they can take the message to management.  I think this would be a good 
approach.

Tod Chernikoff, CRM
Silver Spring MD
[log in to unmask]
www.twitter.com/tchernik

--------------------------------------------------
From: "Christina Zamon" <[log in to unmask]>
Sent: Thursday, February 17, 2011 09:52
To: <[log in to unmask]>
Subject: [RM] Records Management Implementation Plan

> So finally, after three years (!) of drafting a blanket records management 
> policy our General Counsel's office approved it to go before our 
> President's Council for final approval and low and behold, it was 
> approved.  So what's the catch?  Well, the outcome of the meeting was that 
> although the policy establishes a Records Committee to implement and make 
> changes to the policy, the President requested that before we do anything 
> we draft a written implementation policy that explains how we plan to 
> implement the policy across the college.  Through talking with people 
> (archivists and records managers) and looking at all sorts  of 
> publications, websites, etc. I've never seen or heard anyone mention doing 
> a written implementation policy.  Of course, that doesn't mean I get out 
> of it but is there anyone out there who has ever written an implementation 
> policy?  I have plenty of information on how to start a program and what I 
> need but I'm wondering how much of that really needs to go into this 
> document.
>
> Since I haven't posted in a while let me restate my situation. I am a 
> "lone arranger" trained as an archivist, not a records manager at a small 
> college with zero staff (other than a guy I "borrow" to move boxes for me 
> when I can't).  I worked with our General Counsel's office to draft the 
> policy that was just approved and under the policy I am supposed to be the 
> advisor to the departments across campus.  This means (at least I'm 
> assuming since I'm sure none of our VPs will be doing this) that I will be 
> doing all of the records surveys, inventories, training, and writing the 
> schedules for each department on top of the many duties I perform in the 
> course of my regular archival duties.  That being said, at this point, 
> I've been told I will not get any additional staff nor is there money to 
> hire a consultant (although I've been pleading my case for both!)
>
> Any help on this front is very much appreciated!
>
> ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
> Christina J. Zamon
> Head of Archives & Special Collections
> Emerson College
> (617) 824-8679
> ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
>
>
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