From our perspective, we think it is important to perform the inventory
first (our corporate legal office is overseeing the updating of our
policy and retention schedule), as it will provide information which may
be significant in identifying gaps for the assessment, i.e.
classification.  We are a multi-national company with multiple
manufacturing facilities and sales office in the US and Europe.  The
inventory results will also be available for corporate for the updating
of the retention schedule.

-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On
Behalf Of Steve Petersen
Sent: Wednesday, November 07, 2007 4:41 PM
To: [log in to unmask]
Subject: Re: Records Assessment Question

Sandra,

Can you define a records assessment in more detail ?

From my standpoint a records assessment would be done before you would
do 
a records inventory.  This assessment would ask questions about a
variety 
of components within your records program and depending on how you
answer 
rate that particular aspect of your program.  This will allow you to 
determine the current state of your program, compare the current state 
with where you want the program to be (Future/ideal State) and do a GAP 
analysis.  These GAPS can then be prioritized and projects created from 
them.  The actual inventory of records and repositories would occur in
the 
retention schedule and/or legal hold projects.

ARMA and one of the major off-site storage vendors have assessment 
packages you can buy, consultants can perform this for you or if you're 
very careful(unbiased) you could develop one yourself.

My 2 cents on a cold day in Iowa


Steve Petersen CRM
Records Manager
Rockwell Collins Inc
319.295.5244


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