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Records Management Program <[log in to unmask]>
Subject:
Optimal Size for a Records Survey Project Team
From:
"Stearns, Jason" <[log in to unmask]>
Date:
Thu, 19 Mar 2015 15:25:02 +0000
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Records Management Program <[log in to unmask]>
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Good day:

I am hoping to rely on the expertise of the group…

I’ve been asked to put together a proposal for a project team to conduct a records survey of our business groups.

Based on experience, what would you recommend as the optimal size for a project team to go business groups by business groups to conduct the survey?  I envision a PM with a handful of team members, but would like to hear your thoughts on the nest size for the team (I’m less worried about time and cost, but your experience in managing the team, while of course handling the rest of the daily responsibilities and other projects).


Our company profile is: Financial Services/Asset Management; Approx. 85 Business Groups; ~10,000 employees;  Primarily US and UK and a handful of locations in APAC and LatAM. Based on our known legal and regulatory obligations, we have a master list of record series and would look for the business groups to map their records to this list and identify any additional series needed.

Thanks in advance for your input and insight.

Kind regards,

Jason



Jason C. Stearns, CRM, IGP
Director | Legal & Compliance | BlackRock
Phone: +1.212.810.3134 | Mobile: +1.917.689.5813


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