Jeremy, Good luck!
Pamela L. Bartoli
Records Administrator
Whyte Hirschboeck Dudek S.C.
555 East Wells Street, Suite 1900
Milwaukee, WI 53202
(414) 978-5352 Direct Dial
(414) 223-5000 Facsimile
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www.whdlaw.com
-----Original Message-----
From: Jeremy Hasse [mailto:[log in to unmask]]
Sent: Tuesday, March 15, 2005 2:01 PM
To: [log in to unmask]
Subject: Records Management Survey
Good afternoon:
By way of introduction, I am a paralegal at Alticor Inc. I work closely
with our Records Management Department in a variety of capacities. I am
also currently pursuing a master degree. Presently, I am enrolled in a
research course. One of the assignments in the course requires students
to propose and write a research paper. The research problem I have
decided to pursue is entitled "What are the identifying factors of an
effective records management program in today's business environment."
In my opinion, it is one thing to manage a records retention program -
it is another thing to manage an effective records management program.
My research will focus on the factors that make a records management
program effective.
I have created several questions that will assist me in my research,
they are listed below:
1. What is your name, company name, and job title?
Pamela Bartoli
Whyte Hirschboeck Dudek S.C.
Records Administrator
2. How long have you worked in the records management field?
2 years (13 years total with law firm)
3. What are your priorities as a records manager for your company?
Coordination of all records data, a comprehensive retention policy and
standardization of all parts of the records department functions.
4. What is your definition of an effective records management
program?
A program that is utilized in practice, not just on paper, including
retention schedules that are followed and information that is properly
categorized so it is locatable.
5. Is the records management department at your company properly
utilized? (Yes or No)
NO
6. Please rate the effectiveness of your company's records management
program (on a scale of 1 - 10) 1= not at all effective, 10 = very
effective
(6)
7. What are the biggest "road-blocks" to having an effective records
management program at your company?
The mind set that everything is a record and needs a set schedule
pursuant to legislation or statute. It is amazing when we are asked why
we still have something in storage since it has only been in the last
year that we have had a retention policy of any kind:-)
8. If resources were not limited, how would you implement an
effective
records management program at your company (e.g. personnel involved,
departments involved, etc...)?
Additional personnel to free up time to work on projects non-stop,
without stopping for daily interruption.
Updated computer program, more effective computer program, bar code
implementation.
9. Does your company involve legal and IT personnel in your records
management program/decisions? (Yes or No)
Only if I ask and then attempt to follow up for answers. Squeaky
wheels, you know.
10. What are the new challenges records managers are facing today
(e.g.
managing electronic records, etc...)?
Managing electronic records is the biggest one, as everything is going
in that direction, as well as storage of new media.
If you choose to participate, please forward your response to me via
e-mail [[log in to unmask]] at your earliest convenience. I would
like to assure you that information identifying individuals and
companies will not be identified in my research report. If you have any
questions, please feel free to contact me. Thanks.
Jeremy D. Hasse
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