Fred,

I am in complete agreement. I've executed a document level study once - my first ever survey. Ever since, I've gone the "illustrative" route. As you wrote, the latter is just as effective, takes less time, and does not make you go nuts over minuscule details...I'm paraphrasing of course.

And if there was one thing hammered out during the ARMA conference, it's 
reasonableness trumps perfection. 

Stephen Cohen 
MetLife


----- Original Message -----
From: Frederic Grevin [[log in to unmask]]
Sent: 11/07/2011 04:36 PM EST
To: [log in to unmask]
Subject: Re: Work process analysis vs. Records inventory



I am going to heretically disagree with some of this conversation.

IMHO, I do not think it is a good investment of time and resources to conduct detailed, document-centric inventories in order to develop a business function-based retention schedule. It is also not necessary. The business function-based retention schedule will be workable if you have only an "illustrative" list of record types, as opposed to an exhaustive list.

This DOES require re-thinking how retention works in practice as well as in theory.

Let the storm descend !

Fred
--------------------------------------
Frederic J. Grevin
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Office: 212-312-3903

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