and forms contained within the Proposal Kit helps me organize and accurately bid jobs for clients. Using the Proposal Kit is a big timesaver and it limits project creep. Necessary upfront planning is covered by the client interview questionnaire, flowcharts and design tools."
Records Pre-Inventory Survey
The following are interviews conducted with key individuals who support the organization's records.
Date prepared: Current Date
Office maintaining the files:
Person conducting the inventory:
Person completing the survey:
Pre-Inventory Survey Questions:
Function of the Business Unit:
What is the function of the business unit? What programs and activities does this business unit oversee? What business units are responsible for developing policies?
Who will be the department liaison for the records inventory? What are the duties of staff activities?
Where are most documents stored? What policies or individuals are tasked with managing content for this unit? Are policies and procedures current? Is there a document management system used by the department?
Are records secure from loss?
Are there external agencies that provide guidelines and feedback for regulations related to records? Are there any legislative requirements for creating or maintaining records? Are there guidelines for destroying records?
Is the department subject to audits? Does the department have existing records management policies? Is there a departmental records retention schedule? Does the department have a classification or file plan?
Does the department provide training to employees on record creation? What is the level of understanding for individual responsibilities regarding records management?