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Use the Records Management Program Analysis Document to assess business processes and describe how the organization's records are governed. The report includes the evaluation of all records related policy and procedures and regulatory requirements. The analysis establishes the framework for changes to an existing Records Management Program or creating a new one.
Document Length: 13 Pages
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Category: Records Management Toolkit
Use the Records Management Program Analysis Document to assess business processes and describe how the organization's records are governed. The report includes the evaluation of all records related policy and procedures and regulatory requirements. The analysis establishes the framework for changes to an existing Records Management Program or creating a new one.
Related documents may be used in conjunction with this document depending on your situation. Many related documents are intended for use as part of a project management system.

Related Documents:
Records Management Program Analysis Document
The Project Management Pack suite of templates compliments the proposal and contract documents by giving you a collection of business documents to be used once you have a project to work on.

A wide variety of documents are included and are intended to be picked based on your needs. All projects are different and have different needs and goals. Pick the collection of documents from our collection and use them as needed for your project. Recommendations and samples provided are only intended as general guidelines.

How do you write a Records Management Program Analysis Document document?

Table of Contents Purpose Executive Summary Current Records Management Program Organizational Structure

Regulatory Requirements Workflow Processes Priorities Stakeholders Technology Resources Summary

Purpose Use this template to discuss the reason you are proposing project or idea. Describe your purpose here. For example the purpose behind the Program Analysis Document is to provide the analysis and assessment of Company Records Management Program for the life cycle management of content and documenting the processes of the business activities. Executive Summary An executive summary should present the highlights of your proposal in concise language and should present information in the same order as it appears in your proposal. Some reviewers may not read beyond the executive summary so ensure that the information you provide is easily understood sounds attractive to the reviewer and accurately represents your ideas. Save technical language and detailed information for other pages within your proposal. The Objective.

Include purpose statement that covers the problem and the central idea. This shows the reviewer that you have thoughtfully considered the specific issues. Restate the needs as determined by reading the RFP or reviewing your previous interview notes. For example you might write something like In order to provide staff better access to information and improve knowledge share the Records Management Program must be able to provide the compliance effectiveness efficiency and continuity of all of Company records. * Need #1. Insert need statement here e. g. Identify and categorize the vital documents and records generated within the organization * Need #2. Insert need statement here e. g. Identify and categorize the vital documents and records generated within the organization * Need #3. Insert need statement here e. g. Identify and categorize the vital documents and records generated within the organization The Opportunity. Include the major points of analysis and identify the opportunity. Restate the goals you identified previously via RFP interview etc. For example you might write something like The Records Management Program is an important component for Company to continue to be leader in the Technology Consulting industry. The Records Management Program will be able to satisfy Company needs to be competitive in the consulting market and build foundation for the records management controls and processes to govern the vast amount of information created and received and used in the conduct of Company activities.

* Goal #1. Insert goal statement here e. g. Identify the businesss processes and the technologies for best practices of records life cycle management * Goal #2. Insert goal statement here e. g. Identify the businesss processes and the technologies for best practices of records life cycle management * Goal #3. Insert goal statement here e. g. Identify the businesss processes and the technologies for best practices of records life cycle management Current Records Management Program Describe the AS IS status of the records program and as necessary describe the business problems being addressed by this project. List all sources of known content locations. This information will be needed to perform Records Inventory. Use the Records Management survey and interview worksheets to gather this information. Content Sources Content Source Description Location Owner List all policies and procedures relating to records management.

Policy and Procedure List The following is list of Company current policies dealing with information and records management related matters. Title Latest Version Date Description Purpose of the Policy Source Gaps in Records Management Policy and Procedure Discuss the gaps in the as is state that will need to be addressed to achieve future goals. Organizational Structure The following outlines Company organizational structure including the purpose and details of each unit. Company organizational structure is intended to demonstrate ownership and logical locations of content and authority to govern the records program. Describe the components of the organizational structure. Examples include functional areas such as business units and departments. For example The following outlines Company organizational structure with the purpose and details of each unit. The purpose or function of each unit in the structure of Company will aid in the creation of the File Plan to categorize records define ownership and locations of content and aid in defining taxonomy.

Sample Organizational Chart replace with your own Name and Acronym of Business Unit Function of Business Unit Description Specific Details about Business Unit Content Regulatory Requirements The following outlines the regulatory or legal compliance requirements for managing the documents and records created in the daily activities of running the business. Most organizations are required to comply with local state and federal laws regarding the disposition and management of content created during the course of business activates. On this page list rules or regulations that govern any part of the organizations lifecycle management of records. For example recordkeeping practices under SOX IRS and HIPPA regulations are subject to audits and fines. The purpose of this section is to demonstrate that the organization adheres to regulations has plan for compliance and to provide proof that the rules are understood. Legal Requirements Applicable to This Project. * Requirement #1 Agency Name of Requirement #1 Briefly describe the requirement and state how it will be met. * Requirement #2 Agency Name of Requirement #2 Briefly describe the requirement and state how it will be met.

* Requirement #3 Agency Name of Requirement #3 Briefly describe the requirement and state how it will be met. Workflow Processes In order to provide accurate operating budget estimates and to ensure records are identified and managed in the context of how Company conducts business record centric workflow process must be documented and identified. Company could benefit from process improvement and workflow automation as part of the Records Management Program to reduce handling time minimize double entry and increase productivity with efficient search and management processes. 1. Insert description of step. 2. Insert description of step. 3. Insert description of step. 4. Insert description of step. 5. Insert description of step.

6. Insert description of step. 7. Insert description of step. 8. Insert description of step. 9. Insert description of step. 10. Insert description of step. 11. Insert description of step.

12. Insert description of step. 13. Insert description of step. 14. Insert description of step. 15. Insert description of step. Priorities

Based on the Records Management Program Analysis the following priorities are necessary to design and implement Records Management Program for the organization. Use this template to discuss your priorities. Priorities are issues that are ranked by importance or urgency; thus your number priority is the issue you consider to be the most important and the one you should resolve first before tackling others on the list. Describe here why you are making list of priorities. You may want to explain who created this list and describe its importance to your project. * Priority #1 e. g. Many of the Policies and Procedures for Company management of the corporate records need to be updated and should clearly define rules and responsibilities for governance and maintenance of corporate knowledge. Add details as needed. You may want to explain why you ranked this issue where you did in the list. * Priority #2 Add details as needed. * Priority #3 Add details as needed. * Priority #4 Add details as needed.

* Priority #5 Add details as needed. Stakeholders Stakeholders are vital to the Records Management Program for it to be successful and it is critical that they understand its importance to the organization and to their particular scope of influence. Senior Management must be involved and they will be providing the resources required including time to research design and implement the plan along with any money required to buy necessary technology and expertise. Introduce the topic of stakeholders here and explain their importance to your proposal. In other words do they need to be notified of every development do they have vote how will they participate in your process. Also explain how you developed the following list of stakeholders. * Stakeholder name e. g. Senior Management Describe how this stakeholder is affected by your proposal and give contact information if appropriate. For example. Senior Management has the overall responsibility for the success of the organization and are the ones setting its strategic goals and objectives. * Stakeholder name Describe how this stakeholder is affected by your proposal and give contact information if appropriate.

* Stakeholder name Describe how this stakeholder is affected by your proposal and give contact information if appropriate. * Stakeholder name Describe how this stakeholder is affected by your proposal and give contact information if appropriate. * Stakeholder name Describe how this stakeholder is affected by your proposal and give contact information if appropriate.

* Stakeholder name Describe how this stakeholder is affected by your proposal and give contact information if appropriate. Technology Company plans to use the following technology during the course of this project. Describe in general the technology you plan to employ. Discuss why you will use this technology. This discussion might include facts about its efficiency that it is state of the art easier to maintain more secure etc. You might want to cite industry articles or reference websites that offer more details. You might also want to include photos lists of equipment or charts below. Resources Developing implementing and supporting an effective Records Management Program requires resources that completely understand the business and the types of documents created by the company. The following internal resources will be needed for the Records Management Program. Describe all of the resources at your disposal that will be used on the project. Resources can be funding labor or equipment related and can be either internal or external to your company.

Internal Resources * Insert name and type of the resource. * Insert name and type of the resource. * Insert name and type of the resource. External Resources * Insert name and type of the resource.

* Insert name and type of the resource. * Insert name and type of the resource. Summary A summary of the proposal follows including identified needs recommendations and goals to be achieved. Insert statement of how you are the best choice for achieving the goals outlined. The project summary outlines the project. It should be brief no longer than two or three paragraphs. Use your needs recommendations and goals to build this section. The Project Summary is restatement of the Executive Summary and ties together once again the major points of the proposal and asks the prospect to take action. You can also add the Recommendations template to expand on your recommendations and action items in more detail. You should use the following structure. tell them what you are going to tell them the Executive Summary tell them the details the various templates available to include as you see fit then tell them what you told them and ask the client to take action the Project Summary.

* Need #1 Insert summary of client need. * Need #2 Insert summary of client need. * Need #3 Insert summary of client need. * Recommendation #1

Insert summary of Required Action Step and ask client to take action. * Recommendation #2 Insert summary of Required Action Step and ask client to take action. * Recommendation #3 Insert summary of Required Action Step and ask client to take action. * Goal #1

Insert summary of desired outcome. * Goal #2 Insert summary of desired outcome. * Goal #3 Insert summary of desired outcome. The summary is most useful if developed after the rest of the proposal. It must encompass all the key summary points necessary to communicate the objectives of the project. In many cases the Executive Summary template is used to introduce the proposal then detailed sections of the proposal follow using the various templates included in Proposal Pack. The Project Summary may be included to summarize once again at the end. The summaries will usually be the first part of the proposal package seen and often are the only part that is carefully reviewed before the decision is made to consider the project any further.

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