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."
Company Name's primary focus is on functional areas within the organization that generate high volumes of content and meet the goals of the Records Management Program. An up-to-date inventory of the organization's documents and records is recommended to define the as-is state and identify departments or business units that have gaps in standards and procedures for Records Management. As part of the formal program assessment, a review of all content in the context of the Records Management Program will help Company Name develop policies and procedures for the new program.
The policies and procedures should be authorized and adopted though change management and distributed with training. The goal of the Records Management Program is to develop a concise policy that clearly defines the record type, appropriate retention period, and the source of the retention requirement (whether business, statutory, or regulatory). See the File Plan and Taxonomy templates for additional Records Management Program details to include.
Network File Share
Line of Business Application
Policy and Procedure List
Electronic Records and Email Policy. Business Computer Equipment Policy. File System and Temporary File Shares Policy. File Naming and Versioning Procedure.
Accounting Policy and Procedure. Logo Use and Guidelines Policy and Procedure. Secure FTP Server Policy and Procedure.
Expense Accounts, Diaries, Log Books, and Other Records. For the purposes of the Records Management Program, Company Name will perform a records inventory and catalog all content to create a file plan and retention schedule for the development and maintenance of the Records Management Program. The ongoing roles and responsibilities for Records Management and the adherence to records policies and compliance will need to be monitored for the long term success of the storage of physical and electronic records.
Evidence shows that Company Name is not following existing Records Management policies and documents should be consolidated and organized.