Project Management Pack / All Documents / Records Survey and Inventory Analysis

1. Get Proposal Kit Professional that includes this business document.

This Records Survey and Inventory Analysis is included in an editable format that can be customized for your own needs.

2. Download and install after ordering.

Once you have ordered and downloaded your Proposal Kit Professional you will have all the content you need to get started with your project management.

3. Customize the project template with your own information.

You can customize the project document as much as you need. You can also use the included Wizard software to automate merging in name/address data.

How to write my Records Survey and Inventory Analysis document

Records Survey and Inventory Analysis

The purpose of the records inventory is to develop and maintain an Information Management Policy for the Records Management Program. The survey and inventory will determine records and non-records, location of the corporate records, and help in categorizing and managing the records life cycle. Goals: Define the inventory's goals.

Goals may include: defining in-place records management, creating applications in content management software, consolidating records stores, migrating, preparing for conversion to other media, or identifying particular records management problems. Scope: Define the scope of the survey and inventory. Is the inventory for a department or for the enterprise? Should the inventory include all records and other transient materials, or just records to be managed to disposition?

Business Unit Survey: Define the data to be collected and the type of inventory. How you will collect data and who will be used as a resource. Is it a physical inventory with interviews or just a questionnaire? Include a summary of stakeholders and business units surveyed.

Location: Use the Records Management Inventory Form and Survey Questions to learn where the organizations files are located, both physically and organizationally. Analysis: Verify and analyze the results of the survey and inventory.

• Volume summary
• Forecast storage estimates
• Assessment of records management governance
• Security and access requirements
• Document sets, content types, and metadata
• Identify vital records and management
• Auditing
• Objectives for the records management program