How to write your own Records Survey and Inventory Analysis

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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. The analysis is based on information gathered from the questionnaire and pre-inventory survey.
Document Length: 1 Page
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make the whole process flow together into a very professional and eye-catching proposal. Every time I have submitted a proposal, I have had someone either ask me who prepared the proposal for me or compliment me on how nicely the proposal was done."

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CEO, Aging Hearts Assoc.

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.

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Writing the 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

A Document from Proposal Kit Professional

The editable Records Survey and Inventory Analysis document - complete with the actual formatting and layout is available in the retail Proposal Kit Professional.
Produced by:
Proposal Kit
Category:
Software › Computer Software › Business & Productivity Software
Price:
$199 USD
Code:
A102
 
 
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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.
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Proposal Kit

Create winning business proposals & contracts with minimal effort and cost. Proposal software, proposal templates, legal contracts and sample proposals.