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Conducting Large Scale Records Inventory: Applying Lessons Learned

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What does it take to conduct a successful inventory of the records of an organization of over 7,000 full-time staff and contractors? Join this case study to examine the process of conducting a records inventory using lessons learned and actual results from a large government office with limited resources. You will explore the requirements, planning process, tools used, training and communications, and implementation of the various project stages so you can apply these good practices to your own organization.
Learning Objectives
Upon completion of this web seminar, participants will be able to:
  1. Create a preliminary plan to conduct a large scale records inventory
  2. Prepare the tools and processes for conducting a large scale records inventory
  3. Identify situations that might be encountered while conducting a large scale records inventory
  4. Develop strategies to deal with situations that might arise during a large scale records inventory
  5. Use the outcomes of a records inventory to improve your records management program
Skill Level:Core/Management
Education Thread: Retention & Disposition
Program Maturity: Level 3 - Essential
Estimated time of completion: 1.25 hours
ICRM Maintenance Credits: 1.0 credit pre-approved
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