Records Management - Implementation Toolkit (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. Be accountable for supporting your organization Records Management Program--ensuring official organization records are annually reviewed, scheduled, organized, and secured in accordance with applicable directives and regulations.
2. Adhere to Records Management procedures regarding all reports extracted supporting payroll/timekeeping matters.
3. Track and trend data and provide reports to management, ensuring there is active on going management of the records to meet timely progress.

DOCUMENT MANAGEMENT EXCEL DESCRIPTION

This product (Records Management - Implementation Toolkit) is an Excel template (XLSX) with a supplemental Zip archive file document, which you can download immediately upon purchase.

The Records Management Implementation Toolkit includes a set of best-practice templates, step-by-step workplans, and maturity diagnostics for any Records Management related project. Please note the above partial preview is ONLY of the Self Assessment Excel Dashboard, referenced in steps 1 and 2 (see below for more details).

Through a 3-step process, this toolkit will guide you from idea to implementation. Please find a below a summary of the 3 steps.

STEP 1: Get your bearings

Start with the latest quick edition of the Records Management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation.

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Records Management improvements can be made.

The Self-Assessment Excel Dashboard; with the Records Management Self-Assessment and Scorecard you will develop a clear picture of which Records Management areas need attention, which requirements you should focus on and who will be responsible for them:

•  Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
•  Gives you a professional Dashboard to guide and perform a thorough Records Management Self-Assessment
•  Is secure: Ensures offline Data Protection of your Self-Assessment results
•  Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Records Management projects with the 62 implementation resources. There are 62 step-by-step Records Management Project Management Form Templates covering over 1500 Records Management project requirements and success criteria.

Source: Best Practices in Document Management Excel: Records Management - Implementation Toolkit Excel (XLSX) Spreadsheet, Gerard Blokdijk