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Starting from Scratch

Starting from Scratch. Nolene Sherman Corporate Records Manager. Creating a New RIM Program: Lessons Learned. What I Did : What I Learned. Management Support Program Scope & Implementation Program Structure Training & Communication Monitoring. Management Support.

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Starting from Scratch

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  1. Starting from Scratch Nolene Sherman Corporate Records Manager Creating a New RIM Program: Lessons Learned

  2. What I Did : What I Learned • Management Support • Program Scope & Implementation • Program Structure • Training & Communication • Monitoring

  3. Management Support

  4. Program Scope/ Implementation Phased approach • Phase 1 – Establish structure, manage paper • Phase 2 – Unstructured • Phase 3– Databases Image by pakorn (FreeDigitalPhotos.net)

  5. Program Structure

  6. Duties Records Liaisons/Group Liaisons • Oversight • Coordination • Reporting Dept Records Coordinators • Dept RM Procedures • Monitoring Legal Holds • Records Destruction • Offsite Storage

  7. Training/Communication • Records Liaison Duties • Coordinator Duties – Clean-Up • Coordinator Duties - Ongoing • All Employees • Email Archiving System • Offsite storage • Bi-Weekly Conference Call • Company Intranet Page • Job Aids • Records Destruction • Offsite Storage • Email Archiving Image by stockimages(FreeDigitalPhotos.net)

  8. Phase 1 Completion • Paper or Paperless • DRC Training • Records Verification • Departmental RM Plan • All Employees Training • Onsite Clean-Up Day • Offsite Storage Identified • Storage Adequately Indexed • Eligible Records Destroyed • Storage and Cleanup Costs Determined

  9. Monitoring

  10. Questions? Nolene Sherman nsherman@firstam.com

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