Do you feel weighed down by the bulk of your documents and information? Gearing up for an office relocation? Or planning on migrating to a new platform, like SharePoint?
Although saving everything “just in case” can seem like the easy solution, it will leave you, and your organization, exposed to more risks than you ever imagined. The costs for managing, protecting, backing up, and storing all that stuff will only continue to increase, along with your liabilities and responsibilities.
Clean-Up Tool Kit
If you want to clean up, but struggle to find a starting point, then this program is perfect for you. The first part of the program will develop your customized Clean-Up Tool Kit, which can be used on both electronic and physical documents. The second part will focus on planning and executing the clean-up projects.
The Clean-Up Tool Kit provides the documentation necessary to start purging, in a controlled and structured way that is compliant with applicable legislation. It accomplishes three key things:
- Eliminates confusion and uncertainty about what to toss and what to keep
- Forms the foundation of a compliant Records & Information Management (RIM) program
- Provides the necessary tools to perform legally defensible destructions
| Deliverable | Benefits | |
| 1. | RIM Policy (could also be an Information Governance, Records Retention, Information Management or Records Management Policy) | Establishes the basic principles on how records and information should be governed and managed within your organization, and in accordance with applicable legislation |
| 2. | Business Classification Scheme (BCS) | Provides the framework for all corporate information to be managed consistently in a standardized way |
| 3. | Records Retention Schedule (RRS) | Identifies the company’s business records and determines the length of time to retain them, eliminating confusion and inconsistencies across the organization |
| 4. | Core Procedure #1: Maintaining the Classification Scheme and Retention Schedule | Documents the process by which changes are requested, approved, and incorporated into the BCS and RRS, includes a Change Request form |
| 5. | Core Procedure #2: Using the Classification Scheme and Calculating Retention | Provides instructions for employees to use the BCS and RRS |
| 6. | Core Procedure #3: Transfer Records to Offsite Storage | Standardizes the way in which documents are transferred to offsite storage, includes an Offsite Transfer form |
| 7. | Core Procedure #4: Records Destruction | Outlines the steps necessary to perform legally defensible destructions/deletions, includes a Destruction Authorization form |
Clean-Up Projects
Clean-up project planning & management, implementation, training, and onsite supervision priced separately. TBD based on scope.
