As Yogi supposedly once said, it's like deja vu all over again.
I recently came across this article from e-doc Magazine by my friend Nishan DeSilva (then of Watson Wyatt fame, now at Microsoft). For those of you who might not know, this was a physical magazine published by AIIM. (Speaking of e-doc Magazine, how many remember it's successor, Infonomics magazine? Gosh, I wish we had held onto that name!)
Many of the core concepts are still relevant and can be applied to the current challenges facing records managers.
"Developing and implementing a retention schedule is the cornerstone of the records management program. The key is to ensure alignment with the legal group during the development of the schedule and, once developed, to obtain approvals and buy-in from concerned stakeholders. Using an iterative and a crawlwalk-run approach to implementation ensures any bumps will be worked out. From the end-users' standpoint, retention schedules need to be precise and yet simple enough to be assimilated easily into business processes. A well-deliberated approach to retention, balancing both the risk and cost of doing so, will go a long way in making the program successful. Achieving these balances is a challenging task, but with the right thought and planning, a workable retention schedule can be crafted and can help pave the way for the success of the entire RM program."
If you're looking for the LATEST in how to apply these core concepts, you may be Interested In AIIM's new Modern Records Manager course. In this online course, students can go at their own pace and have six months to complete it and take the final exam to earn either the MRM Specialist or MRM Master certificate. All study materials are included in the course, and though self-directed, our training modules will take you step-by-step through the course, fully preparing you for the final exam (exam is multiple choice and true/false, and you have three attempts to pass).