Launch a Records Mgt Program Gen Porter – KC ARMA Director of Education

Overview Research – Figure what, who and how Platform – Figure out where Documentation – Your vehicle Migration – Start moving records (sampling) Go Live – Execution of Program Stabilization – Hover and be available Maintenance – Provide Support

Research Plan – Implement project management Who – Stakeholders What – Audit / Assess stakeholder’s needs Create a Tickler file for unscheduled records Create metadata

Platform File Structure Intranet site / Portal In-box Repository

Documentation Policy Records Retention Schedule Taxonomy Create program documents List program documents Post completed Policy and Schedule Create Training Documents and outlines Create Processes

Migration Testing – Sampling List of storage locations/ Network, 3rd Party… Enable repository access Assist with document scanning projects

Go Live Send policy, training and disposal notifications Send training materials and links Train key personnel, then all Execute policy

Stabilization Monitor progress Adjust processes

Maintenance Send updates Update schedule with statues

Questions ?