All organizations have records.  Even the simplest organization cannot work without them.  Records are kept for regulatory requirements, transactional evidences and historical values.  With good use of records management system, it benefits the organization by conducting business in an orderly, efficient and accountable manner.

The whole Records Management Program can be broken into various small projects which can be conducted concurrently or one after another.  These steps are applicable in the implementation of a document management system as well.

The projects are:-

  1. Develop Records Policies
  2. Develop File Classification Plan and Retention Schedule
  3. Implement an Electronic Records Management System
  4. Advocate Effective Record Management via Change Management