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Starting from Scratch

Join Nolene Sherman, Corporate Records Manager, as she shares her insights on creating an effective Records and Information Management (RIM) program from the ground up. Discover the critical phases of implementation—from establishing a management structure and supporting teams to overseeing training and communication strategies. Learn the importance of monitoring, legal holds, and offsite storage solutions. Gain practical advice on developing departmental RM plans, email archiving systems, and ensuring successful records destruction processes.

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Starting from Scratch

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Presentation Transcript

  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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