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

2. 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

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

4. Platform
File Structure
Intranet site / Portal
In-box
Repository

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

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

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

8. Stabilization
Monitor progress
Adjust processes

9. Maintenance
Send updates
Update schedule with statues

10. Questions ?