Gartner Research

Seven Key Elements of a Records Management Program to Meet Your Compliance Requirements

Published: 08 September 2016

ID: G00313779

Analyst(s): Joe Mariano , Achint Aggarwal


Effective records management programs address compliance, information governance and legal discovery issues. Legal and compliance officers responsible for devising them must plan diligently, working with IT leaders to secure executive sponsorship and cross-organizational support.

Table Of Contents
  • Key Challenges



  • 1. Create a Cross-Functional Committee With an Executive Sponsor
  • 2. Build a Business Case for Records Management
  • 3. Use Records Retention Policies and Schedules as a Foundation
  • 4. Establish a Communication and Adoption Strategy for Records Management Policies and Processes
  • 5. Determine the Functional and Technical Requirements
  • 6. Select and Deploy Records Management Technology
  • 7. Establish Continuous Review and Audit Processes

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