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.
- 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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