Record Program Planning

Question 1

What should you do on your first day? (7)

Answer 1

1. Go for a walk
2. Look for poor records management practices
3. See if there is centralized control or retrieval delays
4. Look for non-standard equipment/supplies
5. Look for training programs, manuals, standards
6. is there loss of work time and lack of information?
7. Is anyone responsible for records?

Question 2

A records manager is responsible for: (4)

Answer 2

1. Planning
2. Organizing
3. Controlling
4. Staffing

Question 3

What is it important to consider when making goals? (3)

Answer 3

1. The steps you need to take to reach the goal
2. How to monitor progress towards it
3. How to recognize you have achieved it

Question 4

What are the three components to an action plan?

Answer 4

1. Way to accomplish objective
2. timetable for planned action
3. Cost projection

Question 5

Changes occur in planning due to: (3)

Answer 5

1. Managerial or organizational changes
2. Environmental changes
3. Performance

Question 6

What are some of the general steps to implementing an RM program? (8)

Answer 6

1. Determing existing practices, what records exist, who has responsibilities
2. Develop a realistic plan to put in place
3. Meet with management and get their support
4. choose staff
5. create policies and procedures
6. Use test/pilot project
7. Keep people aware of program
8. Look for ways to expand it

Question 7

What are some reasons managers or users might be resistant to RM (4)

Answer 7

1. Unaware of misunderstand it
2. it will add cost/work
3. Worry it will disrupt power balance
4. Don’t realize the legal significance

Question 8

What are some ways to counter resistance?

Answer 8

1. Educate!
2. Explain legal concerns
3. Show how it saves money
4. Involve them in the process