Here's Mimi's list:
- Keep right amount of information for right length of time
- Meet all legal requirements
- Control costs
- Demonstrate good faith through consistent implementation
- Protect vital/historical records
- Produce information quickly and efficiently
- Integrate policies/procedures organization wide
- Establish ownership and accountability
- Ongoing organization-wide training
- Compliance controls: audit against ISO 15489
I like them, but I think that I would generate my list in this fashion:
At a Strategic Level:
- Establish senior management program support and appropriate organizational placement.
- Drive consistency into all RIM practices.
- Ensure global / enterprise-wide program implementation.
- Develop policies, not guidelines.
- Mandate training.
- Require annual compliance.
- Audit compliance.
- Support legal discovery efforts.
- Support data privacy efforts.
- Support organizational heritage collections.
- Efficiently locate and deliver needed records to requestors.
- Associate appropriate information attributes (metadata) to all records.
- Ensure that cost savings generates value for the organization.
- Minimize end-user impacts.
- Develop systems to efficiently disposition records on a regular basis.
- Develop systems to ensure preservation of records on legal or tax hold.
- Leverage imaging systems to replace hard copy systems where appropriate and as part of a business process.
- Utilize document / content management and email management systems whenever possible.
- Continually seek program feedback and incorporate user suggestions for continuous improvement.
- Hold vendors accountable through service level agreements with meaningful penalties for non-performance.
In years past, I had distilled my thoughts about records management to three terms:
- Record worthiness: Assurance that the integrity and fidelity of records is maintained, regardless of the media upon which the record is stored.
- Records retention: Assurance that records are retained consistently, in accord with applicable governmental laws and regulations.
- Records efficiency: Assurance that records are maintained in an efficient and cost-effective manner, while providing timely access to the records by the end users.