Shirley R Cowcher
Things to Do
This won’t be a long newsletter. I thought I’d just send out a quick reminder that a New Financial Year could be the time to think about what needs to be done in the information and records management sphere.
Whilst I’m sure you have your own list, here are just a few that you might like to consider.
- Review the organisation’s Information Management Strategy and/or Record Keeping Plan and identify the tasks that will need to be completed in the next 12 months to meet the organisation’s strategic objectives.
- Establish a project plan for any budgeted projects due to commence in the next 12 months.
- Plan for system upgrades that are due in the next 12 months.
- Identify any staffing shortages that are likely to occur due to leave or special projects.
- Identify any staff training needs.
- Consider your own training needs.
- Review the information and records management service charter in terms of service levels and user requirements. If you haven’t got one develop one.
- Review the Retention Schedule for changes to legislation and retention policies.
- Review your Disaster Recovery Plan.
- Plan for the annual disposition activities in terms of workload and resource requirements.
- Identify any IT projects that may need information and records management input and support. Approach this with a “what can we do to help” rather than a “no you can’t do that” attitude.
I don’t want to weigh you down with too many tasks, or tasks that are too large. I know that can seem too daunting and will result in paralysis. I’ve been there and know how it feels, but now a days I go back to the old adage “You eat an elephant one bite at a time”. Just take each project/task in your list and break it down into tasks that are achievable in a matter of a few weeks or even days. That way before you know it the EOFY will be here and you will have accomplished everything on your list.
Don’t forget we are here to help. Happy New Financial Year.