C008 — Archiving and Record Management

Module One: Getting Started
• Icebreaker
• Housekeeping Items
• The Parking Lot
• Workshop Objectives

Module Two: Understanding Records
• What is Records Management?
• Defining Records
• Archives vs. Records
• Life Cycle
• Case Study
• Module Two: Review Questions

Module Three: Management of Records
• What Is and Is Not a Record?
• Record Programs
• Management of Systems
• Developing Standards
• Case Study
• Module Three: Review Questions

Module Four: Context (I)
• Techniques for Analyzing Records
• Collecting Information
• Organizational Needs
• Legal Demands
• Case Study
• Module Four: Review Questions

Module Five: Context (II)
• Routine Process
• Creative Process
• System Analysis
• Records Survey
• Case Study
• Module Five: Review Questions

Module Six: Classification
• Functionality
• Prioritize
• Assess and Review
• Develop a Tool
• Case Study
• Module Six: Review Questions

Module Seven: Paper-Based Systems
• Arranging and Grouping
• Building Files
• Elementary & Intermediate
• Metadata
• Case Study
• Module Seven: Review Questions

Module Eight: Electronic Records
• Classifying
• Folders and Directories
• Groupings
• Metadata
• Case Study
• Module Eight: Review Questions

Module Nine: Hybrid Systems
• Routine Processes
• Creative Processes
• Design
• Limitations
• Case Study
• Module Nine: Review Questions

Module Ten: Appraisals & Systems
• Taxonomy of Values
• Macro Appraisal
• Strategy & Criteria
• Document & Review Decisions
• Case Study
• Module Ten: Review Questions

Module Eleven: Record Maintenance                                                                               • Paper
• Electronic
• Create Archives
• Conversion
• Case Study
• Module Eleven: Review Questions

Module Twelve: Wrapping Up
• Words from the Wise
• Review of Parking Lot
• Lessons Learned
• Completion of Action Plans and Evaluations