Overview of enterprise content management planning

Planning content management is important if you wish to achieve your organization's records management goals. As part of this planning, we recommend the following steps:

  1. Identify records management roles, such as compliance officers, to categorize the records and to run the records management process; IT personnel to implement the information management policies that efficiently support records management and content managers to find where content resides and manage their teams to follow records management practices.
  2. Before creating a plan, you must determine which documents and other items are required to become records.
  3. After you have analyzed your content and determined retention schedules, you must develop a plan to state what should be a record, indicate where this content should be stored, describe retention periods, and identify who is responsible for managing this content.
  4. Develop retention schedules for each record type to determine when it is no longer being used, how long it should be retained after that, and how it should ultimately be disposed of.
  5. Determine whether to create a records archive to manage records in place, or to use a combination of the two approaches.
  6. Define content types, libraries, policies, and, when it is required, metadata that determines the location to route a document to.
  7. Plan how content becomes records. If you are using SharePoint Server 2010 for both active document management and records management, you can create custom workflows to move documents to a records archive.
  8. Create a training plan to teach users how to create and work with records.
..................Content has been hidden....................

You can't read the all page of ebook, please click here login for view all page.
Reset
3.129.26.108