8 RM Tools for Getting
Corporate Buy-in on
Your Records
Management
Program
Successfully developing any records
management program requires buy-in
from all levels of the organization.
These 8 tools will help you get what you
need to develop your RM program –
whether it is:
 Annual budget dollars to continue offering
resources and service levels
 Additional resource investment to expand service
levels, program offerings and staffing
complement
 Active input and participation from business units
in records management initiatives
 Formal executive endorsement of RM policies,
tools and initiatives
Legal Compliance
What are your organization’s
compliance objectives?
Present the RM tools used to keep
your company in compliance with
legal requirements, such as a
records retention schedule.
Tool #1
Tool #2 Privacy Legislation
Records management improves an
organization’s ability to comply with
privacy legislation.
Tool #3 Audit Findings
It is typical for audit reports to list
“improved records retention”
and “information retrieval” as
gaps to be addressed at the
corporate level.
Read all information available on
past audits and look for
opportunities to improve your
company’s compliance position
and overall business efficiencies.
Tool #4 Return-on-Investment
Records Management can improve
your company’s bottom line in
several ways. Show how your
program will save more money that
it costs to develop and run.
A well-designed
and up-to-date RM
program helps an
organization avoid
legal sanctions and
fines by remaining
in compliance
using a records
retention schedule.
You can also reduce office
space and real estate costs
for your organization by:
• Purging non-record material and
records scheduled for destruction;
• Moving inactive records to offsite
storage; and
• Replacing outdated equipment &
supplies with lateral filing, end tab
folders and high-density mobile
shelving.
Tool #5 RM Committee
Develop an RM committee to
provide a direct channel into other
departments
– Improve compliance and other RM
functions in their departments
– Show them what records management
has to offer and gain supporters for your
department!
Tool #6 Lunch & Learn
Take the message of records
management to the people! Host
lunch-n-learns for staff in other
departments, explaining RM’s role
in compliance, space
management, cost savings and
other best practices.
Tool #7 Communication
Provide senior managers and
frontline staff regular reminders of
your RM program and its role in
managing risk, optimizing cost and
supporting business through a
newsletter or regular emails.
Tool #8
Universal Records
Management
Get involved in professional
associations within the field of
records management (ARMA,
AIIM, etc.) and be in a better
position to show the potential of
your program for adding value.
The key for RM professionals is to take the message of
records management’s value proposition to the people.
Employ these 8 tools and you’ll easily prove to your
organization the value of your RM program.
For more records management resources, visit www.tab.com.

8 Tools for Getting Corporate Buy-In on Your Records Management Program

  • 1.
    8 RM Toolsfor Getting Corporate Buy-in on Your Records Management Program
  • 2.
    Successfully developing anyrecords management program requires buy-in from all levels of the organization.
  • 3.
    These 8 toolswill help you get what you need to develop your RM program – whether it is:  Annual budget dollars to continue offering resources and service levels  Additional resource investment to expand service levels, program offerings and staffing complement  Active input and participation from business units in records management initiatives  Formal executive endorsement of RM policies, tools and initiatives
  • 5.
    Legal Compliance What areyour organization’s compliance objectives? Present the RM tools used to keep your company in compliance with legal requirements, such as a records retention schedule. Tool #1
  • 6.
    Tool #2 PrivacyLegislation Records management improves an organization’s ability to comply with privacy legislation.
  • 7.
    Tool #3 AuditFindings It is typical for audit reports to list “improved records retention” and “information retrieval” as gaps to be addressed at the corporate level.
  • 8.
    Read all informationavailable on past audits and look for opportunities to improve your company’s compliance position and overall business efficiencies.
  • 9.
    Tool #4 Return-on-Investment RecordsManagement can improve your company’s bottom line in several ways. Show how your program will save more money that it costs to develop and run.
  • 10.
    A well-designed and up-to-dateRM program helps an organization avoid legal sanctions and fines by remaining in compliance using a records retention schedule.
  • 11.
    You can alsoreduce office space and real estate costs for your organization by: • Purging non-record material and records scheduled for destruction; • Moving inactive records to offsite storage; and • Replacing outdated equipment & supplies with lateral filing, end tab folders and high-density mobile shelving.
  • 12.
    Tool #5 RMCommittee Develop an RM committee to provide a direct channel into other departments – Improve compliance and other RM functions in their departments – Show them what records management has to offer and gain supporters for your department!
  • 13.
    Tool #6 Lunch& Learn Take the message of records management to the people! Host lunch-n-learns for staff in other departments, explaining RM’s role in compliance, space management, cost savings and other best practices.
  • 14.
    Tool #7 Communication Providesenior managers and frontline staff regular reminders of your RM program and its role in managing risk, optimizing cost and supporting business through a newsletter or regular emails.
  • 15.
    Tool #8 Universal Records Management Getinvolved in professional associations within the field of records management (ARMA, AIIM, etc.) and be in a better position to show the potential of your program for adding value.
  • 16.
    The key forRM professionals is to take the message of records management’s value proposition to the people. Employ these 8 tools and you’ll easily prove to your organization the value of your RM program. For more records management resources, visit www.tab.com.