ABSTRACT

One of the essential steps to successfully outsourcing your records management function is to undertake an entire audit of the records currently stored within your organization. These may not be centrally stored; if your organization is a large one, its records are probably spread across the entire company in various locations across the estate. If this is the case, you will need to develop a project plan that explains how each location/team needs to work. For argument’s sake, we’ll assume that the documents are all in one building, hence stored centrally. The records manager should be able to identify records that fall

within the various business records classifications. There could be between 15 and 20 classifications from which to choose, and the list will look similar to the example given below. This will depend on the size of the organization and will also be determined by the number of sub-classifications.