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Managing Records: Starting a Program

Archival Needs Assessment Guidelines and Template

Publication No. 59
Formerly OTR21
Revised March 2001

You can view the complete version of this publication in PDF or an accessible version or by ordering a print copy.

Public or private organizations (governments, historical societies, libraries, not-for-profits, businesses, schools) undertake needs assessments to evaluate and plan for archival program development. A comprehensive needs assessment can pinpoint problems, recommend solutions, set priorities, and guide the development of archival activity. These guidelines will provide anyone conducting a needs assessment with the necessary information to develop a sound, practical planning tool for archival program development.