Workshops: Workshop Handouts:

PLN 350: Conducting a Needs Assessment or a BPA Workshop

Records management is concerned with records control, under the well-founded belief that strong controls, if thoughtfully designed, can save money and time. One of the essential controls that records management promotes is careful planning before implementation of new recordkeeping systems. This workshop focuses on the necessary steps for establishment of any new records management system, from an inactive storage facility to a complex electronic recordkeeping system. This workshop will examine needs assessments and BPAs in general, rather than discuss specific technological solutions to records management problems. This workshop is typically offered in the spring.

Handouts

Workshop workbook (PDF)

Related publications

#59 Archival Needs Assessment Guidelines and Template PDF

#64 Conducting Needs Assessments for New Recordkeeping Systems PDF

#GIS03 Geographic Information System Development Guides

Related webpages

Related workshops

Registration

To register, check our schedule first. To request that we offer this workshop at another time, please contact the training unit at ARCHTRAIN@mail.nysed.gov.

Workshop current schedule

Online registration help

Questions?

Consult our collected list of frequently asked questions (FAQs) or contact the Archives' training unit at ARCHTRAIN@mail.nysed.gov.