PLN 101: Developing Records Management Policies and Procedures Workshop
Many local governments and state agencies begin records management improvements with great gusto and enthusiasm, but over time they begin to lose control of their records and their systems begin to backslide. Often this is caused by a lack of policies and procedures, or a situation where these procedures are not followed. During the workshop, participants will write draft policies and procedures and discuss them as a group. The workshop will also provide participants with a sample policy manual covering all aspects of records management. This workshop is typically offered in the spring.
Handouts
- Workshop workbook (PDF) - read and print this file before the workshop
- local government sample policy included in workbook
- Fill out an evaluation - give us your feedback after attending the workshop
Related publications
#50 Appraisal of Local Government Records for Historical Value
#61 Seven Attributes of an Effective Records Management Program
#85 Developing a Policy for Managing Email
- Publication #85 PDF (includes three sample policies)
- Publication #85 HTML (includes three sample policies)
Records Advisory: Records Advisory Boards
Related webpages
Read about
- identifying your records
- types of policies you need to manage your records
Related workshop
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.
Questions?
Consult our collected list of frequently asked questions (FAQs) or contact the Archives' training unit at ARCHTRAIN@mail.nysed.gov.
