Workshops: Workshop Handouts:

PLN 101: Policies and Procedures Essentials 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.


  • Workshop workbook (PDF) - read and print this file before the workshop
    • local government sample policy included in workbook

Related publications

#50 Appraisal of Local Government Records for Historical Value PDF

#61 Seven Attributes of an Effective Records Management Program PDF

#85 Developing a Policy for Managing Email PDF (includes three sample policies)

Records Advisory: Records Advisory Boards

Related webpages

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

  1. Workshop current schedule
  2. Online registration help


Consult our collected list of frequently asked questions (FAQs) or contact the Archives' training unit at