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Your record management project Getting Started | Key points for successful implementation | SARA

Several steps are required prior to implementing a successful records management program:

Based on the State Archives and Records Administration (SARA) you need to :

  •  Take a records inventory
  •  Conduct needs assessment
  •  Create both short term and long term planning
  •  Establish program goals and the way to meet those goals

SARA recommends a records inventory as the first step in creating your records management program. The records inventory gives you a picture of your records management situation and takes into account basic information about records holdings and practices.

A needs assessment builds on and analyzes the information gathered through the records inventory. It is the forum to establish what changes, new developments or adjustments. The needs assessment will list the local government's records management needs and difficulties.

The third step in getting started is the records management program plan. The plan establishes both short term and long-term program goals, and the ways the goals will be met.

Learn more about the SARA requirements and download a sample inventory survey

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