Records Management Action Planning Tool

Template

 

This template is provided as a planning tool for improvement of records management practices.  Action Plan implementation is the responsibility of the area.  Implementation will be determined by the importance level of the issue. Records Management will follow up on the status of action plan implementation before the annual attestation cycle, in order to provide each area an opportunity to review areas for improvement.

 

Record Owner Name

 

Areas for Improvement

Provide the statements checked yellow or red from the Attestation Statement

 

 

 

 

Description of Areas for Improvement

Provide details about the areas for improvement.  This could be for a single type of record, or for a group of record types. 

 

 

 

 

Priority

Assess the priority of the issues based on the perceived risk, the value of the record involved, its volume, etc.

 

 

 

 

Action Plan

Outline the steps required for improvement.

 

 

 

 

Resources Required

Provide a list of types of resources required: department employees, ITS, Records Management, Department Heads, etc.

 

 

 

Budget Required

Provide an assessment of the dollar amount required:

 

Less than $10,000

 

$10,000-$100,000

 

Over $100,000

Timeline

Provide a timeline with milestone activities: