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Susan Whitmire, CRM, FAI, CIP
Donda L. Young, CIP
Inside Lessons
Inside Lessons
Inside Lessons
Measurement & Reporting • Start small, Grow
BIG! • Show progress in
easy to digest ways
• Identify project tasks that give statistics
Inside Lessons
Inside Lessons
• Stay Relevant!
• Define Program Strategy – Mission and Vision
• Engage Stakeholders! • Benchmark Current Situation
• Establish Objectives and Targets
Outside Looking In
• Mapping categories to the Retention Schedule
– From events to triggers – Metadata requirements – Security requirements
• Blending electronic and physical
– Box – “content to date” – e-Record – “declaration date”;
“year of record”; “end of life”; “contract termination”
Outside Looking In
Rank Your Risk
Outside Looking In
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