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