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Tim:

In addition to the state resources mentioned by Gary you can also look into some of the tools of the federal records management realm.  I would look to NARA and the EPA as examples.  Their materials are from the poiint of view that there is a higher authority to back up the local program, in their case NARA backs/supports up the Agency programs, and in your case the state backs up/supports the city or county programs.

From NARA you can look at:

Disposition of Federal Records: A Records Management Handbook
Explains how to develop, implement, and evaluate records disposition programs in Federal agencies. Includes links to the texts of Federal laws and regulations affecting records disposition.
http://www.archives.gov/records-mgmt/publications/disposition-of-federal-records/index.html

From EPA you can choose from many tools at:

http://www.epa.gov/records/tools/index.htm

Hope these help.  Contact me directly if you want to chat about any of them.

Tod Chernikoff, CRM
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PS - the one thing you did not have on you list is usually number one on many lists - Gain executive level support.


--------------------------------------------------
From: "Tim Barnard" <[log in to unmask]>
Sent: Tuesday, July 07, 2009 11:28
To: <[log in to unmask]>
Subject: [RM] Starting an RM program from scratch

I need the wisdom of the Listserv in what shouldn’t be such a problem. 
 
Part of my job is what I call a records management evangelist, trying to get our state’s city and county governments to develop their own records management programs. Then I have to train them on how to do it. But how does one start a program from scratch? 
 
It seems that everything I find in books and articles deals with training a records manager for an existing program or strengthening or promoting an existing program, but surprisingly very little on how to actually start one. 
 
This is the basic outline of what I have so far: 
 
* Appoint an overall records officer (manager) and records liaisons for each department. 
* Fund the records management program. In our state, local governments can elect to charge an additional $1 to any document filing fee for their RM program. 
* Conduct a records inventory. 
* Identify and prepare storage areas for both active and inactive records. 
* Make an initial purge of records already eligible for disposal. (We issue statewide retention schedules, so local governments don’t have to create their own.) 
* Establish policies and procedures. 
* Train all employees in basic records procedures. 
* Develop a disaster recovery / COOP plan that includes vital records. 
These steps may not be in perfect order, but some can be done concurrently. 
 
It seems like I’m still missing something. Any ideas? 
 
Tim Barnard
Local Government Records Office
Miss. Dept. of Archives and History 
 
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