why manage your records project?
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Why Manage Your Records Project?. Maura L. Dunn, CRM, PMP Director, Duff & Phelps, LLC ARMA Liberty Bell April 16, 2009. What makes a project a project?. RM Activities Implement an ERM Roll out a policy Develop a retention schedule RM Projects Clearly defined objectives - PowerPoint PPT PresentationTRANSCRIPT
Why Manage Your Records Project?
Why Manage Your Records Project?Maura L. Dunn, CRM, PMPDirector, Duff & Phelps, LLC
ARMA Liberty BellApril 16, 2009What makes a project a project?RM ActivitiesImplement an ERMRoll out a policyDevelop a retention scheduleRM ProjectsClearly defined objectivesBeginning, middle, endManaged not just allowed to happen
2Slide 3: Presentation GuidelinesLimit the amount of information on each slide for optimum legibility.Include only as many slides as is reasonable to present in the time allotted for your educational program.When editing the PPT template, click on normal view instead of slide view or slide sorter view.Delete any unused sample slides provided in the template before submitting your final presentation.Check each slide for spelling and grammar.Before you submit your presentation, rename the PPT file to the primary facilitators name and the first three words of the session title. Use the same file name in the subject line of your e-mail when you submit your presentation.Only submit complete and final presentations. Upload your PPT file at http://www.arma.org/learningcenter/facilitator/index.cfm.All PPT presentations MUST BE REVIEWED and APPROVED by ARMA International by August 6, 2006.ARMA will review all presentations and reserves the right to edit them. ARMA will notify you if changes are made.Combine RM and PM disciplines to ensure success3Slide 3: Presentation GuidelinesLimit the amount of information on each slide for optimum legibility.Include only as many slides as is reasonable to present in the time allotted for your educational program.When editing the PPT template, click on normal view instead of slide view or slide sorter view.Delete any unused sample slides provided in the template before submitting your final presentation.Check each slide for spelling and grammar.Before you submit your presentation, rename the PPT file to the primary facilitators name and the first three words of the session title. Use the same file name in the subject line of your e-mail when you submit your presentation.Only submit complete and final presentations. Upload your PPT file at http://www.arma.org/learningcenter/facilitator/index.cfm.All PPT presentations MUST BE REVIEWED and APPROVED by ARMA International by August 6, 2006.ARMA will review all presentations and reserves the right to edit them. ARMA will notify you if changes are made.Project Management Steps
4Case Study: Conduct an RM Program AssessmentLarge organization more than 50,000 staff, geographically dispersed12 distinct organizational units at the highest level multiple retention schedules, records policies, taxonomiesDesire to move to an enterprise records management systemOfficial records largely stored in paper but extensive creation of uncontrolled electronic records
5Slide 3: Presentation GuidelinesLimit the amount of information on each slide for optimum legibility.Include only as many slides as is reasonable to present in the time allotted for your educational program.When editing the PPT template, click on normal view instead of slide view or slide sorter view.Delete any unused sample slides provided in the template before submitting your final presentation.Check each slide for spelling and grammar.Before you submit your presentation, rename the PPT file to the primary facilitators name and the first three words of the session title. Use the same file name in the subject line of your e-mail when you submit your presentation.Only submit complete and final presentations. Upload your PPT file at http://www.arma.org/learningcenter/facilitator/index.cfm.All PPT presentations MUST BE REVIEWED and APPROVED by ARMA International by August 6, 2006.ARMA will review all presentations and reserves the right to edit them. ARMA will notify you if changes are made.InitiateDraft Project Charter identifying the Project Manager, Project Champion, and StakeholdersIdentify the purpose, objectives, and deliverables of the projectIdentify equipment and resources Plan for the project definition meeting with key stakeholders
6Plan
7Plan
8ResourceMatch your team structure to your project plan9Execute Kickoff meetingIntroduce teamOutline goals, high level project planDiscuss communication, reporting mechanismsExecute project planMark completion of milestones clearly define entrance/exit criteriaTrack progress to identify any issues early10MonitorStatus ReportsEarned Value Management (EVM)Risk ManagementIdentify potential risksQuantify impact and probability of risk occurringDevelop mitigation and contingency plans
11CloseComplete final milestone(s)Discuss lessons learnedCompile project documentation12ContactMaura L. Dunn, CRM, PMPDirector, Legal Management ConsultingDuff & Phelps, [email protected]
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