I’ve talked about how to develop your RM policies, procedures, and guidelines – in 3 Best Practices for Developing Records Management Policies and Procedures
and The Difference between Records Management Policies, Procedures, and Guidelines
. Here I discuss the processes for developing, maintaining, and updating your policies, procedures and guidelines.
The overall process of managing changes to policies, procedures, and guidelines at most companies should include a set of 6 interrelated sub-processes that may at times occur together in sequence, but at others occur independently of each other.
The first two figures below show the high-level interrelationships between the sub-processes. The first figure, "Developing Policy, Procedures, and Guidelines", focuses on developing
the three types of rules. The second figure, 'Maintaining and Updating Policy, Procedures, and Guidelines", focuses on maintaining and updating
the three types of rules. More detailed representations of each sub-process are provided in the remainder of this post. They're hard to read, even when you click on them to expand them. But there's a more readable version and a downloadable file at the bottom of the post.
Here's a more detailed flow for Developing the Policy:
Here's a more developed flow for Developing Procedures:
Here's a more developed flow for Developing, Maintaining, and Updating Guidelines:
Here's a more detailed flow for Maintaining and Updating your Policies:
And finally, here's a more detailed flow for Maintaining and Updating your Procedures:
Below is a more readable version.
|File Size: ||268 kb|
|File Type: || pdf|