Summary

Covering everything from planning through implementation through policy refreshment, this is the essential, step-by-step guide for anyone struggling to implement a program for scheduling electronically stored information (ESI). Records managers and archivists are routinely called upon to develop programs for scheduling retention or disposition of electronic information. Yet, there has been no comprehensive guide to the ins and outs of this process - until now. "Creating a Complete Program for Electronic Records Retention" fills that gap with a one-stop resource that covers planning, development, implementation, and maintenance across a variety of organizational contexts. The guide addresses the practicalities of creating and using schedules, as well as the broader duties of managing the expectations and performance of employees. It discusses ways to cultivate the skills needed to undertake such tasks, and it stresses the importance - and encourages the continued application - of the scheduling program, something that is often overlooked. Plus, you'll discover advice on everything from funding to workshops to compliance. In addition to pointing out what should be done, the text also offers readers an overview of potential obstacles, providing helpful illustrations of mistakes made in the past. Throughout, author Carol E. B. Choksy draws on her extensive experience with electronically stored information and retention schedules to impart valuable field experience and lessons-learned. Her book's step-by-step format will enable readers to follow a logical progression as they embark on an ESI scheduling project, making a vast and complex process clear and actionable.