Implementing a records management (RM) solution involves more than simply putting records into a system. It requires that the organization determine what qualifies as a record, when documents will be put in, how they will appear, and when they will be removed. Insufficient retention, or the premature disposition of documents, must be prevented; yet unnecessary retention must also be reduced.

This white paper, authored by Christina Torres, Microsoft corporate records manager, will provide insights into the two key phases of designing an effective records management strategy: developing a solid policy and following up with a smooth, well-planned implementation that will result in a records management program your organization will actually use.

About Christina Torres

Christina Torres has over ten years of professional business experience and expertise in document and records management, technology integration, policy implementation, and project management. She is the Microsoft Corporate Records Manager in Redmond, Washington. She manages the Corporate Records Management Program, including enterprise-wide strategic records and information management (RIM) projects and initiatives, policy guidelines, technology projects, and a traditional records center. She also provides customer benchmarking support and consulting to Microsoft customers.

Prior to her position at Microsoft, she held the position of Director of Records & Information Management at USAA in San Antonio, Texas. During her tenure at USAA she was instrumental in RIM process improvement initiatives. She led the Corporate Policy group and Records & Information Management Compliance. At USAA, Tina designed the updated records management program based on defined and measurable processes.

Included in this document:

• Overview of Records Management Policy and Implementation Challenges
• Keys to a Successful RM Policy
• Know the Organization
• General Records Management Requirements

 Note   If you experience problems with downloading documents, you may need Office File Viewers and Converters.

 Top of Page