Records Management University | FREE 6-Session Online Course | Every Other Tuesday | 6 Free CRM Credits

🏫  🎓  📚  RECORDS MANAGEMENT UNIVERSITY  📚  🎓  🏫

Every Other Tuesday, October 13 - December 22, 2pm ET / 11am PT
FREE   |   6 Online Sessions   |   Pre-Approved for up to 6 CRM Credits

NOTE: While this GovEvents.com listing is for October 13 only, RM-U is a 6-session course held every other Tuesday beginning with this date.

Registering will sign you up for all classes, but you are free to attend just one, some, or all sessions.

Course Information

What We'll Cover

Who Should Enroll

Everyone, experts to novices, because you already been accepted to RM-U!

Class Schedule & Syllabus

Class 1  |  The Records Management Approach Triumverate: Categories, Capstone, and Big Bucket (and Setting Up Your File Plan)  |  Tuesday October 13, 2p ET

Every Records Management implementation needs to start at the same place: What is a Record and where do you categorize it? In setting up your file plan, you need to decide how you are going to organize your thousands, even millions, of records into something manageable. When you’re starting from scratch, best practices dictate starting with three approaches: Categories, when you know exactly when and how you want to organize records with precision and detail; Capstone, the US Government’s suggestion to only categorize emails from and to the most important people in your organization; or splitting the difference with Big Bucket, making your categories very general yet manageable with minimal need to over-think it. We’ll discuss the pros and cons of each approach to kicking off your file plan.

Class 2  |  Bringing It Together: Integrating SharePoint, File Shares, and Legacy Applications Into Your Records Management Strategy  |  Tuesday October 27, 2p ET

If you’re starting implementation of a new RM application, revamping an existing method, or even just starting your search for a solution, any RMA plan is only as good as its ability to talk to your existing document management infrastructure. Before Records Management is even a consideration, organizations like yours are already managing documents in a File Share, on SharePoint, or in a number of legacy applications. When trying to figure out how best to maximize your Records Management, you must consider how well your RM software will play with others. Because if your RM application (current or future) can’t integrate seamlessly with your SharePoint or other legacy apps, you’re going to do twice the work. Find out how to best develop a plan where everyone plays on the same field.

Class 3  |  The Perks & Pitfalls of Auto-Categorization: Exploring the Various Methods Available To You  |  Tuesday November 10, 2p ET

You and your organization receive hundreds of emails a day, thousands in a month, and millions in a lifetime. There is a point where you can no longer lean on a Records Management team to tag each email and send it to its proper destination, no longer depend on users to drag-and-drop emails into the right folder in Outlook with any accuracy or immediacy, no longer let Capstone’s limitations be your limitations. The only solution for large numbers of emails is auto-categorization. That much is clear. But with so many options for auto-cat, and so many levels of what certain systems can and can’t do, where does that leave Records Managers? We’ll explore the different kinds of auto-categorization systems available, what you really need it to do for you, how much manual goes into making RM automated, and what is the real truth behind just how accurate an auto-cat solution can really be.

Class 4  |  Off-Center: Records Management in a Decentralized Organization  |  Tuesday November 24, 2p ET

We live in a 2015 global economy, with global organizations doing global business… globally. Your organization may have headquarters on every continent. You may have satellite offices on each coast. You may have a sales team that works from home in different time zones. The reality is that, these days, very few organizations are centralized, and therefore, neither are that organization’s records. And in that global sphere, you and your organization must view your Records Management from a decentralized perspective. We’ll take a look at how to best organize and manage your records in a world where records come and go from a variety of spaces, a plethora of systems, a bevy of inputs, a myriad of sources, a profusion of users, and a surfeit of legacy applications, and how to move from the nucleus-and-spoke model to an updated system with many hubs but still one set of Records management and disposition rules.

Class 5  |  A Practical Roadmap for Records Management Success: A Deep Examination  |  Tuesday December 8, 2p ET

In its most simplistic form, Records Management is a basic process: Get it in, manage it, and get it out. To the untrained eye, it seems like a straight-forward process. But we’re Records Managers and we know better. From evaluation of systems, implantation of new solutions, and user buy-in to integration with legacy applications, realistic categorization goals, and related software such as workflow, report generation, and case management, Records Management is the one process in your organization that truly touches the entire enterprise. Records Management is easy; good Records Management takes a professional like you with a real plan. We’ll deep dive into the complete roadmap from start to finish that will ensure your organization’s Records Management success, without alienating your users… or your executives.

Class 6  |  Records Management’s Role in the Information Lifecycle Management Paradigm  |  Tuesday December 22, 2p ET

Some use the terms ‘Information Governance’, ‘Information Lifecycle Management’, and ‘Records Management’ interchangeably. But the truth – as you know – is that each are very different yet related disciplines. Just like Workflow is the key component of Business Process Management but is far from the only one, Records Management is the engine that drives your Information Lifecycle Management, but is far from the only part of the vehicle. We wrap up the Fall Semester (on the first day of winter) by tying together all the ideas we’ve broached in the previous classes into a unifying Information Governance lesson where we’ll discuss how it all comes together to insert a complete, integrated, and successful RM solution into your greater Information Lifecycle Management model that every organization should be leveraging.

Missed a class? Register for the rest of the course, and then email us to request recordings of any sessions you have missed. You do not need to have attended any past class to attend upcoming classes.