Mergers & Acquisitions Records Intake Assessment Tool
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We've put this resource together to help records managers who are faced with the challenge of integrating records collections in a merger or acquisition situation.
Using the answers and action items generated by completing this tool will ensure that new collections don't ensnare your RM program in undue risk, redundant documents, and inconsistent application of standards.
This assessment will help you with:
Intake planning: identifying all collections to be acquired
Program assessment: standardizing controls across all collections
Collection-level audit: identifying gaps
Action Plan: action items to address gaps
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