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January 2010: In This Issue

RM Training Needs Assessment Tool »
Year End Survey Results »
TAB Records Management Training »
What Your Colleagues are Downloading »

Dear Records Manager,

Records management training is crucial to the success of any business, but putting together a program that is right for your organization can be a challenge. To help you we created a Records Management Training Needs Assessment tool and you can get it here.

We’ve also got some great highlights from our Year End Survey!

We value your feedback. If you have any questions, or want to discuss any of the issues raised in this newsletter, please get in touch!

Regards,

TAB

1. RM Training: A Needs Assessment Tool

How do you design and deliver the right records management training program?

Training and development professionals recognize that the key is to start with a needs assessment.

When you start with the broader objectives of the organization and then identify the performance goals that will support those objectives, you set a solid foundation for developing effective training content and delivery methods.

This tool provides a starting point for cutting through the complications and contradictions that cloud your organization’s training objectives, putting you well on the road to addressing records management challenges, big and small.

We’ll cover:

• Determining organizational objectives
• Identifying who should participate
• What content you’ll need for different participants
• What training methods to use

Get this great resource here!

2. Highlights from Our Year End Survey

Our Year End Survey had the best response from our readers to date, so many thanks to all who participated!

We asked you to tell us what was ahead for you in 2010. Here are some of the highlights:

2010 RM Priorities: Top 3

The top priorities for our readers and their RM programs are as follows (in order):

• Records retention and retention schedules
• Electronic content management
• Staff training and development

Interestingly, records classification was a close fourth. So what does that tell us? These results confirm from both the increasing volume of information that organizations are handling, and the increasingly important role RM plays in doing so.

The more information there is, the greater the need to efficiently organize and retain it. As new formats (i.e.: electronic) are added to the mix, the ability to incorporate those new formats into the overall RM program becomes crucial. And as the consequences of mishandling information become increasingly severe, the greater the need to effectively educate staff on RM best practices.

The Budget Picture Stabilizes

2010 RM Budget Expectations

The good news is that RM budgets seem to be stabilizing as compared to the same time least year. While 38% of our respondents indicated that their budgets were being reduced, almost 50% percent reported no change for 2010 while an incredible 12% actually reported budget increases.

While it is too early to say that the worst in RM budget cuts is over, it certainly looks as though there is a light at the end of the tunnel. Again, as companies continue to recognize how vitally important it is for success in the information age, so to should budget stabilization.

Where is the Money Going?

While the largest portion of our readers budgets still go to filing supplies, our results showed some interesting gaps between reported priorities and spending.

For instance, even though getting retention and classification right is obviously a big priority for the coming year, our respondents don’t anticipate significant spending on related consulting services.

On the other hand, anticipated spending on both offsite storage and shredding has increased dramatically, although neither were identified as priorities.

We Hear You

We also had some really good feedback on what our readers want us to cover next year. Obviously retention, training and classification topped the list, but we also had some great suggestions on knowledge sharing between RM professionals and further environmental RM coverage.

We’ll do our best to get to it all in 2010. Thanks again to all who responded!

3. TAB Consulting: RM Training Services

If you need records management training for your organization, we can provide a comprehensive program customized to your particular RM and business needs.

We have over ten years experience in this area and we can deliver training online or in the classroom, at your facility or ours.

Whether you need "upfront" training on the fundamentals from classification and retention through to TAB SMART, or want to provide training for a specific product initiative, we can help. We can conduct training on a one time basis or on an ongoing basis. We'll work with your existing training methodology and can "train the trainer."

Remember, the benefits of RM training go beyond teaching staff the basics and extend to cost cutting, risk management, compliance and increased program profile.

Through our sessions your staff will:

• Enhance and expand records management knowledge
• Become leaders in RM
• Support business processes
• Gain competitive advantage
• Enhance professionalism
• Share industry best practices
• Team building
• Learn methodologies that can be applied in any situation
• Get documentation of knowledge and experience
• Gain confidence in solving records management problems

To learn more about how we can help you with your RM Training, please contact Jon Eynon, Vice President of Professional Services.

4. What Your Colleagues are Downloading

Want to know what your colleagues are reading?

These are some of our most popular recent downloads:

TAB Guide: Taking the Risk Out of Records Retention

Legal compliance, archival requirements and other important factors make it crucial to be conservative when it comes to records retention. But keeping unnecessary records can expose your company to legal liability too — and wastes valuable storage space and resources.

So - what do you keep and for how long? What about electronic documents? What are today's very best practices, and how will your company benefit by implementing them?

Get completely clear on records retention with our free guide. You'll learn:

• What we mean by records retention
• How to get the benefits of records retention
• How to implement a retention schedule
• What to look for in your records collection
• Issues to consider

Download our comprehensive and informative guide here.

8 Ways to Protect and Secure Your Paper Records

Are you doing all you can to safeguard your records?

The list of things that can destroy your paper records is long, from natural disasters to theft. Fortunately, there are a number of steps you can take to protect your vital information from destruction.

We've put together 8 tips to help you understand the range of options available and ensure the integrity of your documents and files, including:

• Off-site storage
• General storage tips
• Conversion options
• File room security
• Emergency planning

You can download it here.

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