Creating Policy and Procedures

Records Management Policy (August 2014)

All records management programs should be supported by a clearly written and widely disseminated policy that outlines high-level goals and expectations. This policy should describe what your agency wishes to accomplish via its records management program. This template may be used as a boilerplate or may be edited to suit the particular needs of an agency or locality.

Records Management Procedures Development Guidance (August 2014)

Clearly written and widely disseminated records management procedures together with a solid policy allow a records management program to run effectively and ensure consistency in recordkeeping practices. Procedures describe in detail how your agency will accomplish the goals and meet the expectations of the records management policy. This document provides suggestions and guidance for procedures development.