Embarking on a new role as a Records and Information Manager requires a structured approach to understand organizational policies, systems, and compliance requirements. This 30-60-90 day plan provides a clear roadmap to help you integrate effectively, establish key relationships, and implement best practices in records and information management.
Our customized plan helps you:
- Set targeted objectives aligned with your organization's records management goals
- Track progress on critical onboarding tasks such as policy review, system audits, and stakeholder engagement
- Develop competencies in compliance, data privacy, and information lifecycle management
Whether you're stepping into a new Records and Information Manager position or transitioning within your organization, this plan equips you with the tools and milestones needed for success.
Benefits of a 30-60-90 Day Plan for Records and Information Managers
Implementing a structured onboarding plan tailored to records management roles offers several advantages:
- Provides clarity on immediate priorities such as assessing current records systems and identifying compliance gaps
- Facilitates building relationships with key departments like Legal, IT, and Compliance to support information governance
- Helps establish credibility and trust by demonstrating proactive management of records and data
- Focuses efforts on impactful tasks like developing retention schedules and improving records accessibility
Main Elements of the Records and Information Manager 30-60-90 Day Plan
This plan is structured into three progressive phases, each with specific goals and deliverables:
First 30 Days
Focus on orientation and assessment. Review existing records policies, audit current filing and digital systems, and meet with stakeholders to understand organizational needs. Begin identifying immediate compliance risks and opportunities for improvement.
Days 31-60
Develop and initiate action plans. Start updating or creating records retention schedules, implement training sessions for staff on records handling, and collaborate with IT to enhance records management systems. Monitor compliance and document progress.
Days 61-90
Consolidate improvements and plan for ongoing management. Finalize policy updates, establish regular audits, and set up reporting mechanisms to track records management effectiveness. Engage leadership with insights and recommendations for continuous enhancement.
Throughout each phase, document your progress, challenges, and feedback to ensure alignment with organizational goals and facilitate ongoing success in your role as a Records and Information Manager.
