20240409 ARMA NE Ohio Building a RIM Program with a RIM Playbook.pptx

This presentation, delivered virtually to the ARMA Northeast Ohio Chapter on April 9, 2024, outlined the purpose and benefits of building a RIM Playbook, described the elements of a playbook, described the elements of a ply, and outlined the steps to take to build a playbook.

1. How to Build and Sustain Your RIM Program with a RIM Playbook Jesse Wilkins President and Principal Consultant ARMA Northeast Ohio Chapter April 9, 2024

2. Join at slido.com #5103687 ⓘ Start presenting to display the joining instructions on this slide.

3. Agenda What is a Playbook? The Value of the Playbook Building Your Records Management Playbook

4. What is a Playbook? ⓘ Start presenting to display the poll results on this slide.

5. What is a Playbook? A compilation of the organization’s business “plays”

6. What is a Playbook? A compilation of the organization’s business “plays” A description of how to execute the “plays” as they exist today As-is, not ideal In the context of your organization and your culture

7. What is a Playbook? A compilation of the organization’s business “plays” A description of how to execute the “plays” as they exist today As-is, not ideal In the context of your organization and your culture A living document

8. What the Playbook Is Not

9. Agenda What is a Playbook? The Value of the Playbook Building Your Records Management Playbook

10. Benefits of Using a Business Playbook Source: Indeed.com, https://www.indeed.com/career-advice/career-development/what-is-a-playbook-in-business

11. Organization Hey, it’s what we do! The playbook includes everything you need to execute your program’s plays – all in one place.

12. Efficiency

13. Employee Training Speed up employee onboarding and training Again, consistency!

14. Agenda What is a Playbook? The Value of the Playbook Building Your Records Management Playbook

15. The Structure of the Playbook Introduction to the Playbook Introduction to the Program The Plays Appendices

16. Appendices Complete RACI chart Complete schedule/calendar List of references and resources Assessment results Program roadmap Etc.

17. What Plays should be Included in Your Playbook? ⓘ Start presenting to display the poll results on this slide.

18. Records Management Plays Records Management Program Plays Capture, Scanning, Filing Metadata and Classification Retention and Disposition Migration and Decommissioning Recordkeeping System Operations Records Center Operations

19. Records Management Program Plays

20. Information Governance Plays

21. Sector-Specific Plays

22. What are the Elements of a Play? ⓘ Start presenting to display the poll results on this slide.

23. The Elements of a Play The purpose of the play A description of the play The players involved in the play The frequency and schedule of the play The references, guidelines, standards, checklists, etc. required to execute the play The metrics associated with the play Contact information to ask someone about the play

24. Example Play: Send Boxes to Offsite Storage Purpose Description Players Schedule References and Resources Metrics Contact information

25. Example Play: Send Boxes to Offsite Storage

26. How Do You Determine What Plays to Include? DON’T review a RM textbook…. Review your existing processes and procedures Review any guidelines, templates, and job aids Make a list of job responsibilities for you/your staff

27. Who Should be Involved in Building a Playbook? ⓘ Start presenting to display the poll results on this slide.

28. Who Should Build the Playbook? You! (The subject matter expert / process expert) With management support and signoff

29. How Would You Build a Playbook? ⓘ Start presenting to display the poll results on this slide.

30. Building a Playbook

31. Building a Playbook

32. Where Do You Build And Keep Your Playbook? Word document-type manual PowerPoint file As separate articles or pages in a wiki Trainual etc. SharePoint! Learning management system

33. Where Do You Build And Keep Your Playbook? Wherever it can be accessed by the ones who need to access it Wherever it can be readily updated

34. Maintaining Your Playbook Only as valuable as it is current New processes / plays Legal or operational updates Changes to tools or configuration Implement a regular review cycle too

35. Additional Resources The Business Playbook, Chris Ronzio https://www.indeed.com/career-advice/career-development/what-is-a-playbook-in-business Ariel Lim Consulting, Create Your Own Business Playbook https://ariel-lim.com/blog/business-playbook/

36. For More Information Jesse Wilkins, CIP, CIPP/US, CIPM, IGP, CRM, CIGO, edp , ICE-CCP President, Athro Consulting https://www.athroconsulting.com [email protected] LinkedIn: https://www.linkedin.com/in/jessewilkins Twitter: @jessewilkins