About This Book
From Chaos to Compliance: Records Management 101 is a beginner-friendly guide that helps mission-driven organizations gain control of their records. With clear steps and practical tools, it walks readers through the basics of organizing, securing, and maintaining records—both physical and digital. Ideal for those new to records management, the book offers a simple, effective path to compliance and long-term sustainability.
Why Buy This Book
Anyone new to records management will find From Chaos to Compliance an essential starting point. This book was written to demystify records management for beginners, providing straightforward guidance to help organizations get organized, stay compliant, and preserve what matters. Its objectives are clear: to reduce records overload, establish consistent practices, and build a sustainable program that protects vital information while supporting day-to-day operations. It’s a practical investment in organizational clarity and control.
Book Objectives
From Chaos to Compliance: Records Management 101 equips beginners with the essential tools to build and sustain an effective records management program. The book helps organizations identify common challenges, create tailored retention schedules, define staff roles, and manage digital and physical records securely.
This Book Is For You If:
- You're overwhelmed by disorganized paper or digital files and don’t know where to start.
- You’re new to records management and need a clear, beginner-friendly guide to build a solid foundation.
- You work want to ensure your records are compliant, secure, and support your long-term goals.
Contents Preview
Executive Summary
Conquering Records Overload
Recognizing the Need
Establishing a Framework
Determining Roles and Responsibilities
Developing a Records Retention Schedule
Storing Inactive Records
Storing Permanent and Historical Records
Managing Digital and Multimedia Records
Digitizing for Access
Controlling Access
Disposing of Records
Planning for Business Continuity
Auditing the Process
Finding a New Home
Developing a Program
Records Inventory Form
Common Records and Retention Periods
Glossary of Records Management Terms
Author's Credentials
Margot Note has over 25 years of experience in information work in the national and international sectors. She is a Certified Archivist, a Certified Records Manager, an Information Governance Professional, and a Project Management Professional.
Records Management Expertise: Margot brings extensive expertise in records management, grounded in a strong understanding of organizational frameworks and information governance principles. She equips students with the analytical and strategic skills needed to develop compelling business cases that support records management initiatives. Her guidance helps learners identify critical challenges, evaluate practical solutions, and formulate evidence-based recommendations. Margot emphasizes the importance of synthesizing complex information and aligning records strategies with institutional goals.
Authoritative Publications: With a track record of writing books and articles on library and archival subjects, Margot imparts theoretical knowledge and practical applications from years of experience. The course synthesizes this information into a format accessible to library and archival professionals.
Graduate Level Knowledge: Margot’s experience teaching graduate courses and advising professional development organizations on course work underscores her commitment to educational excellence. Participants can expect a well-structured and pedagogically sound learning experience.
