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eRecords & eLeadership: Your Journey to Success

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Page 1: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

eRecords & eLeadership: Your Journey to Success

Page 2: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

TJ WasdenTJ WasdenRecords Management

Officer &Officer &Division Administrator

eRecords & eLeadership Your Journey to Success

Page 3: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

eRecords & eLeadership Your Journey to Success

Page 4: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

eRecords & eLeadership: Your Journey to Success

Page 5: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

Leadership… by Learning

with Leveragew t eve age

through Licensethrough License

eRecords & eLeadership Your Journey to Success

Page 6: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

Once upon a time…

eRecords & eLeadership Your Journey to Success

Page 7: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

Today’s challenge…

eRecords & eLeadership Your Journey to Success

Page 8: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

Leadership…by Learning

eRecords & eLeadership Your Journey to Success

Page 9: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

Information Management Journal:

To survive, the modern records ,manager must learn new skills and continue to evolve – those who do not face extinction or will revert to being simply the custodians of paper-based p y p precordkeeping systems.

eRecords & eLeadership Your Journey to Success

Page 10: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

Survey says…

eRecords & eLeadership Your Journey to Success

Page 11: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

At what level are our RMOs?

Senior Management: 41%

Midlevel Management: 28%

Non-management: 30%Non-management: 30%

eRecords & eLeadership Your Journey to Success

Page 12: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

To whom do our RMOs report?Agency Head/Executive Offices: 69%ff

Administrative Services: 16%16%

Other: 15%Other: 15%

eRecords & eLeadership Your Journey to Success

Page 13: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

Texas Government Code 441.184 …an employee of an agency is eligible to be appointed as the agency's records management officer only if the employee holds a position in which the employee reports in which the employee reports directly to the agency head or to a person with a title functionally person with a title functionally equivalent to deputy executive director.

eRecords & eLeadership Your Journey to Success

Page 14: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

eRecords & eLeadership Your Journey to Success

Page 15: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

Scope of Policy & Procedures:Single Comprehensive: 45%

Multiple Comprehensive: 28%

Departmental: 14%

Unknown: 12%

p

Other: 8%

eRecords & eLeadership Your Journey to Success

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Scope of Policy & Procedures:Well-Documented Procedures for e-Discovery Procedures for e Discovery & Legal Holds?

eRecords & eLeadership Your Journey to Success

Page 17: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

Scope of Policy & Procedures:Written Policy defining scope of your agency’s scope of your agency s archives?

eRecords & eLeadership Your Journey to Success

Page 18: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

Scope of Policy & Procedures:

Official Record vsConvenience Copy?Convenience Copy?

eRecords & eLeadership Your Journey to Success

Page 19: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

Communicating the Policy & Procedures:

Formal Guidelines: 57%

Required Training: 29%

Optional Training: 35%

Nada: 18%

eRecords & eLeadership Your Journey to Success

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Auditing adherence to Policy & Procedures:

No Auditing: 41%

Monitored Internally on Regular Schedule: 38%

Other: 21%

eRecords & eLeadership Your Journey to Success

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Leadership…by Learning

eRecords & eLeadership Your Journey to Success

Page 22: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

Leadership…with Leverage

eRecords & eLeadership Your Journey to Success

Page 23: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

Stephen Covey:

If I ll t t i If I really want to improve my situation, I can work on the one thing over which I have control —myself.y

eRecords & eLeadership Your Journey to Success

Page 24: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

Leverage:g

eRecords & eLeadership Your Journey to Success

Page 25: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

Leverage Yourself:g f

with Business & Personal Productivity LiteratureProductivity Literature

eRecords & eLeadership Your Journey to Success

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Leverage Yourself:g f

with Trainings –In Person & OnlineIn Person & Online

eRecords & eLeadership Your Journey to Success

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Leverage Yourself:g f

with Podcasts,Blogs & ListservsBlogs, & Listservs

eRecords & eLeadership Your Journey to Success

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Leverage by Collaborating:

eRecords & eLeadership Your Journey to Success

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Leverage by Collaborating:

with Information TechnologyTechnology

eRecords & eLeadership Your Journey to Success

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Leverage by Collaborating:

with Training

eRecords & eLeadership Your Journey to Success

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Leverage by Collaborating:

with Legal

eRecords & eLeadership Your Journey to Success

Page 32: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

Leverage by Collaborating:

eRecords & eLeadership Your Journey to Success

Page 33: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

Leverage by Looking Outside:National Archives & Records Records Administration

Utah State Archives

Boulder, Colorado

eRecords & eLeadership Your Journey to Success

Page 34: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

Leadership…with Leverage

eRecords & eLeadership Your Journey to Success

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Leadership…through License

eRecords & eLeadership Your Journey to Success

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Ralph Waldo Emerson:

A f ti i th t

p

An ounce of action is worth a ton of theory. Don’t be too timid and squeamish about your actions.All life is an experiment.p

eRecords & eLeadership Your Journey to Success

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Believe it or not…

eRecords & eLeadership Your Journey to Success

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Licensed…to stop the Leak

with TrainingTraining

eRecords & eLeadership Your Journey to Success

Page 39: eRecords & eLeadership: Your Journey to Success...Your Journey to Success. eRecords & eLeadership Your Journey to Success. Scope of Policy & Procedures: Single Comprehensive: 45% Multiple

Licensed…to stop the Leak

with CommunicationCommunication

eRecords & eLeadership Your Journey to Success

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Licensed…to stop the Leak

by AdvocatingAdvocating

eRecords & eLeadership Your Journey to Success

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Welcome…to Success!

eRecords & eLeadership Your Journey to Success

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Leadership… by Learning

with Leveragew t eve age

through Licensethrough License

eRecords & eLeadership Your Journey to Success

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eRecords & eLeadership Your Journey to Success

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So ends this part of the journey So ends this part of the journey –Now on to our next one!