Records Management For Project Managers

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This presentatio was given in person and is designed to educate professional project managers on the importance of managing the documents and artifacts from projects as official business records.

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  • Great slideshow, simplifies the importance of record management in managing project.
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  • Excellent slideshow. Fast moving with good background photos that emphasize the message of each slide.
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  • Excellent slideshow about the need to innovate business models; how you can represent them succinctly; together with the need to make invention initiatives actionable. Superb use of photos together with clear to see illustrative samples.
    Sharika
    http://financeadded.com http://traveltreble.com
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Records Management For Project Managers

  1. 1. by Russell Stalters Director, Information & Records, BP Records Management For Project Managers? The Imperative For Managing Project Artifacts Effectively
  2. 2. Records
  3. 3. 8 Unmanaged Content Managed Content • Formal Workflow • Control Environment • Ad Hoc Collaboration from v1 to v4 • Email forWorkflow Records Management • Final Storage • Retention & Disposition
  4. 4. Time CorporateControl Document Or Object Becomes A Record Activity Publish/Declare •Legal Rules •Regulatory Compliance •Business Rules •Access Control Retention AuthorControl •Document Creation •Collaboration •Records Classification •Publishing Produce Store/ Transfer Records Management Expunge Disposition
  5. 5. NASD 3110 written policies and procedures for review of correspondence with the public Sarbanes-Oxley Fiscal Accountability for all Public companies Compliance Basel II Capital Assessment and Reporting Standards for Global Banking US Patriot Act Customer Documentation Requirements in order to “know your customer” DoD 5015.2 and UK PRO Federal Standards For Records Management Health Insurance Portability & Accountability Act (HIPAA) Right to carry insurance between job; Privacy of Patient Information SEC Rules 17a-3 & 17a-4 All records related to securities transactions to be maintained for 3 years Graham Leach Bliley Act (GLBA) Privacy of Financial Information
  6. 6. Requirements Design Develop Test Pilot Deploy
  7. 7.
  8. 8. Q&A http://betterecm.wordpress.com

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