In the AIIM webinar “What does the Obama administration records management directive tell us” one of the most helpful slides I found was on conducting a records and information inventory. I have seen records inventory sheets before but what was helpful for me about this slide was the high level checklist for preparing a records and information inventory. This is a list i plan on revisiting if I am ever asked to to perform a records and information inventory.

1)Identity all departments in the organization
2)Scope and prioritize the inventory
3)Review departmental work processes
4)Review existing document management policies and procedures
5)Identify and review departmental document repositories
6)Interview targeted personnel
7)Create a list of documents for the department
8)Review the contents of organizational repositories
9)Create log of all repositories in the organization
10)Create final organization-wide inventory
11)Create process for updating inventory