Information-Management Read more
PRA audit preparation
and follow-up

If you have completed your Public Records Act (PRA) audit and are now working on your follow-up plan, I would love to work with you to improve your IM maturity, in line with your audit recommendations.

If your PRA audit is still ahead of you, and you are preparing for it, I can work with you to prioritise activities that will improve your organisation’s IM maturity.

IM strategies and policies

An information management strategy will set out a strategic direction to ensure that your information adds value to your organization. It will help you understand what information you need to create and manage, and set out a roadmap of activities to follow.

Policies and processes will support your strategic direction, and are a critical part of IM best practice. Both of these need to be tailored to the needs and size of your organization.

Business classification,
taxonomies and metadata

There is still a role for taxonomies and classification systems (file plans) within your business, even with Microsoft 365. A well-structured file plan will help staff know where to ‘file’ digital information and how to find it again.

Similarly, good metadata doesn’t just happen, it needs to be planned – in consultation with system users. Metadata will facilitate search, access and compliance with the  Public Records Act 2005.

Online mentoring

An information management strategy will set out a strategic direction to ensure that your information adds value to your organization. It will help you understand what information you need to create and manage, and set out a roadmap of activities to follow.

Policies and processes will support your strategic direction, and are a critical part of IM best practice. Both of these need to be tailored to the needs and size of your organization.

Disposal of information

Disposal authorities are a critical element of your IM programme. They enable you to dispose of information that no longer needs to be retained. Appraisal reports and disposal authorities are a fundamental element of PRA compliance for government organisations, and I can help to develop these for your organization.

In addition – active disposal of information that is no longer needed is an important aspect of managing your information within both physical and digital environments. I can help you identify this information (often referred to as ROT – redundant, obsolete and trivial), and establish processes to consistently dispose of information in an authorised way.

Training

I can develop and deliver training programmes tailored for your organization. Good training will ensure that your staff understand their responsibilities, know how to ‘file’ and find information, and understand why information management is important.