Free checklist · KK Tech

Records management readiness checklist

A practical 12-point checklist to find out whether your organisation is ready to manage the document lifecycle properly: classification, retention, disposal, permissions and governance.

1. Know what you have

List where records live
File shares, email, SharePoint, line-of-business systems, and personal drives. You cannot govern what you have not located.
Identify the record types that matter
Contracts, personnel files, financial records, student or customer files, safety and compliance documents. Start with the types that carry obligations or risk.
Name an owner for each type
Every record type needs a person or team accountable for it, not just an IT administrator.