The Year-End Records Management Checklist: Fix the Gaps
See where your records management program stands today, so your team starts next year with fewer bottlenecks.
Get the Checklist
Governance and compliance. Social media archiving. Intake, routing, retention, redaction. The list of records your team owns only grows and every piece has to hold up before a request ever comes in.
Small gaps are easy to ignore when the workload feels manageable. But as records pile up and requests get more complex, those gaps turn into next year’s bottlenecks.
Year-end is your chance to step back and take stock. This checklist walks you through a quick self-assessment across four key areas of your records management program, so you know what’s working, what’s not, and where to focus first.
Inside this checklist, you’ll learn how to:
- Spot governance and compliance gaps before they become bigger problems
- Make sure social media records are fully captured, searchable, and ready to produce
- Find out where requests get stuck and what’s slowing down response time
- See how easy it really is for residents to access public records on their own
Score your program now and walk into next year with a plan instead of a headache.