A more efficient method is to create a multi-tiered file plan for project records (see Section 3.2)...After a file plan is defined, the implementation of a retention schedule attached to each record series becomes easier
There is more than one reason to create a filing plan for your organization...Therefore when considering a legacy data clean up, creating a filing plan is a good starting point. But what do you do if you do not have a filing plan?
But this never quite works out as planned
Timeframe to complete the conversion process Step 4 * After everything has been outlined, prepare a project plan and detail cost associated to the implementation