ACC Records Management University

Pardon our dust! ACC is updating your online learning experience.

Looking to build a records management program, or bring your current program up to date?

Records Management University is here to help you create a program that is compliant and that your employees can actually adhere to.

Join this free self-paced course which includes four on-demand sessions ranging from getting started to adoption, four interviews with seasoned practitioners, and a host of written resources that will help you assess your current program’s maturity and make the case for an upgrade.

This is a members-only product. Please log in to register.

4 Modules, 4 Interviews

FREE

Module 1: Introduction to Modern Records Management: Creating a Records Policy and Schedule

Effective records program not only ensure compliance, but also reduce privacy and litigation risks, lower costs and make employees more productive. The past 10 years have seen a significant shift in how companies develop, execute and mange their records and other information. A cornerstone of a program is a modern, compliant, and easier-to-execute records retention schedule. Topics in this module include:

Key concepts of a modern records program
Creating a compliant and easier-to-execute records retention schedule
Techniques for gaining agreement with legal, IT, business units and employees on what information to save and not save including email, files, and other electronic information
Designing a schedule that is both compliant and much easier to execute

Blue concept with no people related to digital file storage system and software

Blue filing cabinets with open drawers background.

Module 2: Records Program Execution

Success in records management execution needs to be designed into the program. This module reviews the steps, strategies, and best practices for getting from policy to execution:

Key steps in records program execution
Moving records management from being exclusively owned by legal to a shared responsibility owned and funded by multiple functions
Cadillac, Chevy, golf cart, or bicycle – determining the right level of program maturity for your company
How to avoid from getting stuck, or restarting a stalled initiative
Designing a records program so it drives effective privacy, eDiscovery, and employee productivity
If and when it’s okay to adopt a policy even if has not yet been executed

Tales from the Trenches Interviews

Patrick Chavez

Chief Privacy Officer and Associate General Counsel at Edward Jones

Megan Hertzler

Director Records and Information Governance at Genentech

Tales from the Trenches Featuring: Alexandra M. Williams, Esq. Senior Corporate Attorney Church Mutual Insurance Company, S.I.

Alexandra Williams

Senior Corporate Attorney at Church Mutual Insurance Company, S.I.

Natausha Cruz Wilson

Director of Information Governance at Qualcomm

Module 3: Automating Records Management

Traditional, manually-oriented records management processes don’t work into today’s digital, employee habitual save-everything-forever, work-from-home environments. Today companies are creating modern, highly-automated record programs that both ensure compliance, but also drive employee productivity and compliance. This module explores real-world strategies for automating records processes and programs:

The Five Second Rule – Creating combined records management, privacy, data classification and access control processes that employees can follow quickly
A quick review of technologies to automate programs, including technologies that most companies already own today
How to delete email, files, and other information quickly and defensibly
Combining policies, processes, and technologies to automate records management

Pile of unfinished documents on office desk

Monitor display with yellow folders, documents and media content

Module 4: Records Management Training and Employee Behavior Change Management

Employees have built habits of saving everything forever in their own private areas over many years. Getting them to save the right information in the right place so it is retained for the right period doesn’t just happen, but rather is a result of a formalized training and employee behavior change management process. This final module reviews:

How messaging, communications plans, training, and audit can be combined into an effective employee behavior change management strategy
Creating records management messages that resonate, even for employees that don’t care about records management
How to handle the 10% of employees who despite training will seemingly never follow records management policies
How to audit and remediate ineffective or underperforming program components all while staying compliant.

Featured Resources

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Introduction to Modern Records Management

In this ACC Guide, learn the components of an effective records management program, and the steps required to execute a schedule once developed.

ACC Legal Operations Maturity Model: Records Management Overview

The ACC Records Management Program Maturity model provides a detailed maturity model for all aspects of an organization's records program.

Document management system concept with hand pressing a button on a technology screen

Everybody's Job, Nobody's Job: The Best Way to Create an Information Governance Program Without Going Crazy

Smart in-house counsel are leading efforts by organizing key stakeholders to launch information governance programs.

Office clerk searching for files into a filing cabinet drawer close up

View all Contoural resources in the ACC Resource Library.

Looking to build a records management program, or bring your current program up to date?

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