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Professional Resources

Establishing a Records Management Program - Guidelines for Professional Associations

Language(s):English, French, Spanish

These guidelines have been produced to assist associations develop a records management program. Whatever the size or complexity of an association it is advisable to have a records management program in place to ensure that records, documenting all association activities, are created and controlled appropriately.

The guidelines are compliant with the ISO 15489 Records Management standard, and are a companion document to Guidelines for Developing a Retention Schedule for Professional Associations, including a Model Retention Schedule. They cover following activities: identifying recordkeeping requirements, setting up recordkeeping systems, developing a records management policy, monitoring practices, training members and staff and making arrangements for archival records.

Available in English, French and Spanish

Title Size File Type Language
Guidelines Developing a records management programme 47 kb pdf English
Création d'un programme de records management 58 kb pdf French
Implantar un programa de gestion de documentos - Directrices 61 kb pdf Spanish