September 17 2025 – Measuring RIM Performance

Webinar – September 17, 2025, 12:30pm EST

 

Implementing a strategic plan provides direction and momentum, prioritizes activities to make the most of limited resources, and raises the visibility of RIM.  But if you don’t plan to measure the performance of your RIM strategy, how will you know if it is delivering the promised results?

Performance measurement is an important, but often neglected, part of strategic planning.  By including performance measurement in the strategic planning process, you can ensure your RIM initiatives deliver the intended results, correct problems before they have a major impact, and improve your communications and reputation with senior management.

Join me to briefly review the strategic planning process and then explore a multi-step process for designing and implementing performance measurement as part of any RIM strategic initiative.  We’ll also review some RIM performance measurement examples and discuss the most important success factors for RIM performance management.

This webinar is organized by the Greater Kansas City Chapter of ARMA.

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Date

Sep 17, 2025
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Time

12:30 pm - 1:30 pm

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Case in Point

That's A Lot of Records!
Often the requirement for a needs assessment is driven by a specific initiative being considered or an immediate problem to be solved, rather than a general desire to establish a corporate (or organization-wide) IM program. We had a client wanting to improve its management of a specific group of critical records – thousands of member files in paper, microform and digital formats containing hundreds of unique document types.
Assess, Plan and Schedule
Ergo reviewed the organization’s current practices for managing those records, compared those practices to best practices, and identified risks and areas for improvement. From there we developed a strategic plan with a focus on records storage and retention. The plan identified the operational, financial and technological requirements for implementing the recommended changes, improvements and enhancements in the lifecycle management of the member records. Activities in the plan were classified as short term (next 6-12 months), medium term (next 12-24 months) and longer term (next 25+ months).
Step by Step Success
Implementation of the strategic plan enabled this organization to ensure its member records are properly identified, organized, accessible, protected and retained as long as necessary to meet operational and other requirements.