An assessment will determine the level of continued support required. Meetings may be on a monthly, quarterly or yearly basis depending on the nature of your business requirements.
Records Management
Maintenance of records:
•Assignment of new business categories for filing
•Removal of semi-active and inactive documents from active files
•Storage preparation for inactive documents
•Vital records update
Retention and disposition of records:
•Assessment of retention and disposition periods for new record series
•Implementation of destruction of documents
•Implementation for all retention due periods either for temporary or permanent retention
•Storage for inactive documents
Automated systems:
The software program for records management in use will also determine the level of assistance needed.
•Follow-up of retention and destruction periods of your documents
•Maintenance of records
•Training
Professional Organizer: Small Office Home Office (SOHO)
Once the process and the system is in place, I will offer a one hour follow-up consultation and discuss any issues or concerns you may have. Ongoing support for office solutions will be assessed and a plan will be devised to suit your business or home office requirements for continued efficiency.
Contact us today for a free assessment and let’s get your paper based and/or electronic records organized.
Francine Renaud Records
Management Consultant
http://www.timeouttoorganize.com/
Tel: 250-763-3988
