Thank you for attending my presentation. Like most small business owners, I appreciate feedback so that I can continue to deliver value to the audience. Please feel free to share your opinions (anonymously if you choose). I thank you for your openness and honesty.
Generally Accepted Recordkeeping Principles
The Principles (downloads a PDF from ARMA)
Records and Information Management
The following blog posts were written for for personal records and information management but the principles are the same for small businesses. Please be aware that retention schedules and citations are different for small businesses than for personal records.
- Part one, Generally Accepted Recordkeeping Principles
- Part two, record types and records inventory
- Part three, retention schedule
- Part four, disposition of paper and electronic records
- Part five, scanning paper records
- Part six, building a filing system
- Part seven, records maintenance
Note: These links lead to the Internet Archive and may be slow to open. If the links don’t appear to work, their server may be busy. Please try again later. If you have trouble after repeated attempts, feel free to contact me.
Bonus: Great file naming tips from University of Edinburgh – with examples.
Backup 3-2-1
Productively Organized 