Resources required to complete stage one

The resource required for stage one depends on where the education organisation is currently.

For step one the team should attend courses on EDRM and read some of the documents listed in References and case studies section below. It may be helpful to invite one of the consultancy companies or course organisers in this field to come in and run a one day discussion session with you to go through the different types of systems and modules in more detail. They can also help in step two to position EDRM alongside existing IT systems.

Otherwise for step two once you have a clear understanding of the type of system you need it will be important to have a representative from your own ICT department on the team to provide you with an up to date survey of the current IT infrastructure. The ideal composition of the project team is looked at in more detail in stage two.

For step three - if you have a records management policy and programme already underway then you will probably have copies of most of the recommended publications. If not then you should acquire them and again it may be worth attending a course that takes you through ISO 15489 and explains how to audit your current records management policies, procedures and systems.