Step one looks at a recommended project management methodology and then provides guidance on how to define and manage an EDRM project using that methodology.
Step two provides specific guidance on the procurement options available and how to choose the right one for you.
Step three looks specifically at how to develop a change management and communications plan as part of your overall project plan.

Objectives of stage

This stage should help an EDRM project team to agree its project management methodology and confirm and agree the scope of the EDRM project and the plan for managing that project.

This stage points you to the JISC infoNet project management methodology and gives you advice on developing an EDRM project management plan using that methodology. It makes the case for either running a separate records management project in advance of your EDRM procurement project or of combining the two. It is vital to understand the dependencies between a records management project and an EDRM procurement project. Certain records management tasks should be completed before you start your EDRM procurement project and others should be completed before you start implementing your preferred EDRM solution. This stage includes a review of the procurement approaches you can take and makes the case for including change management and communications tasks in your plan.