Fileplans work - IF they are understood!

TFPL is exhibiting, and James Lappin is speaking at, the RMS Conference in Brighton.  James will be talking about making fileplans work.  He will be sharing his five key 'rules of thumb' which are briefly summarised below:

• Tell a story - the top two levels of your fileplan should clearly answer the question 'what does the organisation exist to do?'
• Use a consistent logic - familiarity with the spaces where their own records belong will help people navigate the rest of the scheme
• Establish success criteria for each set of terms - your top two levels answer 'what does the organisation exist to do'.  The next levels should answer the question 'what does this function involve?'
• Help people learn - involve people in building the parts of the classification that apply to them
• Manage competing perspectives - facilitate a sample of the organisation to build a scheme that works for the group - you may need to review it and test it again.

For more information contact James at James.Lappin@tfpl.com.