Start here to reach new milestones in document management

Records management is the critical process that ensures that documentary evidence produced and used by an organization is created, managed, stored, and disposed of in such a way that it remains authentic, secure, reliable, and usable now and in the future. Ultimately, good records management helps governments and institutions achieve good governance and deliver high quality services and results .

Good document management has always been important, but today’s rapidly changing digital world and the uncertainties brought by the Covid-19 pandemic provide even more reason to manage documents well. The shift to open government initiatives, big data-driven enterprises, cloud services, personal data privacy protections, and the frequency with which information security, transparency, and corporate accountability issues are reported confirms that records management is now more crucial than ever. With this in mind, the World Bank Group has launched the Records management roadmap as a practical toolkit to help governments and public sector organizations design effective records management programs.

The journey to successful records management – and why it matters

Developed by the WBG Archives, this 8-part toolkit details actionable steps to achieve strategic improvements and milestones in records management. Why should you use it? The Records Management Roadmap provides a blueprint for managing records well to reduce cost and reputational risk within organizations , ensuring transparency and accountability, and achieving greater effectiveness and efficiency. Specifically, with this toolkit, organizations will be able to:

  • assess the strengths, gaps and weaknesses of their current records management practices;
  • set goals for change and improvement;
  • plan strategic actions to improve operations;
  • identify best practice resources, and
  • achieve continuous improvements over time.

The roadmap also offers a checklist for tracking progress along the journey to better document management. This is essential to ensure autonomy and ownership so that each organization can choose its own priorities and choose the path that best suits its context and needs. There is no “one size fits all” model. Rather, the records management roadmap aims to help organizations find their own path, guided by key records management principles and practices.

Start here: Visit the Roadmap website

How to use WBG archives Roadmap

For some organizations, the Records management roadmap can help determine the personnel and skills, financial and technical resources needed to implement a robust records management program. For others, it can guide the process of selecting the right technologies for document management. Other organizations might find guidelines useful on how to protect personal, private, and sensitive information. In the context of the current COVID-19 crisis, the toolkit can help organizations in their efforts to preserve digital and analog records so they can be available as long-term institutional evidence.

Whatever each organization’s specific needs or starting point, this toolkit offers actionable guidance on how to properly capture, manage, store, retain and share records for compliance and to improve efficiency. and efficiency within institutions.

Protecting institutional legacies

June 25, 2021 marks the 75th anniversary of the day the World Bank first opened its doors. The WBG Archives Cares About Wealth and Values assets which are the institution’s archives dating back to 1946. We make these holdings available to the public as part of the Bank’s open access policy and create historical knowledge products that illuminate lessons from the past for the benefit of the development community today. WBG records holdings, services and products are made possible through a robust records management program within the World Bank Group, which has grown and evolved over time to include born-digital records and requirements for the technical systems that hold these documents.

We honor our developmental heritage by striving to capture, protect and preserve our institution’s documentary evidence over time. We are committed to good records management practices that ensure our wealth of information remains open, trusted and relevant to our staff, stakeholders and the public. Join us on this journey! Visit the Records Management Roadmap Website today and achieve new milestones in document management.

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Watch the 50 seconds video and see the fast guide for more information.