Records Management Consulting
Records Management Consulting
  • Home
  • RIM Success Roadmap
  • Assess your RIM Program
  • Implement RIM Governance
  • Implement RIM Standards
  • Use SharePoint
  • Use Automated Workflows
  • Manage Impact and Change
  • Services
  • More
    • Home
    • RIM Success Roadmap
    • Assess your RIM Program
    • Implement RIM Governance
    • Implement RIM Standards
    • Use SharePoint
    • Use Automated Workflows
    • Manage Impact and Change
    • Services

  • Home
  • RIM Success Roadmap
  • Assess your RIM Program
  • Implement RIM Governance
  • Implement RIM Standards
  • Use SharePoint
  • Use Automated Workflows
  • Manage Impact and Change
  • Services
Records Management Roadmap titled with a cityscape background.

What is a Records and Information Management Roadmap?

 A RIM roadmap is a strategic plan that outlines how an organization will design, improve, and implement its records and information management program over time.


It typically shows:

  • Current state: how records are created, stored, classified, retained, and disposed of today
  • Future state: the desired level of control, compliance, accessibility, and efficiency (management outlook/vision for the program)
  • Key initiatives: the projects needed to close the gap between current and future state
  • Timeline and phases: what happens first, next, and later
  • Roles and ownership: who is responsible for governance, policy, technology, and execution
  • Dependencies and priorities: what must be established before other work can begin
  • Measures of success: how progress and program maturity will be tracked


In a records and information management (RIM) context, the roadmap often includes initiatives such as:

  1. Governance and policy development
  2. Records inventory and data mapping
  3. Classification and taxonomy standards
  4. Retention schedule review and modernization
  5. Technology assessment and system integration
  6. Legal, regulatory, and privacy alignment
  7. Training, change management, and adoption
  8. Monitoring, auditing, and continuous improvement


Put simply, the RIM roadmap is the step-by-step plan for building a compliant, efficient, and sustainable records program.

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Discover how Records Management Consulting can help you develop a customised records management plan that meets your organisational goals. Contact us today for a consultation.

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  • Home
  • RIM Success Roadmap
  • Assess your RIM Program
  • Implement RIM Governance
  • Implement RIM Standards
  • Use SharePoint
  • Use Automated Workflows
  • Manage Impact and Change

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