Guides

This article explores why Records and Information Management should be involved in business initiatives from the outset. It highlights the risks of excluding RIM professionals and provides practical strategies for demonstrating their value, improving compliance, reducing risk, and supporting better business outcomes.

This starter audit checklist provides a practical framework for assessing records and information management practices against ISO 15489 and ISO 16175. Use it to identify strengths, uncover gaps, and begin conversations about improving compliance, governance, and organisational maturity.

This guide outlines best practices for naming folders, libraries, and collaboration sites to improve consistency, searchability, and information management. It provides practical conventions for creating clear, meaningful structures that make information easier to find, organise, and manage across digital workspaces.

This one-page strategic planning template helps organisations map and prioritise key information management initiatives over a four-year period. It provides a simple framework for aligning projects with strategic objectives, assigning responsibilities, and tracking progress toward improved information governance.

This Business Systems Assessment Checklist helps organisations evaluate whether their business systems meet essential recordkeeping requirements. It provides a practical framework for assessing compliance, identifying gaps, and supporting the effective management, retention, and disposal of records across business applications.

This guidance explains why Microsoft Teams meeting recordings and transcripts should not replace formal meeting minutes. It outlines the risks, compliance considerations, and best practices for creating concise, accurate meeting records that serve as the official record of business decisions and actions.

This guide explains how to effectively manage records created in Microsoft Teams. It outlines what information should remain in Teams, what should be transferred to a compliant records management system, and best practices for ensuring important records are securely managed and retained.

This practical guide outlines simple, consistent file and folder naming conventions to improve organisation, searchability, version control, and collaboration. Learn best practices for creating clear, meaningful file names that make information easier to find and manage.

This guide outlines the key risks to consider when planning and delivering a digitisation program. It provides practical guidance on quality assurance, governance, metadata, preservation, security, and compliance to help ensure successful and sustainable digitisation projects.

This handy jargon buster provides clear definitions for common digital preservation, archives, and information management terms and acronyms. A useful reference to help you navigate industry language and better understand key concepts.

This document outlines the procedures and best practices for managing, storing, and disposing of electronic files within a business environment.

This document outlines the procedures and best practices for managing, storing, and disposing of hard copy records within a business environment.

The top five lessons to enable alignment between business outcomes and governance requirements presented by Jade Reed at the 2018 Inforum convention.

This practical guide helps staff determine where different types of business information should be stored to support effective information management and compliance. It explains what constitutes information of business value, when records should be captured in an EDRMS, and how to distinguish between personal, collaborative, and official business information using simple decision-making guides and examples.

Tips for creating a 12-Month strategy which covers audience, content, timing, and channel.

This handy reference guide provides an overview of Australia's cybersecurity, cybercrime, and cybersafety landscape, along with links to key government agencies, legislation, research organisations, and online resources. Ideal for information management professionals seeking trusted sources to strengthen cyber awareness, understand the regulatory environment, and access practical guidance on protecting information and managing cyber risks.

This practical decision tree helps staff determine when a document requires a digital signature and when one is not necessary. By guiding users through common scenarios—including approvals, contracts, committee decisions, and standard correspondence—it promotes consistent decision-making, supports governance requirements, and ensures the appropriate use of digital signatures across an organisation.

This practical project outline provides a step-by-step framework for planning and delivering a successful digitisation project. Covering preparation, conservation, scanning, metadata capture, quality assurance, OCR, EDRMS integration, and project sign-off, it helps organisations implement digitisation projects that align with best practice and produce high-quality, compliant digital records.

This practical guide explains Australia's permanent electronic governance reforms, including the use of virtual and hybrid meetings, electronic document execution, digital signatures, meeting notices, member participation, and governance requirements. It provides practical guidance and best practice tips to help organisations confidently implement compliant electronic meeting and document processes.

Fact sheet to provide a guide to recordkeeping practices when working from home.

Demonstrating the value of Information Management to your organisation. Increasing the IM profile workshop outcomes.

This practical guide outlines best practice for managing imaged and digital signatures within an electronic document and records management system (EDRMS). Covering approval workflows, evidentiary requirements, audit trails, correspondence management, and business rules, it helps organisations ensure digitally signed documents remain secure, authentic, and legally defensible throughout their lifecycle.

This executive report explores the implementation of digital signatures for mayoral correspondence and the use of digital council seals. It outlines the governance considerations, legal advice, recordkeeping benefits, and recommended business practices for replacing traditional signatures and seals with secure digital alternatives, supporting modern, compliant, and efficient document management.