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Plan elements in logical order One individual should be assigned the responsibility for developing and coordinating the new filing system.

This task usually falls to the Records Coordinator.

Every member of the office must understand the purpose and scope of the project. The creator of a record may provide important insight useful during the analysis of the records.

The inventory is the foundation of a filing system.

The object of proper files management is to be able to find the record you need quickly and economically, regardless of its format.

Our Files Management Planning manual provides guidance for establishing and maintaining the records of your office by the most efficient and economical means available.

Time savings: A good filing system is developed through a basic file plan.

Planning is important because it establishes direction and control, ensures that everyone involved has a common understanding of purpose and goals, provides guidelines, and identifies the elements of a project.

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