File Plan 101:
The History & The Future

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Format

Online
Course

Duration

1 Hour

What you are going to learn

Evolving File Plans

Are your file plans set up to address today’s risks and regulations? 

In this session, we looked at the evolution of file plans and how they continue to adapt and change to meet the needs of businesses. 

  • The history, theory and types of file plans,
  • How file plans have changed over time,
  • Some of the necessary practical and pragmatic changes required for compliant digital record keeping, and
  • How the ever-changing landscape of cloud software, artificial intelligence and modern collaboration impacts file plan
  • The evolution of records management, including the move from record “centers” to in-place records management,
  • How file plans have adapted with technology 
  • The pros and cons of larger file plans and how to find the right balance,
  • How records declaration works with modern file plans, and
  • Design and architecture recommendations for file plans.