Description
Lead governance and lifecycle management of organizational records by setting policies, retention schedules, and controls, and by overseeing systems and procedures to capture, classify, secure, retrieve, and dispose of records across formats.
- • Monitor regulatory changes to maintain compliance with records and information governance laws and standards.
- • Develop, review, and approve test plans for new or upgraded records and document management systems.
- • Direct research to locate records in electronic repositories or physical archives.
- • Coordinate retrieval and distribution of records, ensuring chain of custody and timely return to repositories.
- • Recommend enhancements to records and content management capabilities and workflows.
- • Create and deliver policies, procedures, and training for staff on records management practices and systems.
- • Enforce security controls over records creation, processing, storage, access, archiving, and disposition.
- • Oversee scanning, digitization, and automated capture to ensure quality, completeness, and metadata integrity.
- • Define functional requirements and validate technical specifications for records systems.
- • Establish and maintain records management standards, retention schedules, and procedures.
- • Provide guidance and support to users on accessing and managing records.
- • Conduct enterprise needs assessments to determine records requirements, risks, and priorities.
- • Design or refine classification schemes and metadata taxonomies for records discovery and retention.
- • Lead or advise on selection, acquisition, and deployment of records management technologies.
- • Set and enforce records policies to ensure efficient, legal, and secure access and disposition.
- • Analyze program and system performance metrics to drive compliance and process improvement.
- • Supervise data capture and ingestion operations into the records repository.
- • Administer access rights, legal holds, and version control to protect record integrity.
- • Partner with IT, Legal, and business units to implement records processing, retrieval, and disposition workflows.
- • Classify records by security level, business function, retention, and metadata.
- • Configure or oversee configuration of system features, including user roles, workflows, and retention rules.
- • Stay current on records management and information governance trends through education and professional networks.
- • Manage updates to official records and coordinate approvals with legal, compliance, and business stakeholders.
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Last reviewed: Jan 2026
