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Break It Down! A Case Study in Strategic Planning

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In 2017, the University of California Office of the President Records Management Team took on a tall order-- change a unit that had been around for decades with minimal changes and difficult technology. How to accomplish that? Strategic planning. This session will break down how strategic planning is done and how it can be used to jump-start a dormant records management program and change the focus and image of the unit.

Learning Objectives:

  1. Use strategic planning to help your organization
  2. Examine your organization's weaknesses and strength
  3. Avoid common planning mistakes