Practical Records Management Starter Kit

Important records should not depend on one person’s memory, an unclear filename, or a folder that nobody else understands.

The Practical Records Management Starter Kit gives small businesses, NGOs, and community organisations a structured, beginner-friendly way to organise their records—without purchasing complicated records-management software.

WHAT THE KIT HELPS YOU DO

• Identify important records and where they are stored

• Create consistent digital folders and filenames

• Track approved policies, procedures, forms, and manuals

• Plan digitisation projects before scanning begins

• Check scanned records for completeness, legibility, and accuracy

• Document retention and disposal decisions

• Introduce better recordkeeping gradually through a manageable pilot

WHAT IS INCLUDED

1. Start Here Guide
2. Master User Guide with a practical 30-day implementation plan
3. Simple Records Inventory workbook
4. Digital Folder Structure and File Naming Guide
5. Ready-made Digital Folder Structure Template
6. Document Control Register
7. Digitisation Planning and Quality Control Workbook
8. Records Retention and Disposal Workbook
9. Licence and Terms of Use

Every workbook includes plain-language instructions, field explanations, dropdown choices and worked examples. You do not need previous records-management experience to begin.

DESIGNED FOR

• Small businesses

• NGOs and charities

• Community organisations

• Administrative teams

• Project-based organisations

• Organisations moving from informal filing to a more structured system

FILE FORMATS

The download contains editable Microsoft Excel workbooks, Microsoft Word guides, and a ready-made ZIP folder structure. It is best used with a current version of Microsoft Excel and Word.

IMPORTANT INFORMATION

This is a digital product. No physical item will be delivered.

The kit is an adaptable educational and administrative resource. It does not provide legal advice or guarantee compliance with any particular law, regulator, donor requirement, or industry standard. Buyers should confirm applicable requirements before destroying records, transferring custody, or relying on digital copies instead of originals.

Purchase includes a single-organisation internal-use licence. Resale, redistribution, public uploading, and sharing blank copies with other organisations are not permitted.