A new framework for record retention
The resources we developed needed to be created in close consultation with stakeholders within the sector. The guidance also had to be in harmony with TNA’s broader programme of leadership and support for archives.
Based on their knowledge of the needs of the sector TNA asked us to develop:
- Model Retention Schedule and Business Classification rules
- Archival appraisal criteria for records of long-term value
- Guidance and practical advice on how to manage the transfer of records to third party archives
- Case studies demonstrating practical approaches to retention and transfer management
The Metataxis approach
- ResearchWe researched legislative, regulatory and professional requirements for the sector. We identified and mapped existing guidance, and highlighted gaps to be addressed.
- Functional analysis We carried out a sector-wide functional analysis, identifying functions, activities and transactions common to charity and voluntary organisations.
- Raising awareness We worked closely with TNA to identify networks such as Charity Archivists and Records Managers interest group (CHARM) and The British Academy (Archiving the Mixed Economy of Welfare in Great Britain) to increase awareness of our project. We made use of social media, conferences, meetings, and mailing lists to ensure we got as broad a representation from the stakeholder community as possible.
- Stakeholder engagement We conducted an online survey to identify stakeholder needs and provide quantitative data on the state of recordkeeping. We held workshops with stakeholders to focus more deeply on issues highlighted in our survey and gain to early feedback on general structure and content of framework.
- Case studies We developed case studies to highlight successful approaches some organisations have taken to common issues.
- Reporting We provided statistical and written reporting on the state of recordkeeping within the sector, identifying growing trends, causes of concern and areas for future development.
“I think the content is great, it will be so informative for charity archives.”
TNA were pleased to add the Management Framework to their suite of guidance and support for the sector.
“We found Metataxis to be very receptive to what we wanted to achieve, easy to work with and very focused on delivering a quality end product.”
The Framework as a resource is available on TNA’s website here and is open for anyone to use.
Read more of our case studies here.