Higher Education

The University of Tennessee, Knoxville
Knoxville, Tennessee
Asked by university’s senior administration to create the first records management initiative for the state’s flagship, public, research institution. Designed and piloted policies, procedures, and forms for records inventory, appraisal, inactive records services, microfilming, disposition, destruction; developed long-range plans; created marketing initiatives; researched records legislation and retention requirements of state government; developed annual budgets; forecasted staffing and space needs; initiated interaction of records management program with University Archives to identify record series of historical and permanent value; conducted successful national search for full-time records management officer. This service is unique in Tennessee higher education.

Franklin University
Columbia, Ohio
Partnered with area commercial records storage vendor to take an inventory of the university's records and to create records retention schedules and overall records management policies and procedures.

The Johns Hopkins University
Baltimore, Maryland
Competitively awarded contract by one of the nation’s most prestigious universities to identify campus’s records management needs at the request of the university’s Vice President and Secretary of the Board. Consultancy encompassed needs for overall campus and specific information management issues in the Controller's Office; work included developing an action plan; recommending administrative placement; defining relationship with University Archives; projecting program staffing and three-year budget projection; assessment of feasibility of external grants for program development; and an innovative strategy for funding.

University of Missouri System
Columbia, Missouri
Chosen from national candidate pool of experts to serve on five-person panel to assess program quality and needed improvements in records management, archives, manuscript programs on the four campuses of the University of Missouri System and to make recommendations and suggest future directions. Work required understanding of records management, archives management, and special collections in libraries. Primary responsibilities: records management content of report and the report’s overall editing.

Murray State University
Murray, Kentucky
Identified records management problems, proposed specific solutions; recommended administrative placement, staffing, and other resource needs (e.g., facilities, equipment, startup funding); explained benefits of program to various university administrators to the presidential level, indicated resources (e.g., state government, funding agencies); reviewed possible locations of campus records center.

Oak Ridge Associated Universities
Oak Ridge Tennessee
Identified records management needs and requirements for this multi-university consortium, a Department of Energy (DOE) contractor. Developed program needs statement and focused on areas of non-compliance with DOE records requirements; identified resources needed (e.g., facilities, staff, equipment, funding); surveyed employees, examined possible sites for a records center.