Records Management Plan

As of May 2026, developing a Records Management Plan (RM Plan) is no longer required, but it can be a useful way to manage records at a departmental level. An RM Plan helps your department to understand their records and their responsibilities as keepers of state records, maintains continuity, and lays out a strategy for ensuring confidential data is kept secure and mandatory standards are met across campus.

When creating a Records Management Plan, you can use the RIMS template by replacing the bracketed generic information with your department’s specific information. You can view a sample RM Plan to get a better idea of how the template can be used. You can also use your own format and style.