Recordkeeping Plan templates are available for use by new and existing State and local government organisations when developing or amending their Recordkeeping Plans.
Please note that all Recordkeeping Plans (RKP) must be accompanied by an RKP Self-Evaluation Checklist and Transmittal letter (See below).
Recordkeeping Plan documentation should be submitted in loose-leaf format, that is free of binding.
NB: Organizations reviewing existing Recordkeeping Plans should refer to the RKP Review Form and Recordkeeping Maturity Model.
Recordkeeping Plan Templates - State Government Organisations
The State Records Office has developed two Recordkeeping Plan templates for use by State government organisations.
- Template for NEW Recordkeeping Plans for State government organisations (updated October 2016)
- Template for AMENDED Recordkeeping Plans for State government organisations (updated October 2016)
Please refer to the associated instructions for using this template.
Recordkeeping Plan Templates - Local Government Organisations
The State Records Office, in conjunction with the Local Goverment Records Management Group (LGRMG) and the WA Local Government Association (WALGA), has developed two Recordkeeping Plan templates for use by local government organisations.
- Template for NEW Recordkeeping Plans for Local government organisations (updated October 2016)
- Template for AMENDED Recordkeeping Plans for Local government organisations (updated October 2016)
Please refer to the associated instructions for using this template.
Recordkeeping Plan Transmittal Letter, Checklist and Guidelines
The State Records Office has developed a Self-Evauation Checklist and associated Guidelines which must be utilised by State and local government organisations when developing and amending their Recordkeeping Plans. The checklist and transmittal letter are to be submitted with each Recordkeeping Plan (RKP).
Please use the appropriate letter when you are ready to submitt your Recordkeeping Plan to the State Records Office.
State Government RKP Self-Evaluation Checklist and Guidelines
For Recordkeeping Plan review reports refer to the Recordkeeping Plan Reviews page
- State government organization RKP self-evaluation checklist (Updated October 2016)
- State government organization RKP self-evaluation guidelines (Updated October 2016)
Local Government RKP Self-Evaluation Checklist and Guidelines
For Recordkeeping Plan review reports refer to the Recordkeeping Plan Reviews page
- Local government organization RKP self-evaluation checklist (Updated October 2016)
- Local government organization RKP self-evaluation guidelines (Updated October 2016)
Last updated 14 October 2016