Sample for Practice 9G: File Organization Process

This is a sample Records Management Policy from the accredited Marin Agricultural Land Trust.

This is a sample agreement between a land trust and a private individual for offsite records storage from the accredited Northern California Regional Land Trust.

This is a sample records policy from the accredited Hudson Highlands Land Trust.

In this session, you will learn important tips and valuable resources for managing your data and organizing your records, including file and folder naming and numbering conventions, Excel spreadsheet basics and GIS tips that have Landscapes has used with hundreds of land trusts. ​

This is a sample records policy from the accredited Land Conservancy of New Jersey.

This is a sample project planning form from the accredited Catawba Lands Conservancy.

This guidance covers Practice 9G: Recordkeeping.

Establishing a consistent naming and numbering system allows you to access records and information consistently and rapidly.

Learn from Jessica Clough, Land Conservation Specialist at the Iowa Natural Heritage Foundation, who will share her land trust’s story and lessons learned when they moved from a spreadsheet-paper system to one centered around a robust database.

Recordkeeping involves risk management. An organization must choose which documents to keep and which ones to destroy. This factsheet can help you evaluate which records are essential to keep and for how long.