Policies and procedures are essential tools for managing and caring for collections, but getting started can feel overwhelming. This webinar provides a practical introduction to the core documents collecting institutions need, including collection management policies and day-to-day procedures that support consistent decision-making. Participants will learn what these documents typically include, how they function in real-world settings, and how to approach drafting them in manageable steps. The session focuses on clear, usable language and realistic approaches that reflect the capacity of small to mid-sized institutions. By the end of the webinar, participants will have a better understanding of where to begin and how to move forward with developing or refining policies and procedures at their own organization.
Click here to view the recording.
Click here to access sample policies and procedures.
Click here to download the slideshow.
Presented free of charge to New York institutions, DHPSNY education programs address the needs of professionals and volunteers responsible for the care and handling of historical records. Our education programs address emerging issues and best practices, with content scaled to apply to small- and medium-sized organizations with limited resources.