Our bank is in the process of performing a bank-wide records inventory and developing a records classification system so that all bank records can be included in the retention schedule and to manage the oversight of destruction of records according to our policy. We are creating a 1-page survey to distribute to each department to identify every record. The survey is quite in depth and could result in both confusion and resistance. Can anyone give any tips on how they have approached this issue/any suggestons? Would you have a sample inventory form to share. We are going to include our retention schedule? Thanks in advance for any feedback!

The ABA has a records management working group if you are a member. They may offer some solutions.