Want to get better at storing your records? Our presentation, Space Planning in Records Management, explains how to optimize your space and store more without expanding your footprint. We'll discuss using functional classification, records retention schedules and inactive records storage to decrease materials. You'll also learn on how to store your files more efficiently through the use of color-coding, end-tab labels and high-density mobile storage.

1. Space Planning in Records
Management: Storing More
Records in Less Space

2. THE GREAT SPACE CRUNCH
Records collections are
growing for the same reason
that office space is shrinking
(i.e. getting scarcer).
Business growth! As an
overall business grows, so
does recorded evidence of
those activities.

3. THE GREAT SPACE CRUNCH
That same growth at the
market-wide level drives up
demand for office space.
So the departments and
individual workers
responsible for growing file
collections have less
space of their own for
storing those records.

4. SPACE MANAGEMENT: A TOTAL SOLUTION APPROACH
There is no single way
for records management
to address the problem
of storage space.
What is needed is a
comprehensive,
total solution
that incorporates RM program
tools, smart product choices,
and alternate storage services.

5. SPACE MANAGEMENT: A TOTAL SOLUTION APPROACH
Together, these space program elements work on two
levels, which we’ll cover in the upcoming slides.
1. Decreasing materials kept in the office by:
• Legally disposing of official records once no
longer needed.
• Destroying any non-record ‘junk’ that has no real
requirements.
• Finding a more affordable location for inactive
records.
2. For material which must kept onsite, storing it in
less space. We’ll look at some equipment and
supply options to help you do this.

6. SPACE MANAGEMENT: A TOTAL SOLUTION APPROACH
No matter what, the Total Solution
must work on both levels. Working on
only one level can achieve 50% success
at best.
Decreased
Materials
+
Less
Space

7. LEVEL 1: REDUCE VOLUME
RETAINED
Let’s first look
at some
ways to
reduce the
amount of
records and
non-records
in your
office…

8. LEVEL 1: REDUCE VOLUME
RETAINED
Functional
classification
provides the backbone
of a records retention
program by
categorizing records
according to the
business activities that
they support. These
categories then
provide the basis for
retention decisions. In
other words, how long
do we need evidence
and information to
support the activity?

9. LEVEL 1: REDUCE VOLUME
RETAINED
A retention schedule
applies those legal and
informational needs. For
each category, we have a
standardized retention
period, which carries the
weight of corporate policy.
It provides authority for
records disposal to take
place and demonstrates due
diligence if records are ever
called into question.

10. LEVEL 1: REDUCE VOLUME
RETAINED
Of course, not every document is
a record. Your organization
should have a policy or guideline
authorizing secure disposal of
copies, drafts and other nonrecords as soon as their
immediate usefulness has
passed. Your organization needs
processing for reviewing and
purging non-records, either on a
scheduled Clean-up Day, or on
file closure (or both!).

11. LEVEL 1: REDUCE VOLUME
RETAINED
Getting inactive records out
of the office is also critical. If
they are seldom used, they can
sit in a cheaper offsite
warehouse. Some markets are
even embracing near-site
storage of active records.
Records are managed by a
service provider, who performs
scheduled delivery of
necessary records as regularly
as twice daily. Records are
stored outside the downtown
core, but still accessible as
quickly as if they were onsite.

12. LEVEL 1: REDUCE VOLUME
RETAINED
Finally, records disposition processes are necessary to make sure
eligible records are identified and destroyed on a regular basis, subject
to review and sign-off by relevant stakeholders. If there is any need to
extend retention (e.g. legal hold), it will be caught during this stage.

13. LEVEL 2: MORE EFFICIENT STORAGE
On the first level, we saw how to
get rid of unnecessary material
which would otherwise take up
space. But not everything can be
removed. For records which must
remain in the office, the key is to
store as many records in as little
space as possible. That’s where
space efficient filing design comes
in.
Consider the equipment and
supply options on the next few
slides versus their more traditional
counterparts…

14. LEVEL 2: MORE EFFICIENT STORAGE
End tab folders
•These shorter folders
increase the number of
usable filing rows.
•They sits upright
without bulky hangers.
•File labels are visible
from greater range of
heights (especially with
color-coding).

15. LEVEL 2: MORE EFFICIENT STORAGE
Lateral Filing:
•Vertical pull-out
drawers occupy as
much floor space as
the actual cabinet.
•No pull-outs are even
needed in lateral
shelving with end-tab
filing.
Check out the next slide to see the space
improvement!

16. LEVEL 2: MORE EFFICIENT STORAGE
Traditional Filing Equipment
•4-drawer lateral rollout cabinets
•Linear Filing Inches (LFI): 3,432
•LFI/Sq.Ft: 10.73
High-Density Open Shelf
Systems
•7-high lateral end-tab shelving
•Linear Filing Inches (LFI): 8,232
•LFI/Sq.Ft: 25.73
Space usage improved by 140%!

17. LEVEL 2: MORE EFFICIENT STORAGE
High-Density Mobile Shelving:
•Replaces multiple aisles with one ‘movable aisle.’
•Space previously used as aisles now used for storage!
Check out the next slide to see the space

18. LEVEL 2: MORE EFFICIENT STORAGE
Traditional Filing Equipment
•4-drawer lateral rollout cabinets
•Linear Filing Inches (LFI): 3,432
•LFI/Sq.Ft: 10.73
High-Density Mobile System
•Compacting end-tab shelving
•Linear Filing Inches (LFI): 15,050
•LFI/Sq.Ft: 53.6
Space usage improved by 339%!

19. SAMPLE SPACE MANAGEMENT
PLAN
Here’s what TAB’s Space Management Plan looks like:
Retention &
Disposal Program
Volume
Reduction
• Purge non-records
• Schedule records for destruction/destroy
records up for destruction
• Send inactive records to offsite storage
Up to 50%!
Equipment &
Supply Choices
Improved
Space Use
• High-density mobile shelving
• Lateral shelving
• End tab folders with color-coded labels
Store up to 339%
more files in the same
amount of space.

20. DOING MORE WITH LESS?
Less of
what you
don’t need.
More room
for what you
do need.

21. DOING MORE WITH LESS?
Need more space?
Contact TAB to learn
more about our high-density
storage solutions:
www.tab.com/contact