What KPIs should I report to leadership to show a records management program is improving?
Leadership rarely wants raw activity counts. They want to see that risk is going down, compliance is going up, and the program is delivering value. Choose a small set of metrics that map to those outcomes and report them on a consistent cadence so trends are visible.
Compliance and disposition
These show the program is keeping records under control rather than letting them accumulate indefinitely.
- Retention schedule coverage: the percentage of record types or systems mapped to an approved retention schedule.
- Disposition completion rate: how much eligible content is actually dispositioned (transferred, archived, or destroyed) on schedule versus the backlog past its disposition date.
- Defensible destruction: volume disposed of under documented authority, which directly reduces storage cost and litigation exposure.
Risk and findability
- Audit and inspection results: trends in findings, repeat findings, and time to remediate.
- Search and retrieval performance: average time to locate records for legal holds, audits, or public-records requests, and the rate of requests fulfilled completely and on time.
- Legal hold integrity: holds applied and released correctly, with no inadvertent loss of records under preservation.
Access requests and public accountability
If your organization handles public-records or FOIA-style requests, these resonate strongly with leadership.
- Request turnaround time and the percentage closed within the required window.
- Backlog size and aging, which signals whether capacity is keeping pace with demand.
For background on how request handling relates to recordkeeping obligations, see the foia-public-records topic hub.
Adoption and program health
- Training completion across records-creating staff.
- Policy currency: schedules and policies reviewed within their cycle.
- System adoption: the share of records captured in managed repositories rather than uncontrolled locations.
How to report
Favor trends over single snapshots, pair each metric with a target, and translate results into business terms such as reduced storage cost, lower litigation risk, and faster response times. International standards describe records controls in terms of measurable outcomes, which gives your KPIs a defensible, recognized basis. Keep the dashboard short, consistent, and tied to organizational risk so leadership can see improvement at a glance.
Sources & further reading
Authoritative government and non-profit references.
- Records management (NARA) — National Archives (NARA)
- ISO 15489-1 Records management — ISO
How to cite this page
APA
RM University Editorial. (2026). What KPIs should I report to leadership to show a records management program is improving?. Records Management University. https://www.recordsmgmt.org/questions/what-kpis-to-report-to-leadership-to-show-a-records-program-is-improving/
MLA
RM University Editorial. "What KPIs should I report to leadership to show a records management program is improving?." Records Management University, 16 June 2026, www.recordsmgmt.org/questions/what-kpis-to-report-to-leadership-to-show-a-records-program-is-improving/.
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