What is typically the first step in developing a vital records plan?

The correct answer is to describe the records, as this action serves as the foundation for a vital records plan. Describing the records involves identifying and documenting what specific records are considered vital to the organization’s operations, including their importance and the potential impact of loss. This initial step ensures that the organization understands what records need protection and preservation in case of emergencies or disruptions.

Only by having a clear understanding of the records can an effective plan be crafted. Once their significance has been established, other steps, such as identifying retention schedules and establishing disposal procedures, can proceed with clarity and purpose. Therefore, describing the records not only informs the subsequent actions but also prioritizes resources to safeguard them adequately, ensuring that the vital records plan is thorough and well-targeted.